Vice President, Family Office Advisory - Malaysia, Kuala Lumpur - GatedTalent - Connecting Top Executive Search Firms And Executives

GatedTalent - Connecting Top Executive Search Firms And Executives Malaysia, Kuala Lumpur

Found in: Foundit MY A2 - 6 days ago

Full time

Description

Key Responsibilities:

The role of the Head, Family Office Distribution & Wealth Advisory is: –

To drive and achieve sales, revenue and AUM (Asset under Management) targets for Family Office.
To plan and implement Family Office Sales and Distribution strategies for Nationwide sales team.
To lead and motivate a team of Relationship Bankers to provide bespoke investment services and solutions to High Net Worth clients' Financial, Investment and Personal needs.
To attract and hire sales, product and advisory talents to establish a wider sales coverage, product sophistication and sound investment advisory for Family Office business mainly to grow customer base and investment AUM.
To identify and establish new potential revenue streams and product solutions for Family Office Clients through external and internal partnership.
To lead and motivate a team of client Investment advisors to analyze and set investment direction and trends for Family Office together with CIOs and Regional Product Team.
To provide solution and advice on processes to ensure a smooth execution of the entire end-to-end business activities of Family Office.
To identify and maintain Family Office client experience and service excellence i.e. clients' wealth and no major complaint lead to financial loses and litigation.
To anticipate and allocate the optimum manpower resource for Relationship Bankers and investment advisors across nationwide.
To monitor and balance the Sales force P&L to ensure greater revenue generation against cost of doing business are sustainable.
To establish and develop relationships by providing a high level of bespoke services and solutions for the Ultra High Net Worth clients' Financial, Investment and Personal needs.
To assists and improve in business process review to build the business, help close gaps among various stakeholders within Family Office.
To comply with all the Rules & Regulations and Code of Conduct guidelines issued by BNM, Securities Commission and Bursa Malaysia.

Key Requirements:

At least 5 years in a leadership role in banking or finance industry. managing a nationwide sale & distribution workforce of private bankers / relationship managers / investment advisor.
At least 8 – 10 years in a private banker / relationship manager / investment advisory position.
At least 3 years in a product or proposition development role
Relevant experience in Private Wealth and Family Office.
In-depth knowledge in Investment and financial planning.

Other Essential Skills:

Able to lead, motivate and inspire staff commitment to achieve business objective.
Excellent presentation, interpersonal and communication (written/verbal) skills.
Able to influence peers and upward.
Good people management skills.
Possess strong sales and service skills in handling Ultra High Net Worth Individuals.

#JPKR

#JPKR

Account Payable Assistant

Found in: Foundit MY A2 - 6 days ago

EC SECRETARY SDN. BHD. Malaysia, Kuala Lumpur Full time

Job Responsibility · Maintain monthly accounting/ year full sets account and/or SST Submission. · Assist in monthly bookkeeping for both on field and in house. · Assist Manager to complete the group task · Provide advisory and information update to our client. · Participate in an ...
Managing Tax Consultant

Found in: Foundit MY A2 - 2 days ago

Tricor Group Malaysia, Kuala Lumpur Full time

A powerful combination · It's never been a more exciting time to join our organisation. Tricor and Vistra have now merged to form one organisation, which means we're now a powerhouse of over 9000 colleagues in 50+ jurisdictions across the globe. We're seizing the opportunity to c ...
Manager, Medical Affairs

Found in: Foundit MY A2 - 5 days ago

Sunway Medical Centre Velocity Malaysia, Kuala Lumpur Full time

We are hiring Manager, Medical Affairs, to assist to see the overall Medical Affairs functions and activities and its compliance to local policies, accreditation standards and mandatory regulatory requirements. Responsible for the administration of the medical affairs function in ...
Analyst, Research

Found in: Foundit MY A2 - 6 days ago

Vriens & Partners Malaysia, Kuala Lumpur Full time

ANALYST, RESEARCH & GOVERNMENT AFFAIRS, MALAYSIA · Vriens & Partners (V&P) is the leading government affairs consulting firm in Southeast Asia. Our team comprises more than 90 full-time employees representing over ten nationalities, as well as 40 senior advisors from across the r ...
Admin Assistant

Found in: Foundit MY A2 - 2 days ago

Randstad Malaysia Malaysia, Kuala Lumpur Full time

About The Company · Our client is a financial advisory firm. · About The Role · They are currently looking for an Admin Assistant to join the team in response to their growth. The HR Executive plays a crucial role in ensuring the smooth operation of our office through daily admin ...
Key Account Manager/Executive

Found in: Foundit MY A2 - 6 days ago

Innoquest Pathology Malaysia, Kuala Lumpur Full time

The ideal candidate is a passionate, self-motivated, and detail-oriented team player who is committed to the success of our customers. You will focus on growing and developing existing clients, as well as generating new business by identifying, implementing and executing new stra ...
Corporate Communications Executive

Found in: Foundit MY A2 - 5 days ago

Agensi Pekerjaan EPS Consultants Sdn Bhd Kuala Lumpur, Malaysia Full time

Client company: Corporate Finance Advisory · Office: The Garden South Tower · Working hour: Mon-Fri (9am-5pm) · Job Requirements: · . Support inter-departmental communications, including newsletter, company brochures, employee handbooks, event materials, and team meetings. · . W ...
Financial Crimes Compliance/Monitoring Manager

