Senior Wealth Advisor for High-Net-Worth Clients

RHB Group; Kampung Malaysia Tambahan; On-site; MYR 180,000 - 320,000; Full time

Job summary

RHB Bank Berhad seeks a skilled Team Member, Investors Advisory to deliver personalized investment advice to high-net-worth individuals and corporate clients in Malaysia. You will build strong client relationships, identify opportunities, and provide tailored solutions to meet financial goals.

The role involves portfolio construction, market insights, and collaboration with product specialists while ensuring strict regulatory compliance and mentoring junior colleagues in a fast-paced,

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration or related field.
• 5–7 years in investment advisory, wealth management, or client-facing financial services.
• CMSRL license or regulatory familiarity is preferred.
• Proven track record of meeting sales targets and building client relationships.

Responsibilities

• Provide expert investment advice including wealth management, portfolio construction, asset allocation and market insights.
• Proactively review client portfolios, understand evolving needs, and identify cross-sell opportunities.
• Acquire new high-net-worth and corporate clients, expanding AUM.
• Conduct financial needs analysis to assess risk tolerance and investment objectives.
• Prepare and present tailored investment proposals, market updates and performance reports.
• Stay updated on global/local market trends and regulatory changes to advise clients.
• Collaborate with product specialists, research teams and wealth planners to deliver solutions.
• Ensure compliance with internal policies and regulatory requirements in all interactions.
• Mentor junior team members and share best practices.
• Participate in client seminars, workshops and marketing initiatives.

Skills

Client relationship management

Investment advisory

Communication skills

Analytical skills

Regulatory compliance

Mentoring

Sales/targets

Education

Bachelor's degree in Finance, Economics, Business Administration

Master's degree

CFA/CFP certification

CMSRL license

Tools

MS Office

Financial software

Job description

RHB Bank Berhad seeks a skilled Team Member, Investors Advisory to deliver personalized investment advice to high-net-worth individuals and corporate clients in Malaysia. You will build strong client relationships, identify opportunities, and provide tailored solutions to meet financial goals.

The role involves portfolio construction, market insights, and collaboration with product specialists while ensuring strict regulatory compliance and mentoring junior colleagues in a fast-paced,