Wealth Relationship Advisor & Growth Specialist

MBSB Bank Berhad; Subang Jaya; On-site; MYR 60,000 - 120,000; Full time

Job summary

MBSB Bank Berhad is seeking a client-focused professional to lead client acquisition and wealth management activities in Malaysia. You will onboard new clients, collaborate with Wealth Specialists, and organize events to promote wealth solutions. The role emphasizes risk profiling, portfolio guidance and ongoing client engagement.

Successful candidates will drive cross-selling of wealth products, maintain regulatory compliance, and manage relationships to grow the client base and portfolio size.

Qualifications

• Bachelor’s degree in Finance, Business, Banking, Economics, or related field.
• Minimum two years in relationship management, wealth management, or financial advisory.
• Strong knowledge of wealth products and excellent sales, negotiation and client relationship skills.

Responsibilities

• Identify, acquire and onboard new clients for investment and wealth management solutions.
• Collaborate with Wealth Specialists to tailor investment solutions for clients.
• Organize client events, seminars and financial literacy programs to generate interest in wealth products.
• Conduct financial needs analysis, risk profiling and portfolio reviews to optimize returns.
• Build long-term relationships, act as primary client contact and drive cross-selling of wealth products.

Skills

Client acquisition

Relationship management

Sales and negotiation

Financial advisory mindset

KYC & compliance

Education

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

Certifications such as UT, CFP, RFP, IPPC (advantage)

Job description

MBSB Bank Berhad is seeking a client-focused professional to lead client acquisition and wealth management activities in Malaysia. You will onboard new clients, collaborate with Wealth Specialists, and organize events to promote wealth solutions. The role emphasizes risk profiling, portfolio guidance and ongoing client engagement.

Successful candidates will drive cross-selling of wealth products, maintain regulatory compliance, and manage relationships to grow the client base and portfolio size.