Senior Wealth Advisor for High Net Worth Clients

RHB Bank Berhad; Malaysia; On-site; MYR 120,000 - 180,000; Full time

Job summary

RHB Bank Berhad in Malaysia seeks an experienced Team Member, Investors Advisory to deliver tailored investment guidance to high-net-worth individuals and corporate clients. You will build lasting relationships, understand client goals, and propose customized strategies.

You will collaborate with product specialists and wealth planners, stay updated on market trends, ensure regulatory compliance, and mentor junior colleagues while contributing to client seminars and marketing initiatives.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• 5–7 years of experience in investment advisory, wealth management, or a client-facing role.
• CMSRL licensed or eligible; CFA/CFP certifications are advantageous.

Responsibilities

• Provide expert, personalized investment advice to clients, including wealth management, portfolio construction, asset allocation, and market insights.
• Proactively engage with existing clients to review portfolios, understand evolving financial needs, and identify cross-selling opportunities.
• Identify and acquire new high-net-worth clients and corporate accounts, expanding AUM.
• Conduct thorough financial needs analysis to assess risk tolerance, investment objectives, and time horizons.
• Prepare and present tailored investment proposals, market updates, and portfolio performance reports.
• Stay abreast of global and local market trends and regulatory changes to provide informed advice.
• Collaborate with internal stakeholders to deliver integrated financial solutions.
• Ensure full compliance with internal policies and regulatory requirements.
• Act as a mentor and provide guidance to junior team members.
• Participate in client seminars and marketing initiatives.

Skills

Client relationship management

Excellent communication

Presentation skills

Sales target achievement

Education

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

Master's degree or CFA/ CFP certifications

CMSRL license or regulatory certifications

Tools

Microsoft Office Suite

Financial software platforms

Job description

RHB Bank Berhad in Malaysia seeks an experienced Team Member, Investors Advisory to deliver tailored investment guidance to high-net-worth individuals and corporate clients. You will build lasting relationships, understand client goals, and propose customized strategies.

You will collaborate with product specialists and wealth planners, stay updated on market trends, ensure regulatory compliance, and mentor junior colleagues while contributing to client seminars and marketing initiatives.