Private Wealth Advisor for HNW Clients – Growth

Maybank; Kuala Lumpur; On-site; MYR 120,000 - 240,000; Full time

Job summary

Maybank in Kuala Lumpur invites a Senior Private Wealth Client Advisor to expand the High Net-Worth client base and deliver tailored investment solutions. You will nurture relationships, provide advisory services, and partner with cross-functional teams to optimize revenue and client experiences.

The role requires strong market knowledge, five years in financial services, and professional credentials. You will represent Maybank with a high standard of professionalism and stay ahead of market

Qualifications

• Degree holder, preferably in Finance or Business Administration.
• With at least five years of work experience in the financial industry, preferably in priority or private banking.
• With knowledge of global economy, markets and political conditions affecting portfolios.
• Industry qualifications (CFP, FIMM, PCE, CEILI, or Module 6/7) preferred.

Responsibilities

• Touch base with existing HNW clients to grow clientele and cross-sell opportunities.
• Acquire new HNW clients to increase client base.
• Uphold Private Wealth standards in advisory services and business approach to generate revenue.
• Collaborate with Client Coverage & Business Banking to boost client engagement and experiences.
• Work with regional counterparts to increase total revenue.
• Improve service deliverables to clients and grow TFA and client base.
• Commit to continuous self-development with market updates and financial news.
• Maintain a professional image as a Client Advisor.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Independent

Team player

Pressure handling

Creativity

Education

Bachelor's degree in Finance or Business Administration

Job description

Maybank in Kuala Lumpur invites a Senior Private Wealth Client Advisor to expand the High Net-Worth client base and deliver tailored investment solutions. You will nurture relationships, provide advisory services, and partner with cross-functional teams to optimize revenue and client experiences.

The role requires strong market knowledge, five years in financial services, and professional credentials. You will represent Maybank with a high standard of professionalism and stay ahead of market