Wealth Manager

Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while...

-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...

**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...

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...

**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 -...

**Responsibilities**: - Strong customer relationship that retain and increase customers' wealth - Get valuables insight and feedback from the market **Requirements**: - At least Diploma in any field of study - You have to be creative and have a friendly character - Can work in fast moving environment under pressure - Good ability to communicate, analyze...

**Requirements**: - Enjoys working in a progressive team. - Is able to maintain their energy, be self-motivated and have a pleasant attitude. **Responsibilities**: - Be able to source for leads through sales and - Develop and build business relationship with clients. - Effectively tend to client’s needs and their inquiries about wealth planning. - Be...

Manage multiple social media accounts, plan the social media post and series post or video. (Facebook, Instagram, TikTok, website, LinkedIn). Ensuring that any content on our social media is up to date - Project Management. You may be tasked with managing projects that are based from your ideas - Manage & handle social media content - Contribute new idea for...

**Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...

**Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...

Responsibilities: 1. Build strong customer relationships that retain and increase customers' wealth in financial planning services. 2. Identify market segmentation and initiate contact for data collection. 3. Analyze data to identify the current financial situation. 4. Propose the recommendation based on current financial situation to achieve specific...

**Role and responsibilities**: - To promote and professionally sell a wide range of insurance products to potential clients as on takaful financial, medical, income, children education, and retirement. - To provide professional advice on financial products based on customer needs. - To build strong client relationships to retain and grow the wealth of the...

Assist to drive a business forward by conducting market research to identify selling possibilities and evaluate customer needs. Quantify and qualify sales leads (corporate) based on agreed selection criteria, potential business growth. Demonstrate motivation for sales. Customer relationship management. Training provided. **Requirements**: Fresh graduates...

ExaStrata Solutions Sdn Bhd was officially incorporated in December 2010 as a real estate consultancy firm specialising in providing real estate solutions. The management team offers a wealth of over 50 years of dynamic work experience in the property industry in various capacities with hands on experience in real estate market valuation, agency research,...

Our company is doing financial services in wealth management field. We also do insurance and takaful. We have been established since 2010. Diploma / Advanced Diploma / Higher Graduate Diploma / DVM / DKM Level 4 / DLKM Level 5

Areca Capital is a private wealth management company focusing in fund management and wealth advisory. We are licensed and registered with the Securities Commission Malaysia and Federation of Investment Managers Malaysia. Since our inception in 2006, we have built a reputation as an innovative and high performing fund manager, winning new clients with our...

Learn, train and then practise financial and wealth advise to both personal and corporate clients. - Analyse client financial needs and offer personalise strategies and solutions base on the Bank Negara Malaysia certified analysis tool. - Attend client in timely, efficient, and accurate manner. - On going learning on new financial and wealth related skills...

Learn our banking product - Learn to approach client and explain on product - Learn how to serve client **Job Requirements**: - Malaysian. - Both fresh graduates and experienced are welcome. - Well versed in both English and Mandarin. - Willing to learn and adaptable to new things. **Disability type**: Not Applicable - About FINPRENEUR CONSULTANCY- We are...

-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. 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...

**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. 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...