Insurance & Wealth Consultant

About UsAce Life Connect is a dynamic insurance agency that offers innovative financial solutions to meet the diverse needs of our clients. Our team of experts is committed to delivering exceptional service and helping our clients achieve their financial goals.Job SummaryWe are currently seeking a talented Insurance & Wealth Consultant to join our team. As...

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 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....

We are seeking a highly skilled Wealth Planning Specialist to join our team at Howden Insurance Brokers Limited. Our specialists have over 40 years of industry experience, making us the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.Job DescriptionIdentify and develop leads and...

Howden Insurance Brokers Limited is a leading independent life insurance broker, specialising in procuring life insurance products for UHNW individuals globally. We are seeking an Insurance Broker Consultant to join our team, responsible for developing relationships with Private Bankers and other Referral Sources within the EPC's assigned...

What We OfferAce Life Connect offers a dynamic work environment and a range of benefits to support your career growth and development. As an Insurance & Wealth Consultant, you will have the opportunity to work with a talented team of professionals and develop your skills in insurance and wealth management.Job RequirementsTo be successful in this role, you...

Entry-Level Finance ProfessionalMaybank is seeking an Investment Portfolio Advisor who will promote wealth solutions focusing on insurance, investment, and deposit products and services to retail clients. The ideal candidate should be able to deliver high-quality work with minimal supervision.About the Job Function:Maintain and develop strong client...

We are seeking a Private Wealth Manager to join our team at Howden Insurance Brokers Limited. As an independent life insurance broker, we specialise in procuring life insurance products for UHNW individuals globally.Key ResponsibilitiesDevelop relationships with Private Bankers and other Referral Sources within the EPC's assigned territories.Develop leads...

Main ResponsibilitiesSales Performance and TargetsTo achieve desired Relationship Manager and Branch sales performance targets.To achieve wealth insurance revenue aspiration.To achieve target product mix for PERML.To achieve overall participation, productivity, conversion ratio, profitability, and quality sales by individual Relationship Manager and...

Ambank Group invites applications for the position of Investment Insight & Consultant. The selected candidate will play a crucial role in developing investment portfolio solutions based on client needs and working closely with the Product Management team.Responsibilities and Expectations:Jointly work with frontline sales to develop investment strategies that...

Our CompanyAce Life Connect is a reputable insurance agency that has been serving the community for years. We offer a wide range of insurance products and financial services to help individuals and families protect their assets and achieve their long-term financial goals.Job RoleWe are looking for a seasoned Insurance & Wealth Consultant to join our team. As...

About This RoleThis is an exciting opportunity to join our team as a Wealth Advisor in Kuala Lumpur.Key ResponsibilitiesBuild relationships with clients and drive new business opportunities.Provide expert advice on insurance and wealth management products to clients.Contribute to the development of strategic plans to grow the client base.Work collaboratively...

Company Overview:Wealth and Personal Banking is a new global business combining Retail Banking and Wealth Management, making us one of the world's largest global wealth managers. Our dedicated colleagues serve millions of customers worldwide across private wealth, ranging from personal banking to business owners and ultra-high-net-worth individuals. We...

Job DescriptionThe selected candidate will offer exclusive international and local solutions to advise and serve their clients independently.Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients' nationality and location, encompassing areas such as Lump...

We are looking for a skilled Insurance and Investments Consultant to join our team at Al Isra' Group Sdn Bhd.This is a full-time hybrid role that involves insurance and investments consulting services.A key responsibility of this role will be to work closely with clients to understand their insurance needs and provide tailored advice on how to achieve their...

Social Media Surveillance Role SummaryThis role is part of Wealth Asia Supervision Team and is integral to establishing a robust Social Media Surveillance, Investment, Insurance, and FX sales surveillance governance framework that enables effective risk and control management for Wealth. You will be responsible for supporting the team lead in managing the...

We are looking for a talented individual to join our team as a Wealth Advisor in Kuala Lumpur.Role OverviewThis is a key role in our organization, responsible for driving client acquisition and providing expert advice on insurance and wealth management products.ResponsibilitiesIdentify new business opportunities and develop strategies to pursue them.Build...

About the JobWe are looking for talented individuals to join our Premier Wealth Centre team as Relationship Managers. As part of our team, you will have the opportunity to work with our premier wealth and high-net-worth clients, developing strong relationships and promoting our wealth management products.ResponsibilitiesWork closely with our clients to...

About the Role:This is an exciting opportunity for an ambitious individual to join our Wealth and Personal Banking team as an Insurance Product Expert. You will be responsible for achieving desired sales performance targets, providing financial planning advice to customers, and organizing branch activities. Your key responsibilities will include meeting...

Position OverviewThis is an exciting opportunity to work on project requirements, from high-level customer journeys to detailed business requirements.Main Responsibilities:Coordinate business requirements gathering sessions, ensuring timely delivery of results.Present as-is and to-be models to stakeholders, highlighting process improvements.Collaborate with...