Wealth Advisor: Client Growth & Relationships

MBSB Bank Berhad; Taiping; On-site; MYR 90,000 - 150,000; Full time

Job summary

MBSB Bank Berhad in Malaysia seeks a client-focused professional to drive client acquisition and wealth management initiatives, onboarding new clients, leveraging branch walk-ins, referrals, and digital channels.

You will partner with Wealth Specialists to tailor investment solutions, conduct needs analyses, manage portfolios, and strive to deepen wallet share while ensuring compliance and high service standards.

Qualifications

• Bachelor’s degree in Finance, Business, Banking, Economics, or related field.
• Certifications such as UT, CFP, RFP, IPPC or investment-related licenses are advantageous.

Responsibilities

• Identify, acquire, and onboard new clients for investment and wealth management solutions.
• Leverage walk-ins, referrals, and digital channels to build a client base.
• Collaborate with Wealth Specialists to tailor investment solutions.
• Organize client events, seminars, and financial literacy programs.

Skills

Sales skills

Client relationship

Negotiation

Presentation skills

Communication

Business development

Education

Bachelor’s degree in Finance/Business/Banking/Economics

UT/CFP/RFP/IPPC certifications advantageous

Job description

MBSB Bank Berhad in Malaysia seeks a client-focused professional to drive client acquisition and wealth management initiatives, onboarding new clients, leveraging branch walk-ins, referrals, and digital channels.

You will partner with Wealth Specialists to tailor investment solutions, conduct needs analyses, manage portfolios, and strive to deepen wallet share while ensuring compliance and high service standards.