Senior Wealth Advisor for High-Net-Worth Clients

RHB Bank; Kuala Lumpur; On-site; MYR 120,000 - 180,000; Full time

Job summary

RHB Bank Malaysia is seeking an experienced Investment Advisor to provide expert and personalized investment guidance to clients, including wealth management, portfolio construction, and market insights.

You will engage with existing clients for reviews, identify cross-sell opportunities, and build new relationships with high-net-worth individuals and corporate accounts while ensuring compliance with local regulations.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or related field.
• Master’s degree or professional certifications (CFA/CFP) are advantageous.
• CMSRL license or equivalent regulatory qualification is preferred.

Responsibilities

• Provide expert and personalized investment advice covering wealth management, portfolio construction, asset allocation and market insights.
• Proactively engage with existing clients to review portfolios, understand evolving needs and identify cross-selling opportunities.
• Identify and acquire new high-net-worth clients and corporate accounts to grow AUM.
• Conduct financial needs analysis, assess risk tolerance and objectives to tailor investment strategies.
• Prepare and present tailored investment proposals, market updates, and performance reports.
• Stay updated on market trends and regulatory changes to provide informed guidance.
• Collaborate with product specialists and research teams to deliver integrated solutions.
• Ensure compliance with internal policies and regulatory requirements in all interactions.

Skills

Communication skills

Presentation skills

Analytical thinking

Problem-solving

Relationship building

Team collaboration

Education

Bachelor's degree in Finance, Economics, or Business Administration

Master's degree or professional certifications (e.g., CFA, CFP)

CMSRL license (for dealing in securities/fund management)

Tools

MS Office Suite

Financial software/platforms

Job description

RHB Bank Malaysia is seeking an experienced Investment Advisor to provide expert and personalized investment guidance to clients, including wealth management, portfolio construction, and market insights.

You will engage with existing clients for reviews, identify cross-sell opportunities, and build new relationships with high-net-worth individuals and corporate accounts while ensuring compliance with local regulations.