Job Description

Full Time Private Wealth Relationship Manager Jobs, salary up to MYR 18,000 in Hong Kong Fiduciary Advisory (M) Sdn Bhd Bukit Bintang - Ricebowl
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Private Wealth Relationship Manager
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MYR13,000 - MYR18,000 Per Month
Commission: MYR20,000 - MYR50,000
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Fewer than 10 applicants. Your chances are good!
Posted 9 minutes ago o Closing 24 Oct 2025
Fewer than 10 applicants. Your chances are good!
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Requirements

• Possess a Bachelor's Degree in Finance, Business Administration, Economics, or a related field from a recognized university.
• Demonstrate a minimum of 6 years of proven experience in private wealth management, relationship management, or a similar client-facing role within the financial services industry.
• Exhibit exceptional communication skills, both written and verbal, in English, Mandarin, and Bahasa Malaysia, to effectively interact with clients from diverse backgrounds.
• Exhibit a strong understanding of financial planning principles, investment strategies, and wealth management products, including but not limited to equities, fixed income, mutual funds, and alternative investments.
• Possess excellent client relationship management skills, with a demonstrated ability to build and maintain long-term relationships with high.NET-worth individuals and families.
• Demonstrate strong sales and business development acumen, with a proven track record of acquiring new clients and expanding existing relationships to meet or exceed revenue targets.
• Demonstrate in-depth knowledge of the Malaysian financial market, regulatory landscape, and compliance requirements related to wealth management activities.

Responsibilities

• Develop and maintain strong relationships with high.NET-worth clients, understanding their financial goals, risk tolerance, and investment preferences.
• Provide comprehensive financial planning advice, including retirement planning, estate planning, tax optimization, and investment strategies, tailored to individual client needs.
• Manage and grow a portfolio of client assets by identifying and recommending suitable investment opportunities across various asset classes, such as equities, fixed income, and alternative investments.
• Conduct regular client reviews to assess portfolio performance, adjust investment strategies as needed, and proactively identify new business opportunities.
• Stay abreast of market trends, economic developments, and regulatory changes to provide clients with timely and informed investment advice.
• Collaborate with internal specialists, such as investment analysts, tax advisors, and estate planning attorneys, to provide clients with a holistic wealth management experience.
• Acquire new clients through networking, referrals, and business development activities, expanding the firm's presence in the private wealth market.

Benefits

• EPF/SOCSO
• Annual Leave
• Health Insurance
• Medical Leave
• Annual Bonus
• Performance Bonus
• Commission in USD
• Company Activities
• Company Trip
• Maternity Leave
• Salary Increment
• Professional Career Development
• Staff Appreciation & Rewards
• Nearby public transportation
• Unlimited Supply Pantry Food
• Public Holiday Substitution
• 5 Working Days

Additional Benefits

• Training Provided
• Annual Bonus
• 5 Working Days
• Staff Meal

Skills
Financial Planning Investment Management Client Relationship Management Wealth Management Sales Business Development Communication Skills
Important Information
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Skills Required