Executive, Wealth Management

1 month ago


Petaling Jaya, Malaysia MBSB Full time

**Job Description**:
**Department Management**
- Assist in preparation of regularly scheduled report to/for the management or any other department or regulator as required by the company.
- Prepares, maintain and monitors the production figure, fee based income and other income recognition from all business channel.
- Managing/deals with internal stakeholder in performing in dealing with the routine job and resolve the issue if necessary.
- Efficiently maintain the routine task or function especially maintains the GL, producing JV and account.
- Perform the reconciliation process on a timely manner.
- To assume any other duties as and when required by the Bank

**Training & Development**
- Identify and plan the suitable and value added training program as part of the self-development process and the compliance requirement as set up by the regulator.

**Policies, Systems, Processes and Procedures**
- Implements departmental policies, systems, and procedure so that all relevant procedural/ legislative requirements are fulfilled while delivering a quality and cost-effective service.
- Contributes to the identification of opportunities for continuous improvement of systems, processes, and practices, improvement of business processes, cost reduction, and productivity improvement.



  • Petaling Jaya, Malaysia Bill Morrisons Wealth Management Sdn Bhd Full time

    Work closely with financial advisors and international product partners to ensure submission documents service standards are in place.Liaised with international providers and investment managers.Build and articulate investment/insurance product knowledge to support Financial Advisors.Streamline processes and build efficient workflow under the offshore...

  • Wealth Manager

    6 days ago


    Subang Jaya, Malaysia TMC International Consultancy Sdn Bhd Full time

    **Full-time, Part-time, Fresh graduate, Internship** - **[ Wealth Planner - PRUVenture Gen-Z ]**_ Tailored for today's young and dynamic talents who seek opportunities to grow their income and take their career to greater heights. Applicants will have to meet all the required criteria. - Basic from RM3,000 - RM5,000 per month for Full Time position. - Part...


  • Subang Jaya, Malaysia VA Wealth Planners Sdn Bhd Full time

    Administration of Agency daily Operations **Job Requirements**: - Education Minimum SPM/Diploma - Location: Petaling Jaya, Klang Valley Selangor - Familiar with Basic Computing - Familiar with Basic Book Keeping - Can communicate well in BM, Mandarin and English - Comprehensive Training provided **Disability type**: Not Applicable - About VA Wealth...


  • Petaling Jaya, Malaysia HSBC Full time

    -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. **Wealth and Personal Banking** is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest...

  • Personal Wealth Banker

    2 months ago


    Petaling Jaya, Malaysia TWY Search International (M) Sdn Bhd Full time

    **Job Highlight**: - **Basic income scheme + HIGH commission + Incentives trip**: - Monday to Friday, normal working hours - Professional training and guided advisory - Career progression within the bank - No experience needed - **Fresh graduates are encouraged to apply.** **Responsibilities**: - Understanding customer's financial needs and concerns -...


  • Subang Jaya, Malaysia Wealth and Health Creation Full time

    As a dynamic and established company, we pride ourselves on providing a wide range of tailored financial solutions. Our company was founded in 2002 in order to provide affordable financial solutions for individuals and companies. At **Wealth and Health Creation**, we are committed to providing quality advice. Job description Key Responsibilities: - 1)...

  • Sales Executive

    3 weeks ago


    Jalan SS / Petaling Jaya Selangor Malaysia MY Wealth Management Full time

    To do active engagement with Real Estate Negotiators / AgenciesTo pre-screen profiles for loan eligibility with high integrityTo actively participate in company's trainings to uphold professionalism Proficient in English & MandarinDiploma & abovePossess own transport, responsible & committedFresh Graduate and Postgraduate are welcome to apply. Banker's ID...

  • Wealth Planner

    2 days ago


    Petaling Jaya, Malaysia Worldlink Success Sdn Bhd Full time

    We are recruiting to be a part of member of our agency. As a matter of fact, joining us as a Wealth Planner, you are indeed an entrepreneur rather than an employee. As an entrepreneur, we have many advantages such as time flexibility and lucrative income; The sky is the limit and you may earn an outstanding income at a very young age. **What is PruVenture...


