Wealth & Risk Consultant

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia WE Team Full time

WE Team WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Business Partner Coaching | Future Leader Builder | Certified Financial Planner | MDRT

Company Description

WE Team is a premier boutique financial agency in Kuala Lumpur, Malaysia. Rooted in wisdom and ethical professionalism, we specialize in insurance, unit trust, and holistic financial solutions. Our client-centric approach ensures tailored strategies that protect, grow, and secure financial futures with clarity and confidence. WE is dedicated to developing future financial leaders and equipping them with industry-leading knowledge and proven strategies.

Role Description

This is a full-time hybrid role for a Wealth & Risk Consultant at WE Team. The consultant will be responsible for analyzing financial data, providing enterprise risk management solutions, offering consulting services, and maintaining strong communication with clients. While the role is based in Kuala Lumpur, some work from home flexibility is acceptable.

Qualifications

  • Experience in Enterprise Risk Management and Consulting
  • Ability to work independently and collaboratively
  • Knowledge of financial planning and investment strategies
  • SPM/STPM Certification
  • Professional certifications such as CFA or CFP are a plus
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Finance and Sales
#J-18808-Ljbffr

  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    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...

  • Risk Consultant

    1 day ago


    Kuala Lumpur, Kuala Lumpur, Malaysia FRG | Financial Risk Group Full time

    FRG is a global financial risk management consulting firm. We use advanced analytics and cutting-edge technology solutions to help some of the largest organizations in the world manage risk.Fast-track your career in risk management consulting We identify talented individuals who have a strong background in business, actuarial science, analytics and...

  • Wealth Advisor

    1 week ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia FRG | Financial Risk Group Full time

    At FRG | Financial Risk Group, we offer a unique opportunity to build a career in risk management consulting. Our organization combines advanced analytics, cutting-edge technology, and expert guidance to help leading companies worldwide manage risk effectively.We are seeking talented professionals with a strong background in business, actuarial science,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

    Job OverviewWe are seeking a Wealth Management Consultant to join our team at OCBC Bank.In this role, you will be responsible for providing high-quality customer service and conducting sales visits to potential customers within the vicinity.Key responsibilities include:To provide one-stop banking solutions to our customers.To proactively manage and build...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Expatriate Advisory Sdn Bhd All About Foreign Investment in Malaysia on Business and Property Full time

    Company DescriptionExpatriate Advisory Sdn Bhd provides professional consultancy services to assist and empower individuals and families to gain more financial control over their wealth and their futures through the use of globally recognized data backed financial solutions. We help place foot holders to prevent the unexpected financial distress and provide...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Al Isra' Group Sdn Bhd Full time

    Kuala Lumpur City, Federal Territory of Kuala Lumpur, MalaysiaCompany: Al Isra' Group Sdn BhdPosted: 4 days agoAbout Us:Al Isra' Group Sdn Bhd is an industry leading bumiputera Takaful agency established in 2006. With 19 years of experience creating highly successful Takaful Leaders and Agents, we currently have 30 branches and over 2,500 agents nationwide....


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

    Wealth Advisory ServicesWe are seeking a highly skilled Wealth Advisory Consultant to join our team at OCBC Bank. As a key member of our Private Client Franchise, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) clients.Main ResponsibilitiesTo provide quality wealth advisory...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Ace Life Connect Full time

    Company: Ace Life ConnectJob Type: Full-TimeSalary: Competitive Base Salary + Commission + Performance IncentivesRole DescriptionAre you passionate about guiding clients toward financial security and wealth growth?Join our team as an Insurance & Wealth Consultant and embark on a fulfilling career in financial services. Whether you're a fresh graduate or...


  • Kuala Lumpur, Kuala Lumpur, Malaysia TIME's group Full time

    Job SummaryAs a Wealth Advisory Consultant, you will be responsible for promoting professional wealth advice and developing bespoke banking solutions to enhance customer satisfaction and loyalty.Cultivate long-term relationships with clients, leveraging expertise in wealth management and financial planning.Develop and implement tailored solutions to meet...

  • Wealth Manager

    4 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job Title: Wealth ManagerLocation: Malaysia, Remote Working OptionCompany: Hebden ConsultingWebsite: https://hebdenconsulting.comAbout 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia FRG | Financial Risk Group Full time

    FRG | Financial Risk Group is a global financial risk management consulting firm. We leverage advanced analytics, cutting-edge technology solutions, and expert guidance to empower organizations worldwide to effectively manage risk.Spearhead your career in risk management consulting by joining our team of talented professionals who possess strong backgrounds...

  • Business Risk Expert

    22 hours ago


    Kuala Lumpur, Kuala Lumpur, Malaysia FRG | Financial Risk Group Full time

    Are you ready to start your career in risk management consulting? Join FRG | Financial Risk Group and become part of a dynamic team that empowers organizations worldwide to manage risk effectively.We are seeking talented professionals with a strong background in business, actuarial science, analytics, statistics, financial mathematics, computer science,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia FRG | Financial Risk Group Full time

    Join a dynamic team at FRG | Financial Risk Group and embark on a rewarding career in risk management consulting. Our organization utilizes cutting-edge technology and expert guidance to help leading companies worldwide manage risk effectively.We seek talented professionals with a strong background in business, actuarial science, analytics, statistics,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job Title: Senior Wealth ManagerLocation: Malaysia, Remote Working OptionCompany: Hebden ConsultingWebsite: https://hebdenconsulting.comAbout 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full time

    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...

  • Risk Consultant

    22 hours ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Aon Hewitt Full time

    Job DescriptionWe are seeking a skilled Risk Consultant to join our team in Malaysia.Aon is a leading risk management consulting firm that helps clients make better decisions about their risks. As a Risk Consultant, you will work closely with our clients to identify and assess potential risks, develop strategies to mitigate those risks, and provide...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    As a Financial Planning and Advisory Services Manager with Independent Resourcing Consultancy Ltd, you will be responsible for leading our financial planning and advisory services team.The ideal candidate will have a strong background in financial planning and advisory services, with a minimum of 5 years of experience as a Financial Advisor in the wealth...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Howden Insurance Brokers Limited Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Role OverviewHebden Consulting is seeking a highly skilled Senior Wealth Manager to join their expanding global team. As a Senior Wealth Manager, you will be responsible for cultivating and maintaining strong relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success.