Wealth Advisor for High-Net-Worth Clients

RHB Group; Penang; In loco; MYR 180.000 - 300.000; Tempo pieno

Descrizione del lavoro

RHB Banking Group is seeking a seasoned Investment Advisor to deliver expert investment guidance and wealth management solutions for high-net-worth clients in Malaysia. You will build and review portfolios, assess risk and objectives, and present tailored proposals with clear market insights.

You will collaborate with product specialists and research teams, ensure regulatory compliance, and mentor junior colleagues while contributing to seminars and marketing initiatives.

Competenze

• Bachelor's degree in Finance, Economics, Business Administration, or a related field.
• Master's degree or professional certifications (e.g., CFA, CFP) are highly advantageous.
• Licensing requirements per Malaysian regulations (CMSRL) or equivalents.

Mansioni

• Provide expert investment advice including wealth management, portfolio construction, and asset allocation.
• Proactively engage with clients to review portfolios and identify cross-sell opportunities.
• Acquire new high-net-worth clients and corporate accounts to grow AUM.
• Conduct financial needs analyses and develop suitable investment strategies.
• Prepare tailored proposals, market updates, and portfolio performance reports.
• Stay informed on global/local market trends and regulatory changes.

Conoscenze

Client relationship building

Sales target achievement

Excellent communication

Presentation skills

Analytical thinking

Team collaboration

Regulatory awareness

Formazione

Bachelor's degree in Finance/Economics/Business

Master's or professional certifications (CFA/CFP)

Strumenti

CMSRL licensing (certification)

Descrizione del lavoro

RHB Banking Group is seeking a seasoned Investment Advisor to deliver expert investment guidance and wealth management solutions for high-net-worth clients in Malaysia. You will build and review portfolios, assess risk and objectives, and present tailored proposals with clear market insights.

You will collaborate with product specialists and research teams, ensure regulatory compliance, and mentor junior colleagues while contributing to seminars and marketing initiatives.