  • - Petaling Jaya Selangor Malaysia 47300 Wealth Momentum Full time

    Are you ready to embark on a thrilling career in the dynamic world of real estate? Join our team as a Sales Assistant and be at the heart of property deals, renovations, property management, and rental collection services. You'll play a vital role in our mission to provide top-notch services to our clients while enjoying a range of exciting...

  • Sales Executive

    3 weeks ago


    Jalan SS 26/4 17 Petaling Jaya Selangor Malaysia 47301 MY Wealth Management Full time

    To do active engagement with Real Estate Negotiators / AgenciesTo pre-screen profiles for loan eligibility with high integrityTo actively participate in company’s trainings to uphold professionalism Proficient in English & MandarinDiploma & abovePossess own transport, responsible & committedFresh Graduate and Postgraduate are welcome to...

  • Account Executive

    1 month ago


    Petaling Jaya, Malaysia GENO Management Full time

    **Position : Account Executive, senior account executive position also available** **Location : Petaling Jaya Selatan** **Salary : RM2,500 - RM4,500 (depend on working experiences)** **Working hours : 8am - 6pm** **Working Days : 5 days** **Responsibilities** - Perform day-to-day finance operations like General Ledger, Account Payable & Account...

  • Account Executive

    2 months ago


    Petaling Jaya, Malaysia GENO Management Full time

    **Position : Account Executive, senior account executive position also available** **Location : Petaling Jaya Selatan** **Salary : RM2,500 - RM4,500 (depend on working experiences)** **Working hours : 8am - 6pm** **Working Days : 5 days** **Responsibilities** - Perform day-to-day finance operations like General Ledger, Account Payable & Account...

  • Account Executive

    4 days ago


    Petaling Jaya, Malaysia GENO Management Full time

    **Position : Account Executive, senior account executive position also available** **Location : Petaling Jaya Selatan** **Salary : RM2,500 - RM4,500 (depend on working experiences)** **Working hours : 8am - 6pm** **Working Days : 5 days** **Responsibilities** - Perform day-to-day finance operations like General Ledger, Account Payable & Account...


  • Petaling Jaya, Malaysia LTH Group Asia Company Full time

    JOB DESCRIPTION: (GRADUATE EXECUTIVE TRAINEE AT LTH GROUP) **Responsibilities**: 1.Build strong client relationship to retain and grow the wealth of the clients 2.Receive valuable market insight and feedback **Requirements**: 2.Must be creative and have a take-charge personality 3.Able to work under pressure in a fast-moving environment 4.Good communication...


  • Petaling Jaya, Malaysia HSBC Full time

    -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. HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is,...


  • Petaling Jaya, Malaysia HSBC Full time

    -Job description **Some careers grow faster than others.** If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. **Wealth and Personal Banking** is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the...


  • Petaling Jaya, Malaysia GENO Management Full time

    Position : Business Development Executive Salary : RM 4,000 - RM 6,000 Location : Tropicana Garden As a Business Development Manager, you will have a vital role in promoting the adoption and growth of our payment channel partners, both new and existing. Your responsibilities will include establishing partnerships and working closely with business partners...


  • Petaling Jaya, Malaysia HSBC Full time

    -Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. 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...

  • Sales Executive

    3 weeks ago


    Petaling Jaya, Malaysia Wealth Wolves Sdn Bhd Full time

    **Job Overview**: - If you enjoy working with people, managing relationship with customers, and help them grow, then you definitely would be a good fit to our company. We are hiring! We are expanding our team to reach our goal. If you are hungry for success, join our team now! We look for right attitude, not qualification. - We treasure the quality of a...

  • Account Executive

    2 months ago


    Petaling Jaya, Malaysia GENO Management Full time

    Position : Account Executive Salary Range : RM 2,600 - RM 3,000 Working Hours : 9.00am - 6.00pm (Monday - Friday) Location : Asia Jaya **Job Scope** - Responsible in handling full set of accounts, cash flow projection and management reporting. - Responsible for Accounts Receivable, Accounts Payable and General Ledger. - Handle daily collections,...