Location
petaling jaya
Job Type
Full-time
Posted
July 12, 2026
Job Description
Responsibilities
- Build working relationships with internal stakeholders to ensure alignment and support.
- Support business development initiatives and participate in market development activities.
- Map and explore potential client opportunities.
- Develop and present blueprint plans for existing clientele
- Actively service existing Family office clients under retainer arrangements, including support for Family Council Meetings and other recurring client touchpoints.
- Manage a portfolio of UHNW clients, delivering tailored advisory on family governance, family wealth preservation planning, philanthropy, succession planning, and legacy strategies.
- Lead client advisory meetings, ensure proper documentation, and uphold compliance requirements aligned with regulatory obligations.
- Collaborate with internal and external professionals to implement holistic family office solutions.
- Drive revenue generation and...