Wealth Management Expert
7 days ago
Hong Leong Bank is a leading financial institution in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region.
About UsWe are passionate about making banking simpler and more effortless for our customers, guided by a Digital-at-the-Core ethos.
This role offers the opportunity to work with a dynamic team that is committed to excellence and innovation. As a Product Development Specialist, you will be responsible for developing and executing product strategies to drive business growth and profitability.
Main Responsibilities:
- Lead the development and implementation of product strategies to achieve financial targets.
- Manage the due diligence process for unit trust products and build relationships with counterparties to secure high-quality offerings.
- Deliver training support to frontline staff to ensure they have the necessary skills and knowledge to deliver exceptional customer service.
- B Foster strong business relationships with internal stakeholders and external partners to drive business growth and development.
- Stay informed about market trends and research developments in the local financial services marketplace.
- Ensure compliance with regulatory requirements and internal guidelines, and implement policies and procedures to maintain compliance.
- Develop and implement formal training programs to ensure frontline staff meet initial and ongoing training requirements.
- Responsible for updating product programs and policies to reflect changing market conditions and customer needs.
- Collaborate with IT teams to develop user requirement specifications for system enhancements.
- Contribute to the growth of banks investment products fee income, unit trust AUM, and overall sales.
Requirements:
- Possess an undergraduate degree in Accounting, Banking, Investment, Finance, or a related field.
- A professional investment-related certification is highly valued but not essential.
- A minimum of 5 years of relevant experience in Wealth Management, Financial, or Investment fields.
- Strong interpersonal skills, including being personable, approachable, and collaborative.
- Proficient in MS Office tools such as PowerPoint, Excel, and Word.
-
Wealth Management Specialist
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout 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...
-
Wealth Advisor
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob 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...
-
Wealth Management Consultant
19 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout 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 Management Professional
10 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full timeFinspiration 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...
-
Comprehensive Wealth Strategist
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeWhy 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,...
-
Wealth Management Process Expert
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia FNZ Full timeWealth Management Platform OperationsOur wealth management platform is designed to help financial institutions and wealth managers achieve their goals. As a Wealth Management Process Expert, you will be responsible for managing the day-to-day operations of our platform, ensuring that all processes are followed correctly and completed to a high level of...
-
Investment Advisory Expert
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeKey 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...
-
Wealth Management Expert
10 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full timeRole Summary">We are seeking a highly skilled Wealth Management Expert to join our team. As a key member of our Wealth and Retail Banking division, you will play a crucial role in managing and developing relationships with high-profile clients to drive business growth and meet our strategic objectives.">About Our Services">We offer a wide range of banking...
-
Sales Development Manager
19 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob 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...
-
Wealth Management Advisor
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia AmBank Group Full timeRole SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at AmBank Group. As a key member of our organization, you will be responsible for advising clients on wealth creation strategies, managing investments, and ensuring regulatory compliance.Main Responsibilities:Provide expert advice on wealth creation strategies and...
-
Financial Services Professional
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob 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...
-
Wealth Management Advisor
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Al Isra' Group Sdn Bhd Full timeKuala Lumpur City, Federal Territory of Kuala Lumpur, MalaysiaCompany: Al Isra' Group Sdn BhdAbout Us:Al Isra' Group Sdn Bhd is an industry leading bumiputera Takaful agency established in 2006.We are a premier ALC associated with FWD Takaful Berhad.Job Description:This is a full-time hybrid role for a Wealth Management Advisor at Al Isra' Group Sdn Bhd.The...
-
Wealth Management Specialist
11 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeIndependent Resourcing Consultancy Ltd is an esteemed International Wealth Management firm seeking an experienced and certified Financial Services Expert to join our team in Kuala Lumpur. The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening...
-
Insurance and Wealth Manager
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Ace Life Connect Full timeAbout UsAce Life Connect is a dynamic insurance agency that offers innovative financial solutions to meet the diverse needs of our clients. Our team of experts is committed to delivering exceptional service and helping our clients achieve their financial goals.Job SummaryWe are currently seeking a talented Insurance & Wealth Consultant to join our team. As...
-
Wealth Planning Consultant
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full timeJob SummaryThis is a partnership Offshore Trust Advisor position at Unicorn Labuan Trust Ltd. The successful candidate will be responsible for providing expert advice on wealth planning, financial planning, and offshore fund management.Key responsibilities include:Developing and implementing wealth planning strategies for high net worth individuals and...
-
Wealth Planning Expert
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia CWM Solutions Full timeCWM Solutions offers a dynamic work environment where professionals can grow and develop their careers.We are currently seeking a highly motivated individual to fill the role of Business Consultant.The successful candidate will be responsible for providing expert advice and guidance to clients on various aspects of wealth, health, and family...
-
Portfolio Development Manager
10 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full timeWe 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...
-
Financial Services Recruiter
19 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout 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...
-
Business Growth Specialist
19 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob 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...
-
Digital Growth Expert
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy (WMA) Full timeWealth Mastery Academy (WMA) is seeking a Digital Growth Expert to join our team. As a key member of our marketing team, you will be responsible for developing and implementing influencer marketing strategies that drive business growth and success.Key ResponsibilitiesMarketing Strategy: Collaborate with marketing, content, and product teams to develop...