Private Wealth Manager

Director, Investor Relations | Private Equity | Private Credit | Private Placement and Investments

Investment Product Sales & Distribution – Market and distribute Crewstone’s suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives.

Financial Planning & Advisory – Deliver tailored investment advice and comprehensive wealth solutions that align with each client’s financial objectives, risk profile, and investment preferences.

Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.

New Client Acquisition – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.

Responsibilities

• Market and distribute Crewstone’s investment products and solutions to clients and investors via networks, referrals, and outreach initiatives.
• Provide tailored financial planning and advisory services aligned with client objectives and risk profiles.
• Build and deepen relationships with high-net-worth individuals, business owners, and institutional investors to drive long-term engagement and growth.
• Identify and convert high-potential prospects through strategic networking, outreach, events, partnerships, and consultative selling.

Qualifications and Requirements

Referrals increase your chances of interviewing at Crewstone International Private Equity & Investments by 2x.

Get notified about new Private Wealth Manager jobs in Federal Territory of Kuala Lumpur, Malaysia.

Note : This listing includes various job postings from Kuala Lumpur area with dates indicating activity; content reflects a typical job posting and may include locality updates.

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr