Job Description

Private Wealth Relationship Manager

Role Overview

We are seeking an experienced Private Wealth Relationship Manager to join our team in Kuala Lumpur. The role focuses on managing and growing relationships with high-net-worth clients, delivering personalized banking solutions, and supporting their wealth management goals.

Key Responsibilities

Manage and service Private Wealth customers with assets under management (AUM) of RM 1,000,000 and above. Promote and cross-sell the bank's investment, deposit, and wealth management products. Proactively acquire New-to-Private Wealth (NTPW) customers to expand the portfolio. Provide convenient, personalized, and off-site banking services to clients. Organize and run Private Wealth activities and events to enhance membership engagement and sales. Deliver compelling sales pitches and presentations to prospective and existing clients. Build, strengthen, and maintain long-term relationships with high-net-worth customers. Handle queries and complaints promptly and professionally to ensure client satisfaction. Identify new opportunities, ideas, and approaches to drive sales and improve customer experience. Participate actively in professional development and training programs to enhance expertise. Ensure strict compliance with regulatory requirements, internal policies, and industry best practices.

Required Skills

Bachelor's degree in Finance, Economics, Business Administration, or a related discipline. Minimum 5 years of experience in managing client portfolios, providing financial advisory, and working with high-net-worth individuals. Strong knowledge of banking products, wealth management solutions, and customer relationship management. Excellent communication, presentation, and interpersonal skills. Proven track record in client acquisition and portfolio growth. Ability to work independently, with strong problem-solving and client-servicing skills. Mandatory possession of the

IPPC (Investment Planning and Product Certification)

.

Application Note

Interested applicants may send their CV directly to

shyam@aryan-solutions.com

for consideration.

Job Type: Full-time

Pay: RM3,155.32 - RM11,057.28 per month

Work Location: In person