Wealth Management Advisor

Unlock New Opportunities with HSBCWe are seeking an ambitious individual to join our Wealth and Personal Banking team as a Primary Banker. This role offers the chance to define, manage, and achieve divisional business targets while working with colleagues to deliver exceptional results.Key Responsibilities:To increase sales revenue of HSBC's financial...

As a Financial Advisor at Public Mutual Berhad, you will be responsible for assisting clients in managing their investments in unit trust funds, providing financial advice, and conducting market research.Familiarity with unit trust investments and financial markets is essential. Strong communication and interpersonal skills are also necessary to effectively...

We are seeking a highly motivated and experienced Academic Career Advisor to join our team at AUG Student Services.Job Description:To counsel and assist students in making informed decisions about their academic career path;To develop and enhance the counselling services to meet the needs of our clients;To follow up on student enquiries, applications, and...

Key ResponsibilitiesThe identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goal.To understand and deliver the standards of service quality required maintaining published Service Level Agreements.Accountable for the performance of your portfolio and need to ensure it is...

Job OverviewWe are seeking an experienced professional to join our team as a Premier Relationship Manager. In this role, you will be responsible for managing our highest value customers, providing exceptional service and financial planning expertise to meet their needs.This is a customer-facing position that requires professionalism, customer focus, and a...

Experience the Possibilities with HSBCHSBC is a global leader in wealth management, offering a range of financial solutions to meet the diverse needs of our customers. As a Primary Banker, you will work with colleagues to define, manage, and achieve divisional business targets, driving growth and delivering exceptional results.About Our Team:We have a strong...

Dream Big with HSBCAt HSBC, we believe in empowering our customers to achieve their financial goals. As a Primary Banker, you will be part of a dynamic team that delivers exceptional results, promoting our digital channel and Life Sign Technology to customers. Your responsibilities will include increasing sales revenue, building strategic relationships,...

About the Role:The Personal Financial Consultant role is a key position within our wealth management team, responsible for providing holistic banking solutions to our customers. As a consultant, you will work closely with our wealth specialists to understand the global economy and offer tailored financial solutions to our customers. Key responsibilities will...

Public Bank seeks a highly motivated Sales and Marketing Executive (Wealth) to join our team in Perak Region. This is a full-time on-site role that requires excellent communication, sales, and marketing skills.Key Responsibilities:Develop and implement effective marketing strategies to drive business growthMaintain strong relationships with customers and...

Company Overview:Nirvana Asia is a leading financial services group in Southeast Asia, with a presence in Singapore, Malaysia, Indonesia, and Greater China. Our consumer banking division serves millions of customers across these markets, offering a range of products and services to meet their financial needs.Job Description:We are seeking a Personal...

About the RoleIn this role, you will have the opportunity to make a real impact on our customers' lives, helping them to achieve their financial goals and aspirations. You will work closely with our wealth management team to provide tailored solutions and services to meet the complex needs of our high net worth clients.As a Premier Relationship Manager, you...

About Nirvana Asia:Nirvana Asia is a leading financial services group in Southeast Asia, with a presence in Singapore, Malaysia, Indonesia, and Greater China. Our consumer banking division serves millions of customers across these markets, offering a range of products and services to meet their financial needs. We are committed to delivering innovative...

We are looking for a skilled Sales and Marketing Executive (Wealth) to lead our marketing efforts in Perak Region. As a key member of our team, you will be responsible for creating and executing marketing campaigns that drive results.About the Role:Develop and manage marketing budgetsLead a team of marketing professionalsStay up-to-date with industry trends...

Public Bank is seeking a highly skilled Sales and Marketing Executive (Wealth) to lead our marketing efforts in Perak Region. As a key member of our team, you will be responsible for creating and executing marketing campaigns that drive results.About the Role:Develop and manage marketing campaignsLead a team of marketing professionalsStay up-to-date with...

Join Our Wealth and Personal Banking TeamAs a Primary Banker, you will play a key role in defining, managing, and achieving divisional business targets. You will work closely with colleagues to deliver exceptional results, promoting our digital channel and Life Sign Technology to customers. Your responsibilities will include increasing sales revenue,...

About This RoleThis position offers a unique opportunity to join Gulf Marketing Group (GMG Group) as a key member of our retail team.Responsibilities:Serve as a trusted advisor to the Store Manager, supporting daily operations and strategic decision-making.Develop and implement effective strategies to drive sales growth and enhance customer experience.Foster...

ResponsibilitiesActive management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements.Acquiring new to HSBC customers and upgrading existing HSBC customers to Premier - becoming the trusted adviser to that portfolio of customers.Reviewing the portfolio to identify...

To represent and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaboration - Conduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers’ needs at different life stages - To provide an end to...

