Private Wealth Advisor / Front Office Wealth Advisor (Business Development Manager)
Gross Monthly Salary: Negotiable (Base from USD $2,000/month + performance-based commission). Salary payable in MYR.
Total Vacancies: 5 pax
Work Location: Menara UOA Bangsar, KL (HQ in Tokyo, Japan)
Level: Senior (5-10 YOE), Manager, Expert (10+ YOE)
Note: Must have existing right to work in Malaysia (no visa sponsorship available)
Employment Type: Full Time
Job Overview & Responsibility
This is not a typical BD role. You will operate as a front-office private wealth advisor helping wealthy Malaysian families and family businesses:
- Build and manage long-term relationships with HNW/UHNW local clients in Malaysia and family business principals
- Present and advise on cross-border wealth structuring solutions including offshore entity setup, international investment allocation, and tax optimization
- Source and develop new client relationships through existing professional networks, referrals, and direct outreach within Malaysia's affluent segment
- Manage multi-national asset allocation and capital flow discussions in coordination with internal advisory and legal teams
- Stay current on Malaysian and international regulatory developments relevant to offshore wealth management and cross-border capital transfer
Required Skills & Experiences
- 5 to 12 years front-office experience in private banking, wealth management, financial advisory, or brokerage in Malaysia – direct HNW/UHNW individual client management (not SME, institutional, or corporate finance)
- Demonstrated track record managing HNW or UHNW individual client relationships
- Working knowledge of cross-border wealth concepts: offshore entity setup, multi-jurisdictional capital flow, international investment structuring, tax efficiency – must be fluent enough to position solutions credibly
- Good communication skills (Bilingual in spoken and written)
Preferred Skills & Experiences
- Existing HNW client portfolio within Malaysia that can be introduced to the Company's platform (warm book strongly prioritized)
- Prior exposure to cross-border capital flows involving Southeast Asia, Hong Kong, Singapore, or offshore jurisdictions (BVI, Cayman Islands)
- Background in offshore jurisdictions such as BVI, Cayman Islands, Singapore, or Hong Kong
- CFA, CFP, or equivalent financial qualification
Disqualifying Criteria (Do NOT submit candidates with these)
- Institutional, SME, or corporate finance only
- Back-office, compliance, or product background
- No cross-border or offshore finance awareness
Target Pool (Sourcing Suggestions)
- Front-office Relationship Manager, Private Banker, Senior Wealth Advisor, Client Advisor (at UBS/Julius Baer) or Senior Advisors at:
o Nomura
o Daiwa
o SMBC Private Banking
o Mitsubishi UFJ Private Bank
o UBS Japan, UBS KL
o Maybank Private
o CIMB Private Banking
o Hong Leong Wealth
o RHB Premier
o Julius Baer KL
o HSBC Private Banking Malaysia
Also consider independent financial advisors or boutique wealth consultants open to commission-heavy structures.
Why Candidates Should Apply
- Compensation: Competitive base (from RM7,000-RM8,000/month) with performance-based commission (full structure discussed during interview)
- Direct access to senior leadership and international deal flow
- Opportunity to operate at the intersection of Malaysian wealth management and international financial markets
- Help wealthy families solve complex cross-border structuring problems
Please send your resume to ************* with subject line: "Private Wealth Advisor – [Your Name]"
Only shortlisted candidates will be contacted.
Pay: RM7,000.00 - RM8,100.00 per month
Benefits:
Work Location: In person