Wealth Management/Insurance Advisor

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...

Join deVere Group as a Financial Services Representative and take advantage of a dynamic career opportunity in Kuala Lumpur, Malaysia.Insurance Sales and Wealth Management ProfessionalWe are seeking an experienced professional to drive client acquisition and provide expert advice on insurance and wealth management products.Responsibilities:Acquire new...

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...

About the Role:The successful candidate will be responsible for managing client relationships, providing financial planning and advisory services, developing investment strategies, and conducting market research. You will work closely with internal teams to deliver comprehensive wealth management solutions and ensure regulatory compliance.This role requires...

Job DescriptionWe are seeking an experienced Insurance Product Expert to join our Wealth and Personal Banking team. The successful candidate will be responsible for defining, managing, and achieving divisional business targets. Key responsibilities include:Achieving desired Relationship Manager and Branch sales performance targetsAchieving wealth insurance...

BenefitsWe offer a competitive salary package, including benefits such as health insurance, retirement plans, and paid time off. If you are a motivated individual with a passion for e-commerce, we encourage you to apply for this exciting opportunity to join our dynamic team at Wealth Mastery Academy.

At deVere Group, we are committed to providing exceptional service to our clients and are seeking an experienced professional to join our team in Kuala Lumpur, Malaysia.Client Acquisition SpecialistThis is an exciting opportunity for a skilled insurance sales and wealth management professional to drive client acquisition and provide expert advice on...

Job OverviewWe are seeking an experienced Insurance Product Expert to join our Wealth and Personal Banking team in Kuching. As an expert in insurance products, you will be responsible for defining, managing, and achieving divisional business targets.

iFAST Global Markets ("iGM Malaysia") is the private wealth advisory division of iFAST Corporation Ltd ("iFAST"). Our team consists of highly skilled and experienced private wealth professionals who specialize in managing client's assets, including investments, risk management and asset distribution. Our primary focus is on serving high-net-worth individuals...

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...

About Howden Private WealthWe are a leading provider of life insurance solutions for high net worth individuals, partnering with the world's most respected private banks, family offices, law and tax advisory firms. With over 40 years of experience, we have established ourselves as a trusted advisor in the industry.Job DescriptionThis role offers an exciting...

Key Responsibilities:Client Relationship Management:BUILD, MAINTAIN, AND GROW STRONG, LONG-LASTING RELATIONSHIPS WITH CLIENTS.Financial Planning & Advisory:PROVIDE PERSONALISED INVESTMENT ADVICE AND COMPREHENSIVE WEALTH MANAGEMENT SERVICES.Investment Strategy Development:DEVELOP AND IMPLEMENT INVESTMENT STRATEGIES AND ASSET ALLOCATION MODELS.Market Research...

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...

Wealth & Investment Advisor (Qualified Leads Provided)Wealth & Investment Advisor (Qualified Leads Provided)Join a top-performing financial advisory team where your growth and client impact matter. We provide ready leads, structured mentorship, and a clear path to leadership—no cold-calling or dead-end roles. You'll advise individuals and businesses on...

Job title: Business Development ExecutiveLocation: Kuala Lumpur, MalaysiaJob Status: Full timeAre you a successful salesperson looking to build a career in Wealth Management? Then this is the job for you.At Skybound, we consider that the Business Development team adds fundamental value to the overall success of the business, making this role an excellent...

Job OverviewWe are seeking a highly skilled Investment Consultant to join our team at iFAST Corporation.About the CompanyiFAST Corporation is a global digital banking and wealth management platform that provides a range of investment products and services to financial advisory firms, institutions, and individual investors.Our platform offers access to over...

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...

DNA Malaysia WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaCompany DescriptionDNA Malaysia is a financial advisory firm located in Sierra 16. Our mission is to manage the financial risk that individuals and households may face while pursuing their dreams. We believe that everyone deserves the opportunity to achieve their goals without worrying...

Job Description:As a Life Insurance Advisor, you will play a crucial role in helping our clients achieve their financial goals. Your expertise in risk management, wealth accumulation, and asset protection will ensure our clients' security for the long term.Key Responsibilities:Provide personalized financial planning and risk management solutions to...

Key ResponsibilitiesDevelop and maintain strong customer relationships through effective communication and personalized service.Provide financial planning advice to customers, focusing on Wealth Management Products.SOURCE new business opportunities and expand existing customer base.Work closely with internal teams to ensure seamless customer service and...