Wealth Planning Associate

**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...

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...

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.

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...

**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...

Succeed as a Wealth Management Professional by joining our team at Standard Chartered. This is an excellent opportunity for a talented individual to make a significant impact on our wealth management business.The RoleAs a Portfolio Wealth Expert, you'll be responsible for training Associate Relationship Managers (ARM) and Relationship Managers (RM) on wealth...

Jumpstart Your Career with RHB: Grow your Footprint, Conquer the Market with UsAt RHB Bank, we are not just moving, we are accelerating, and we want YOU to join our dynamic team If you're a fresh graduate with big dreams and a passion for finance, our Wealth Management Associate Program is your golden ticket to an exciting career.This is your chance...

Wealth Mastery Academy requires an experienced Event Planning Specialist to lead our events division.About the JobThis role involves planning, coordinating, and executing high-profile events, conferences, trade shows, and corporate meetings.ResponsibilitiesCreate and implement event strategies, including marketing and promotion.Manage event logistics,...

About the Position: Wealth Mastery Academy is seeking an experienced HELP DESK ASSOCIATE to join our team. The successful candidate will be responsible for providing exceptional customer support and resolving customer inquiries in a timely and professional manner.The ideal candidate will have a proven track record of providing top-notch customer service,...

At Standard Chartered, we're looking for a highly skilled Portfolio Wealth Expert to join our team. As a key member of our wealth management department, you'll play a crucial role in enhancing the wealth management capabilities of our Associate Relationship Managers (ARM) and Relationship Managers (RM).About the RoleThis is an exciting opportunity for a...

Wealth Mastery Academy seeks an experienced Event Executive to oversee the planning, coordination, and execution of various events, including conferences, trade shows, corporate meetings, and social events.Key Responsibilities:Develop detailed event timelines, budgets, and plans in collaboration with clients to ensure alignment with company objectives.Serve...

We are looking for youthful and energetic fresh graduate or pre-graduate to join our internship program. We provide comprehensive financial planning education including investment strategy, insurance planning, estate planning and retirement planning to customer nationawide. We adopt dynamic life coaching to equip Gen Z with financial literacy to embark on...

We are looking for youthful and energetic fresh graduate or pre-graduate to join our internship program. We provide comprehensive financial planning education including investment strategy, insurance planning, estate planning and retirement planning to customer nationawide. We adopt dynamic life coaching to equip Gen Z with financial literacy to embark on...

About the RoleWe are seeking a highly organized and skilled Event Planning Specialist to join our team at Wealth Mastery Academy. As an Event Planning Specialist, you will be responsible for planning, organizing, and executing events including conferences, seminars, corporate meetings, product launches, and social events.Key ResponsibilitiesCoordinate...

Kuala Lumpur City, Federal Territory of Kuala Lumpur, MalaysiaCompany: Al Isra' Group Sdn BhdPosted: 4 days agoAbout Us:Al Isra' Group Sdn Bhd is an industry leading bumiputera Takaful agency established in 2006. With 19 years of experience creating highly successful Takaful Leaders and Agents, we currently have 30 branches and over 2,500 agents nationwide....

About Us:Established in 2006, Al Isra' Group Sdn Bhd is a leading Takaful agency with 19 years of experience in creating successful Takaful Leaders and Agents.We have 30 branches and over 2,500 agents nationwide, making us a premier ALC associated with FWD Takaful Berhad.This is a full-time hybrid role for a Financial Wealth Consultant at Al Isra' Group Sdn...

At Prudential BSN Takaful Berhad, we are dedicated to delivering customer-centric solutions through innovative approaches and technological leadership.This full-time role as a Wealth Planner is an exciting opportunity for you to grow your career in finance and insurance.Your key responsibilities will include assessing clients' financial needs, developing...

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,...

Are you looking for a challenging role in digital marketing? Do you want to make a real impact at a reputable organization? Look no further! At Wealth Mastery Academy, we are seeking an experienced Digital Marketing Executive to lead our digital marketing efforts.As a key member of our marketing team, you will be responsible for developing and implementing...

We are seeking highly motivated individuals who are passionate about delivering high-quality customer service and promoting financial products and services.Required Skills and QualificationsBachelor's degree in any field from an accredited university/college.Possess interest in financial planning, investment, and sales.Preferably with a minimum of 1 year...