Wealth Planning Management Associate

**Job Highlights** - Attractive Commission, Bonus, Incentive & Retirement Benefits - Flexible working hours & work from home arrangements. - Continuous trainings provided & career growth opportunities. **Job Descriptions** - Evaluate client needs and create customized solutions that meet their financial requirements. - Build and maintain relationships with...

**Job Highlights** - Attractive Commission, Bonus, Incentive & Retirement Benefits - Flexible working hours & work from home arrangements. - Continuous trainings provided & career growth opportunities. - Evaluate client needs and create customized solutions that meet their financial requirements. **Job Descriptions** - Build and maintain relationships with...

**Company Background**: We are representing one of a well known insurance company in Petaling Jaya, currently as they are expanding, they are looking for wealth planner associate to join the team. **Job Scope**: - Handle paperwork, documentation, and filing related to client accounts. - Maintain and update client records in our database. - Serve as the...

**About UOB**: United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia, Malaysia and Thailand, as well as branches and...

Job SummaryWe are seeking an experienced Wealth Manager to join our team in Kuala Lumpur - Malaysia. As a Wealth Manager, you will be responsible for providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.About the RoleThis role is pivotal in developing and managing a portfolio of high-net-worth...

Job OverviewWe are representing a renowned Wealth Management firm in Kuala Lumpur, seeking an experienced and qualified Financial Advisor to join their esteemed team.

About the RoleWe are seeking an experienced and certified Financial Planner to join our team in Kuala Lumpur, Malaysia. As a Financial Planner, you will play a key role in providing expert financial guidance to clients, helping them achieve their financial aspirations and strengthen their financial security.ResponsibilitiesConduct thorough financial...

Job Title: Wealth Management ProfessionalWe are seeking an experienced and qualified Wealth Management Professional to join Click and Connect Online Limited in Kuala Lumpur, Malaysia.The role involves providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.Key...

1. Work in fast growing multi-national Fintech company with strong presence in Worldwide. 2. Great career exposure and development opportunity. 3. Good remuneration. 1. Responsible for the research, design, and implementation of the Company wealth management product. 2. Investigate global client wealth management requirements, compliance regulations and...

If you are looking to excel and make a difference, take a closer look at us The role plays a pivotal role in designing and implementing cutting-edge Wealth Management training programs for RWM and HLB branches. Responsible for identifying skill gaps, this role collaborates with department heads to conduct Training Need Analysis (TNA) for RWM. The incumbent...

What does Senior Wealth Manager do? Senior Wealth Manager develops relationships with potential customers to help them solve financial issues. They describe and explain different types of solutions to customers, offering recommendations on which options to choose. Senior Wealth Managers duties and responsibilities: - SWM use strongly developed interpersonal...

Senior Wealth Manager OpportunityWe are seeking a seasoned Senior Wealth Manager to join our global team at Click and Connect Online Limited in Malaysia. This role offers a unique chance to cultivate and manage relationships with high-net-worth clients, devise personalised financial plans, and guide clients towards financial success.About the RoleThe ideal...

Working Hour - Regular Hours - Monday - Friday- Business Area - Community Banking- Location - Malaysia - Kuala Lumpur- Description **Primary Objective**: - To achieve sales/revenue target assigned by the Bank and contribute towards the achievement of the overall branch targets - To promote and professionally sell a range of wealth and banca products to...

As a Senior Wealth Manager at Click and Connect Online Limited, you will play a crucial role in cultivating and managing relationships with high-net-worth clients from around the world. This position offers a unique opportunity to leverage your expertise in financial planning and investment management to help international clients achieve their long-term...

HR Wealth Advisory provides specific product & expertise with strategic partners in financial services to support clients through Islamic Wealth Management. We assist clients to achieve their financial aspiration based on their profiles and objectives. We provide service of wealth creation, protection, preservation and distribution solutions through...

We are seeking an experienced and qualified Financial Planning Expert to join our team at Click and Connect Online Limited in Kuala Lumpur, Malaysia.The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry and hold industry-leading qualifications such as CFP or CFA. A transferable client base...

-Job description **Some careers have more impact than others**. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

**Responsibilities** - To on-board potential clients to IWM platform while providing clients with sound advice regarding their Islamic financial planning and account planning. - To establish their needs and obtain financial statements to develop financial plans to maximize profitability and manage cash flow and researching investment opportunities for...

Click and Connect Online Limited, a leading Independent Financial Advisory firm with offices in Malaysia and London, seeks a highly skilled Wealth Manager to join its expanding global team.Estimated Annual Salary: RM 120,000 - RM 180,000About the RoleThe successful candidate will be responsible for managing and growing a portfolio of affluent clients by...

At Click and Connect Online Limited, we are seeking a seasoned Senior Wealth Manager to lead our wealth management team in Malaysia. Competitive Salary: $120,000 - $180,000 per annum, depending on experience About the Role:Wealth managers at our company work closely with high-net-worth clients, providing personalized financial planning and investment...