Private Wealth Advisor

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 insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong, Singapore,...

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...

iFAST Global Markets offers a comprehensive range of services to help clients achieve their financial objectives. Our team provides expert advice on investment strategies, risk management, and asset distribution.We are seeking a skilled candidate with experience in Private Banking, Client Advisory, Relationship Management, or Personal Financial Consulting....

In this role, you will be working closely with our Head, Private Wealth to assess CA competencies and skills, implement training programs, and coach new and existing CAs.You will be responsible for executing action plans to address any gaps and undertake corrective measures to achieve investment targets.The successful candidate will possess a mid-senior...

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...

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)...

Career Opportunity:Private Wealth Relationship ManagerWe are seeking an experienced Private Wealth Relationship Manager to join our team at CIMB. As a key member of our wealth management division, you will be responsible for managing client portfolios and providing exceptional customer service.Develop and implement tailored investment strategies to meet the...

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...

About UsWe are Howden Private Wealth, a leading insurance broker with over 40 years of industry experience. We partner with private banks, family offices, law and tax advisory firms to provide bespoke insurance solutions for UHNW individuals globally.With representatives across multiple locations, we offer holistic solutions that cater to our clients'...

Job SummaryThis role involves developing relationships with private bankers and referral sources within assigned territories. You will identify and qualify potential prospects for our planning and life insurance products and present them accordingly.The ideal candidate will have a Bachelor's degree from a reputable university and 5-10 years of relevant...

3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Howden Private WealthAbout 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...

Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. We specialise in procuring insurance products for UHNW individuals globally.We have representatives across multiple jurisdictions including Asia Pacific, Europe and the U.S. Our team is dedicated to providing...

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,...

We are seeking a highly motivated Estate Planning Consultant to join our team at Howden Private Wealth. As a member of our team, you will work closely with Private Bankers and other Referral Sources to develop leads and prospects for our planning and life insurance products.About the Role:You will be responsible for establishing relationships with Private...

We are looking for a highly skilled Life Insurance Sales Professional to join our team at Howden Private Wealth. As a member of our team, you will work closely with Private Bankers and other Referral Sources to develop leads and prospects for our planning and life insurance products.About the Role:You will be responsible for identifying and developing...

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...

Role OverviewWe are looking for a Wealth Management Advisor to join our team at BGC Group. As a key member of our sales force, you will be responsible for providing wealth management solutions to meet clients' needs.Key ResponsibilitiesProvide wealth management solutions to meet clients' needs through proactive outreach and relationship-building...

Key ResponsibilitiesAs an Estate Planning Consultant, you will be responsible for:Developing relationships with private bankers and referral sources within assigned territoriesIdentifying and qualifying potential prospects for our planning and life insurance productsPresenting our planning concepts and life insurance products to prospectsTracking, managing...

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...

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...