Current jobs related to Private Client Manager - Kuala Lumpur, Kuala Lumpur - Utrade


  • Kuala Lumpur, Kuala Lumpur, Malaysia Crewstone International Private Equity & Investments Full time

    Job DescriptionCrewstone International Private Equity & Investments seeks a seasoned professional to drive business growth through client coverage and deal sourcing. As an experienced investment banking specialist, you will leverage your expertise in financial analysis and due diligence to identify high-quality deals and investment leads.The successful...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Mufg Investorservices Full time

    Your Key ResponsibilitiesAs a Private Equity Client Operations Lead, your primary responsibility will be managing fund accounting teams, providing full-range services to Private Equity, Real Estate, and Hybrid Clients. Your tasks include reviewing and coordinating Net Asset Value calculations, investor servicing activities, and maintaining working knowledge...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Crewstone International Private Equity & Investments Full time

    Get AI-powered advice on this job and more exclusive features.Crewstone International is a private equity and investment firm specializing in fund management, capital raising, and advisory services. We connect global investors with high-potential opportunities while ensuring regulatory compliance and operational excellence. Our experienced team drives growth...


  • Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

    CIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaPrivate Wealth Relationship ManagerGet AI-powered advice on this job and more exclusive features.Service Private Wealth customers (AUM - RM 1,000,000).Promote the Bank's investment & deposit products and services to Private Wealth customers.Actively acquire New-to-Private Wealth (NTPW)...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Howden Insurance Brokers Limited Full time

    About UsWe are a leading insurance broker, providing life insurance solutions for high net worth individuals. With a strong reputation in the industry, we partner with the world's most respected private banks, family offices, law and tax advisory firms.Job OverviewThis role offers an exciting opportunity to join our team as a Private Banking Relationship...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Crewstone International Private Equity & Investments Full time

    About the RoleCrewstone International Private Equity & Investments is seeking an international investment banking specialist to join our team. As a senior member of our team, you will be responsible for driving business growth through client coverage and deal sourcing.You will leverage your expertise in financial analysis and due diligence to identify...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Howden Insurance Brokers Limited Full time

    With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent life insurance broker, we specialise in procuring life insurance products (ranging from traditional universal life to private placement life...


  • Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

    CIMB is seeking an experienced Wealth Management Team Lead to join its Private Wealth Sales team in Kuala Lumpur. As a seasoned sales and management professional, you will be responsible for leading the team's efforts to acquire new customers, retain existing ones, and drive business growth.Key Responsibilities:Sales Growth: Develop and execute strategies to...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Melbourne Capital Group Full time

    We are seeking a highly skilled and licensed Private Wealth Manager to join our team in Kuala Lumpur. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing them with comprehensive financial planning services, and ensuring the preservation and growth of their wealth. This role requires a deep understanding...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Gaia Investment Partners Full time

    Company Overview:Gaia Investment Partners seeks a highly skilled portfolio manager to oversee its private equity investments. The ideal candidate will have strong analytical and financial modeling skills, as well as experience in private equity or a related field.Key Responsibilities:Track and analyze portfolio performance, including NAV movements, cash...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full time

    About UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Utrade Full time

    5 days ago Be among the first 25 applicantsDirect message the job poster from UOB Kay HianDirector, UOB KayHian Private Wealth MalaysiaPosition Overview:We are excited to announce opportunities to join our Private Wealth Management team at UOB KayHian, led by our esteemed Director.Key Services:Unit Trusts (UT): Providing diversified investment solutions to...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Utrade Full time

    As a Director at Utrade Private Wealth Malaysia, you will play a key role in driving business growth and delivering exceptional client service to our high-net-worth clients.About the Role:Responsibilities will include managing client relationships, developing and implementing customized investment strategies, and maintaining knowledge of various wealth...


  • Kuala Lumpur, Kuala Lumpur, Malaysia iFAST Full time

    iFAST Global Markets offers a comprehensive range of services to help clients achieve their financial objectives. Our team provides expert advice on investment strategies, risk management, and asset distribution.We are seeking a skilled candidate with experience in Private Banking, Client Advisory, Relationship Management, or Personal Financial Consulting....


  • Kuala Lumpur, Kuala Lumpur, Malaysia Wilson Full time

    Job SummaryWe are seeking a skilled Private Equity Lawyer to join our team. The ideal candidate will have experience in cross border M&A transactions and be able to provide real-time transactional advice and support.Support PE Deal Teams: Provide guidance on investments and managing external counsel, reviewing and drafting transaction documents.Portfolio...

  • Client Advisor

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

    Job Description - Client Advisor (220000D0)ResponsibilitiesTo provide quality wealth advisory services and financial product recommendations to HNW Private Clients.To enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking...

  • Client Advisor

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

    Job Description - Client Advisor (220000D0)ResponsibilitiesTo provide quality wealth advisory services and financial product recommendations to HNW Private Clients.To enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking...

  • Client Advisor

    2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

    Job Description - Client Advisor (220000D0)ResponsibilitiesTo provide quality wealth advisory services and financial product recommendations to HNW Private Clients.To enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full time

    Role OverviewWe are seeking a highly skilled Business Development Manager to join our Private Banking team. As a key member of our wealth management division, you will be responsible for developing and maintaining relationships with high-net worth clients.Key ResponsibilitiesAcquiring and retaining a portfolio of priority clients through exceptional customer...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Gaia Investment Partners Full time

    Private Equity Funds Portfolio Management & MonitoringThe Portfolio Management team member will play a key role in monitoring and optimizing private equity fund portfolios across the total portfolio-wide, fund-level, and investor-level perspectives. The role involves tracking performance, risk exposure, cash flow & liquidity needs, and allocation strategies...

Private Client Manager

2 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia Utrade Full time

**Take Control of Your Financial Future with Utrade**

What We're Looking For:

We are seeking a highly motivated and experienced wealth management professional to join our team as a High Net Worth Consultant. In this role, you will work closely with our clients to understand their financial objectives and develop customized solutions to meet their needs.

Your Key Responsibilities:
  • Conduct in-depth client assessments to identify their financial goals and risk tolerance
  • Develop and implement tailored investment strategies to meet client objectives
  • Collaborate with internal teams to provide seamless client service

If you are a seasoned wealth management professional with a passion for delivering exceptional service, we invite you to explore this exciting opportunity with Utrade.