Private Wealth Advisor

About the role Join UOB KAY HIAN (M) SDN. BHD . as a Private Wealth Advisor based in Bukit Damansara, Kuala Lumpur. This full-time role offers the opportunity to work with high-net-worth clients and provide comprehensive financial planning services. Job Responsibilities: Build and manage a portfolio of high-net-worth clients by providing tailored financial planning advice and strategies. Identify and onboard new clients while driving growth in Assets Under Management (AUM) for the company through business development initiatives. Provide financial solutions to clients, including financial planning, investment advisory, and estate planning based on their needs and goals. Maintain strong client relationships while delivering high standards of service excellence. Stay updated on financial markets, economic trends, and regulatory requirements. Achieve assigned revenue and business targets within stipulated timelines. Ensure full compliance with relevant regulations and internal policies at all times. Job Requirements: Degree in Accounting, Finance, Economics, Financial Planning, or related fields, Certified Financial Planner (CFP) or Registered Financial Planner (RFP) is an added advantage. Minimum 3 years of working experience in a related field. Possession of relevant licenses such as FIMM, CMSRL, and CEILLI is highly desirable. Excellent communication, interpersonal, and people management skills. Demonstrated ability to analyze complex financial situations and provide customized solutions. Proficiency in financial planning software and data analysis tools.