Found in: Foundit MY A2 - 4 days ago

BTC Recruitment Malaysia - Executive Search Recruitment Agency Malaysia, Kuala Lumpur Full time

Open Position: Financial Crimes Compliance/Monitoring Manager(MNC Company) · An MNC Company is currently hiring Financial Crimes Compliance/Monitoring Manager to join them in the Kuala Lumpur office. · Key responsibilities include: · More than 8 years working with the ability to ...
Content Creator

Found in: Foundit MY A2 - 3 days ago

Acerbic Synergy Malaysia, Kuala Lumpur Full time

Acerbic Synergy is a recognized leader in HR, Tax, Accounting Consultancy and Outsourcing. We are committed to being an essential partner with Malaysia's business community. We provide comprehensive solutions and expertise in areas such as HR management, tax advisory, and account ...
Human Resources Business Partner

Found in: Foundit MY A2 - 3 days ago

Shopee Malaysia, Kuala Lumpur Full time

Job Description: · Hands on for HR process delivery throughout the employee life cycle from onboarding integration, manpower planning, employee grievances, performance management, compensation & benefit, to exit management. · Support and guide manager on people matters and legal ...
Corporate Finance Assistant Manager

Found in: Foundit MY A2 - 3 days ago

Randstad Malaysia Malaysia, Kuala Lumpur Full time

Company Overview · Randstad is partnering with a leading listed company in Malaysia, specializing in Mergers and Acquisitions (M&A), Initial Public Offerings (IPOs), and corporate strategy. With a strong presence in the Malaysian market, we are dedicated to providing comprehensiv ...
Tax Agent

Found in: Foundit MY A2 - 3 days ago

EC SECRETARY SDN. BHD. Malaysia, Kuala Lumpur Full time

Job Responsibility · Maintain CP204, reminder to client on submission. · Preparation of FORM E, EA, CP58 · Preparation of individual tax draft · Preparation of Corporate and PLT tax draft · Participate in tax briefing and related field. · Participate in any tax related event & se ...
Legal Associate

Found in: Foundit MY A2 - 6 days ago

The Chambers of Ranam & Associates Malaysia, Kuala Lumpur Full time

Company Description · The Chambers of R. Sivagnanam & Associates (âRSA Chambersâ) is a reputable legal firm established in 1999. We are part of the Chambers Group, a multi-disciplinary consulting arm with affiliations in Malaysia, the region, and key jurisdictions around the glob ...
Tax Consultant

Found in: Foundit MY A2 - 2 days ago

Tricor Group Malaysia, Kuala Lumpur Full time

A powerful combination · It's never been a more exciting time to join our organization. Tricor and Vistra have now merged to form one organization, which means we're now a powerhouse of over 9000 colleagues in 50+ jurisdictions across the globe. We're seizing the opportunity to c ...
Intern

Found in: Foundit MY A2 - 2 days ago

TAPiO Management Advisory Sdn. Bhd. - Kuala Lumpur, Malaysia Malaysia, Kuala Lumpur Full time

LEADERSHIP INTERNSHIP PROGRAM BY TAPIO MANAGEMENT ADVISORY SDN BHD · Our Leadership Internship Program offers a global platform for aspiring young talents to expand their horizons, immerse themselves in a multicultural and diverse work environment, and gain valuable professional ...
Managing Consultant

Found in: Foundit MY A2 - 2 days ago

Tricor Group Malaysia, Kuala Lumpur Full time

A powerful combination · It's never been a more exciting time to join our organisation. Tricor and Vistra have now merged to form one organisation, which means we're now a powerhouse of over 9000 colleagues in 50+ jurisdictions across the globe. We're seizing the opportunity to c ...
Corporate Lawyer Partner

Found in: Foundit MY A2 - 3 days ago

eLawyer Recruitment Malaysia, Kuala Lumpur Full time

Company Information · Firm Name · eLawyer Recruitment · Company Web URL · Overview · Our client, an established regional firm with an existing presence across multiple locations, is actively looking for a Corporate Partner to join their team as they embark on an expansion into th ...
Senior Accounts

Found in: Foundit MY A2 - 4 days ago

Global Green Connect Malaysia, Kuala Lumpur Full time

Global Green Connect is an integrated sustainability network that helps shift profit maximisation to mutual value creation. We offer consulting, training, and market entry advisory to companies and SMEs embarking on their sustainability journey. · The Role · Job Summary · The Sen ...
Intern

Found in: Foundit MY A2 - 6 days ago

TAPiO Management Advisory Sdn. Bhd. - Kuala Lumpur, Malaysia Malaysia, Kuala Lumpur Full time

LEADERSHIP INTERNSHIP PROGRAM BY TAPIO MANAGEMENT ADVISORY SDN BHD · Our Leadership Internship Program offers a global platform for aspiring young talents to expand their horizons, immerse themselves in a multicultural and diverse work environment, and gain valuable professional ...
Country Business Head

Found in: Foundit MY A2 - 3 days ago

GatedTalent - Connecting Top Executive Search Firms And Executives Malaysia, Kuala Lumpur Full time

A recruiter is seeking a County Business Head. This is a senior management-level position responsible for accomplishing results through the management of a team or department to raise funds in the capital markets and provide clients with strategic advisory services in coordinatio ...