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Private Wealth Relationship Manager

Private Wealth Relationship Manager

Crewstone International Private Equity & InvestmentsKuala Lumpur, Kuala Lumpur, Malaysia
30+ hari lalu
Penerangan pekerjaan

Overview

Private Equity & Investments | People Strategy & Acquisition | Driving Organizational Impact

Why Choose Crewstone?

Crewstone International is a licensed Private Equity Management Corporation (PEMC) regulated by the Securities Commission Malaysia. Since 2011, we have built a diverse and resilient portfolio spanning the US, UK, Asia, and the UAE – driven by a global team of seasoned investment professionals and a commitment to excellence.

As a fast-paced, performance-driven firm, we offer a highly attractive compensation package that includes a competitive base salary, high-performance bonuses and commissions, equity share options, and potential directorships in portfolio companies. Our team members also benefit from comprehensive medical coverage, fully claimable business expenses and allowances, and a clear pathway for long-term career advancement – with direct exposure to global markets.

Responsibilities

  • 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.
  • 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.

Requirements

  • A minimum of 3–5 years of experience in wealth management, financial advisory, or private banking
  • Proven sales track record in managing and growing portfolios of HNWIs, family offices, or institutional investors.
  • Demonstrated hunter mentality with a strong ability to source, engage, and close new clients and investment opportunities.
  • Excellent communication, presentation, and interpersonal skills to effectively engage with clients and stakeholders.
  • Ability to work independently and manage multiple client portfolios effectively.
  • Ability to work in a fast-paced, high-pressure environment while maintaining high levels of professionalism.

    • Seniority level

  • Mid-Senior level

    • Employment type

  • Full-time

    • Industries

  • Venture Capital and Private Equity Principals and Investment Banking

    • 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 .

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