Share this
Our client is a foreign multinational bank with strong regional presence within APAC. The ideal candidate will have strong interpersonal skills, deep financial knowledge and the ability to offer holistic wealth management solutions tailored to client needs.
- Manage and expand a portfolio of HNW/UHNW clients in Malaysia market.
- Develop new business by acquiring HNW/UHNW clients through personal networks, referrals and cross-selling initiatives.
- Build long-term trusted relationships with clients through regular engagement and performance
- Collaborate with internal teams (investment/insurance specialists, product teams) to deliver holistic financial solutions.
- Deliver up-to-date market insights while offering expert financial advice and maintain high standards of service quality and client satisfaction.
- Ensure compliance with internal policies, regulatory requirements and risk management standards.
Requirements
- Bachelor’s degree in Finance, Economics, Business or a related field.
- Min 2 years of of experience in private banking or 5-8 years experience in related field, with a strong focus on the Malaysia market.
- Proven track record in managing and growing an HNW/UHNW client portfolio in Malaysia.
- Excellent relationship management, business development and communication skills.
- CACS Papers 1 and 2
Share this
