Wealth Management Expert
4 days ago
Become part of HSBC's dynamic International Wealth and Personal Banking team, where you will contribute to the success of our business by working closely with colleagues to define, manage, and achieve divisional targets.
Main Responsibilities:a) Achieving Sales Goals- Achieve targeted sales performance for Relationship Managers and Branches.
- Drive revenue growth in wealth insurance and achieve set targets.
- Optimize the product mix for PERML, ensuring high participation, productivity, conversion ratios, profitability, and quality sales by Relationship Manager and Branch.
- Enhance Relationship Manager and Branch Leader satisfaction through dedicated support.
- Conduct thorough portfolio reviews to identify areas for improvement.
- Partner with Relationship Managers in client meetings, providing expert insights and suggesting improvements.
- Stay up-to-date with new product releases, market trends, and competitor analysis.
- Deliver personalized solutions that align with clients' goals and risk profiles.
- Elevate the team's commitment to HSBC's core values: Openness, Connectivity, Dependability, and Courageous Integrity.
- Advise customers on optimizing their insurance portfolios.
- Communicate regularly with sales leaders to ensure seamless coordination.
- Promote engagement through customer-focused initiatives, like regional and branch-level events.
- Monitor and direct the overall insurance strategy for Relationship Managers and Branches.
- Offer comprehensive after-sales support and assistance to clients, addressing any concerns or queries they may have.
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Wealth Management Expert
3 days 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 individuals to join our team. Our goal is to provide exceptional wealth management solutions to clients, ensuring their financial needs are met.Key Responsibilities:We design and implement customized investment strategies tailored to clients' goals.We build...
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Wealth Advisor
3 weeks 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...
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Wealth Management Expert
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full timeAbout UsFinspiration Advisory I Wealth Management is a dynamic and thriving industry that offers great rewards, career growth, and a clear path to success. Our team is passionate about providing customized wealth management solutions to meet clients' financial needs.Key Responsibilities:Develop and implement effective wealth management strategies to ensure...
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Wealth Management Specialist
7 days ago
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Wealth Management Expert
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time**Job Overview:**We are an independent resourcing consultancy firm based in Kuala Lumpur, Malaysia. Our team provides expert financial services to high-net-worth individuals and families.As a Wealth Manager, you will be responsible for developing and managing a portfolio of clients, providing them with personalized financial strategies and investment...
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Wealth Management Expert
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full timeWe're looking for a seasoned professional to join our team as a Wealth Management Expert. In this role, you will be responsible for enhancing the wealth management capabilities of our Associate Relationship Managers and Relationship Managers.Key Responsibilities:To develop and implement comprehensive wealth solutions that meet the needs of affluent...
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Wealth Insurance Expert
2 weeks ago
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Portfolio Wealth Expert
7 days ago
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Wealth Insurance Expert
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeJob DescriptionWe are seeking an experienced Insurance Product Expert to join our Wealth and Personal Banking team. The successful candidate will be responsible for defining, managing, and achieving divisional business targets. Key responsibilities include:Achieving desired Relationship Manager and Branch sales performance targetsAchieving wealth insurance...
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Venue Logistics Expert
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Wealth Management Expert
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeIndependent Resourcing Consultancy Ltd is seeking an experienced Wealth Manager to join their team in Kuala Lumpur. This role involves providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills,...
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Wealth Management Professional
7 days ago
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Wealth Creation Ecosystem Manager
2 weeks ago
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Brand Awareness Expert
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy (WMA) Full timeWealth Mastery Academy (WMA) is seeking a Brand Awareness Expert to develop and execute strategies that increase brand visibility and reputation.ResponsibilitiesDevelop and implement public relations initiatives to enhance online presence.Collaborate with cross-functional teams to align digital marketing efforts with business goals.This role requires strong...
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Wealth Management Expert
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeAbout the OpportunityIndependent Resourcing Consultancy Ltd is seeking a highly skilled and experienced Independent Financial Advisor to join their team in Kuala Lumpur, Malaysia.The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their...
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Wealth Advisor
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia deVere Group Full timeJoin deVere Group as a Financial Services Representative and take advantage of a dynamic career opportunity in Kuala Lumpur, Malaysia.Insurance Sales and Wealth Management ProfessionalWe are seeking an experienced professional to drive client acquisition and provide expert advice on insurance and wealth management products.Responsibilities:Acquire new...
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Wealth Management Expert
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia iFAST Full timeiFAST Global Markets is a private wealth advisory division of iFAST Corporation Ltd, specializing in managing clients' assets. Our team consists of skilled professionals who provide personalized financial consulting services to high-net-worth individuals and entities.We are seeking a highly qualified candidate with excellent planning and organizational...
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Private Wealth Management Specialist
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full timeWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong, Singapore,...
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Private Wealth Credit Expert
2 weeks ago
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Wealth Management Professional
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeThe Wealth Management Professional role at OCBC Bank is designed for experienced professionals who thrive in fast-paced environments and possess a passion for helping clients achieve their financial goals.Key Responsibilities:Managing complex investment portfolios for our Premier Private Client (PPC) customers.Developing and implementing comprehensive wealth...