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...

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 primary point of...

**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...

StashAway is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders. This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...

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...

-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...

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...

If you are looking to excel and make a difference, take a closer look at usThe 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...

**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...

Carry out financial advisory activities from acquiring new clients, service introduction, presenting comprehensive financial plan, or modular plan, i.e., wealth accumulation, wealth protection, and wealth transfer, monitoring financial plan implementation and maintaining a good relationship with clients throughout engagement for more business opportunities...

**Professional with an experience in any Financial Services Industry viz; Asset Management / Portfolio Management / Wealth Management / Mutual Fund / Treasury / Hedge Fund / AIF and other related industry.** **Exposure / Understanding of the following areas is a pre-requisite**: - Understanding of all asset classes (Equities, Bonds, Derivatives, Fixed...

Sales Planning & Activities - Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leads - Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention - Plan and identify cross selling/up selling to increase...

**The Opportunity** Our partner, a leading Australian financial company is looking for Financial Planning Associate Adviser (Paraplanning) to join their team. As the Financial Planning Associate Adviser, you will work alongside a Senior Financial Advisor based in Australia who is responsible for financial advice strategies, knowledgeable in industry...

Sales Planning & Activities Prepare and proactively execute sales plans for prospective customers from Bank's leads (LMS) and selfgenerated leads Actively participate and collaborate with other sales personnel at branch/region on sales activities/campaigns for customer acquisition and retention Plan and identify cross selling/up selling to increase...

**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...

The OpportunityOur partner, a leading Australian financial company is looking for Financial Planning Associate Adviser (Paraplanning) to join their team.As the Financial Planning Associate Adviser, you will work alongside a Senior Financial Advisor based in Australia who is responsible for financial advice strategies, knowledgeable in industry regulations,...

**The Opportunity** Our client is a well-known Australian financial service firm that offers tailored wealth management solutions to assist individuals and families in making wise financial decisions and achieving financial independence since 2012. The company is currently looking for a passionate Financial Planning Associate to join this highly reputable...

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...