Private Wealth Relationship Manager

Hong Kong Fiduciary Advisory (M) Sdn Bhd; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

A financial services firm in Kuala Lumpur seeks a Wealth Manager to foster strong relationships with high-net-worth clients. This involves providing tailored financial planning and advice, managing client portfolios, and implementing investment strategies. The ideal candidate must have at least 6 years of experience in wealth management, exceptional communication skills in multiple languages, and comprehensive knowledge of the Malaysian financial landscape. A rewarding benefits package and opportunities for professional development are included.

Benefits

EPF/SOCSO

Annual Leave

Health Insurance

Medical Leave

Annual Bonus

Performance Bonus

Commission in USD

Company Activities

Company Trip

Maternity Leave

Salary Increment

Professional Career Development

Staff Appreciation & Rewards

Nearby public transportation

Unlimited Supply Pantry Food

Public Holiday Substitution

5 Working Days

Qualifications

• Minimum 6 years of experience in private wealth management or related role.
• Strong understanding of financial planning principles and wealth management products.
• In-depth knowledge of the Malaysian financial market and compliance requirements.

Responsibilities

• Develop and maintain relationships with high-net-worth clients.
• Provide comprehensive financial planning advice tailored to clients' needs.
• Manage a portfolio of client assets and recommend suitable investment opportunities.
• Conduct regular client reviews and adjust investment strategies.
• Stay abreast of market trends and regulatory changes for informed advice.
• Collaborate with internal specialists for holistic wealth management.
• Acquire new clients through networking and business development.

Skills

Client relationship management

Financial planning

Sales and business development

Communication in English, Mandarin, and Bahasa Malaysia

Education

Bachelor's Degree in Finance, Business Administration, Economics, or related field

Job description

Hong Kong Fiduciary Advisory (M) Sdn Bhd – Kuala Lumpur, Kuala Lumpur

Requirements

• Possess a Bachelor's Degree in Finance, Business Administration, Economics, or a related field from a recognized university.
• Demonstrate a minimum of 6 years of proven experience in private wealth management, relationship management, or a similar client-facing role within the financial services industry.
• Exhibit exceptional communication skills, both written and verbal, in English, Mandarin, and Bahasa Malaysia, to effectively interact with clients from diverse backgrounds.
• Exhibit a strong understanding of financial planning principles, investment strategies, and wealth management products, including but not limited to equities, fixed income, mutual funds, and alternative investments.
• Possess excellent client relationship management skills, with a demonstrated ability to build and maintain long‑term relationships with high.NET-worth individuals and families.
• Demonstrate strong sales and business development acumen, with a proven track record of acquiring new clients and expanding existing relationships to meet or exceed revenue targets.
• Demonstrate in‑depth knowledge of the Malaysian financial market, regulatory landscape, and compliance requirements related to wealth management activities.

Responsibilities

• Develop and maintain strong relationships with high.NET-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
• Provide comprehensive financial planning advice, including retirement planning, estate planning, tax optimization, and investment strategies, tailored to individual client needs.
• Manage and grow a portfolio of client assets by identifying and recommending suitable investment opportunities across various asset classes, such as equities, fixed income, and alternative investments.
• Conduct regular client reviews to assess portfolio performance, adjust investment strategies as needed, and proactively identify new business opportunities.
• Stay abreast of market trends, economic developments, and regulatory changes to provide clients with timely and informed investment advice.
• Collaborate with internal specialists, such as investment analysts, tax advisors, and estate planning attorneys, to provide clients with a holistic wealth management experience.
• Acquire new clients through networking, referrals, and business development activities, expanding the firm’s presence in the private wealth market.

Benefits

• EPF/SOCSO
• Annual Leave
• Health Insurance
• Medical Leave
• Annual Bonus
• Performance Bonus
• Commission in USD
• Company Activities
• Company Trip
• Maternity Leave
• Salary Increment
• Professional Career Development
• Staff Appreciation & Rewards
• Nearby public transportation
• Unlimited Supply Pantry Food
• Public Holiday Substitution
• 5 Working Days

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