Private Wealth Advisor for High‑Net‑Worth Clients

CIMB; Malaysia; On-site; MYR 70,000 - 90,000; Full time

Job summary

CIMB is seeking a Private Wealth Relationship Manager in Malaysia to oversee Private Wealth customers with assets under management of RM 1,000,000. You will be responsible for promoting investment and deposit products, acquiring new clients, and ensuring compliance with regulatory guidelines.

The ideal candidate holds a degree in finance, has at least 5 years of relevant experience, and must have the IPPC certification. This role offers significant opportunities for professional development.

Qualifications

• At least 5 years of experience managing client portfolios and providing financial advice.
• Experience working closely with high-net-worth individuals.
• Must possess the IPPC certification.

Responsibilities

• Service Private Wealth customers with AUM - RM 1,000,000.
• Actively acquire New-to-Private Wealth customers.
• Build and maintain relationships with Private Wealth customers.

Skills

Client portfolio management

Financial advice

Sales skills

Relationship management

Education

Degree in finance, economics, or business administration

Job description

CIMB is seeking a Private Wealth Relationship Manager in Malaysia to oversee Private Wealth customers with assets under management of RM 1,000,000. You will be responsible for promoting investment and deposit products, acquiring new clients, and ensuring compliance with regulatory guidelines.

The ideal candidate holds a degree in finance, has at least 5 years of relevant experience, and must have the IPPC certification. This role offers significant opportunities for professional development.