Senior Executive, Wealth Management Products

Finspiration Advisory I Wealth Management is a dynamic and thriving organization seeking passionate individuals to join our team. Our goal is to provide exceptional wealth management solutions to clients, ensuring their financial needs are met.Key Responsibilities:We design and implement customized investment strategies tailored to clients' goals.We build...

About UsFinspiration Advisory I Wealth Management is a dynamic and thriving industry that offers great rewards, career growth, and a clear path to success. Our team is passionate about providing customized wealth management solutions to meet clients' financial needs.Key Responsibilities:Develop and implement effective wealth management strategies to ensure...

Job DescriptionThe head of unit trust products will be responsible for developing and implementing investment product strategies to achieve unit trust financial targets. This includes managing relationships with asset managers and internal stakeholders, evaluating fund managers and their products, and collaborating with the wealth marketing team to develop...

About the RoleThis senior executive position is responsible for developing and implementing investment product strategies to achieve unit trust financial targets. The successful candidate will have a strong background in wealth management and be able to manage relationships with asset managers and internal stakeholders.ResponsibilitiesImplement investment...

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...

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...

A client is an Independent Financial Advisory firm with offices in Malaysia and London, specialising in working with international expatriates. The firm offers a comprehensive range of services, including wealth management, pension planning, private banking, and portfolio review. They prioritise understanding clients as individuals and creating tailored...

At OCBC, we are committed to delivering exceptional banking experiences to our customers across Singapore, Malaysia, Indonesia, and China.Senior Wealth Manager - KL MainThe Group Consumer Financial Services division serves almost 3 million customers, catering to high net worth, premier, and emerging affluent individuals through premier private, wealth...

We are seeking a highly motivated and experienced Senior Wealth Manager to join our team. As a key member of our banking group, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet our strategic objectives.You will provide exceptional customer service while managing operational risk and...

Join to apply for the Senior Event Executive role at Wealth Mastery Academy.Be among the first 25 applicants.Job ResponsibilitiesPlan, coordinate, and oversee the execution of various events, including conferences, trade shows, corporate meetings, and social events.Work with clients to understand their event needs and goals, ensuring alignment with company...

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,...

AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaWealth Relationship ManagerAFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaThis is a full-time on-site Wealth Relationship Manager role located in WP, Kuala Lumpur. The Wealth Relationship Manager will be responsible for managing and developing relationships...

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 SummaryThis is a senior leadership position responsible for leading the Wealth Asset Financing function within the Regional Wealth Management (RWM) division. The successful candidate will be accountable for developing and executing financing strategies that drive business growth, enhance customer satisfaction, and improve departmental...

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...

Achieve Excellence in Wealth ManagementWe are looking for an experienced Islamic Wealth Manager to lead our wealth management team in Kuala Lumpur. As a key contributor to our business growth strategy, you will be responsible for driving sales growth, expanding product offerings, and delivering exceptional customer experiences.Key Responsibilities:Sales...

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 RoleJob DescriptionWe are seeking a results-driven individual to join our Private Wealth team as a Wealth Management Business Leader.In this role, you will be responsible for developing and executing sales plans and activities to drive business growth. Key responsibilities include acquiring new leads through corporate talks and partnerships with...

About UsWe are a globally recognized organization seeking a skilled and dedicated individual to fill the position of Product Owner in our Wealth Management division.In this role, you will be responsible for driving the business value of your product and working closely with our teams to deliver high-quality results.Key qualifications include 7+ years of...

Wealth Mastery Academy is a leading provider of financial education and wealth-building strategies. We are committed to helping individuals achieve their financial goals and live a life of prosperity and abundance.About the Role:As a Customer Service Executive, you will be responsible for delivering exceptional customer experiences and providing top-notch...