Private Wealth Consultant

Private Wealth Consultant | High Net Worth | Kuala Lumpur

If you have a background in private or wealth banking and a genuine passion for helping affluent clients protect what matters most, this is an opportunity worth exploring. Our client is a globally established wealth planning and insurance advisory firm, and they are looking for a driven professional to join their growing team in Kuala Lumpur.

Why Apply?

This is more than a sales role - it is a platform to build meaningful relationships with high-net-worth and ultra-high-net-worth individuals, helping them navigate complex wealth structuring, succession and legacy planning. You will benefit from an established referral network, regional and international exposure, and the backing of a globally recognised firm - all supported by attractive commissions and incentives.

The Role

A relationship-first opportunity where your expertise drives real outcomes for clients:

• Cultivate and strengthen partnerships with private bankers, relationship managers and professional referral networks
• Identify and engage affluent and HNW clients through established professional channels
• Lead consultations around wealth preservation, succession planning and legacy goals
• Recommend tailored estate planning and life insurance solutions to meet each client's needs
• Manage the full sales cycle, from first engagement through to proposal and close
• Deliver partner training sessions to raise awareness of wealth planning capabilities
• Support business development initiatives and contribute to the team's broader growth

What We're Looking For

Bring your private or wealth banking expertise and a drive to succeed in an advisory environment:

• Degree in Finance, Business, Economics or a related field
• 5-10 years of experience in private banking, wealth management, insurance advisory or financial planning
• A background in private or wealth banking is essential
• Strong understanding of HNW and affluent client engagement
• Exposure to life insurance, estate planning or legacy structuring is an advantage
• Skilled at building and influencing relationships across banking and professional networks
• Confident communicator with a consultative, client-first approach
• Self-motivated and entrepreneurial, with a long-term view on a career in wealth advisory

If you are ready to take your career into private wealth planning, apply now to be considered.

JTK Number: JTKSM 995 | Company Registration Number: 201301019088 (1048918-T)