Private Wealth Relationship Manager

Bradbury Asset Management (M) Sdn Bhd; Petaling Jaya; On-site; MYR 180,000 - 280,000; Full time

Job summary

Bradbury Asset Management (M) Sdn Bhd seeks an experienced wealth management professional to manage a portfolio of high-net-worth clients, build lasting relationships, and understand their financial goals. You will act as the primary contact, identify AUM growth opportunities, and ensure compliance with KYC/AML and regulatory standards.

The role requires 5+ years in financial services, strong wealth planning skills and a proven track record in investment sales, with excellent communication and

Qualifications

• Diploma or degree or recognised tertiary qualification.
• Around 5+ years of financial services / sales experience.
• Experience managing HNW clients is preferred.
• Strong wealth management and financial planning knowledge.
• Strong track record in investment sales.
• Strong networking and portfolio management skills.
• Excellent communication and influencing skills.
• Licenses/certifications such as MA, FIMM, CFP.

Responsibilities

• Manage a portfolio of high-net-worth / private clients.
• Build trusted, long-term relationships with clients and families.
• Understand clients' objectives, risk, and life stages.
• Act as the key relationship contact and provide personalised service.
• Grow and deepen existing client relationships.
• Identify opportunities to increase AUM.
• Retain high-value customers and prevent attrition.
• Develop referrals through existing clients and networks.
• Identify investment opportunities and recommend solutions.
• Analyze profitability, AUM and wallet share.
• Maintain accurate customer records in our systems.
• Follow sales processes, KYC/AML and regulatory requirements.
• Maintain appropriate documentation and suitability of products.

Education

MA

FIMM

CFP

Job description

Manage a portfolio of high-net-worth / Private clients.

Build trusted, long-term relationships with clients and their families.

Understand clients' financial objectives, investment preferences, risk profile and life stages.

Act as the key relationship contact and provide a high level of personalised service.

Grow and deepen existing client relationships.

Identify opportunities to increase AUM.

Retain high-value customers and prevent portfolio attrition.

Develop referrals through existing clients, networking and internal channels.

3. Wealth Management

Identify investment and wealth-planning opportunities.

Recommend appropriate solutions based on customer needs and risk profile.

Product & Revenue Generation. The objective is not simply product selling, but needs-based selling and holistic wealth management.

Analyse customer profitability, AUM and wallet share.

Develop action plans for acquisition, retention and relationship deepening.

Maintain accurate customer and sales information in our systems.

5. Sales & Business Performance

Key performance areas are likely to include:

AUM

New-to- wealth customer acquisition

Cross-selling and relationship penetration

6. Customer Experience

Deliver an excellent service experience to HNW customers.

Maintain strong service standards and responsiveness.

Build customer loyalty and increase share of wallet.

7. Compliance & Risk

Follow Bradbury's sales processes, KYC/AML and regulatory requirements.

Ensure appropriate documentation and suitability of products.

Work closely with Compliance and internal control teams.

Maintain strong sales quality and operational discipline.

Key Requirements

Diploma/Degree or recognised tertiary qualification.

Around 5+ years of financial services / sales experience.

Experience managing HNW clientsis preferred.

Strong wealth management and financial planning knowledge.

Strong track record in investment sales.

Strong networking and portfolio management skills.

Excellent communication and influencing skills.

Relevant financial services licenses/certifications such as MA, FIMM, & CFP.

BRADBURY GROUP

Bradbury Group ("BFG") is a comprehensive financial institution consisting of several licensed professional entities that specialize in offering international securities brokerage, asset management, external asset management services under diversified products and quality services in serving sophisticated and professional investors globally.

The licensed entities within the BFG group includes Bradbury Securities Limited ("BSL") and Bradbury Asset Management (Hong Kong) Limited ("BAMHK") which are licensed by the Hong Kong Securities and Futures Commission to conduct Dealing in Securities (Type 1), Advising on Securities (Type 4) and Asset Management (Type 9) regulated activities. BFG group has intention to further expand the range of licensed services it can provide to its clients in order to achieve the ultimate objectives of total wealth creation, management and preservation.

We have a wide range of investors which include pension funds, foundations, endowments, corporations, financial investors, high networth individuals and etc. Our prime private equity portfolios spans across capital markets, oil & gas, real estate developments, green energy technology, media entertainment, commodities trading and others.

BRADBURY GROUP

Bradbury Group ("BFG") is a comprehensive financial institution consisting of several licensed professional entities that specialize in offering international securities brokerage, asset management, external asset management services under diversified products and quality services in serving sophisticated and professional investors globally.

The licensed entities within the BFG group includes Bradbury Securities Limited ("BSL") and Bradbury Asset Management (Hong Kong) Limited ("BAMHK") which are licensed by the Hong Kong Securities and Futures Commission to conduct Dealing in Securities (Type 1), Advising on Securities (Type 4) and Asset Management (Type 9) regulated activities. BFG group has intention to further expand the range of licensed services it can provide to its clients in order to achieve the ultimate objectives of total wealth creation, management and preservation.

We have a wide range of investors which include pension funds, foundations, endowments, corporations, financial investors, high networth individuals and etc. Our prime private equity portfolios spans across capital markets, oil & gas, real estate developments, green energy technology, media entertainment, commodities trading and others.

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