Wealth Management Consultant

Kuala 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....

Ambank Group invites applications for the position of Investment Insight & Consultant. The selected candidate will play a crucial role in developing investment portfolio solutions based on client needs and working closely with the Product Management team.Responsibilities and Expectations:Jointly work with frontline sales to develop investment strategies that...

About UsAce Life Connect is a dynamic insurance agency that offers innovative financial solutions to meet the diverse needs of our clients. Our team of experts is committed to delivering exceptional service and helping our clients achieve their financial goals.Job SummaryWe are currently seeking a talented Insurance & Wealth Consultant to join our team. As...

Company: 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...

Maybank, a leading financial institution in Malaysia, seeks an experienced Islamic Wealth Management (IWM) Advisor to join its team.The ideal candidate will possess a strong understanding of Islamic banking and finance principles, as well as excellent communication and customer service skills.To onboard potential clients to the IWM platform while providing...

About Our RoleWe are seeking a skilled Wealth Management Professional to join our team at Standard Chartered Life and Careers. As a key member of our wealth management division, you will play a pivotal role in managing and growing our high-value customer base.Key ResponsibilitiesAcquiring and retaining a portfolio of priority clients through exceptional...

Kuala Lumpur City, Federal Territory of Kuala Lumpur, MalaysiaCompany: Al Isra' Group Sdn BhdAbout Us:Al Isra' Group Sdn Bhd is an industry leading bumiputera Takaful agency established in 2006.We are a premier ALC associated with FWD Takaful Berhad.Job Description:This is a full-time hybrid role for a Wealth Management Advisor at Al Isra' Group Sdn Bhd.The...

FNZ is seeking a seasoned Senior Business Analyst - Wealth Management to join our Solution Consulting team in Kuala Lumpur. The ideal candidate will have a deep understanding of the Wealth Management industry, with expertise in configuration and implementation of FinTech projects.The successful candidate will be responsible for defining solutions, clarifying...

Are you looking for a challenging and rewarding career in wealth management? Do you have a passion for helping clients achieve their financial goals? If so, we encourage you to apply for our Wealth Management Specialist position at My Wishes Integrated Services.Job Description:We are seeking a highly motivated and experienced Wealth Management Specialist to...

Wealth Management and Sales ProfessionalAbout Our TeamWe are a leading bank with a commitment to delivering exceptional wealth management and sales services to our clients. As a Wealth Management and Sales Professional, you will play a key role in achieving this goal.Key Responsibilities:Manage relationships with high-net-worth clients, providing them with...

About the Role:This is an exciting opportunity for an ambitious individual to join our Wealth and Personal Banking team as an Insurance Product Expert. You will be responsible for achieving desired sales performance targets, providing financial planning advice to customers, and organizing branch activities. Your key responsibilities will include meeting...

Job DescriptionThe selected candidate will offer exclusive international and local solutions to advise and serve their clients independently.Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients' nationality and location, encompassing areas such as Lump...

Job DescriptionWe are seeking a skilled and motivated Insurance Product Expert to join our Wealth and Personal Banking team. As a key member of our team, you will be responsible for defining, managing, and achieving divisional business targets.Your primary duties will include:Meeting KPIs related to wealth insurance revenue and sales performance...

Job SummaryWe are seeking a highly motivated and experienced Treasury Specialist to join our team at OCBC Bank. As a key member of our Wealth Management team, you will be responsible for providing superior investment advisory to HNWI clients and contributing to the growth and success of our business.ResponsibilitiesClient Relationship Management: Manage a...

Our CompanyAce Life Connect is a reputable insurance agency that has been serving the community for years. We offer a wide range of insurance products and financial services to help individuals and families protect their assets and achieve their long-term financial goals.Job RoleWe are looking for a seasoned Insurance & Wealth Consultant to join our team. As...

At Excel One & Associates Sdn Bhd, we are seeking a Wealth Management Advisor to join our team. As a key player in our company, you will be responsible for creating personalized financial plans that ensure clients achieve their goals and are protected against unforeseen events.The successful candidate will have a strong understanding of risk management,...

About This RoleThis is an exciting opportunity to join our team as a Wealth Advisor in Kuala Lumpur.Key ResponsibilitiesBuild relationships with clients and drive new business opportunities.Provide expert advice on insurance and wealth management products to clients.Contribute to the development of strategic plans to grow the client base.Work collaboratively...

Welcome to FNZ (UK) Ltd:Join Our Team as Product & Pricing AnalystWe are a global FinTech firm transforming the way financial institutions serve their wealth management customers. Our unique combination of technology leadership, innovation, and asset servicing helps people achieve their financial goals.As a Product & Pricing Analyst, you will play a crucial...

About the RoleWe are seeking a skilled Investment Product Strategist to join our team.ResponsibilitiesDevelop and Implement Product StrategiesConduct Fund Research and Due DiligenceManage Business Relationships with Asset ManagersRequirementsRelevant Work Experience in Wealth Management or Financial ServicesStrong Analytical and Problem-Solving Skills

Join Our TeamWealth Mastery Academy is seeking a talented and dedicated Customer Service Executive to join our team. As a key member of our customer support team, you will be responsible for delivering exceptional customer experiences through effective communication, problem-solving, and relationship-building skills.Key ResponsibilitiesRespond to customer...