Private Wealth Client Advisor

Job SummaryWe are seeking a Private Client Advisor to join our team at OCBC Bank. In this role, you will be responsible for building sustainable relationships with Private Client customers and providing quality wealth advisory services and financial product recommendations.Main AccountabilitiesTo enhance franchise value by identifying and capitalizing on...

Job Description - Client AdvisorWe are seeking a highly skilled Private Client Advisor Lead to join our team at OCBC Bank. As a key member of our Private Client Franchise, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) clients.Main ResponsibilitiesTo provide quality wealth...

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...

5 days ago Be among the first 25 applicantsDirect message the job poster from UOB Kay HianDirector, UOB KayHian Private Wealth MalaysiaPosition Overview:We are excited to announce opportunities to join our Private Wealth Management team at UOB KayHian, led by our esteemed Director.Key Services:Unit Trusts (UT): Providing diversified investment solutions to...

About the JobThis is an exceptional opportunity to join our team as a Private Banking Advisor, where you will be responsible for developing best-in-class solutions for our high-net-worth clients.To apply market knowledge in advisory, advisory managed and discretionary portfolio management to promote the full product range to meet client's needs.Work closely...

Job Description - Client Advisor (220000D0)ResponsibilitiesTo provide quality wealth advisory services and financial product recommendations to HNW Private Clients.To enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking...

Job Description - Client Advisor (220000D0)ResponsibilitiesTo provide quality wealth advisory services and financial product recommendations to HNW Private Clients.To enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking...

Job Description - Client Advisor (220000D0)ResponsibilitiesTo provide quality wealth advisory services and financial product recommendations to HNW Private Clients.To enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking...

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...

CIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaPrivate Wealth Relationship ManagerGet AI-powered advice on this job and more exclusive features.Service Private Wealth customers (AUM - RM 1,000,000).Promote the Bank's investment & deposit products and services to Private Wealth customers.Actively acquire New-to-Private Wealth (NTPW)...

As a Director at Utrade Private Wealth Malaysia, you will play a key role in driving business growth and delivering exceptional client service to our high-net-worth clients.About the Role:Responsibilities will include managing client relationships, developing and implementing customized investment strategies, and maintaining knowledge of various wealth...

With 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 life insurance broker, we specialise in procuring life insurance products (ranging from traditional universal life to private placement life...

We are seeking a highly skilled Wealth Advisory Professional to join our team in providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) Private Clients.About OCBC BankWe are a leading financial institution with a rich history of innovation and customer-centricity. Our mission is to provide exceptional service...

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...

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 Overview:** We are looking for a skilled Wealth Management Advisor to manage a portfolio of high-net-worth clients, providing comprehensive financial planning and investment advice.The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.

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,...

We are seeking a highly skilled and licensed Private Wealth Manager to join our team in Kuala Lumpur. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing them with comprehensive financial planning services, and ensuring the preservation and growth of their wealth. This role requires a deep understanding...

Job RequirementsWe are seeking a Private Wealth Credit Expert to join our team at Maybank. In this role, you will be responsible for managing wealth credit loan applications, including preparing credit applications, periodic credit reviews, obtaining approvals, and overseeing documentation.A strong understanding of the group's credit and credit-related...

Maybank WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaJob Responsibility:Implement and drive Investment "Business Strategies", focusing on Private Wealth clients to achieve pre-set targets for investment fee based income, asset under management (AUM), cross sell ratio and increase number of new investment clients.Joint sales call with CAs and...