Relationship Manager (Wealth & Investments) - MY879959

Morgan Philips Group; Kuala Lumpur; Sur place; MYR 500 000 - 800 000; Plein temps

Avantages offerts par ce poste

Performance-based incentives

Base salary with strong upside

Carry/equity participation (role-dep.)

Résumé du poste

Morgan Philips Executive Search in Kuala Lumpur, Malaysia, is assisting a regulated investment management client in a confidential search for a Relationship Manager (Wealth & Investments). This client-facing role focuses on growing a portfolio of HNW and UHNW clients and delivering tailored wealth solutions.

The successful candidate will hunt for new opportunities, leverage networks, and oversee advisory services, with an emphasis on high-level client engagement, strong presentation skills, and

Qualifications

• Minimum 5 years of experience in wealth management, financial advisory or private banking.
• Proven sales track record in managing and growing portfolios of HNWIs, family offices or institutional investors.
• Hunter mentality with ability to source, engage and close new clients and investment opportunities.
• Excellent communication, presentation and interpersonal skills with senior-level stakeholders.
• Ability to work independently and manage multiple client portfolios effectively.
• Thrives in a fast-paced, high-pressure environment with professionalism.

Responsabilités

• New client acquisition through networking, targeted outreach, events, referrals and consultative selling.
• Advise on and distribute investment products and solutions to maximize reach and impact.
• Deliver tailored investment advice and wealth solutions aligned to client objectives and risk profiles.
• Build and maintain long-term relationships with HNW/UHNW individuals, family offices and institutional investors.
• Identify, source and introduce high-quality investment opportunities and capital partnerships.

Description du poste

Relationship Manager (Wealth & Investments)

Morgan Philips Executive Search | Kuala Lumpur, Malaysia | Confidential search on behalf of our client

About Our Client

Our client is a regulated investment management firm with a growing regional and international presence. It is performance-driven, with a strong emphasis on meritocracy, long-term alignment and career progression, and offers direct exposure to global markets and genuine opportunities for long-term growth.

The Role

This is a client-facing, origination-led role responsible for growing a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and distributing the firm's private investment solutions. The successful candidate will be a true hunter, building the business through their own network and delivering tailored wealth solutions to individuals, business owners, family offices and institutional investors.

Key Responsibilities

• New client acquisition: Proactively grow a portfolio of HNW/UHNW clients through strategic networking, targeted outreach, events, referrals and consultative selling.
• Investment product sales and distribution: Advise on and distribute the firm's suite of investment products and solutions, leveraging personal networks and client relationships to maximise reach and impact.
• Financial planning and advisory: Deliver tailored investment advice and comprehensive wealth solutions aligned to each client's financial objectives, risk profile and investment preferences.
• Client relationship management: Build and maintain trusted, long-term relationships with HNW/UHNW individuals, business owners and institutional investors, ensuring portfolio growth and client satisfaction.
• Deal origination: Identify, source and introduce high-quality investment opportunities and capital partnerships, including proprietary deals, co-investments and private placements, in line with the firm's strategic objectives.

Requirements

• Minimum 5 years of experience in wealth management, financial advisory or private banking.
• Proven sales track record in managing and growing portfolios of HNWIs, family offices or institutional investors.
• Demonstrated hunter mentality, with a strong ability to source, engage and close new clients and investment opportunities.
• Excellent communication, presentation and interpersonal skills, with the ability to engage clients and stakeholders at senior levels.
• Ability to work independently and manage multiple client portfolios effectively.
• Ability to thrive in a fast-paced, high-pressure environment while maintaining a high level of professionalism.

Remuneration and Benefits

• Annual package of RM500,000 - RM800,000.
• Fixed base compensation that is competitive and stable.
• Performance-based incentives tied to deal execution and capital raised.
• Long-term upside through profit participation, carry or equity participation (role-dependent).