Wealth Planning Specialist

As a specialist in wealth protection and insurance services, we cater to high net worth individuals worldwide.Our team of experts delivers bespoke solutions, leveraging our extensive network and deep industry knowledge.We take pride in our ability to provide exceptional service and support to our clients.ResponsibilitiesBuilding and maintaining relationships...

Required Skills and QualificationsBachelor's Degree in Finance, Economics, Management, Banking, or Accountancy.At least 3-5 years of working experience preferably in the Financial Industry, including fund and/or wealth management.Experience in sales/sales management in the Financial Industry, particularly in Banking.Possession of FIMM & IPPC licenses is...

Job Description:We are seeking an experienced Wealth Manager to join our dynamic team. As a key member, you will be responsible for managing and growing a portfolio of affluent clients by providing personalized financial advice and investment strategies. Your exceptional relationship management skills, deep understanding of financial markets, and commitment...

Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.We specialise in procuring life insurance products (ranging from traditional universal life to private placement life insurance policies) for UHNW individuals globally.About Our ClientThis is a unique...

As a Global Wealth Management Specialist with Independent Resourcing Consultancy Ltd, you will play a pivotal role in cultivating and maintaining relationships with high-net-worth clients, devising personalised financial plans, and guiding clients toward financial success.Key Responsibilities:Client Relationship Management: Build and maintain strong...

We are seeking an experienced Investment Strategist to join our Private Wealth team at Maybank. In this role, you will be responsible for developing and implementing comprehensive investment strategies that cater to the needs of our high net worth clients.Key Responsibilities:Develop and implement personalized investment strategies that align with our...

Key ResponsibilitiesDevelop customized wealth management strategies to meet client needs.Nurture long-term relationships with clients to ensure trust and satisfaction.

About the RoleIndependent Resourcing Consultancy Ltd is seeking a skilled Wealth Manager to join their team. This role involves providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.In this position, you will be responsible for developing and managing a portfolio of clients, conducting comprehensive...

Role OverviewThis position is a critical component of our wealth management team, focusing on enhancing the skills and expertise of Associate Relationship Managers (ARMs) and Relationship Managers (RMs). The incumbent will be responsible for delivering training programs, providing market updates, and collaborating with stakeholders to develop investment...

Role Overview:We are looking for a talented Treasury Specialist to join our team, responsible for managing a portfolio of HNWI clients and providing exceptional investment advisory services.As a key member of our Wealth Management Business, you will have the opportunity to work closely with our experienced team to develop and implement investment strategies...

Company OverviewCitigroup Inc. is a global leader in financial services, serving millions of clients across the world. Our Consumer, IPB, and Private Bank Business serves two of the fastest growing cities, Singapore and Hong Kong, through our Asia Wealth business.We offer a diversified range of products from insurance to complex wealth management products,...

About Infinity Life Changer GroupWe are a team of experts dedicated to empowering individuals through estate planning and wealth management services.Our mission is to provide personalized advice and guidance to help clients achieve their financial goals.Role OverviewThis full-time position involves working as an Insurance Agent at our Kuala Lumpur office,...

Job Overview:We are seeking a talented individual to join our team as a Financial Wealth Consultant. As a key member of our team, you will be responsible for providing expert advice on Takaful Protection planning, retirement planning, investments, and wealth management strategies.Key Responsibilities:Developing and implementing financial plans for...

About Us:Established in 2006, Al Isra' Group Sdn Bhd is a leading bumiputera Takaful agency. With 19 years of experience creating highly successful Takaful Leaders and Agents, we have 30 branches and over 2,500 agents nationwide.We are a premier ALC associated with FWD Takaful Berhad.Role Description:This full-time hybrid role for a Financial Wealth...

As a Premier Wealth Manager at HSBC Amanah, you will work closely with colleagues to define, manage, and achieve divisional business targets.Key Accountabilities:Implementing and managing account-planning activities to meet specified targets according to the Sales Plan.Contributing to the branch and PFS business profitability through strategic analysis and...

Company Overview:Independent Resourcing Consultancy Ltd is a premier financial services firm seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Kuala Lumpur.Key Responsibilities:Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.Conduct...

Job Summary:We are looking for an experienced Wealth Manager to join our team in Kuala Lumpur. The successful candidate will have a strong background in wealth management, excellent client relationship skills, and a deep understanding of the financial markets.Responsibilities:Develop and manage a portfolio of high-net-worth clientsConduct comprehensive...

As an Experienced Wealth Strategist with Independent Resourcing Consultancy Ltd, your primary focus is on helping high-net-worth clients achieve their financial objectives. This involves designing and implementing bespoke financial plans, providing expert guidance, and delivering exceptional results.Key Responsibilities:Develop and execute comprehensive...

Melbourne Capital Group is committed to attracting top talent to drive our success. As a senior member of our team, you will be responsible for managing complex financial situations and providing expert guidance to high-net-worth clients.Core Responsibilities:Manage and maintain a portfolio of high-net-worth clients, providing regular updates and insights...

About the RoleWe serve almost 3 million customers across Singapore, Malaysia, Indonesia, and China. In Malaysia, our customer proposition caters to high net worth, premier, and emerging affluent individuals through our private wealth management and affluent banking propositions.This is an opportunity for aspiring graduates to accelerate their careers and...