Wealth Creation Advisor
5 days ago
In today's fast-paced world, managing one's finances can be a daunting task. That's why Expatriate Advisory Sdn Bhd is dedicated to providing top-notch consultancy services to help individuals and families achieve financial freedom.
We are seeking a skilled Wealth Management Consultant to join our team As a consultant, you will work closely with clients to understand their financial goals and develop tailored strategies to achieve them. Your expertise in financial planning, retirement planning, and consulting will be invaluable in guiding clients towards a secure financial future.
To succeed in this role, you must possess a deep understanding of finance and investments, as well as excellent analytical and communication skills. If you are a motivated and results-driven individual with a passion for helping others, we encourage you to apply
Job Function- Finance and Sales
- Investment Management
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Wealth Creation Expert
1 day ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full timeWe 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...
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Wealth Advisor
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob 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...
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Wealth Management Consultant
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout 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...
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Wealth Management Specialist
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout 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...
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Wealth Management Advisor
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time**Job Overview:** We are looking for a skilled Wealth Management Advisor to manage a portfolio of high-net-worth clients, providing comprehensive financial planning and investment advice.The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.
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Wealth Management Advisor
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeWe're looking for a highly motivated Wealth Management Advisor to join our team at Standard Chartered Life and Careers. As a Wealth Management Advisor, you will be responsible for providing exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.About Wealth and Retail BankingWe serve...
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Financial Services Professional
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob 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...
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Private Wealth Advisor
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Utrade Full time5 days ago Be among the first 25 applicantsDirect message the job poster from UOB Kay HianDirector, UOB KayHian Private Wealth MalaysiaPosition Overview:We are excited to announce opportunities to join our Private Wealth Management team at UOB KayHian, led by our esteemed Director.Key Services:Unit Trusts (UT): Providing diversified investment solutions to...
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Wealth Planning Consultant
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full timeJob SummaryThis is a partnership Offshore Trust Advisor position at Unicorn Labuan Trust Ltd. The successful candidate will be responsible for providing expert advice on wealth planning, financial planning, and offshore fund management.Key responsibilities include:Developing and implementing wealth planning strategies for high net worth individuals and...
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Business Growth Specialist
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob 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...
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Sales Development Manager
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob 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...
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Content Creation Marketer
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia Hiredly X Full timeThis job is all about crafting exciting content in the fintech world You might like this job because you'll create blogs, videos, and more, while working with a fun team to shape digital wealth stories that help people.ResponsibilitiesOwn the content calendar—plan, create, and distribute digital wealth related content that aligns with marketing campaigns...
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Private Client Advisor Lead
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeJob Description - Client AdvisorWe are seeking a highly skilled Private Client Advisor Lead to join our team at OCBC Bank. As a key member of our Private Client Franchise, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) clients.Main ResponsibilitiesTo provide quality wealth...
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Financial Services Advisor
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full timeWe are seeking a talented Financial Services Advisor to join our team at Unicorn Labuan Trust Ltd. As a Financial Services Advisor, you will be responsible for providing expert advice on wealth planning, financial planning, and offshore fund management.The ideal candidate will possess excellent analytical and problem-solving skills, as well as strong...
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Private Client Advisor
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeJob SummaryWe are seeking a Private Client Advisor to join our team at OCBC Bank. In this role, you will be responsible for building sustainable relationships with Private Client customers and providing quality wealth advisory services and financial product recommendations.Main AccountabilitiesTo enhance franchise value by identifying and capitalizing on...
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Offshore Trust Advisor
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full timeWP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaOffshore Trust AdvisorThis is a partnership Offshore Trust Advisor position at Unicorn Labuan Trust Ltd. The Offshore Trust Advisor will be responsible for wealth planning, financial planning, offshore fund management, and financial advisory tasks.QualificationsFinancial Planning and Finance...
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Business Development Executive
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob title: Business Development ExecutiveLocation: Kuala Lumpur, MalaysiaJob Status: Full timeAre you a successful salesperson looking to build a career in Wealth Management? Then this is the job for you.At Skybound, we consider that the Business Development team adds fundamental value to the overall success of the business, making this role an excellent...
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Strategic Financial Advisor
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeAt Independent Resourcing Consultancy Ltd, we are seeking a highly experienced and certified Strategic Financial Advisor to join our team in Kuala Lumpur. As a key member of our wealth management firm, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial aspirations and securing their financial...
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Wealth Management Specialist
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeIndependent 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...
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Wealth Advisory Professional
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeOur MissionWe aim to equip our Wealth Managers with the essential skills and knowledge to excel in their careers. Our robust selection process ensures our team can deliver superior services compared to competitors. Professional development is encouraged, as all team members are motivated to acquire the necessary expertise for providing top-tier financial...