Wealth Management Portfolio Manager

About the Role:We are seeking an experienced Wealth Advisor to join our team in Kuala Lumpur. As a key member of our team, you will be responsible for managing relationships with high-net-worth clients, providing personalized investment advice, and developing customized investment strategies.You will have the opportunity to work closely with other financial...

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...

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,...

We are seeking a seasoned professional to fill the role of Investment Insight & Consultant at AmBank Group. As a key member of our team, you will be responsible for proposing investment portfolio solutions based on client needs and collaborating closely with the Product Management team.Responsibilities:Jointly work with frontline sales to develop investment...

Role SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at AmBank Group. As a key member of our organization, you will be responsible for advising clients on wealth creation strategies, managing investments, and ensuring regulatory compliance.Main Responsibilities:Provide expert advice on wealth creation strategies and...

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...

Entry-Level Finance ProfessionalMaybank is seeking an Investment Portfolio Advisor who will promote wealth solutions focusing on insurance, investment, and deposit products and services to retail clients. The ideal candidate should be able to deliver high-quality work with minimal supervision.About the Job Function:Maintain and develop strong client...

Maybank, a leading financial institution in Malaysia, seeks an experienced Islamic Wealth Management (IWM) Advisor to join its team.The ideal candidate will possess a strong understanding of Islamic banking and finance principles, as well as excellent communication and customer service skills.To onboard potential clients to the IWM platform while providing...

About Our RoleWe are seeking a skilled Wealth Management Professional to join our team at Standard Chartered Life and Careers. As a key member of our wealth management division, you will play a pivotal role in managing and growing our high-value customer base.Key ResponsibilitiesAcquiring and retaining a portfolio of priority clients through exceptional...

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...

Job SummaryWe are seeking a highly motivated and experienced Treasury Specialist to join our team at OCBC Bank. As a key member of our Wealth Management team, you will be responsible for providing superior investment advisory to HNWI clients and contributing to the growth and success of our business.ResponsibilitiesClient Relationship Management: Manage a...

Role OverviewThis is an exciting opportunity to join our team as a Senior Relationship Manager at OCBC Bank. We are looking for a highly skilled professional with a strong background in cash management, wealth management, or wholesale banking.About the PositionThe successful candidate will be responsible for maintaining and expanding our existing deposit...

Ambank Group is looking for a highly skilled professional to fill the role of Investment Insight & Consultant. The selected candidate will be responsible for proposing investment portfolio solutions based on client needs and collaborating closely with the Product Management team.Job Summary:Jointly work with frontline sales to develop investment strategies...

Ambank Group invites applications for the position of Investment Insight & Consultant. The selected candidate will play a crucial role in developing investment portfolio solutions based on client needs and working closely with the Product Management team.Responsibilities and Expectations:Jointly work with frontline sales to develop investment strategies that...

Job DescriptionAFFIN Group is a leading financial institution in Malaysia, dedicated to providing exceptional banking services to high net worth individuals.About the RoleWe are seeking a skilled and experienced Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for acquiring, growing, and deepening relationships...

Kuala Lumpur City, Federal Territory of Kuala Lumpur, MalaysiaCompany: Al Isra' Group Sdn BhdAbout Us:Al Isra' Group Sdn Bhd is an industry leading bumiputera Takaful agency established in 2006.We are a premier ALC associated with FWD Takaful Berhad.Job Description:This is a full-time hybrid role for a Wealth Management Advisor at Al Isra' Group Sdn Bhd.The...

About the ProgrammeOur Premier Wealth Centre Leadership Programme is designed to equip fresh graduates with the skills and knowledge required to succeed as Relationship Managers in our Premier Wealth Centre.Candidates will benefit from a structured learning experience that includes classroom training and on-the-job learning, allowing them to develop their...

We are seeking a skilled Wealth Management Professional to join our team at TIME's group. As a Retail Relationship Manager, you will be responsible for acquiring and managing customer relationships by providing financial planning advice in a sales-oriented environment.Key responsibilities include managing customer relationships to increase share of wallet...

Wealth Management Platform OperationsOur wealth management platform is designed to help financial institutions and wealth managers achieve their goals. As a Wealth Management Process Expert, you will be responsible for managing the day-to-day operations of our platform, ensuring that all processes are followed correctly and completed to a high level of...

Role OverviewWe are seeking a highly skilled Senior Wealth Development Manager to join our Priority Banking team. As a key member of our team, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives.You will provide exceptional customer service with the...