Wealth Investment Specialist

Job Title: Wealth Management SpecialistHebden Consulting, an Independent Financial Advisory firm with offices in Malaysia and London, is seeking a skilled Wealth Management Specialist to join their expanding global team.The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice...

Leadership OpportunityWe are looking for an experienced Investment and Wealth Products Leader to oversee the development and management of our investment and wealth products. As a key leader, you will be responsible for building and leading high-performing teams, providing mentorship and coaching to team members, and fostering a collaborative and synergistic...

Key Requirements:To succeed in this role, you will need:Education & Qualifications:A minimum of 3–5 years of experience in wealth management, financial advisory, or private banking.Skills & Competencies:Strong knowledge of financial products, investments, tax laws, and estate planning; expertise in portfolio management, asset allocation, and risk...

We are looking for an Investment and Wealth Domain Expert to join our team at Krisvconsulting Services Pte Ltd in Kuala Lumpur, Malaysia.The ideal candidate will have 3-5 years of experience in core banking, specifically within the investments and wealth sub-domain. The successful candidate will be responsible for maintaining and supporting our core banking...

Maybank WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaJob Responsibility:Implement and drive Investment "Business Strategies", focusing on Private Wealth clients to achieve pre-set targets for investment fee based income, asset under management (AUM), cross sell ratio and increase number of new investment clients.Joint sales call with CAs and...

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...

Job Overview:Skybound Wealth Management is a leading provider of comprehensive financial planning and investment advice. We are seeking an experienced Wealth Advisor to join our team in Kuala Lumpur, Malaysia.Key Responsibilities:Client Relationship Building:Establish and maintain long-lasting relationships with high-net-worth individuals, business owners,...

About the Role:We are seeking a skilled Wealth Management Specialist to join our team at Hong Leong Bank. As a key member of our Private Banking division, you will be responsible for promoting our full product range to meet client needs and driving new investment flows.Responsibilities:To apply market knowledge in advisory, managed and discretionary...

**Join Our Team:**We are an independent resourcing consultancy firm based in Kuala Lumpur, Malaysia. Our team provides expert financial services to high-net-worth individuals and families.As a Wealth Manager, you will be responsible for developing and managing a portfolio of clients, providing them with personalized financial strategies and investment...

Job ProfileThis is an exciting opportunity for a skilled professional to join our team as a Senior Portfolio Specialist. As a key member of our wealth management division, you will be responsible for training Associate Relationship Managers (ARM) and Relationship Managers (RM) on wealth solutions, providing regular market updates, collaborating with...

Job Description:We are looking for a Wealth Management Specialist to join our team. As a key member of our wealth management department, you will be responsible for managing client relationships, providing financial advice, and developing customized financial plans.Key Responsibilities:Manage client relationships, identifying opportunities to provide...

About the RoleWe are seeking a highly motivated and experienced individual to join our team as a Financial Services Consultant. This role involves developing and implementing effective wealth management strategies to ensure clients' financial goals are met.Responsibilities:Design and implement customized wealth management solutions.Build and maintain...

About UsHong Leong Bank is a leading financial institution in Malaysia, providing comprehensive financial services guided by a Digital-at-the-Core ethos.We are committed to delivering innovative financial solutions across the region and fostering a culture of excellence within our organization.Our Vision:To be a leading financial services institution in...

The Head of Investments & Wealth Products is responsible to drive product capabilities across investments, Bancassurance, Investment Research & Advisory and Marketing. This role is responsible for developing and implementing product strategies, overseeing product management, and ensuring market competitiveness and profitability, and fostering collaboration...

Wealth & Investment Advisor (Qualified Leads Provided)Wealth & Investment Advisor (Qualified Leads Provided)Join a top-performing financial advisory team where your growth and client impact matter. We provide ready leads, structured mentorship, and a clear path to leadership—no cold-calling or dead-end roles. You'll advise individuals and businesses on...

Portfolio Wealth SpecialistStandard Chartered Kuala Lumpur, MalaysiaJob SummaryThis role focuses on enhancing the wealth management capabilities of Associate Relationship Managers (ARM) and Relationship Manager (RM). The incumbent will be responsible for training Associate Relationship Managers (ARM) and Relationship Manager (RM) on wealth solutions,...

Associate / Senior Associate, Operations Assets and WealthPlease note that this job vacancy is for Kenanga Investors Berhad, a subsidiary of Kenanga Investment Bank.Take charge of processing and managing EPF-related transactions, including submissions, redemptions, rejections, and disbursements through the EPPA system, ensuring seamless execution.Craft and...

**Key Responsibilities:**As a Senior Wealth Manager, your key responsibilities will include:Client Relationship Management: Build and maintain strong relationships with affluent clients, understanding their financial goals, risk tolerance, and investment preferences.Financial Planning: Develop comprehensive financial plans tailored to each client's needs,...

**Job Overview:**We are an independent resourcing consultancy firm based in Kuala Lumpur, Malaysia. Our team provides expert financial services to high-net-worth individuals and families.As a Wealth Manager, you will be responsible for developing and managing a portfolio of clients, providing them with personalized financial strategies and investment...

Crewstone International Private Equity & Investments is a leading private equity and investment firm specializing in fund management, capital raising, and advisory services. Our team connects global investors with high-potential opportunities while ensuring regulatory compliance and operational excellence.Key Responsibilities Include:We are seeking a skilled...