Current jobs related to Wealth Management Professional - Kuala Lumpur, Kuala Lumpur - Standard Chartered Life and Careers
-
Wealth Management Consultant
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout Skybound Wealth Management:We offer a dynamic and expanding market for career growth and development. Our company supports professional growth through continued learning, certifications, and mentoring.Why Work with Us:Growth Opportunities:A competitive salary, performance-based bonuses, and a benefits package tailored to the needs of our team...
-
Wealth Advisor
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time3 days ago Be among the first 25 applicantsSkybound 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...
-
Wealth Management Professional
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full timeWealth Management ProfessionalAbout the Role:As a Wealth Management Professional, you will play a critical role in helping high net worth individuals achieve their long-term financial goals. Your key responsibilities will include managing client relationships, providing investment advice, and building a profitable investment portfolio.Main...
-
Wealth Management Professional
17 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full timeAbout the RoleThis is an exciting opportunity to join our Consumer Financial Services division as a Wealth Management Professional. In this role, you will be responsible for providing expert advice on our range of wealth management products and services to high net worth individuals.You will work closely with our team to identify cross-selling opportunities...
-
Wealth Management Professional
17 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full timeAbout the RoleThis is an exciting opportunity to join our team as a Wealth Management Professional and contribute to the growth of our Unit Trust business.Develop and implement product strategies to achieve financial targets.Build relationships with asset managers and internal stakeholders to secure quality products.Key Responsibilities:Formulate product...
-
Wealth Management Professional
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full timeWealth Management Professional Development ProgramThis development program aims to equip participants with the skills and knowledge required to succeed as Wealth Management Professionals in the banking industry. The program covers a range of topics, including product knowledge, sales and marketing skills, customer service, and licensing.Through this program,...
-
Wealth Management Professional
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full timeJob OverviewWe are seeking a highly driven professional to join our dynamic team as a Senior Wealth Manager / Associate Director. This role will involve managing clients' assets and delivering tailored wealth management solutions.Key Responsibilities:Provide Personalized Advice: Offer personalized financial advice and wealth management services to help...
-
Wealth Management Professional
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full timeJob Description:This is an exciting opportunity for a Wealth Management Professional to join our team and contribute to the success of our Private Banking business.Main Functions:To apply market knowledge in advisory, managed and discretionary portfolio management to promote the full product range to meet client's needs.Work closely with Private bankers to...
-
Wealth Management Professional
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full timeOpportunity OverviewOur client provides a supportive work environment that fosters professional growth and development.This opportunity in Kuala Lumpur offers the following highlights:Collaborate with a prestigious and globally recognized Wealth Management firm.Utilize your expertise and qualifications, such as CFP, CFA, or other relevant certifications.Key...
-
Wealth Management Professional
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full timeJob DescriptionWe are seeking a highly skilled and experienced wealth management professional to join our team. The successful candidate will be responsible for developing and maintaining strong relationships with high-profile clients to drive business growth and meet strategic objectives.About Our IndustryWe operate in a fast-paced and dynamic industry,...
Wealth Management Professional
3 weeks ago
About Wealth and Retail Banking
We serve millions of clients across fast-growing markets, offering a continuum of services from Mass Retail to Affluent clients. Our digital banking channels provide personalized products and services such as deposits, payments, financing, and wealth management solutions. We support small business clients with their business banking needs.
Job Summary
As an Investment Advisor, you will provide comprehensive support to the Relationship Manager in delivering tailored wealth solutions to high net worth clients. This includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing strategic allocation proposals, and contributing to overall Assets Under Management growth.
Key Responsibilities
- Drive business strategy and financial targets by achieving revenue goals and Assets Under Management growth.
- Develop and communicate market views on investment opportunities and product solutions.
- Foster collaboration among teams through daily morning briefings on market direction and investment solutions.
- Manage client investments through regular portfolio reviews and advice.
Business Responsibilities
- Ensure effective training for frontline staff before product launches.
- Collaborate with distribution channels to enhance sales competency and coaching.
Risk Management Responsibilities
- Implement risk controls and regulations set by the Bank and external authorities, including KYC, proper documentation, risk profiling, and pre-investment forms.
- Keep sales teams updated on new regulatory requirements and operating procedures.
Our Ideal Candidate
- Bachelor's Degree in Business, Marketing, Finance, or Economics; CFP/CFA candidates or charter holders are advantageous.
- Professional Accreditation: FIMM (Federation of Investment Manager Malaysia), IPPC (Investor Protection Professional Certification), PKMC (Pasaran Kewangan Malaysia Certificate).
- Minimum 5 years' experience and 3 years in Marketing, Sales, and Investors Advisory.
- Must be able to travel for business purposes.
- Self-motivated team player with high attention to detail and excellent communication skills.
Role-Specific Technical Competencies
- Portfolio Theory
- Asset Allocation
- Market Knowledge
We're an international bank, agile enough to act, big enough to make a positive difference. For over 170 years, we've worked to drive commerce and prosperity through our unique diversity. We question the status quo, love challenges, and enjoy finding new opportunities to grow and improve.
We value diversity and advocate inclusion. Together:
- We do the right thing, assertively challenging each other while putting the client at the heart of what we do.
- We never settle, continuously striving to innovate and improve, keeping things simple and learning from successes and failures.
- We're better together, inclusive and collaborative, building for the long term.
What We Offer
We offer a competitive salary and benefits to support your well-being. These include core bank funding for retirement savings, medical and life insurance, time-off, flexible working options, proactive wellbeing support, continuous learning culture, and being part of an inclusive organization.
- We prioritize employee well-being, providing resources for mental health, resilience development, and self-help tools.
- We foster a culture of inclusivity, embracing diversity and celebrating individual talents.
