Wealth Planning Advisor

Job DescriptionWe are seeking a skilled Wealth Planning Specialist to join our team. Your primary responsibility will be to advise clients on life insurance products and other financial solutions.You will have the opportunity to build customer relationships and engage with customers face-to-face to provide insurance and financial consultation.

Job Description:We are looking for a dynamic and results-driven individual to join our team as a Sales Takaful Advisor. In this role, you will be responsible for providing consultation on total health and wealth solutions to our customers. You will also be responsible for helping provide the best takaful plan for customers and providing advisory services and...

We're seeking a Wealth Solutions Advisor to join our Wealth and Retail Banking team at Standard Chartered Life and Careers. As a Wealth Solutions Advisor, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives.About Our Services:We offer a wide range of...

About the RoleIndependent Resourcing Consultancy Ltd is seeking a skilled Wealth Manager to join their team. This role involves providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.In this position, you will be responsible for developing and managing a portfolio of clients, conducting comprehensive...

CIMB WP is committed to providing excellent customer service and seeking talented individuals to join our team.About the Position:We are looking for a highly skilled Financial Planning Advisor who can provide expert financial planning advice to customers.The ideal candidate will have a strong understanding of Wealth Management Products and be able to...

We are seeking an experienced Investment Strategist to join our Private Wealth team at Maybank. In this role, you will be responsible for developing and implementing comprehensive investment strategies that cater to the needs of our high net worth clients.Key Responsibilities:Develop and implement personalized investment strategies that align with our...

We're seeking a highly motivated Wealth Management Advisor to join our team at TIME's group.The successful candidate will have excellent communication skills and be able to build strong relationships with customers to increase their share of wallet.Main Responsibilities:Liaise with customers and convert leads to sales.Keep abreast of customers' needs and...

Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.We specialise in procuring life insurance products (ranging from traditional universal life to private placement life insurance policies) for UHNW individuals globally.About Our ClientThis is a unique...

Are you passionate about helping others achieve their financial goals? Warhamna Consulting Group is seeking a dedicated Financial Advisor to join our team.About the PositionThe Financial Advisor will be responsible for providing financial advice to clients, developing financial plans, managing investments, and assisting with retirement planning.This is a...

With 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.We specialise in procuring life insurance products for UHNW individuals globally.About This RoleThis is a mid-senior level sales and consulting role, working...

At OCBC Bank, we are committed to delivering exceptional wealth management solutions to our High Net Worth (HNW) private clients. As a Private Client Advisor, you will play a key role in building long-term relationships with our clients and helping them achieve their financial goals.Key Responsibilities:To provide expert advice on investment products and...

A highly respected International Wealth Management firm is seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur.The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial security.This...

Warhamna Consulting Group is committed to delivering exceptional financial services to our clients. We are seeking a highly skilled Financial Advisor to join our team.About the JobThe Financial Advisor will be responsible for providing financial advice to clients, developing financial plans, managing investments, and assisting with retirement planning.This...

Are you a motivated and detail-oriented individual looking for a challenging role in finance? Warhamna Consulting Group is seeking a qualified candidate for the position of Financial Advisor.About the RoleThe Financial Advisor will be responsible for providing financial advice to clients, developing financial plans, managing investments, and assisting with...

Required Skills and QualificationsBachelor's Degree in Finance, Economics, Management, Banking, or Accountancy.At least 3-5 years of working experience preferably in the Financial Industry, including fund and/or wealth management.Experience in sales/sales management in the Financial Industry, particularly in Banking.Possession of FIMM & IPPC licenses is...

Job Description:We are seeking an experienced Wealth Manager to join our dynamic team. As a key member, you will be responsible for managing and growing a portfolio of affluent clients by providing personalized financial advice and investment strategies. Your exceptional relationship management skills, deep understanding of financial markets, and commitment...

An esteemed International Wealth Management firm is seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur.The selected candidate will be responsible for providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial security.This...

Key ResponsibilitiesDevelop customized wealth management strategies to meet client needs.Nurture long-term relationships with clients to ensure trust and satisfaction.

Company OverviewLiveGreat Wealth And Risk Management is a reputable firm offering financial solutions and insurance products.

Our esteemed client, a leading International Wealth Management firm, is seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur.The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial...