Wealth Planning Specialist

Wealth Mastery Academy requires an experienced Event Planning Specialist to lead our events division.About the JobThis role involves planning, coordinating, and executing high-profile events, conferences, trade shows, and corporate meetings.ResponsibilitiesCreate and implement event strategies, including marketing and promotion.Manage event logistics,...

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...

RequirementsWe are seeking an experienced and skilled individual to fill the position of Life Insurance and Wealth Advisory Specialist. Key requirements include:Bachelor's degree from a reputable university.5-10 years of relevant experience in the financial industry.Strong knowledge of life insurance and/or HNW space.The ideal candidate will possess...

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...

BenefitsWe offer a competitive salary package, including benefits such as health insurance, retirement plans, and paid time off. If you are a motivated individual with a passion for e-commerce, we encourage you to apply for this exciting opportunity to join our dynamic team at Wealth Mastery Academy.

Wealth Management SpecialistIn this role, you will work closely with high-profile clients to develop and implement tailored financial plans that meet their unique needs and goals.You will be responsible for identifying and acquiring new clients, as well as building and maintaining relationships with existing clients.The successful candidate will have a...

At Prudential BSN Takaful Berhad, we are dedicated to delivering customer-centric solutions through innovative approaches and technological leadership.This full-time role as a Wealth Planner is an exciting opportunity for you to grow your career in finance and insurance.Your key responsibilities will include assessing clients' financial needs, developing...

Job DescriptionWe're seeking a highly skilled Senior Wealth Sales Specialist to join our team. In this role, you will be responsible for managing and developing relationships with high-profile clients, cross-selling wealth management products and services to customers, and providing exceptional customer service and building strong relationships with...

About the RoleWe are seeking a highly motivated E-commerce Operations Specialist to join our team at Wealth Mastery Academy. As an E-commerce Operations Specialist, you will play a critical role in driving our online sales and marketing efforts.

About UsWith over 40 years of industry experience, Howden Private Wealth is a leading wealth planning partner to prominent private banks, family offices, law and tax advisory firms.We have representatives across various international locations. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help...

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...

Wealth Mastery Academy seeks an experienced Event Executive to oversee the planning, coordination, and execution of various events, including conferences, trade shows, corporate meetings, and social events.Key Responsibilities:Develop detailed event timelines, budgets, and plans in collaboration with clients to ensure alignment with company objectives.Serve...

Hong Leong Bank Berhad is committed to providing our employees with a comprehensive range of benefits and career development opportunities. As a Wealth Management Specialist, you will have the opportunity to work with a diverse team of experts and develop your skills and knowledge in wealth management.In this role, you will be responsible for managing a...

Job OverviewWe are seeking a skilled and experienced Wealth Solutions Specialist to join our team at OCBC Bank. This is an exciting opportunity for a motivated individual to provide quality wealth advisory services and financial product recommendations to High Net Worth Private Clients.Key ResponsibilitiesTo enhance franchise value by cross-selling...

We are seeking an experienced Customer Wealth Management Specialist to join our RHB Banking Group team.The successful candidate will be responsible for creating relationship management of existing Premier Banking customers in accordance with established standards.You will also actively participate and support Premier Banking marketing activities for customer...

We are seeking a Wealth Management Specialist to join our team in Kuala Lumpur. As a member of our Solution Consulting team, you will provide high-value Platform Consulting services to both new and existing customers.The ideal candidate will have a relevant 1st class degree or equivalent experience and a proven track record of working within a Business...

Excel One & Associates Sdn Bhd OverviewWe have been dedicated to providing holistic financial planning for over 30 years. Our mission is to offer financial solutions that truly matter to individuals and businesses, helping them make significant financial decisions in their lives.Our associates hold top-tier qualifications, including RFP (Registered Financial...

About UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong,...

As an Online Retail Specialist at Wealth Mastery Academy, you will be responsible for uploading, updating, and maintaining accurate product listings on e-commerce platforms.Key Skills and QualificationsBachelor's degree in Business, Marketing, E-commerce, or a related field.1-3 years of experience in e-commerce, digital marketing, or a related field.We value...

Pursue a Rewarding Career in Wealth and Personal BankingHSBC Wealth and Personal Banking serves 41 million customers globally, including 6.7 million international customers. We offer borderless banking and world-class wealth management through best-in-class capabilities and exceptional people.Our Key Services Include:Retail Banking and Wealth ManagementAsset...