Private Wealth Advisor

2 days ago

Greater Kuala Lumpur, Malaysia UOB Kay Hian Full time 120,000 - 240,000 per year

Company Description

UOB Kay Hian, backed by the UOB Group, is one of Asia's largest brokerage firms, headquartered in Singapore with over 80 branches worldwide. The firm provides extensive access to products such as stocks, bonds, unit trusts, futures, options, CFDs, and forex, supported by advanced tools and technology for seamless trading. Serving corporations, institutions, and local investors, UOB Kay Hian offers deep local knowledge of Asian financial markets alongside access to global markets. With over a century of history, the company is committed to meeting diverse investment needs with integrity and excellence, ensuring strong partnerships with clients.

Role Description

This is a full-time hybrid role for a Private Wealth Advisor, based in Greater Kuala Lumpur, with some flexibility for remote work. The Private Wealth Advisor will be responsible for managing client relationships, providing financial planning, and developing investment strategies tailored to client objectives. Key tasks include conducting financial assessments, advising on investments and estate planning, and delivering personalized wealth management solutions. The role requires collaboration with internal teams and maintaining a deep understanding of market trends and products to better serve client needs.

Qualifications

  • Proficiency in Financial Planning and Investments to provide strategic guidance and personalized financial advice
  • Skills in Business Relationship Management to develop and maintain strong client relationships
  • Experience in Estate Planning to support clients with managing and distributing their assets effectively
  • CMSRL or equivalent qualification is highly desirable
  • Strong analytical and communication skills to explain complex financial concepts to clients
  • Ability to stay updated on market trends, regulatory changes, and investment opportunities
  • Minimum 8 years in Wealth Management Sales Advisory business

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