Wealth Relationship Manager

Account & Relationship Management (Banking & Financial Services) Full time Responsibilities: Provide professional wealth management products and services for target customers to meet customers’ needs, building and maintaining customer relationships to ensure desirable customer experience and satisfaction. Meet assigned KPIs and revenue targets (NFI &...

Advance Wealth Planning is a leading financial solution provider that has established for more than 20 years. We provide a full range of financial products from estate planning (will and trust) , education planning, medical and health insurance to retirement planning.Job Responsibilities: Determine and assess clients’ protection needs based on needs based...

**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...

Full-Time Wealth Planner Role at Aspire Global Achiever This is a full-time role for a Wealth Planner at Aspire Global Achiever, a leading financial services company in Kuala Lumpur. As a Wealth Planner, you will be responsible for managing and growing a portfolio of high net worth clients. Job Description Conduct financial analysis to develop customized...

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...

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...

-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...

Manager, Private Wealth Management Apply locations: Menara Affin, TRX time type: Full time posted on: Posted 5 Days Ago job requisition id: JR100948 Create your future with Affin You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don't just stay at the forefront of...

Manager, Private Wealth Management Apply locations: Menara Affin, TRX time type: Full time posted on: Posted 5 Days Ago job requisition id: JR100948 Create your future with Affin! You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don’t just stay at the forefront...

Job Title: Senior Wealth Manager Location: Malaysia Remote Working Option Company: Hebden Consulting Website: About Hebden Consulting: Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats Hebden Consulting offers a comprehensive range of services...

Job Title: Senior Wealth Manager Location: Malaysia Remote Working Option Company: Hebden Consulting Website: About Hebden Consulting: Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats Hebden Consulting offers a comprehensive range of services...

About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...

About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...

**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...

Job Description Some 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...

Job Description Some 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...

Priority Banking Relationship Manager (Sibu) Hong Leong Bank, Sibu, Malaysia If you are looking to excel and make a difference, take a closer look at us... We are seeking talents who have the passion and requisite wealth management licenses to cater to our Retail High Net Worth clients. Strong sales and wealth product knowledge, good interpersonal skills,...

**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...

Responsibilities •Work closely with the Region Head of Wealth Management to drive sales productivity, segment onboarding, wealth management penetration, revenue growth and AUM growth. •Stay updated on market trends, investment products, and regulatory changes to provide timely and relevant advice to salespeople and clients. •Craft bespoke investment...

Responsibilities •Work closely with the Region Head of Wealth Management to drive sales productivity, segment onboarding, wealth management penetration, revenue growth and AUM growth. •Stay updated on market trends, investment products, and regulatory changes to provide timely and relevant advice to salespeople and clients. •Craft bespoke investment...