Wealth Advisor

**Job Descriptions**: 1. License Maintenance: - Responsible for ensuring the fulfillment of every license requirement as per stated by the regulator/issuer. - Participate in event or training to keep abreast of industrial trends or practice and maintain license requirement (event that provide CPE or CPD points) 2. Prospecting and Branding: - Planning and...

Henley & Partners is seeking an experienced professional to join our team as a Private Client Advisor. As a key ambassador for the firm, you will be responsible for establishing and strengthening relationships with intermediary and direct clients, with a primary focus on converting leads into client cases.Key Responsibilities:Raise awareness about H&P's...

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...

**About the Role:**We are looking for a talented Private Client Advisor to help us expand our high-net-worth client base.The successful candidate will be responsible for promoting KIB private wealth in various regions, growing existing client relationships, and supporting marketing initiatives to enhance brand visibility.Responsibilities:Develop and execute...

To represent and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaboration - Conduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers’ needs at different life stages - To provide an end to...

We are excited to offer a career-changing opportunity as a Senior Financial Advisor at HOPE Group Solutions. This role involves promoting our insurance agency, networking with potential customers, educating them on various insurance coverage options, making personalized recommendations, and involved in recruitment and building their own agency for leadership...

Unlocking Opportunities in Wealth and Personal BankingAs a Mortgage Advisor at HSBC, you'll be part of a team that helps millions of customers worldwide achieve their financial goals. Our team is dedicated to delivering exceptional service, innovative solutions, and expert advice to our customers.With a strong focus on customer satisfaction, we work closely...

Transforming Lives Through Financial ServicesAt HSBC Wealth and Personal Banking, we believe that financial services can transform lives.Our team serves 41 million customers globally, with a focus on delivering exceptional service and support.Key areas of operations include:Retail Banking and Wealth ManagementAsset ManagementGlobal Private...

We provide professional training conducted by lawyers to nurture individuals to become professional living trust advisors. What's unique about our business is that all advisors' commissions are recurring for life. After the 2nd year, advisors' commissions turn into passive income perpetually. **Primary Job Function** - Attend all required training &...

Job OverviewLiveGreat Wealth And Risk Management seeks a highly motivated Life Insurance Advisor to provide personalized financial solutions to clients and build lasting customer relationships.Key Responsibilities:Deliver exceptional insurance and financial consultations to customers, identifying their unique needs and preferences.Engage in cold calling and...

We provide professional training conducted by lawyers to nurture individuals to become professional living trust advisors. What's unique about our business is that all advisors' commissions are recurring for life. After the 2nd year, advisors' commissions turn into passive income perpetually. Overriding commission for those qualified applicants. **Primary...

**Job Descriptions**: 1. Financial Advisory service: - Client Management - Case Management - Activity Management 2) Attend all meetings with Clients / Leads together with the Senior Advisor. 3) Assist Senior Advisor in all administrative related tasks e.g. instruction order, client database update, and liaising with back office (Planning & Solutions /...

1. Financial Advisory service: - Client Management - Case Management - Activity Management a) Attend all meetings with Clients / Leads together with Senior Advisor. b) Assist Senior Advisor in all administrative related tasks e.g instruction order, client database update and liaising with back office (Planning & Solutions / Sales Admin) for outstanding...

We offer a dynamic and supportive work environment with - Flexible working hours (not restricted from 9am to 5pm) - High Commision provided Job Responsibilities: - Develop through our training program to become a successful client advisor - Provide clients with wealth management advices - Develop and implement strategic plans to satisfy the demands and...

Job SummaryWe are seeking a skilled professional to join our team as a Relationship Development Manager. The ideal candidate will have a strong background in sales and be able to market the bank's wealth management products and services to potential customers.Key Responsibilities:Identify and pursue new business opportunities in the Privilege Banking...

About the RoleAs a Life Insurance Advisor at LiveGreat Wealth And Risk Management, you will play a vital role in providing exceptional customer service and building long-term relationships with clients.Responsibilities:Deliver personalized insurance and financial consultations to customers to meet their individual needs.Engage in cold calling and market...

Are you looking for a challenging and rewarding role as a Financial Services Manager? Look no further than HOPE Group Solutions. In this position, you will be responsible for developing relationships with potential customers and offering them tailored solutions to tackle their financial issues.Job Requirements:Strong sales skills and ability to meet...

Client Advisor Join StashAway Malaysia, a pioneering fintech company, as a Client Advisor and embark on an exciting journey to redefine wealth management in the digital age. As a Client Advisor, you'll play a pivotal role in delivering tailored solutions and exceptional service to the premium customer segment. Within this role, you will work on both...

Job DescriptionWe are seeking a skilled Life Insurance Advisor to join our team at LiveGreat Wealth And Risk Management. As a key member of our sales team, you will be responsible for delivering exceptional customer service and building long-term relationships with clients.Responsibilities Include:Providing personalized insurance and financial consultations...

**SOPHIA WEALTH MANAGEMENT** merupakan agensi sah beroperasi di bawah Etiqa Takaful. Usahasama dengan AGG Malaysia agensi kami mendapat pencapaian sebagai Agensi No 1 di Malaysia selama tiga tahun berturut-turut, kami telah melahirkan banyak MDRT bertaraf antarabangsa. Dengan fasiliti moden yang lengkap, serta mengikut peredaran dalam sektor ekonomi, kami...