Wealth Management Associate

2 weeks ago


Penang, Malaysia OCBC Bank Full time
Join Our Team

We are seeking a highly motivated and talented individual to join our team as a Personal Banker/Personal Financial Consultant. As a key member of our Consumer Banking & Wealth Management department, you will have the opportunity to develop your skills and advance your career.

Key Responsibilities and Requirements

The successful candidate will be responsible for:

  • Providing exceptional customer service and meeting sales targets.
  • Blding strong relationships with customers and identifying their financial needs.
  • Staying up-to-date with market trends and regulatory requirements.
  • Complying with all relevant policies, regulatory risk, and compliance matters.


  • Penang, Malaysia HSBC Bank Malaysia Berhad Full time

    We offer a range of benefits and rewards to support our employees in achieving their career goals and improving their work-life balance. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.Responsibilities include:Providing expert advice on personal finance...


  • Penang, Malaysia HSBC Full time

    About HSBC:HSBC is a global banking and financial services company that offers a wide range of products and services to individuals, businesses and institutions. Our goal is to provide customers with exceptional banking experiences and help them achieve their financial goals.Our Wealth and Personal Banking business is designed to provide comprehensive...


  • Penang, Malaysia HSBC Full time

    About the RoleThis is an exciting opportunity to join our Wealth and Personal Banking team as a Premier Relationship Banker. The successful candidate will have a strong track record of building and maintaining relationships with high net worth individuals and families.Key Requirements:Strong understanding of wealth management principles and...


  • Penang, Malaysia Standard Chartered Full time

    Standard Chartered is seeking a skilled Wealth Management Consultant to work with us. The ideal candidate will be responsible for developing a strong understanding of bancassurance products and providing exceptional customer service.The successful candidate will have a minimum of 2 years of banking sales experience and a proven track record of...


  • Penang, Malaysia HSBC Full time

    Company OverviewHSBC is a leading global banking and financial services organization with a presence in over 80 countries. Our mission is to provide a wide range of financial services and solutions to our customers, helping them achieve their goals and ambitions.Job DescriptionWe are currently seeking an ambitious individual to join our Wealth and Personal...


  • Penang, Malaysia OCBC Full time

    Mass Interview - Personal Financial Consultant (Penang)We cater to the diverse needs of our customers in Malaysia through our Group Consumer Financial Services division, serving almost 3 million customers across the region. Our customer proposition focuses on high net worth, premier and emerging affluent individuals, offering them premium private, wealth...

  • Associate Consultant

    4 weeks ago


    Penang, Malaysia Prudential BSN Takaful Berhad Full time

    Company DescriptionEstablished in 2006 through a licence awarded by the Central Bank of Malaysia, PruBSN Takaful Berhad is the leading takaful operator in Malaysia. The company offers a wide range of Family Takaful products, including life and medical protection, savings, education, and corporate plans, all governed by shariah law. PruBSN has over 13,000...


  • Penang, Malaysia OCBC Full time

    Are you passionate about helping others achieve their financial goals? Do you enjoy working with people and building strong relationships?We are looking for a Wealth Management Professional to join our team at OCBC. As a key member of our Consumer Financial Services division, you will play a vital role in serving our customers' financial needs.In this role,...


  • Penang, Malaysia HSBC Full time

    Unlock New OpportunitiesIf you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC Wealth and Personal Banking.We serve 41 million customers globally, including 6.7 million who are international from retail customers to ultra high net worth individuals and their families.Global Reach, Local...


  • Penang, Malaysia AFFIN Group Full time

    The Wealth Development Specialist is responsible for managing and developing high net worth client relationships. This involves providing total financial solutions, conducting financial analysis, and recommending strategies to achieve their financial goals.Key Responsibilities:Manage Existing Client RelationshipsAcquire New ClientsGrow Revenue Through...


  • Penang, Malaysia HSBC Full time

    -Job description **Some careers grow faster than others.** If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards...


  • Penang, Malaysia Hong Leong Bank Full time

    Define your future at Hong Leong Bank Job Responsibilities: - Handling administrative tasks which related with BPB Hiring, Sales Pipeline & Productivity, Portfolio Clean Up and other ad-hoc tasks.- Developing and monitoring performance indicators for sales and staff members, managing sales tracking tools, and compiling reports.- Recording sales trends and...

  • Associate Manager

    2 days ago


    Penang, Malaysia Celestica Inc. Full time

    Job DescriptionCelestica Inc. is looking for an HR Associate to join our team in Penang, Malaysia. The successful candidate will be responsible for handling employees' master data and time management for Japan, ensuring accurate and timely updates for payroll processing.Key Accountabilities:Handle employees' master data and time management for Japan.Ensure...

  • Relationship Manager

    2 weeks ago


    Penang, Malaysia Public Bank Full time

    We are seeking a highly motivated and sales-oriented individual to join our team as a Relationship Manager.In this role, you will be:Promoting and selling Wealth Management products and providing financial advisory services to the Bank's high net-worth customers.Seeking prospective customers to expand the high net-worth customer database.Ensuring achievement...


  • Penang, Malaysia HSBC Full time

    Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and...


  • Penang, Malaysia Monroe Consulting Group Full time

    The Transportation Management Associate will play a key role in overseeing daily operations within the control tower. This role ensures timely delivery and effective communication with suppliers and stakeholders.Key Responsibilities:First point of contact for customers, carriers, suppliers, and other supply chain stakeholdersHandle customer orders and...


  • Penang, Malaysia Ocorian Full time

    Role OverviewThis is an exciting opportunity to join our team as a Private Wealth Administration Expert. As a key member of our administration team, you will be responsible for providing exceptional client service and administrative support to a select group of high net worth individuals and their associated investment and philanthropic activities.This role...


  • Penang, Malaysia Ocorian Full time

    Key ResponsibilitiesThis role involves providing exceptional client service and administrative support to a select group of high net worth individuals and their associated investment and philanthropic activities. Key responsibilities include:Administering and maintaining the financial affairs of a number of high net worth individuals.Maintaining accurate and...

  • Relationship Manager

    3 weeks ago


    Penang, Malaysia AFFIN Group Full time

    Create the future with Affin You too can make a difference.We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work.AccountabilitiesManages, acquires, grows and deepens High Net Worth customers' relationships...


  • Penang, Malaysia The Prestige Hotel Penang A Member Of Design Hotels@Marriott Bonvoy Full time

    We are looking for a highly motivated Hospitality Sales Manager Associate to join our team at The Prestige Hotel Penang A Member Of Design Hotels@Marriott Bonvoy. As a key member of our sales team, you will be responsible for developing and executing sales strategies, managing client relationships, and generating sales reports.The successful candidate will...