Wealth Planning 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...

**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...

Wealth Manager RoleSeeking a seasoned Wealth Manager to provide expert financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a strong track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and...

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

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 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...

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...

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...

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...

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...

We are seeking a highly skilled Wealth Management Professional to join our global team at Click and Connect Online Limited. This exciting opportunity is based in Malaysia, offering a competitive package with attractive income retention.Job Description:As a Senior Wealth Manager, you will be responsible for cultivating and managing relationships with...

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...

**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...

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...

-Job description **Why join us?** Wealth & Personal Banking (WPB) serves more than 50 million customers worldwide with a complete range of Wealth & Personal Banking services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth...

We are seeking a highly skilled Wealth Manager to join our team at Click and Connect Online Limited in Kuala Lumpur - Malaysia.The estimated salary for this role is approximately RM200,000 to RM400,000 per annum, depending on experience.About the Role:This pivotal position involves providing tailored financial advice and wealth management solutions to...

**The Opportunity**: Our client provides professional services for private wealth management that are unencumbered by outdated ownership structures and practices. They focus on providing their clients with the best possible wealth management experience and tailored financial solutions that are well-informed, independent, and transparent. Services include...

Wealth Relationship Director **Create your future with Affin! You too can make a difference.** Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. Here, you don't just stay at the forefront of the industry - you can make a difference too. **JOB PURPOSE** Acquiring, growing and deepening Personalized Banking...

At **Citi**, we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help...