Current jobs related to Wealth Manager - Malaysia - Aspire Global Achiever (M) Sdn Bhd ( Manulife )

  • Graduate Trainee Islamic Wealth Relationship Manager

    3 weeks ago

    Malaysia Hong Leong Bank Full time

    Become a Graduate Trainee Islamic Wealth Relationship Manager with Hong Leong Bank in Kuala Lumpur. This 12-month program provides a comprehensive learning experience, enabling you to gain invaluable insights into Islamic Wealth Management. You will develop a holistic understanding of the bank's operations, products, and services, preparing you for a...

  • Graduate Trainee Islamic Wealth Relationship Manager

    3 weeks ago

    Malaysia Hong Leong Bank Full time

    12-Month Regional Wealth Management Graduate Trainee Program A comprehensive learning experience in Islamic Wealth Management, with hands-on experience and exposure to different business units, preparing you for a successful career within Wealth Management. Program Overview The 12-month program is designed to provide you with a holistic understanding of our...

  • Private Wealth Relationship Manager, Klcc Branch My

    5 months ago

    Malaysia CIMB Group Full time

    **Sales Planning & Execution** - To service Private Wealth customers base above RM 1,000,000 - To promote the Bank's investment & deposit products and services to Private Wealth customers - To actively acquire New-to-Private Wealth (NTPW) customers. - To provide fast and convenient off-site banking services to NTPW customers on: - New CASA & FD accounts...

  • Graduate Trainee Islamic Wealth Relationship Manager

    3 weeks ago

    Malaysia Hong Leong Bank Full time

    Graduate Trainee Islamic Wealth Relationship Manager Hong Leong Bank Kuala Lumpur, Malaysia Posted 3 days ago Permanent Competitive If you are looking to excel and make a difference, take a closer look at us... Program Overview The 12-month Regional Wealth Management (RWM) Graduate Trainee Program is designed to provide you with a comprehensive...

  • Team Lead, App

    7 months ago

    Malaysia CIMB Group Full time

    **Key Responsibilities** - Develop, innovate, execute and communicate sales plans and activities. - Acquire new leads (e.g. by attending corporate talks, by networking with agents, lawyers and developers). - Assign sales leads and referrals (if any) to the sales team and ensure prompt action is taken. - Review sales target for Private Wealth team with Head...

  • Private Wealth Relationship Manager, Menara Cimb Kl

    5 months ago

    Malaysia CIMB Group Full time

    **Key Responsibilities**: - To service Private Wealth customers base above RM1m. - To promote the Bank's investment & deposit products and services to Private Wealth customers - To actively acquire New-to-Private Wealth (NTPW) customers. - To provide fast and convenient off-site banking services to NTPW customers on new CASA & FD accounts opening & to...

  • Top Tier Relationship Manager, Malacca

    5 months ago

    Malaysia HSBC Full time

    -Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Primary Banker, Damansara Heights Branch

    3 weeks ago

    Malaysia HSBC Full time

    Seeking ambitious individual to drive sales revenue and build strategic relationships in Wealth and Personal Banking team. HSBC's Wealth and Personal Banking is a global business combining Retail Banking and Wealth Management, with USD1.4 trillion in assets. Across Asia, wealth revenues grew 12% in 2019 to USD5.7 billion. Our dedicated colleagues serve...

  • Primary Banker, Damansara Heights Branch

    3 weeks ago

    Malaysia HSBC Full time

    Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Wealth and Personal...

  • SIEM Engineer

    2 months ago

    Malaysia FNZ Group Full time

    Role Description At FNZ, our purpose is to make wealth management more accessible, bringing easier, fairer and more inclusive solutions to people worldwide. Here in the Global Information Security team, we work to protect the platforms that support investment solutions for over 20 million people. We are looking for an experienced SIEM Engineer ,...

  • SIEM Engineer | Kuala Lumpur, MY

    2 months ago

    Malaysia FNZ Group Full time

    Role Description At FNZ, our purpose is to make wealth management more accessible, bringing easier, fairer and more inclusive solutions to people worldwide. Here in the Global Information Security team, we work to protect the platforms that support investment solutions for over 20 million people. We are looking for an experienced SIEM Engineer ,...

  • Corporate Sales Manager

    4 weeks ago

    Malaysia YLY WEALTH MANAGEMENT Full time

    Corporate Market Specialist Seeking experienced professional with Mandarin language skills to handle corporate market interactions. Key Responsibilities: Facilitate face-to-face interactions with corporate clients. Have a minimum of 2 years of working experience. Hold a diploma or above qualification. Located in Selangor or KL will be an...

