Health and Wealth Advisor
6 days ago
We are looking for a dynamic and results-driven individual to join our team as a Sales Takaful Advisor. In this role, you will be responsible for providing consultation on total health and wealth solutions to our customers. You will also be responsible for helping provide the best takaful plan for customers and providing advisory services and information regarding takaful protection according to the budget and needs of the customer.
The successful candidate will have excellent communication and interpersonal skills, be able to work in a team environment, and have a strong understanding of the takaful industry. They will also be responsible for meeting sales targets and providing exceptional customer service.
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Wealth Solutions Advisor
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeWe're seeking a Wealth Solutions Advisor to join our Wealth and Retail Banking team at Standard Chartered Life and Careers. As a Wealth Solutions Advisor, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives.About Our Services:We offer a wide range of...
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Wealth Advisor
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeAbout the RoleIndependent Resourcing Consultancy Ltd is seeking a skilled Wealth Manager to join their team. This role involves providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.In this position, you will be responsible for developing and managing a portfolio of clients, conducting comprehensive...
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Wealth Planning Specialist
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia LiveGreat Wealth And Risk Management Full timeJob DescriptionWe are seeking a skilled Wealth Planning Specialist to join our team. Your primary responsibility will be to advise clients on life insurance products and other financial solutions.You will have the opportunity to build customer relationships and engage with customers face-to-face to provide insurance and financial consultation.
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Wealth Management Advisor
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia TIME's group Full timeWe're seeking a highly motivated Wealth Management Advisor to join our team at TIME's group.The successful candidate will have excellent communication skills and be able to build strong relationships with customers to increase their share of wallet.Main Responsibilities:Liaise with customers and convert leads to sales.Keep abreast of customers' needs and...
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Life Insurance Advisor
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia LiveGreat Wealth And Risk Management Full timeCompany OverviewLiveGreat Wealth And Risk Management is a reputable firm offering financial solutions and insurance products.
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Private Client Advisor
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeAt OCBC Bank, we are committed to delivering exceptional wealth management solutions to our High Net Worth (HNW) private clients. As a Private Client Advisor, you will play a key role in building long-term relationships with our clients and helping them achieve their financial goals.Key Responsibilities:To provide expert advice on investment products and...
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Wealth Management Expert
1 day ago
Kuala Lumpur, Kuala Lumpur, Malaysia Warhamna Consulting Group Full timeAre you passionate about helping others achieve their financial goals? Warhamna Consulting Group is seeking a dedicated Financial Advisor to join our team.About the PositionThe Financial Advisor will be responsible for providing financial advice to clients, developing financial plans, managing investments, and assisting with retirement planning.This is a...
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Private Wealth Advisor
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Howden Insurance Brokers Limited Full timeWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.We specialise in procuring life insurance products for UHNW individuals globally.About This RoleThis is a mid-senior level sales and consulting role, working...
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Wealth Management Expert
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeA highly respected International Wealth Management firm is seeking an experienced and certified Independent Financial Advisor to join their 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 their financial security.This...
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Wealth Planning Expert
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeWe are seeking an experienced Investment Strategist to join our Private Wealth team at Maybank. In this role, you will be responsible for developing and implementing comprehensive investment strategies that cater to the needs of our high net worth clients.Key Responsibilities:Develop and implement personalized investment strategies that align with our...
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Private Wealth Manager
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeWe are seeking an experienced Financial Consultant Lead to join our Private Wealth team at Maybank. In this role, you will be responsible for leading a team of consultants who deliver high-quality investment advice and services to our clients.Key Responsibilities:Lead a team of consultants in developing and implementing investment strategies that meet the...
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Wealth Management Associate
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeWe are seeking a highly motivated Wealth Management Associate to join our team at Standard Chartered Life and Careers. As an Associate Relationship Manager, you will play a pivotal role in managing and growing our high-value customer base.Job SummaryYou will be responsible for:Acquiring and retaining a portfolio of priority clients.Cross-selling wealth...
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Senior Health Strategist
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Disruptive Doctors Full timeDisruptive Doctors seeks a Medical Advisor, Consultant to lead our Disease Management program and provide strategic medical input.About Our CompanyWe are a global leader in insurance and financial services, committed to delivering innovative solutions and exceptional customer experiences. Our diverse range of life insurance products and wealth management...
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Wealth Management Consultant
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time**Job Overview:**We are seeking a highly skilled and experienced individual to join our team as a Private Client Advisor in Wealth Management. As a key member of our team, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) private clients.Key Responsibilities:To provide...
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Wealth Planning Specialist
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeJob Description:We are seeking an experienced Wealth Manager to join our dynamic team. As a key member, you will be responsible for managing and growing a portfolio of affluent clients by providing personalized financial advice and investment strategies. Your exceptional relationship management skills, deep understanding of financial markets, and commitment...
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Wealth Planning Advisor
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia DNA Malaysia Full timeDNA Malaysia is a leading financial advisory firm that provides comprehensive financial services to individuals and households. We are committed to helping our clients achieve their financial goals and secure their financial futures.As an Insurance Financial Advisor, you will play a critical role in helping our clients navigate the complex world of finance....
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Corporate Finance Advisor
1 day ago
Kuala Lumpur, Kuala Lumpur, Malaysia Warhamna Consulting Group Full timeAre you a motivated and detail-oriented individual looking for a challenging role in finance? Warhamna Consulting Group is seeking a qualified candidate for the position of Financial Advisor.About the RoleThe Financial Advisor will be responsible for providing financial advice to clients, developing financial plans, managing investments, and assisting with...
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Private Wealth Consultant
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeQualifications:To succeed in this role, you should have a Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., DipFa, CFA, CFP) is also required. Additionally, 5-7 years of experience in wealth management with a transferable international client base is essential.You...
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Business Development Manager, Wealth Management
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeJob SummaryWe are seeking an experienced Business Development Manager to join our team in Wealth Management. As a key member of our department, you will be responsible for developing and maintaining relationships with high-profile clients to drive business growth and meet our strategic objectives.Key Responsibilities:Manage key relationships with existing...
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Financial Planning Advisor
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full timeCIMB WP is committed to providing excellent customer service and seeking talented individuals to join our team.About the Position:We are looking for a highly skilled Financial Planning Advisor who can provide expert financial planning advice to customers.The ideal candidate will have a strong understanding of Wealth Management Products and be able to...