Senior Wealth Management Professional

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 individuals to join our team. Our goal is to provide exceptional wealth management solutions to clients, ensuring their financial needs are met.Key Responsibilities:We design and implement customized investment strategies tailored to clients' goals.We build...

About UsFinspiration Advisory I Wealth Management is a dynamic and thriving industry that offers great rewards, career growth, and a clear path to success. Our team is passionate about providing customized wealth management solutions to meet clients' financial needs.Key Responsibilities:Develop and implement effective wealth management strategies to ensure...

About the Role:The successful candidate will be responsible for managing client relationships, providing financial planning and advisory services, developing investment strategies, and conducting market research. You will work closely with internal teams to deliver comprehensive wealth management solutions and ensure regulatory compliance.This role requires...

Become part of Bank of China's history as we continue to innovate and grow in the financial industry. As a Senior Executive, Wealth Management Products, you will be responsible for managing the operation of various wealth management products.About the Job:Supervise the daily operation of wealth management products, ensuring seamless investment placement and...

Succeed as a Wealth Management Professional by joining our team at Standard Chartered. This is an excellent opportunity for a talented individual to make a significant impact on our wealth management business.The RoleAs a Portfolio Wealth Expert, you'll be responsible for training Associate Relationship Managers (ARM) and Relationship Managers (RM) on wealth...

Company Overview:Finspiration Advisory I Wealth Management is a forward-thinking organization committed to delivering exceptional wealth management services. Our team consists of passionate professionals who share a common goal: to provide tailored solutions that meet our clients' financial objectives.Job Description:Design and implement customized wealth...

The Wealth Management Professional role at OCBC Bank is designed for experienced professionals who thrive in fast-paced environments and possess a passion for helping clients achieve their financial goals.Key Responsibilities:Managing complex investment portfolios for our Premier Private Client (PPC) customers.Developing and implementing comprehensive wealth...

Job Title: Senior Wealth ManagerLocation: Malaysia, Remote Working OptionCompany: Hebden ConsultingWebsite: https://hebdenconsulting.comAbout Hebden Consulting:Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats, Hebden Consulting offers a comprehensive range of...

iFAST Global Markets ("iGM Malaysia") is the private wealth advisory division of iFAST Corporation Ltd ("iFAST"). Our team consists of highly skilled and experienced private wealth professionals who specialize in managing client's assets, including investments, risk management and asset distribution. Our primary focus is on serving high-net-worth individuals...

About the RoleWe are looking for a Wealth Management Professional to join our team. As a key member of the department, you will be responsible for driving business objectives and KPIs by bridging the relationship between product offerings and clients' wealth needs.The ideal candidate will have a strong understanding of investments, personal finance, and...

A client is an Independent Financial Advisory firm with offices in Malaysia and London, specialising in working with international expatriates. The firm offers a comprehensive range of services, including wealth management, pension planning, private banking, and portfolio review. They prioritise understanding clients as individuals and creating tailored...

Wealth planning is more than just managing finances - it's about securing your family's future and legacy.AIA Malaysia is seeking a Wealth Planning Professional to join our team. As a Wealth Planning Professional, you will help clients create personalized wealth plans that align with their values and goals.Key ResponsibilitiesWealth Analysis: Conduct...

Finspiration Advisory I Wealth Management is a renowned organization dedicated to delivering exceptional wealth management services. Our team of passionate professionals is committed to providing tailored solutions that meet our clients' financial objectives.Job Summary:We are seeking a highly motivated individual to join our dynamic team as a wealth...

About Finspiration Advisory I Wealth ManagementWe are a leading provider of wealth management services, dedicated to helping individuals achieve their financial goals. Our team is passionate about delivering high-quality services and building long-term relationships with our clients.Job Description:This role involves designing and implementing customized...

Job DescriptionThis is an exciting opportunity to join our team as a Personal Financial Consultant. As a key member of our Group Consumer Financial Services division, you will play a crucial role in providing exceptional customer service and driving business growth.You will be responsible for providing holistic banking solutions to our customers, offering...

As a Senior Executive, Wealth Management Products at Bank of China, you will have the opportunity to work with a diverse range of wealth management products and contribute to the bank's growth and success.About the Role:Manage the day-to-day activities related to wealth management products.Develop and maintain strong relationships with business partners and...

Serving individuals and businesses in the world's most dynamic markets, we offer career opportunities for relationship managers, customer service specialists, product and segment management, sales and wealth planning.The Relationship Manager Excellence Program is tailored to build the next generation of elite Affluent Relationship Manager. During the twelve...

Senior Executive, Wealth Management ProductsAdd expected salary to your profile for insightsResponsibilities:Handle operation of wealth management products, i.e. Unit Trust, Bonds, Banca products and others wealth management products.Ensure smooth investment placement and settlement to business partner and customers.Prepare reports to internal and external...

CIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaPrivate Wealth Relationship ManagerGet AI-powered advice on this job and more exclusive features.Service Private Wealth customers (AUM - RM 1,000,000).Promote the Bank's investment & deposit products and services to Private Wealth customers.Actively acquire New-to-Private Wealth (NTPW)...