全职 Private Wealth Relationship Manager 工作, 薪水, Bradbury Asset Management (Malaysia) Selangor 公司招聘中 - Ricebowl

1. Relationship Management

• Manage a portfolio of high-net-worth / Private clients.
• Build trusted, long-term relationships with clients and their families.
• Understand clients' financial objectives, investment preferences, risk profile and life stages.
• Act as the key relationship contact and provide a high level of personalised service.

2. Client Acquisition & Portfolio Growth

• Acquire new-to-wealth customers.
• Grow and deepen existing client relationships.
• Identify opportunities to increase AUM.
• Retain high-value customers and prevent portfolio attrition.
• Develop referrals through existing clients, networking and internal channels.

3. Wealth Management

• Conduct regular financial/portfolio reviews.
• Identify investment and wealth-planning opportunities.
• Recommend appropriate solutions based on customer needs and risk profile.
• Product & Revenue Generation. The objective is not simply product selling, but needs-based selling and holistic wealth management.

4. Portfolio Management

• Conduct regular portfolio reviews.
• Analyse customer profitability, AUM and wallet share.
• Develop action plans for acquisition, retention and relationship deepening.
• Maintain accurate customer and sales information in our systems.

5. Sales & Business Performance Key performance areas are likely to include:

• AUM
• New-to- wealth customer acquisition
• Investment sales
• Revenue generation
• Customer retention
• Cross-selling and relationship penetration

6. Customer Experience

• Deliver an excellent service experience to HNW customers.
• Maintain strong service standards and responsiveness.
• Build customer loyalty and increase share of wallet.

7. Compliance & Risk

• Follow Bradbury's sales processes, KYC/AML and regulatory requirements.
• Ensure appropriate documentation and suitability of products.
• Work closely with Compliance and internal control teams.
• Maintain strong sales quality and operational discipline.

Key Requirements

• Diploma/Degree or recognised tertiary qualification.
• Around 5+ years of financial services / sales experience.
• Experience managing HNW clients is preferred.
• Strong wealth management and financial planning knowledge.
• Strong track record in investment sales.
• Strong networking and portfolio management skills.
• Excellent communication and influencing skills.
• Relevant financial services licenses/certifications such as MA, FIMM, & CFP.