  • Corporate Sales Manager

    3 weeks ago

    Malaysia YLY WEALTH MANAGEMENT Full time

    We're seeking a talented professional with Mandarin language skills and a strong background in sales and marketing. Key responsibilities include: Developing and maintaining relationships with corporate clients Generating new business opportunities and increasing sales revenue Providing exceptional customer service and support Collaborating with...

  • Corporate Sales Manager

    2 months ago

    Malaysia YLY WEALTH MANAGEMENT Part time

    Join UR Team We are always looking for talented person like you.Income / Salary up to 9K.Able speak with MANDARIN. Most preferred Diploma holder and above to apply.Looking for working experience more than 2 years and above.Stay within Selangor / KL will be added advantage.Face to face dealing with corporate market.

  • Premier Relationship Manager

    3 weeks ago

    Malaysia OCBC Full time

    As a Sales professional in Premier Banking, you will be responsible for acquiring, developing, and deepening relationships with high net worth customers in Malaysia. The role involves providing professional wealth advisory, financial analysis, and solutions to help customers achieve their life goals, while contributing to the bottom-line of Premier Banking...

  • Primary Banker, Damansara Heights Branch

    3 weeks ago

    Malaysia HSBC Full time

    Unlock new opportunities as a Primary Banker in HSBC's Wealth and Personal Banking team. Drive sales revenue, build strategic relationships, and promote digital channels to deliver exceptional customer experiences.About the Role:Grow sales revenue through various sales activities and build strong relationships with customersConduct market reviews to...

  • Branch Manager, Riverson Branch My

    4 months ago

    Malaysia CIMB Group Full time

    Branch Manager Job Description: Responsible for branch's performance in sales, service and compliance Guide, motivate and drive branch staff towards achieving shared goals Develop new business and maintain strong relationship with customers and the community Maintain branch safety and security standards Job Requirements: Preferably Managers specializing in...

  • Branch Manager, Labuan Branch My

    5 months ago

    Malaysia CIMB Group Full time

    Job Highlights: - Competitive remuneration & potential to earn where sky is the limit! - Personal & career growth opportunities - Opportunity to work across the region **Job Description**: - Responsible for branch's performance in sales, service and compliance - Guide, motivate and drive branch staff towards achieving shared goals - Develop new business...

  • Branch Manager, Jaya Shopping Centre Section 14

    5 months ago

    Malaysia CIMB Group Full time

    Responsible for branch's performance in sales, service and compliance - Guide, motivate and drive branch staff towards achieving shared goals - Develop new business and maintain strong relationship with customers and the community - Maintain branch safety and security standards **Job Requirements**: - Preferably Managers specializing in Banking / Financial...

  • Relationship Manager, Serian Branch My

    5 months ago

    Malaysia CIMB Group Full time

    **Key Responsibilities**: - Acquire and manage customer relationships by providing financial planning advice in a sales oriented environment. - Manage customer relationships to increase share of wallet under the "Farmer" concept. - Provide financial planning advice to customers - focusing on Wealth Management Products. - Take initiative and run activities...

Wealth Manager

3 months ago

Malaysia Aspire Global Achiever (M) Sdn Bhd ( Manulife ) Full time

This job is a full-time Wealth Planner role at Aspire Global Achiever in Kuala Lumpur, managing high net worth clients. You might like this job because it offers the opportunity to provide customized investment strategies and wealth management advice.

Ara Damansara

Full-Time

1 week ago

Job Description

This is a full-time role for a Aspire Global Achiever (M) Sdn Bhd located in Kuala Lumpur. As a Wealth Planner, you will be responsible for managing and growing a portfolio of high net worth clients. Your day-to-day tasks will include conducting financial analysis, developing customised investment strategies, and providing comprehensive wealth management advice to clients. This role requires strong interpersonal skills, strategic thinking, and extensive knowledge of financial markets and investment products.

Job Requirements

Qualifications

The qualification to be a Wealth Planner at Aspire Global Achiever (M) Sdn Bhd is you have to have:

  • Education at least SPM level
  • The willingness to learn knowledge of financial markets, investment products, and portfolio management
  • Excellent communication and interpersonal skills
  • Ability to build and maintain client relationships
  • Knowledge of regulatory and compliance requirements
  • Ability to work as part of a team
  • Proficiency in financial software and tools
Skills

Wealth Management

Insurance Sales

Customer Service

Time Management

Team Building

Self-Motivation

Teamwork

Team Oriented

Company Benefits

Additional commision and allowance

Great Working Culture

We say no to Toxic work culture

Overseas Trip

Annual Overseas trip

Flexible Working Hours

No fix hours, as long as you can complete your task

Additional Info Company Activity

Last active - few hours ago

Experience Level

1 - 3 Years of Experience

Junior Executive

Job Specialisation #J-18808-Ljbffr