Current jobs related to Director of Wealth Management - Kuala Lumpur, Kuala Lumpur - Monroe Consulting Group


  • Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

    Key ResponsibilitiesWe are seeking a seasoned Director of Wealth Management Sales to join our Private Wealth team. In this role, you will be responsible for developing and executing sales strategies that drive revenue growth, expanding our client base, and building strong relationships with key stakeholders. You will work closely with our senior leadership...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full time

    Job Description:  As our CORPORATE EVENTS DIRECTOR, you will be responsible for planning, coordinating, and executing large-scale corporate events, including conferences, product launches, and networking receptions. Your primary goal will be to create memorable experiences that exceed client expectations and drive business results.About Wealth Mastery...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full time

    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, Kuala Lumpur, Malaysia Al Isra' Group Sdn Bhd Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Ace Life Connect Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia My Wishes Integrated Services Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full time

    About the Role:  We are seeking an experienced EXPERIENTIAL MARKETING EXECUTIVE to join our team at Wealth Mastery Academy. As a key member of our marketing department, you will be responsible for creating immersive brand experiences that engage customers and drive business results. Your expertise in event marketing, experiential design, and campaign...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full time

    Entry-Level Finance ProfessionalMaybank is seeking an Investment Portfolio Advisor who will promote wealth solutions focusing on insurance, investment, and deposit products and services to retail clients. The ideal candidate should be able to deliver high-quality work with minimal supervision.About the Job Function:Maintain and develop strong client...


  • Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Nirvana Asia Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Group Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Excel One & Associates Sdn Bhd Full time

    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,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia deVere Group Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia FNZ (UK) Ltd Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time

    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


  • Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

    CIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaJob ResponsibilitiesDevelop, innovate, execute and communicate sales plans and activities.Acquire new leads (e.g. by attending corporate talks, by networking with agents, lawyers and developers).Assign sales leads and referrals (if any) to the sales team and ensure prompt action is...

Director of Wealth Management

7 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Monroe Consulting Group Full time

Job Requirements

To be successful in this role, candidates should have at least 10-15 years of experience in the wealth and asset management industry at an established financial institution with hands-on sales experience and at least 5 years in a sales management role.

Candidates should also have a proven track record of meeting sales performance, minimum education qualification of a Bachelor's Degree, good investment and market knowledge, strong leadership skills in building a high-performing sales team and collaborative culture among team, excellent interpersonal and communication skills, and strong business-minded individuals who can drive sustainable business across channels innovative and entrepreneurial.