Wealth Management Professional

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full time

Finspiration Advisory I Wealth Management is a dynamic and thriving organization seeking passionate and highly motivated individuals to join its team.

Key Responsibilities:
  • We design and implement customized wealth management solutions that cater to clients' diverse financial needs.
  • We build and nurture long-term relationships with clients, fostering trust and satisfaction.
  • We identify and develop new business opportunities to expand our client portfolio.
Requirements:
  • A Diploma or Bachelor's degree in any field is required for this role.
  • Experience in banking, finance, sales, or marketing will be an added advantage.
  • Strong leadership skills and an entrepreneurial mindset are essential for success.
  • Excellent communication and interpersonal skills are crucial, with a genuine desire to work with people.
Benefits:
  • A supportive and rewarding environment to grow your career.
  • Continuous learning and development opportunities to help you excel.
  • A role where your effort directly impacts your success and earning potential.

This is an entry-level full-time position in Sales and Business Development. If you are looking to shape your future in wealth management, we encourage you to apply.



  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    About the RoleWe are seeking a Wealth Management Consultant to join our Business Development team. As a consultant, you will work closely with our Wealth Advisors to develop and implement tailored solutions for our clients.Key ResponsibilitiesConduct needs assessments and develop comprehensive wealth management plansCollaborate with our Wealth Advisors to...

  • Wealth Advisor

    7 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    Why Skybound Wealth Management?Our Commitment to Excellence:We are dedicated to delivering exceptional service and support to our clients and team members, ensuring that everyone achieves their full potential.Ongoing Learning and Development:We invest in our team members' ongoing learning and development, providing opportunities for certifications, training,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full time

    About the TeamWe are a dynamic team at Wealth Mastery Academy, passionate about delivering exceptional e-commerce experiences to our customers. As an E-Commerce Executive, you will have the opportunity to work with a talented team of professionals who share your passion for e-commerce.What We OfferA competitive salary and benefits package.Ongoing training...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full time

    We are looking for a Wealth Creation Expert to join our team at Wealth Mastery Academy. The ideal candidate will have experience in creating wealth creation strategies and managing online products.ResponsibilitiesWealth Creation: Use insights to make recommendations for pricing, product selection, and marketing strategies.Business Development: Work closely...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full time

    As a Wealth Manager Professional with Standard Chartered Life and Careers, you will be responsible for providing 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    Job SummarySkybound Wealth Management is hiring a Sales Development Manager to lead our Business Development efforts. As a key member of our team, you will be responsible for driving growth and revenue through strategic sales initiatives.Key ResponsibilitiesDevelop and execute sales strategies to drive growth and revenueManage and motivate a sales team to...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Role OverviewHebden Consulting is seeking a highly skilled Senior Wealth Manager to join their expanding global team. As a Senior Wealth Manager, you will be responsible for cultivating and maintaining strong relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success.


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    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, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    We are seeking an experienced Wealth Management Professional Lead to join our team at Independent Resourcing Consultancy Ltd.The successful candidate will have a proven track record of providing expert financial advice to clients, helping them achieve their financial objectives and securing their financial futures.You will be responsible for managing a...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full time

    Wealth and Retail BankingOur Wealth and Retail Banking division serves more than 11 million clients in many of the world's fastest-growing markets. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management, and personalized...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full time

    We are seeking highly motivated and results-driven individuals to join our team at Finspiration Advisory I Wealth Management.About the Opportunity:We offer customized wealth management solutions to meet clients' diverse financial needs.We build strong relationships with clients to ensure their satisfaction and trust.We identify and develop new business...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Our MissionWe aim to equip our Wealth Managers with the essential skills and knowledge to excel in their careers. Our robust selection process ensures our team can deliver superior services compared to competitors. Professional development is encouraged, as all team members are motivated to acquire the necessary expertise for providing top-tier financial...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Utrade Full time

    **Utrade Private Wealth Management Opportunities**Company Overview:We are a leading financial institution committed to excellence and innovation in wealth management.About the Role:This is an exciting opportunity to join our dynamic team of wealth management professionals, working closely with our esteemed Director to deliver bespoke solutions to...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    About UsSkybound Wealth Management is a leading provider of wealth management services. We are seeking a Financial Services Recruiter to join our team and help us find top talent to support our growth.Key ResponsibilitiesSource and recruit top talent in the financial services industryDevelop and maintain relationships with candidates and clientsCoordinate...


  • Kuala Lumpur, Kuala Lumpur, Malaysia AmBank Group Full time

    Requirements:Degree in Finance, Business, ACCA, or related fieldMUST have SIDC module 6 and 7Possess experience as Relationship Manager/Personal Banker in Wealth Mgmt with FIMM licenseWe offer a competitive salary package, comprehensive benefits, and opportunities for career advancement in a dynamic and supportive work environment.


  • Kuala Lumpur, Kuala Lumpur, Malaysia Citigroup Inc. Full time

    Social Media Surveillance Role SummaryThis role is part of Wealth Asia Supervision Team and is integral to establishing a robust Social Media Surveillance, Investment, Insurance, and FX sales surveillance governance framework that enables effective risk and control management for Wealth. You will be responsible for supporting the team lead in managing the...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    Job OverviewSkybound Wealth Management is seeking a Business Growth Specialist to join our team. As a key member of our Business Development team, you will play a crucial role in identifying and securing new business opportunities.Key ResponsibilitiesDevelop and execute targeted sales strategies to drive growth and revenueBuild and maintain relationships...