U-Need Wealth Planners Sdn. Bhd. is a multi-racial team and Million Dollar Agency (MDA Direct Team) for many years. We are the authorized agency of AIA Public Takaful Bhd and we provide a broad range of Takaful financial products and services. We are searching for dedicated and ambitious individuals who have the passion to excel to join our growing family....

**SOPHIA WEALTH MANAGEMENT** merupakan agensi yang sah beroperasi di bawah Etiqa Takaful. Usahasama bersama AGG Malaysia dengan pencapaian sebagai Agensi No 1 di Malaysia selama tiga tahun berturut-turut, kami telah melahirkan banyak MDRT bertaraf antarabangsa. Dengan fasiliti moden yang lengkap, serta mengikut peredaran dalam sektor ekonomi, kami juga...

Membantu syarikat melakukan marketing sama ada indoor dan outdoor - Membantu menyiapkan dokumen yang perlu disubmit di badan kerajaan. - Membantu syarikat memberi idea terhadap business syarikat - Seorang yang mahir berkomunikasi Working Hours: Mon-Frid (8.00-5.00p.m) Elaun Provided For Female Only ( 2 kekosongan) MEMBERI PELUANG KEPADA TENAGA MAHIR/TENAGA...

**Benefits**: - We provide Basic Salary from RM4,000 to RM10,000 per month - Commission + Bonus you can go up to 5 figure income per month - Flexible Working Hour - Free oversea trip - Promoted to be a manager - We provide the (Entrepreneur Development Program & Pru Venture) Scheme with Basic salary **Additional Benefits** - Training and knowledge about...

**Benefits**: - We provide Basic Salary from RM4,000 to RM10,000 per month - Commission + Bonus you can go up to 5 figure income per month - Flexible Working Hour - Free oversea trip - Promoted to be a manager - We provide the (Entrepreneur Development Program & Pru Venture) Scheme with Basic salary **Additional Benefits** - Training and knowledge about...

_Responsibilities: _ - Supports human resources processes by administering data, scheduling appointments, maintaining records and information. - Assist in the recruitment process such as prepare the job advertisement material and interview arrangement. - Assist in new joiners’ onboarding such as schedule orientation and training sessions, and update...

**Responsibilities**: 1. Build strong customer relationships that retain and increase customers' wealth in financial planning services. 2. Identify market segmentation and initiate contact for data collection. 3. Analyze data to identify the current financial situation. 4. Propose the recommendation based on current financial situation to achieve specific...

**Responsibilities**: 1. Build strong customer relationships that retain and increase customers' wealth in financial planning services. 2. Identify market segmentation and initiate contact for data collection. 3. Analyze data to identify the current financial situation. 4. Propose the recommendation based on current financial situation to achieve specific...

Customer service representatives handle complaints and are responsible for maintaining overall goodwill between an organisation and its customers. They manage data regarding customer satisfaction and report it. Is Tayar Maju Sdn Bhd is a company that has served more than 8 years in the automotive industry. Now, the company has grown and has 3 branches in...

**Job Purpose**: The main purpose of this job is responsible for actively promoting products through road shows and various sales activities. Building and nurturing strong relationships with customers and corporate organizations, exploring new markets, and addressing customer inquiries and complaints efficiently are paramount to the...

**What you can look forward to**: - **Basic income scheme + HIGH commission + Incentives trip**: - **Monday to Friday, normal working hours**: - **Professional training and guided advisory**: - **Career progression within the bank**: - **No experience needed** **You will play the important role of**: - Understanding customer needs and providing...

**Requirements**: - Min Diploma or equivalent in related field - Discipline, self motivated and independent - Computer literate - Fluent in English & Mandarin - Experience preferred but no essential - Good communication skills, aggressive, dynamic and result oriented - Good in presentation skills and able to speak with confidence - With own transportation -...

**Responsibilities**: - Promote and drive sales of new vehicles/car - Participate in road shows, sales activities, and launching events - Manage the daily sales prospecting - Comply with the company’s guidelines and procedures - Provide a consistently high level and memorable customer service - Achieve individual sales target and contribute to the branch...

**RESPONSIBILITIES**: - To provide professional automobile advisory services to customers visiting the service centre. - To check-in all assigned customers, including all pre-check in preparation (check vehicle history, any outstanding jobs, recall campaigns etc) and to conduct active reception for all vehicles, as per SOP and WPC. - To record all...

**OUR HIRING PROCESS**: - We may then invite you to submit a video interview for the review of the hiring manager. This video interview is often followed by a test or short project that allows us to determine whether you will be a good fit for the team. - At this point, we will invite you to interview with our hiring manager and/or the interview team....

**Responsibilities**: OPENTEXT - THE INFORMATION COMPANY As the Information Company, our mission at OpenText is to create software solutions and deliver services that redefine the future of digital. Be part of a winning team that leads the way in Enterprise Information Management. The Role As Senior Revenue Operations Analyst, you will have the opportunity...