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Private Wealth Relationship Manager

2 weeks ago

Kuala Lumpur, Malaysia Aryan Solutions Full time

**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**

Pay: RM3,155.32 - RM11,057.28 per month

Work Location: In person