Investment Consultant, Private Wealth

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...

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...

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...

Job DescriptionThis role requires an individual who is passionate about delivering exceptional client experiences and building long-term relationships with high net worth individuals. As a Private Wealth Relationship Manager, you will be responsible for:Servicing ClientsProviding expert advice on investments and other financial products.Identifying...

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)...

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...

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...

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...

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,...

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...

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...

Company OverviewWe are Standard Chartered, an international bank with a rich history of making a positive difference for our clients and communities. Our commitment to driving commerce and prosperity through diversity is at the heart of everything we do. We value inclusion and advocate for it within our organisation.About Wealth and Retail BankingWe serve...

Job ResponsibilitiesWe require an experienced professional to join our team as a Financial Services Relationship Builder. The successful candidate will be responsible for:Building and maintaining strong relationships with key stakeholders, including Private Bankers and Referral Sources.Working closely with these partners to identify new opportunities and...

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...

Are you passionate about helping others achieve financial stability and security? Do you have a strong background in finance and investments, combined with excellent analytical and communication skills?If so, we invite you to apply for the Wealth Management Consultant position at Expatriate Advisory Sdn Bhd. As a consultant, you will work with clients to...

About UsWith over 40 years of industry experience, Howden Private Wealth is a leading wealth planning partner to prominent private banks, family offices, law and tax advisory firms.We have representatives across various international locations. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help...

About the Role:We are seeking an experienced Wealth Advisor to join our team in Kuala Lumpur. As a key member of our team, you will be responsible for managing relationships with high-net-worth clients, providing personalized investment advice, and developing customized investment strategies.You will have the opportunity to work closely with other financial...

We are seeking a highly skilled Wealth Advisory Professional to join our team in providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) Private Clients.About OCBC BankWe are a leading financial institution with a rich history of innovation and customer-centricity. Our mission is to provide exceptional service...

Key Responsibilities:Client Relationship Management:Build, maintain, and grow strong, long-lasting relationships with a diverse range of clients, including high-net-worth individuals, business owners, and institutions.Financial Planning & Advisory:Provide personalized investment advice and comprehensive wealth management services, including retirement...

About the RoleWe are seeking a skilled and experienced Private Wealth Relationship Manager to join our team at CIMB. As a key member of our wealth management group, you will be responsible for providing exceptional service to our high net worth clients.Key ResponsibilitiesProvide expert financial advice and guidance to private wealth customers.Promote and...