Private Banker

Overview

Top Talent Connector | Team Lead in Trading & Banking Recruitment – Runs on tea, sarcasm, and 3-hour “quick catch-ups” with clients.

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 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

Why Join Our Client

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

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