Private Relationship Manager

· 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 Requirements · Possess a Bachelor’s Degree in Finance, Business Administration, Economics or 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 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 of pantry food · Public Holiday Substitution · 5 working days