Manager, Private Wealth Management

CIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaPrivate Wealth Relationship ManagerGet AI-powered advice on this job and more exclusive features.Service Private Wealth customers (AUM - RM 1,000,000).Promote the Bank's investment & deposit products and services to Private Wealth customers.Actively acquire New-to-Private Wealth (NTPW)...

About the RoleWe are seeking a Wealth Management Consultant to join our Business Development team. As a consultant, you will work closely with our Wealth Advisors to develop and implement tailored solutions for our clients.Key ResponsibilitiesConduct needs assessments and develop comprehensive wealth management plansCollaborate with our Wealth Advisors to...

Job Overview:Skybound Wealth Management is seeking a highly skilled and motivated Wealth Advisor to join our team in Kuala Lumpur,Malaysia. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients. The ideal candidate will possess a strong...

CIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaJob ResponsibilitiesDevelop, 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...

We are seeking a highly skilled and licensed Private Wealth Manager to join our team in Kuala Lumpur. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing them with comprehensive financial planning services, and ensuring the preservation and growth of their wealth. This role requires a deep understanding...

About UsWith over 40 years of industry experience, Howden Private Wealth is a leading wealth planning partner to prominent private banks, family offices, law and tax advisory firms.We have representatives across various international locations. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help...

5 days ago Be among the first 25 applicantsDirect message the job poster from UOB Kay HianDirector, UOB KayHian Private Wealth MalaysiaPosition Overview:We are excited to announce opportunities to join our Private Wealth Management team at UOB KayHian, led by our esteemed Director.Key Services:Unit Trusts (UT): Providing diversified investment solutions to...

As a Director at Utrade Private Wealth Malaysia, you will play a key role in driving business growth and delivering exceptional client service to our high-net-worth clients.About the Role:Responsibilities will include managing client relationships, developing and implementing customized investment strategies, and maintaining knowledge of various wealth...

Job DescriptionThis role requires an individual who is passionate about delivering exceptional client experiences and building long-term relationships with high net worth individuals. As a Private Wealth Relationship Manager, you will be responsible for:Servicing ClientsProviding expert advice on investments and other financial products.Identifying...

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent life insurance broker, we specialise in procuring life insurance products (ranging from traditional universal life to private placement life...

Finspiration Advisory I Wealth Management is a dynamic and thriving organization seeking passionate and highly motivated individuals to join its team.Key Responsibilities:We design and implement customized wealth management solutions that cater to clients' diverse financial needs.We build and nurture long-term relationships with clients, fostering trust and...

About the RoleWe are seeking a skilled and experienced Private Wealth Relationship Manager to join our team at CIMB. As a key member of our wealth management group, you will be responsible for providing exceptional service to our high net worth clients.Key ResponsibilitiesProvide expert financial advice and guidance to private wealth customers.Promote and...

Utrade is a leading financial institution renowned for its commitment to excellence and innovation in wealth management.About the Role:We are seeking a talented and experienced professional to join our team as a Director, Utrade Private Wealth Malaysia. As a key member of our Private Wealth Management team, you will be responsible for delivering bespoke...

About UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong,...

Job RequirementsWe are seeking a Private Wealth Credit Expert to join our team at Maybank. In this role, you will be responsible for managing wealth credit loan applications, including preparing credit applications, periodic credit reviews, obtaining approvals, and overseeing documentation.A strong understanding of the group's credit and credit-related...

Maybank WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaJob Responsibility:Implement and drive Investment "Business Strategies", focusing on Private Wealth clients to achieve pre-set targets for investment fee based income, asset under management (AUM), cross sell ratio and increase number of new investment clients.Joint sales call with CAs and...

**Utrade Private Wealth Management Opportunities**Company Overview:We are a leading financial institution committed to excellence and innovation in wealth management.About the Role:This is an exciting opportunity to join our dynamic team of wealth management professionals, working closely with our esteemed Director to deliver bespoke solutions to...

Job DescriptionWe are seeking a skilled Wealth Management Strategist to join our team at Hong Leong Bank. As a Portfolio Counsellor, you will be responsible for promoting the full product range to meet clients' needs through advisory managed and discretionary portfolio management.To apply market knowledge in advisory, advisory managed and discretionary...

RequirementsWe are seeking an experienced and skilled individual to fill the position of Life Insurance and Wealth Advisory Specialist. Key requirements include:Bachelor's degree from a reputable university.5-10 years of relevant experience in the financial industry.Strong knowledge of life insurance and/or HNW space.The ideal candidate will possess...

Job ResponsibilitiesWe require an experienced professional to join our team as a Financial Services Relationship Builder. The successful candidate will be responsible for:Building and maintaining strong relationships with key stakeholders, including Private Bankers and Referral Sources.Working closely with these partners to identify new opportunities and...