Wealth Planner

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 Title: Wealth ManagerWe are seeking an experienced and highly motivated Wealth Manager to join our dynamic team in Kuala Lumpur - Malaysia.About the Role:As a Wealth Manager, you will be responsible for providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.Key Responsibilities:Develop and manage a...

Job Title: Wealth ManagerJob Summary:We are seeking a highly motivated and experienced Wealth Manager to join our team in Kuala Lumpur - Malaysia. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and manage a...

**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...

**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 Key Responsibilities and Accountabilities Functional _(job responsibilities)_ Wealth Management-i - Initiate, devise and undertake project development, implementation and deployment of key strategic initiatives for comprehensive product solutions in accordance to 4 pillars of...

Financial Planner Opportunity in Kuala LumpurWe are seeking an experienced and certified Financial Planner to join our team in Kuala Lumpur, Malaysia. As a Financial Planner, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and secure their financial futures.Key Responsibilities:Conduct...

About the Role:As a Senior Independent Financial Planner at Independent Resourcing Consultancy Ltd, you will play a key role in providing expert financial guidance to clients, helping them achieve their financial objectives and secure their financial futures.Key Responsibilities:Collaborate with clients to understand their financial goals and develop...

Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career...

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...

Job Description: 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 PBC/branch/region on sales activities/campaigns for customer acquisition and retention - Prepare and provide investment &...

Who thinks productivity matters to build income and build wealth. - Who enjoys continuous learning and possess any Diploma or above. - Possess personal values of integrity, helpful, coachable, competitive and ethical character. - Great working attitude: proactive with strong energy drive. Highly self-motivated, highly sales target driven and results...

Reports to the Head Of the Department to maintain clients’ files, do financial and planning and propose solutions for clients' cases. **Responsibilities**: 1. To handle and maintain all documentation. 2. To perform file preparation for the advisor’s appointment. 4. To deal with clients to arrange for document delivery. 5. Planning & Solution To assist...

**The Opportunity** Our client, an Australian Mortgage Broker is looking for a **Financial Planning Administrator **to be a part of their growing team. This role focuses on providing ongoing support to the Financial Planners, in matters of advice and services to the company's clients. We are looking for an enthusiastic and driven individual to experience...

**About Us** Pembangunan Ekuiti Sdn. Bhd. (PESB) is a Venture Capital Management Corporation registered with and regulated by Securities Commission Malaysia that prides itself on contemporary asset management principles, appropriate financial advice and long-term relationships. In line with PESB's goal in delivering remarkable returns to their...

Company: Investment/Risk Management/Wealth Planner company - Location: Mid Valley City, Lingkaran Syed Putra - Working hours - Mon-Fri, normal working hours Description: - Compiling daily lists of leads and delegating them to sales team associates - Maintaining rapport with customers and endeavours to quote prices pre-determined by sales department. -...

**The Opportunity** Our client is an Australian-based financial planning company with over 30 years in personal financial & SME business advice profession. They are looking for a **Paraplanner** to be a part of their growing A-team, based in **Malaysia**. This role focuses on providing ongoing support to the Australian Financial Planners, in matters of...

**The Opportunity** Our client is an Australian-based financial planning company with over 30 years in personal financial & SME business advice profession. They are looking for a **Paraplanner** to be a part of their growing A-team, based in **Malaysia**. This role focuses on providing ongoing support to the Australian Financial Planners, in matters of...

Policy Administration ManagerJob SummaryAs a key member of the Zurich 56 Company Ltd team, the Policy Administration Manager plays a crucial role in ensuring the smooth operation of our life insurance and takaful business. This includes overseeing the delivery of batch posting for renewal and notices, suspense management, policy benefits payment, and group...

Policy Administration ManagerJob SummaryOversees assigned team members in the delivery of core business processes on batch posting for Renewal & Notices, Suspense Management, Policy Benefits payment and Group Servicing are carried out within the set benchmark/SLA for Zurich Life and Zurich Takaful.Key ResponsibilitiesTo approve Policy Benefits Payment or...