Wealth Management Specialist

About the RoleWe are seeking a Wealth Management Consultant to join our Business Development team. As a consultant, you will work closely with our Wealth Advisors to develop and implement tailored solutions for our clients.Key ResponsibilitiesConduct needs assessments and develop comprehensive wealth management plansCollaborate with our Wealth Advisors to...

Job Overview:Skybound Wealth Management is seeking a highly skilled and motivated Wealth Advisor to join our team in Kuala Lumpur,Malaysia. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients. The ideal candidate will possess a strong...

Finspiration Advisory I Wealth Management is a dynamic and thriving organization seeking passionate and highly motivated individuals to join its team.Key Responsibilities:We design and implement customized wealth management solutions that cater to clients' diverse financial needs.We build and nurture long-term relationships with clients, fostering trust and...

Job OverviewSkybound Wealth Management is seeking a Business Growth Specialist to join our team. As a key member of our Business Development team, you will play a crucial role in identifying and securing new business opportunities.Key ResponsibilitiesDevelop and execute targeted sales strategies to drive growth and revenueBuild and maintain relationships...

Why Skybound Wealth Management?Our Commitment to Excellence:We are dedicated to delivering exceptional service and support to our clients and team members, ensuring that everyone achieves their full potential.Ongoing Learning and Development:We invest in our team members' ongoing learning and development, providing opportunities for certifications, training,...

RequirementsWe are seeking an experienced and skilled individual to fill the position of Life Insurance and Wealth Advisory Specialist. Key requirements include:Bachelor's degree from a reputable university.5-10 years of relevant experience in the financial industry.Strong knowledge of life insurance and/or HNW space.The ideal candidate will possess...

We are looking for a Wealth Creation Expert to join our team at Wealth Mastery Academy. The ideal candidate will have experience in creating wealth creation strategies and managing online products.ResponsibilitiesWealth Creation: Use insights to make recommendations for pricing, product selection, and marketing strategies.Business Development: Work closely...

Job OverviewWealth Mastery Academy seeks a skilled Event Management Specialist to oversee the planning, coordination, and execution of various events. The ideal candidate will have excellent communication skills, attention to detail, and experience in event management.The successful candidate will work closely with clients to understand their needs and...

We are seeking a Wealth Management Specialist to join our team in Kuala Lumpur. As a member of our Solution Consulting team, you will provide high-value Platform Consulting services to both new and existing customers.The ideal candidate will have a relevant 1st class degree or equivalent experience and a proven track record of working within a Business...

Job SummarySkybound Wealth Management is hiring a Sales Development Manager to lead our Business Development efforts. As a key member of our team, you will be responsible for driving growth and revenue through strategic sales initiatives.Key ResponsibilitiesDevelop and execute sales strategies to drive growth and revenueManage and motivate a sales team to...

About the PositionWe are looking for a highly skilled Wealth Management Products Specialist to join our team at OCBC Bank.Responsibilities:Manage and carry out activities of OCBC Wealth Management – Treasury products/solutions for consumers.Work closely with Global Markets to innovate and improve Treasury products.Launch new digital initiatives and...

Job Overview:Skybound Wealth Management is a leading provider of financial services, seeking a highly skilled and motivated Wealth Advisor to join our team in Kuala Lumpur. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients.The ideal...

About the RoleThis is an exciting opportunity to join our team as a Wealth Management Specialist at Maybank. We are looking for an individual who can drive investment business growth, provide exceptional client service, and contribute to the development of our team.The key responsibilities of this role include:Developing and executing investment business...

We are seeking highly motivated individuals to join our team at Finspiration Advisory I Wealth Management.About the Role:We provide customized wealth management solutions to meet clients' unique financial needs.We build strong relationships with clients to ensure their satisfaction and trust.We continuously identify new business opportunities to expand our...

**Utrade Private Wealth Management Opportunities**Company Overview:We are a leading financial institution committed to excellence and innovation in wealth management.About the Role:This is an exciting opportunity to join our dynamic team of wealth management professionals, working closely with our esteemed Director to deliver bespoke solutions to...

We are seeking highly motivated and results-driven individuals to join our team at Finspiration Advisory I Wealth Management.About the Opportunity:We offer customized wealth management solutions to meet clients' diverse financial needs.We build strong relationships with clients to ensure their satisfaction and trust.We identify and develop new business...

Key Responsibilities:Client Relationship Management:Build, maintain, and grow strong, long-lasting relationships with a diverse range of clients, including high-net-worth individuals, business owners, and institutions.Financial Planning & Advisory:Provide personalized investment advice and comprehensive wealth management services, including retirement...

About UsSkybound Wealth Management is a leading provider of wealth management services. We are seeking a Financial Services Recruiter to join our team and help us find top talent to support our growth.Key ResponsibilitiesSource and recruit top talent in the financial services industryDevelop and maintain relationships with candidates and clientsCoordinate...

Job OverviewWe are seeking a skilled and experienced Wealth Solutions Specialist to join our team at OCBC Bank. This is an exciting opportunity for a motivated individual to provide quality wealth advisory services and financial product recommendations to High Net Worth Private Clients.Key ResponsibilitiesTo enhance franchise value by cross-selling...

Independent Resourcing Consultancy Ltd is an esteemed International Wealth Management firm seeking an experienced and certified Financial Services Expert to join our team in Kuala Lumpur. The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening...