Wealth Management Consultant
6 days ago
We 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 Responsibilities- Conduct needs assessments and develop comprehensive wealth management plans
- Collaborate with our Wealth Advisors to implement customized investment strategies
- Provide ongoing client service and support
- Stay up-to-date on industry trends and regulatory developments
- Relevant experience in wealth management or a related field
- Strong understanding of financial markets and instruments
- Excellent communication and analytical skills
- Ability to work in a collaborative environment
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Wealth Advisor
1 week 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 Professional
5 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 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...
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Wealth Management Consultant
1 week 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...
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Financial Wealth Consultant
2 weeks 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 BhdPosted: 4 days agoAbout Us:Al Isra' Group Sdn Bhd is an industry leading bumiputera Takaful agency established in 2006. With 19 years of experience creating highly successful Takaful Leaders and Agents, we currently have 30 branches and over 2,500 agents nationwide....
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Wealth Management Consultant
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeJob OverviewWe are seeking a Wealth Management Consultant to join our team at OCBC Bank.In this role, you will be responsible for providing high-quality customer service and conducting sales visits to potential customers within the vicinity.Key responsibilities include:To provide one-stop banking solutions to our customers.To proactively manage and build...
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Investment Advisory Consultant
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full timeFinspiration Advisory I Wealth Management is a leading organization in wealth management, seeking talented individuals to join its team.About the Job:We deliver customized wealth management solutions to meet clients' specific financial requirements.We establish long-term relationships with clients, ensuring their satisfaction and trust.We identify new...
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Wealth Creation Expert
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full timeWe are looking for a Wealth Creation Expert to join our team at Wealth Mastery Academy. The ideal candidate will have experience in creating wealth creation strategies and managing online products.ResponsibilitiesWealth Creation: Use insights to make recommendations for pricing, product selection, and marketing strategies.Business Development: Work closely...
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Wealth Manager
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeJob Title: Wealth ManagerLocation: Malaysia, Remote Working OptionCompany: Hebden ConsultingWebsite: https://hebdenconsulting.comAbout Hebden Consulting:Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats, Hebden Consulting offers a comprehensive range of services...
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Wealth Advisory Consultant
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia TIME's group Full timeJob SummaryAs a Wealth Advisory Consultant, you will be responsible for promoting professional wealth advice and developing bespoke banking solutions to enhance customer satisfaction and loyalty.Cultivate long-term relationships with clients, leveraging expertise in wealth management and financial planning.Develop and implement tailored solutions to meet...
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Wealth Advisory Consultant
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeWealth Advisory ServicesWe are seeking a highly skilled Wealth Advisory Consultant to join our team at OCBC Bank. As a key member of our Private Client Franchise, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) clients.Main ResponsibilitiesTo provide quality wealth advisory...
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Financial Services Consultant
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full timeWP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaFinspiration Advisory I Wealth Management is seeking passionate and highly motivated individuals to join our dynamic team. Regardless of your background, this is your opportunity to become a rising star in wealth management. Enjoy great rewards, career growth, and a clear path to success in a...
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Wealth Creation Ecosystem Manager
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full timeBenefitsWe offer a competitive salary package, including benefits such as health insurance, retirement plans, and paid time off. If you are a motivated individual with a passion for e-commerce, we encourage you to apply for this exciting opportunity to join our dynamic team at Wealth Mastery Academy.
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Wealth Management Professional
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeRole OverviewHebden Consulting is seeking a highly skilled Senior Wealth Manager to join their expanding global team. As a Senior Wealth Manager, you will be responsible for cultivating and maintaining strong relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success.
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Sales Development Manager
6 days 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...
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Wealth Management Specialist
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia FNZ Full timeWe are seeking a Wealth Management Specialist to join our team in Kuala Lumpur. As a member of our Solution Consulting team, you will provide high-value Platform Consulting services to both new and existing customers.The ideal candidate will have a relevant 1st class degree or equivalent experience and a proven track record of working within a Business...
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Wealth & Risk Consultant
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia WE Team Full timeWE Team WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaBusiness Partner Coaching | Future Leader Builder | Certified Financial Planner | MDRTCompany DescriptionWE Team is a premier boutique financial agency in Kuala Lumpur, Malaysia. Rooted in wisdom and ethical professionalism, we specialize in insurance, unit trust, and holistic financial...
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Senior Wealth Manager, Malaysia
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeJob Title: Senior Wealth ManagerLocation: Malaysia, Remote Working OptionCompany: Hebden ConsultingWebsite: https://hebdenconsulting.comAbout Hebden Consulting:Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats, Hebden Consulting offers a comprehensive range of...
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Insurance & Wealth Consultant
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Ace Life Connect Full timeCompany: Ace Life ConnectJob Type: Full-TimeSalary: Competitive Base Salary + Commission + Performance IncentivesRole DescriptionAre you passionate about guiding clients toward financial security and wealth growth?Join our team as an Insurance & Wealth Consultant and embark on a fulfilling career in financial services. Whether you're a fresh graduate or...
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Portfolio Development Manager
5 days 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...
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Strategic Wealth Growth Consultant
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeAs a Financial Planning and Advisory Services Manager with Independent Resourcing Consultancy Ltd, you will be responsible for leading our financial planning and advisory services team.The ideal candidate will have a strong background in financial planning and advisory services, with a minimum of 5 years of experience as a Financial Advisor in the wealth...