Wealth Management Service Champion
4 days ago
We are seeking a Wealth Management Service Champion to join our team at FNZ. As a key member of our team, you will be responsible for providing exceptional service to our clients, ensuring their expectations are met on key performance indicator reporting, meeting actions, and availability.
Your responsibilities will include promoting a service of excellence, working closely with the Head of Production Support, Client Director, and Operations Team Managers, and contributing to the overall success of the company. You will also be responsible for ensuring SLA and KPI compliance, client governance, platform incident and problem management, gateway management, main escalation point, operational knowledge, commercial oversight, expectation management, secondary cover for other Service Delivery Managers, and client relationship management.
To succeed in this role, you will need more than 5 years of experience in a similar Service Delivery role within financial technology, investment operations, asset management, transfer agency, or private banking business domain. A strong understanding of financial platform technologies, infrastructure, operational processes, and application support functions is essential.
A degree in a relevant field and an understanding of IT project management are beneficial. You should also have strong client management and stakeholder management skills, as well as data-driven reporting skills using analytical and illustration tools.
This is a great opportunity to join a company that is dedicated to delivering exceptional service to its clients. You will have the chance to work with a talented team of professionals and contribute to the development of innovative solutions.
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Wealth Management Consultant
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout the RoleWe 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 ResponsibilitiesConduct needs assessments and develop comprehensive wealth management plansCollaborate with our Wealth Advisors to...
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Wealth Advisor
7 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...
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Wealth Management Specialist
6 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...
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Wealth Management Professional
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 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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Financial Services Professional
6 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...
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Comprehensive Wealth Strategist
6 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,...
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Financial Services Recruiter
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout UsSkybound Wealth Management is a leading provider of wealth management services. We are seeking a Financial Services Recruiter to join our team and help us find top talent to support our growth.Key ResponsibilitiesSource and recruit top talent in the financial services industryDevelop and maintain relationships with candidates and clientsCoordinate...
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Wealth Creation Expert
24 hours 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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Sales Development Manager
3 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 Asset Financing Expert
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Berhad Full timeKey Responsibilities">The Head of Wealth Asset Financing will be responsible for championing financing options, including Mortgage, Hire Purchase, and Credit Cards, to the Regional Wealth Management customer base. This will involve equipping the distribution network with the necessary skills to increase penetration and take-up rates for financing and...
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Financial Services Specialist
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full timeWe are seeking highly motivated individuals to join our team at Finspiration Advisory I Wealth Management.About the Role:We provide customized wealth management solutions to meet clients' unique financial needs.We build strong relationships with clients to ensure their satisfaction and trust.We continuously identify new business opportunities to expand our...
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Financial Services Consultant
3 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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Business Growth Specialist
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob OverviewSkybound Wealth Management is seeking a Business Growth Specialist to join our team. As a key member of our Business Development team, you will play a crucial role in identifying and securing new business opportunities.Key ResponsibilitiesDevelop and execute targeted sales strategies to drive growth and revenueBuild and maintain relationships...
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Investment Advisory Expert
6 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...
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Portfolio Development Manager
3 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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Premier Wealth Specialist
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeYour Career PathwayIf you're looking for a challenging role that offers growth opportunities, consider joining our International Wealth and Premier Banking team at HSBC.As a Premier Centre Manager, you'll be responsible for strategically planning, leading, and executing all Premier business initiatives to drive customer value and Asset Under Management (AUM)...
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Wealth Manager
3 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 Management Specialist
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Utrade Full time**Utrade Private Wealth Management Opportunities**Company Overview:We are a leading financial institution committed to excellence and innovation in wealth management.About the Role:This is an exciting opportunity to join our dynamic team of wealth management professionals, working closely with our esteemed Director to deliver bespoke solutions to...
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Wealth Management Development Programme
6 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...
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Business Development Executive
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob title: Business Development ExecutiveLocation: Kuala Lumpur, MalaysiaJob Status: Full timeAre you a successful salesperson looking to build a career in Wealth Management? Then this is the job for you.At Skybound, we consider that the Business Development team adds fundamental value to the overall success of the business, making this role an excellent...