Wealth Management Professional
3 days ago
We are seeking a skilled Wealth Management Professional to join our team at TIME's group. As a Retail Relationship Manager, you will be responsible for acquiring and managing customer relationships by providing financial planning advice in a sales-oriented environment.
Key responsibilities include managing customer relationships to increase share of wallet under the 'Farmer' concept, providing financial planning advice to customers - focusing on Wealth Management Products, and liaising with customers to convert leads to sales.
The ideal candidate will have a degree or diploma in any discipline and a minimum of 2-3 years of working experience in a branch sales environment. Possession of compulsory licenses such as IPPC, FIMM, PCE, CEILLI, TBE, etc. is also required.
-
Wealth Advisor
2 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 Specialist
2 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...
-
Financial Services Professional
2 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...
-
Comprehensive Wealth Strategist
2 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 Mastery E-Commerce Professional
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full timeAbout 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...
-
Wealth Management Professional
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeAbout Our RoleWe are seeking a skilled Wealth Management Professional to join our team at Standard Chartered Life and Careers. As a key member of our wealth management division, you will play a pivotal role in managing and growing our high-value customer base.Key ResponsibilitiesAcquiring and retaining a portfolio of priority clients through exceptional...
-
Investment Advisory Expert
2 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 Professional
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeJob SummaryWe are seeking a highly motivated and experienced Treasury Specialist to join our team at OCBC Bank. As a key member of our Wealth Management team, you will be responsible for providing superior investment advisory to HNWI clients and contributing to the growth and success of our business.ResponsibilitiesClient Relationship Management: Manage a...
-
Wealth Management Surveillance Professional
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Citigroup Inc. Full timeSocial 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...
-
Wealth Management Professional
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Affingroup Full timeJob DescriptionWe are seeking a skilled Wealth Management Professional to join our team at Affingroup.In this role, you will be responsible for building and maintaining strong relationships with HNWIs, developing strategies to drive business growth, and collaborating with internal teams to address client needs effectively.Key Responsibilities:Relationship...
-
Wealth Management Consultant
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeEntry-Level Finance ProfessionalMaybank is seeking an Investment Portfolio Advisor who will promote wealth solutions focusing on insurance, investment, and deposit products and services to retail clients. The ideal candidate should be able to deliver high-quality work with minimal supervision.About the Job Function:Maintain and develop strong client...
-
Islamic Wealth Manager
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeMaybank, a leading financial institution in Malaysia, seeks an experienced Islamic Wealth Management (IWM) Advisor to join its team.The ideal candidate will possess a strong understanding of Islamic banking and finance principles, as well as excellent communication and customer service skills.To onboard potential clients to the IWM platform while providing...
-
Wealth Management Consultant
19 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Expatriate Advisory Sdn Bhd All About Foreign Investment in Malaysia on Business and Property Full timeCompany DescriptionExpatriate Advisory Sdn Bhd provides professional consultancy services to assist and empower individuals and families to gain more financial control over their wealth and their futures through the use of globally recognized data backed financial solutions. We help place foot holders to prevent the unexpected financial distress and provide...
-
Wealth Management Advisor
3 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...
-
Wealth Management Professional
14 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Alliance Bank Malaysia Berhad Full timeAbout the Position">This is a wonderful opportunity to become part of our esteemed Wealth Management Professional team at Alliance Bank Malaysia Berhad.Job Summary">Sales and marketing of deposits and FOREX; meet financial and investment needs of SME segmentsMain Responsibilities">Actively drive for deposits on existing to Bank & new to Bank, identify...
-
Private Wealth Manager
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia AFFIN Group Full timeJob DescriptionAFFIN Group is a leading financial institution in Malaysia, dedicated to providing exceptional banking services to high net worth individuals.About the RoleWe are seeking a skilled and experienced Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for acquiring, growing, and deepening relationships...
-
Wealth Management Development Programme
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeAbout the ProgrammeOur Premier Wealth Centre Leadership Programme is designed to equip fresh graduates with the skills and knowledge required to succeed as Relationship Managers in our Premier Wealth Centre.Candidates will benefit from a structured learning experience that includes classroom training and on-the-job learning, allowing them to develop their...
-
Wealth Management Advisor
5 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 Process Expert
2 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...
-
Wealth and Personal Banking Professional
20 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeIn this exciting role, you will play a vital part in delivering exceptional customer experiences and driving business success in HSBC's Wealth and Personal Banking team.You will be responsible for managing and acquiring new Premier customers, growing existing relationships, and deepening client engagement.Main Objectives:Identify and pursue high-value...