Private Wealth Manager

Kenanga Investment Bank Berhad; Kuala Lumpur; On-site; MYR 90,000 - 150,000; Full time

Job summary

Kenanga Investment Bank Berhad in Kuala Lumpur invites applications for a Private Wealth Relationship Manager role. You will build and maintain relationships with High-Net-Worth clients, promote a range of wealth and treasury products, and help grow the private wealth client base.

You will execute sales activities, support marketing initiatives, and collaborate with team heads to raise brand presence in the market.

Qualifications

• 3+ years of relevant experience in the financial services industry.
• Experience handling High-Net-Worth clients is preferred.
• Knowledge of wealth management products and markets.

Responsibilities

• Develop and expand the High-Net-Worth client base.
• Execute sales activities to promote Kenanga Investors Berhad's Private Wealth.
• Strengthen existing client relationships and client engagement.
• Support marketing initiatives to promote brand presence of Private Wealth.

Skills

Wealth management knowledge

Client relationship management

Sales experience

HNW client handling

Education

FIMM certification

Job description

Responsible to develop business relationships and clientele base with the High-Net-Worth segment distributing multiple products (e.g. UT, PRS, Wealth Management products, Treasury products).

Key responsibilities

Execute sales related activities to promote Kenanga Investors Berhad's Private Wealth in respective regions

Develop existing client relationships and grow HNW client base

Support team heads in executing marketing related initiatives to promote brand presence and awareness of Kenanga's Private Wealth as planned

About you

At least 3 years of relevant experience in the financial services industry

FIMM certification

Sound knowledge of wealth management products

Good interpersonal skills

Unlock job insights

Hirer responsiveness Salary match Number of applicants

We are an established investment bank that offers a variety of financial products and services. Our range of products and services include corporate finance, corporate and investment banking, equity broking, equity and debt capital markets, equity derivatives and structured products, private equity, treasury and the provision of investment research and advisory services.We strongly believe in investing for the future and the next stage of growth.

We are an established investment bank that offers a variety of financial products and services. Our range of products and services include corporate finance, corporate and investment banking, equity broking, equity and debt capital markets, equity derivatives and structured products, private equity, treasury and the provision of investment research and advisory services.We strongly believe in investing for the future and the next stage of growth.

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