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Private Banker

2 weeks ago

Greater Kuala Lumpur, Malaysia BGC Group Full time 120,000 - 240,000 per year

Position:
Private Banker/Private Client Manager

Location:
Kuala Lumpur (KL)

Industry:
Investment Banking & Financial Services

About the Client:

Join one of
Malaysia's leading private investment banks
, known for its premium wealth management services catering to high-net-worth and ultra-high-net-worth individuals (HNWIs and UHNWIs). This institution is committed to providing exceptional financial solutions through innovative products, cutting-edge technology, and personalized service, offering a unique opportunity for career growth in the private banking sector.

Key Responsibilities:

  • Manage a high-value portfolio
    of
    Private Wealth clients
    with AUM (Assets Under Management) exceeding
    RM 1,000,000
    .
  • Promote the bank's exclusive
    investment and deposit products to clients, offering tailor-made wealth management solutions.
  • Actively
    acquire New-to-Private Wealth (NTPW)
    clients, expanding the bank's high-net-worth clientele.
  • Deliver
    premium off-site banking services
    to clients, enhancing their experience and convenience.
  • Lead
    exclusive Private Wealth events
    to strengthen relationships, foster engagement, and drive deposit growth.
  • Conduct persuasive
    sales presentations
    and offer personalized financial strategies to clients.
  • Build long-lasting, trust-based relationships with clients, ensuring their financial goals are met and exceeded.
  • Provide swift and effective responses to client queries, ensuring top-tier client satisfaction.
  • Continuously propose and implement innovative ideas to
    enhance sales and elevate customer experience
    .
  • Stay ahead of the curve with ongoing
    professional development
    , ensuring knowledge of market trends and regulatory updates.
  • Strictly adhere to
    regulatory frameworks
    and ensure compliance with internal policies and procedures.

Required Qualifications:

  • Bachelor's Degree
    in Finance, Economics, Business Administration, or related fields.
  • 5+ years
    of experience in managing high-net-worth client portfolios and providing
    investment advice
    .
  • IPPC (Investment Product and Private Client)
    certification is mandatory.
  • Proven track record of
    sales success
    , relationship-building, and achieving financial targets.
  • Excellent
    communication and interpersonal skills
    , with the ability to manage and engage senior-level clients effectively.

Why Join Our Client:

  • Prestige of a Top Investment Bank:
    Become part of one of the most reputable
    private investment banks in Malaysia
    , known for its commitment to innovation and excellence in wealth management.
  • Unmatched Growth Opportunities:
    Join a bank that offers unparalleled
    career progression
    within the private banking sector, with continuous opportunities for learning and development.
  • Competitive Compensation Package:
    Enjoy a
    competitive salary
    with lucrative
    performance-based incentives
    and bonuses.
  • Exclusive Client Portfolio:
    Manage an elite client base, offering you the opportunity to work with high-net-worth individuals and provide customized financial solutions.
  • Dynamic Work Environment:
    Work in a dynamic,
    collaborative environment
    where your contributions are recognized and rewarded.
  • Work-Life Balance:
    Enjoy
    flexible working conditions
    and a healthy work-life balance in a supportive environment.

How to Apply:

If you're ready to advance your career with one of Malaysia's top investment banks, please submit your resume and cover letter to
Victoria Tam
at