Wealth Planning Specialist

We are seeking a highly skilled Wealth Planning Specialist to join our team at Howden Insurance Brokers Limited. Our specialists have over 40 years of industry experience, making us the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.Job DescriptionIdentify and develop leads and...

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...

About the Role:We are seeking an experienced Wealth Advisor to join our team in Kuala Lumpur. As a key member of our team, you will be responsible for managing relationships with high-net-worth clients, providing personalized investment advice, and developing customized investment strategies.You will have the opportunity to work closely with other financial...

Job OverviewWealth Mastery Academy seeks a skilled Event Management Specialist to oversee the planning, coordination, and execution of various events. The ideal candidate will have excellent communication skills, attention to detail, and experience in event management.The successful candidate will work closely with clients to understand their needs and...

Job OverviewWealth Mastery Academy is seeking a skilled Digital Marketing Specialist to join our team. As a key member of our marketing department, you will be responsible for developing and executing digital marketing strategies to drive growth, engagement, and sales.

Ambank Group invites applications for the position of Investment Insight & Consultant. The selected candidate will play a crucial role in developing investment portfolio solutions based on client needs and working closely with the Product Management team.Responsibilities and Expectations:Jointly work with frontline sales to develop investment strategies that...

We are seeking a Wealth and Retail Banking Specialist to join our team. As a specialist, you will play a key role in managing and developing relationships with high-value clients to drive business growth and meet the bank's strategic objectives.About Our ValuesWe value diversity and inclusion, and we believe that our unique culture and values set us apart...

Job Summary:  Wealth Mastery Academy is seeking a highly skilled Event Planning Manager to oversee the execution of various events, including conferences, trade shows, corporate meetings, and social events. This role involves working closely with clients to understand their event needs and goals, ensuring alignment with company objectives.About Us:  As a...

CWM Solutions offers a dynamic work environment where professionals can grow and develop their careers.We are currently seeking a highly motivated individual to fill the role of Business Consultant.The successful candidate will be responsible for providing expert advice and guidance to clients on various aspects of wealth, health, and family...

Maybank, a leading financial institution in Malaysia, seeks an experienced Islamic Wealth Management (IWM) Advisor to join its team.The ideal candidate will possess a strong understanding of Islamic banking and finance principles, as well as excellent communication and customer service skills.To onboard potential clients to the IWM platform while providing...

Job Overview:Skybound Wealth Management is a leading provider of financial services, seeking a highly skilled and motivated Wealth Advisor to join our team in Kuala Lumpur. 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...

**Event Executive Opportunity**Wealth Mastery Academy is seeking an experienced Event Executive to lead our event planning efforts. As an Event Executive, you will be responsible for developing and implementing event strategies, managing event logistics, and collaborating with cross-functional teams.The ideal candidate will possess excellent communication...

About Our RoleWe are seeking a skilled Wealth Management Professional to join our team at Standard Chartered Life and Careers. As a key member of our wealth management division, you will play a pivotal role in managing and growing our high-value customer base.Key ResponsibilitiesAcquiring and retaining a portfolio of priority clients through exceptional...

Kuala Lumpur City, Federal Territory of Kuala Lumpur, MalaysiaCompany: Al Isra' Group Sdn BhdAbout Us:Al Isra' Group Sdn Bhd is an industry leading bumiputera Takaful agency established in 2006.We are a premier ALC associated with FWD Takaful Berhad.Job Description:This is a full-time hybrid role for a Wealth Management Advisor at Al Isra' Group Sdn Bhd.The...

Key Responsibilities:Client Relationship Management:Build, maintain, and grow strong, long-lasting relationships with a diverse range of clients, including high-net-worth individuals, business owners, and institutions.Financial Planning & Advisory:Provide personalized investment advice and comprehensive wealth management services, including retirement...

Kuala Lumpur City, Federal Territory of Kuala Lumpur, MalaysiaCompany: Al Isra' Group Sdn BhdPosted: 4 days agoAbout Us:Al Isra' Group Sdn Bhd is an industry leading bumiputera Takaful agency established in 2006. With 19 years of experience creating highly successful Takaful Leaders and Agents, we currently have 30 branches and over 2,500 agents nationwide....

We are seeking a skilled Wealth Management Professional to join our team at TIME's group. As a Retail Relationship Manager, you will be responsible for acquiring and managing customer relationships by providing financial planning advice in a sales-oriented environment.Key responsibilities include managing customer relationships to increase share of wallet...

CIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaJob ResponsibilitiesDevelop, innovate, execute and communicate sales plans and activities.Acquire new leads (e.g. by attending corporate talks, by networking with agents, lawyers and developers).Assign sales leads and referrals (if any) to the sales team and ensure prompt action is...

Job SummaryWe are seeking a highly motivated and experienced Treasury Specialist to join our team at OCBC Bank. As a key member of our Wealth Management team, you will be responsible for providing superior investment advisory to HNWI clients and contributing to the growth and success of our business.ResponsibilitiesClient Relationship Management: Manage a...

Job OverviewWealth Mastery Academy (WMA) is seeking a highly skilled Digital Marketing Executive to join our team. As a key member of the marketing department, you will be responsible for developing and implementing digital marketing strategies that drive engagement and conversions. The successful candidate will have experience in digital marketing, social...