Insurance and Wealth Manager

Advance Wealth Planning Petaling Jaya, Selangor, Malaysia2 days ago Be among the first 25 applicantsDirect message the job poster from Advance Wealth PlanningCompany DescriptionRole DescriptionThis is a full-time hybrid role for a Wealth and Estate Planner based in Petaling Jaya, work from home acceptable.The Wealth and Estate Planner will be responsible for...

Job DescriptionWe are seeking a skilled Wealth and Estate Strategist to join our team at Advance Wealth Planning. As a key member of our team, you will be responsible for developing and implementing insurance needs planning, will and trust writing, and advising on financial planning strategies.In this role, you will work with clients to gather information,...

About the OpportunityWe are seeking a Wealth and Investment Advisor to join our team at Standard Chartered Life and Careers. As a Wealth and Investment Advisor, you will be responsible for acquiring and deepening relationships with Priority Clients to identify business opportunities related to our core business products or refer to supporting channels.Your...

At Standard Chartered Life and Careers, we're dedicated to helping our clients achieve their financial aspirations. As a Wealth Sales Professional, you'll play a critical role in delivering exceptional customer service and providing tailored solutions to meet our high-profile clients' complex financial needs.Key ResponsibilitiesYou'll be responsible for...

Pursue a Career in Wealth and Personal BankingWe are seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Primary Banker. In this role, you will work together with colleagues to define, manage and achieve divisional business targets.Responsibilities:To increase sales revenue of HSBC's financial products through...

This Senior Risk Surveyor position offers a unique opportunity to work with a leading insurance company and contribute to the development of a profitable portfolio across various business units.The successful candidate will be responsible for conducting commercial and personal surveys, collating risk information on site, and providing survey reports to...

Job OverviewWe are seeking a highly skilled and experienced Claims Resolution Professional to join our team at QBE Insurance. In this role, you will be responsible for handling motor claims efficiently and accurately from initial notification through to settlement.Key ResponsibilitiesEvaluate claims based on policy coverage, liability, and potential fraud...

About the RoleAdvance Wealth Planning is looking for an experienced Financial Legacy Planner to lead our estate planning efforts. As a Financial Legacy Planner, you will be responsible for creating bespoke financial strategies and ensuring clients' financial goals are met through strategic planning and investment management.Your key responsibilities will...

Estate Planning OpportunityAdvance Wealth Planning is looking for an experienced Estate Planning Specialist to lead our estate planning efforts. As an Estate Planning Specialist, you will be responsible for creating bespoke financial strategies and ensuring clients' financial goals are met through strategic planning and investment management.Your key...

Job DescriptionThe role of a Business Wealth Manager involves providing personalized financial solutions to small and medium-sized enterprises (SMEs) across the region. This includes developing integrated products and services tailored to meet the specific needs of these businesses.The ideal candidate will have strong business acumen, be proactive, and...