Private Wealth Manager

2 days ago

Kuala Lumpur, Malaysia Hong Kong Fiduciary (M) Sdn Bhd Full time

**Company Description**

The Hong Kong Fiduciary Association Limited is a coalition of professionals from various financial industries including Trusts, Insurance, Banking, Securities, Funds, and Real estate. With over 800 members in Hong Kong and Asia, we aim to promote the common interests of our member units and abide by constitutional laws and regulations. Our mission is to safeguard the legitimate rights and interests of the trust industry, improve the quality of trust industry employees, and promote the development of the trust industry.

**Role Description**

This is a full-time on-site role for a Relationship Manager/Sr RM located in Manara AIA Sentral. The Relationship Manager will be responsible for building and maintaining strong relationships with clients, understanding their needs and requirements, and providing appropriate solutions and services. The role will involve managing client portfolios, identifying business opportunities, conducting market research, and ensuring client satisfaction.

**Qualifications**
- Preferably manager specialized in Banking/Financial Services or equivalent. Those who have a network of **high net worth** and **ultra-high net worth** clientele will have a significant advantage.
- Strong knowledge and experience in the financial industry
- Excellent communication and interpersonal skills
- Fluent in English & Chinese/Mandarin language
- Ability to build and maintain relationships with clients
- Analytical and problem-solving skills
- Good understanding of trust industry regulations
- Bachelor's degree in Finance, Business, or related field
- Relevant certifications (e.g., CFA, CFP) are a plus

Pay: RM5,000.00 - RM15,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Monday to Friday

Supplemental Pay:

- Commission pay

**Experience**:

- Sales: 4 years (required)

**Language**:

- Chinese (required)
- English (required)

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