Wealth Creation Advisor

5 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Expatriate Advisory Sdn Bhd All About Foreign Investment in Malaysia on Business and Property Full time

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
Industries
  • Investment Management


  • Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full time

    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...

  • Wealth Advisor

    7 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    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...


  • 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.


  • Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full time

    We'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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Utrade Full time

    5 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full time

    Job 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Hiredly X Full time

    This 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

    Job 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full time

    We 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

    Job 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full time

    WP. 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    Job 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    At 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Our 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...