Wealth Management Associate

7 days ago


Kuching, Sarawak, Malaysia OCBC Bank Full time

About the Role

We are looking for a skilled and experienced Personal Financial Consultant to join our team.

Main Responsibilities
  • Financial Advisory: Provide expert financial advisory services to our customers, promoting a comprehensive range of financial products and services.
  • Customer Relationship Management: Proactively manage and build long-term customer relationships, ensuring excellent service and support.
  • Compliance: Adhere to relevant policies, regulatory risk, and compliance matters, maintaining a safe and secure environment for our customers.
Requirements
  • Bachelor's degree in any field from an accredited university/college.
  • Interest in financial planning, investment, and sales.
  • Minimum 1 year of experience in sales or service preferred.
  • Good interpersonal and communication skills; able to deliver high-quality customer service.


  • Kuching, Sarawak, Malaysia Jubilant Wealth Management Full time

    Role Overview:The Administrative Assistant role at Jubilant Wealth Management involves providing administrative support to our sales team. This includes managing client records, preparing reports, and coordinating marketing initiatives.About the Company:Jubilant Wealth Management is a reputable financial services company based in Kuching, Sarawak, Malaysia....


  • Kuching, Sarawak, Malaysia Affingroup Full time

    About the JobWe are looking for a Wealth Management Associate to join our team at Affingroup. As a wealth management professional, you will be responsible for providing tailored financial solutions to high net worth individuals and families.You will analyze economic trends, global markets, customer needs, and competitive products to structure personalized...


  • Kuching, Sarawak, Malaysia Jubilant Wealth Management Full time

    Job Description:We are seeking a highly skilled Administrative Assistant to join our team at Jubilant Wealth Management.About Us:Jubilant Wealth Management is a leading financial services company based in Kuching, Sarawak, Malaysia. Our mission is to provide exceptional wealth management solutions to our clients.Key Responsibilities:Provide administrative...


  • Kuching, Sarawak, Malaysia Jubilant Wealth Management Full time

    Job Description:As an Administrative Assistant at Jubilant Wealth Management, you will be responsible for providing administrative support to our sales team. This includes managing client records, preparing reports, and coordinating marketing initiatives.About Us:Jubilant Wealth Management is a leading financial services company based in Kuching, Sarawak,...


  • Kuching, Sarawak, Malaysia Jubilant Wealth Management Full time

    Jubilant Wealth Management Kuching, Sarawak, MalaysiaBe among the first 25 applicantsPrudential Wealth Planner @ Jubilant Wealth Management | Sales Management, Marketing StrategyWe Are Hiring for PERSONAL ASSISTANTFor those who feel qualified for the job, we welcome you to join us.RequirementsCandidate must have at least a minimum SP qualificationGood...


  • Kuching, Sarawak, Malaysia Jubilant Wealth Management Full time

    Job Summary:We are seeking an experienced Administrative Assistant to join our team at Jubilant Wealth Management. The ideal candidate will have excellent communication and organizational skills, and be able to work effectively in a team environment.About the Role:The Administrative Assistant role involves providing administrative support to our sales team....


  • Kuching, Sarawak, Malaysia HSBC Full time

    Job SummaryWe are seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Investment Specialist. As an Investment Specialist, you will work together with colleagues to define, manage and achieve divisional business targets.The ideal candidate will have excellent communication skills, be able to understand complex technical...


  • Kuching, Sarawak, Malaysia Standard Chartered Life and Careers Full time

    At Standard Chartered Life and Careers, we're committed to hiring the best talent in the industry. As a Wealth Sales Professional, you'll have the opportunity to work with high-net worth clients and drive business growth.About Our CultureWe're an international bank with a presence in many of the world's fastest-growing markets. Our client continuum spans...


  • Kuching, Sarawak, Malaysia AFFIN Group Full time

    Job DescriptionWe are seeking a skilled Relationship Manager to join our team at the AFFIN Group. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with High Net Worth customers.Main ResponsibilitiesBuild and maintain relationships with High Net Worth customers, providing tailored financial...


  • Kuching, Sarawak, Malaysia AFFIN Group Full time

    Key ResponsibilitiesAchieve PFC ASB Financing, Smart Money, Education Financing, Personal Financing, ASNB Variables, Bancassurance & Banca Takaful, Credit Card targets as assigned.Achieve branch business referral target as assigned.Execute sales plan and strategies to achieve the targets assigned.Scrutinize customers and applications to prevent fraud and...


  • Kuching, Sarawak, Malaysia HSBC Full time

    Job DescriptionManage, acquire, grow, and deepen Premier customers' relationships through effective relationship management.Drive revenue and AUM growth expectations through holistic financial planning.Ensure a high level of sales and services of HSBC retail products based on needs-based selling.Refer mortgage business to Mortgage Arranger (MA).Ensure best...


  • Kuching, Sarawak, Malaysia HSBC Full time

    Company OverviewHSBC is a leading global bank with a presence in over 80 countries. Our Wealth and Personal Banking division serves millions of customers globally, offering a range of financial services to help them manage their day-to-day finances and grow their wealth.We are committed to delivering exceptional service and solutions to our customers, and we...


  • Kuching, Sarawak, Malaysia AFFIN Group Full time

    Create the future with Affin You too can make a difference.We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.ACCOUNTABILITIESManages, acquires, grows and deepens High Net...


  • Kuching, Sarawak, Malaysia HSBC Full time

    Some careers grow faster than others.If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...


  • Kuching, Sarawak, Malaysia AFFIN Group Full time

    Job OverviewCreate the future with Affin. As a Relationship Manager, you will have the opportunity to make a difference in the lives of our High Net Worth customers.AccountabilitiesDevelop and maintain strong relationships with High Net Worth customers, providing tailored financial solutions to meet their needs.Analyze economic trends and global markets to...


  • Kuching, Sarawak, Malaysia Affingroup Full time

    Join to apply for the Relationship Manager role at AFFIN Group1 day ago Be among the first 25 applicantsCreate the future with Affin You too can make a difference.We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to...


  • Kuching, Sarawak, Malaysia HSBC Full time

    Some careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Wealth and Personal Banking...


  • Kuching, Sarawak, Malaysia TIME's group Full time

    We are seeking a talented and motivated professional to join our team as a Senior Associate/Manager, Deals Advisory.Senior Associate/Manager, Deals AdvisoryThe ideal candidate will have a strong understanding of commercial transactions, including mergers and acquisitions, divestitures, and restructuring. They will also possess excellent analytical and...


  • Kuching, Sarawak, Malaysia HSBC Full time

    Key ResponsibilitiesThe Premier Centre Manager will have the following key responsibilities:Strategically plan and execute Premier business initiatives to grow customer value and AUM in the domicile branch.Lead and manage the Premier Sales team to achieve WEM targets and enhance sales staff performance and productivity.Monitor and analyze market trends,...


  • Kuching, Sarawak, Malaysia TIME's group Full time

    Welcome to our new URL – jobstreet.com.my is now my.jobstreet.com. SIGN IN now for the same great experience. Learn more . Senior Associate/Manager, Deals Advisory Skip to content Compliance & Risk (Banking & Financial Services) Add expected salary to your profile for insights This job ad has not been subjected to our hirer verification...