Wealth Relationship Director

Relationship Manager (Nationwide)Create the future with Affin You too can make a difference.We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.ACCOUNTABILITIES Manages,...

Job Description:Sales Planning & Activities - Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leads - Actively participate and collaborate with other sales personnel at PBC/branch/region on sales activities/campaigns for customer acquisition and retention - Prepare and provide investment &...

Job Highlights- Attractive remuneration package and employee benefits Excellent career advancement opportunity A vibrant and fast-paced working environmentWe are seeking highly motivated and sales-oriented individual to join our team as a Relationship Manager.In this role, you will be:Promoting and selling Wealth Management products and providing financial...

If you are looking to excel and make a difference, take a closer look at usThe role plays a pivotal role in designing and implementing cutting-edge Wealth Management training programs for RWM and HLB branches. Responsible for identifying skill gaps, this role collaborates with department heads to conduct Training Need Analysis (TNA) for RWM. The incumbent...

Job descriptionSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses...

Carry out financial advisory activities from acquiring new clients, service introduction, presenting comprehensive financial plan, or modular plan, i.e., wealth accumulation, wealth protection, and wealth transfer, monitoring financial plan implementation and maintaining a good relationship with clients throughout engagement for more business opportunities...

Sales Planning & Activities Prepare and proactively execute sales plans for prospective customers from Bank's leads (LMS) and selfgenerated leads Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention Plan and identify cross selling/up selling to increase...

If you are looking to excel and make a difference, take a closer look at usKey Responsibilities and AccountabilitiesFunctional _(job responsibilities)_Wealth Management-i Initiate, devise and undertake project development, implementation and deployment of key strategic initiatives for comprehensive product solutions in accordance to 4 pillars of HLISB IWM....

Req ID: 6237- Job Description:- SummaryExecute sales plans pro-actively to increase high net worth investments with Funding Societies.Responsibilities and Duties: Responsible for acquiring and deepening the investor base of the platform. Develop and manage relations with high net worth investors. Acquire a larger wallet share from existing as well as new...

If you are looking to excel and make a difference, take a closer look at usLocation: Phnom Penh, CambodiaResponsibilities; Grow a strong deposit base & customer footing via acquisition & expansion of New to Bank sole proprietorship, partnership, corporation and other businessrelated customers; Manage customer relationships to build a profitable relationship...

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 to source...

CANDIDATE MUST POSSES - compulsory licenses - IPPC, FIMM, PCE, CEILLI, TBE, etc.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...

Job Responsibilities Responsible for marketing and promoting a wide range of banking products and services, i.e. unit trusts, insurance, treasury investments, cards, deposits and other retail banking products to potential clients with a starting AUM of > 100k to 499kJob Requirements Passionate in wealth management / investment sales / client engagement...

Responsibilities: Manage the Managing Director's schedules, meetings, appointments, and travel arrangements. Facilitate communication between the Director's office, internal departments, and customers. Handle secretarial duties, including preparing meeting minutes and communications. Assist in managing projects, ensuring followup and meeting deadlines. Enjoy...

Responsibilities: Manage the Managing Director's schedules, meetings, appointments, and travel arrangements. Facilitate communication between the Director's office, internal departments, and customers. Handle secretarial duties, including preparing meeting minutes and communications. Assist in managing projects, ensuring followup and meeting deadlines. Enjoy...

Ogilvy Public Relations Kuala Lumpur, MalaysiaJob Posted Date: 04/25/2024About Ogilvy:Ogilvy was founded in 1948 by David Ogilvy. David created a culture that deeply respects and cares about its people and clients. Our mission is to inspire people and brands to make an impact and we are committed to attracting, growing, and retaining the best talent in the...

Responsibilities:Calendar Management: Coordinate and manage the Director's calendar, including scheduling court matters, meetings, appointments, and travel arrangements.Meeting Support: Prepare agendas, take meeting minutes, and coordinate logistics for internal and external meetings, ensuring that all necessary materials and information are readily...

Job descriptionSome careers grow faster than others.If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. 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...

Job descriptionSome careers grow faster than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.Global Finance is integral to HSBC's purpose and strategy. Our global team of finance professionals' partner with the business to provide trusted insights and forward looking analysis; accuracy;...

The purpose of this roles is to support the Business Director as a Client Lead in delivery on the account, managing the capabilities and team to ensure on-time delivery and excellence in execution. This is a key role in driving collaboration internally and externally with the client and partners.Job Title:Planning DirectorJob Description: About our Media...