Wealth Management Advisor
6 days ago
Nirvana Asia Job Overview
Job Title: Personal Financial ConsultantThe Group Consumer Financial Services division serves a significant customer base across multiple countries, focusing on high net worth, premier, and emerging affluent individuals.
We offer an accelerated career path for aspiring graduates, providing comprehensive hands-on assignments and exposure to real-world challenges in Consumer Banking & Wealth Management.
Our ideal candidate will be responsible for:
Key Responsibilities:- Providing holistic banking solutions to customers.
- Engaging with wealth specialists to offer professional wealth advice.
- Acquiring new customers through events and sales activities.
- Establishing strong relationships with customers to improve satisfaction scores.
- Maintaining compliance with all procedures and submitting reports on time.
- Diploma or above holder with minimum 1 year sales or service experience.
- Fresh graduates are encouraged to apply.
- Possess relevant certifications (PCE, MTA, FIMM) and strong interest in financial planning.
- Excellent communication, interpersonal, and social networking skills.
- Good understanding of financial markets and ability to deliver high-quality customer service.
- Possesses own transport and willing to travel.
-
Wealth Manager/Senior Wealth Manager
5 days ago
Ipoh, Perak, Malaysia iFAST Capital Sdn Bhd Full timeAdd expected salary to your profile for insightsiFAST Global Markets ("iGM Malaysia") is the private wealth advisory division of iFAST Corporation Ltd ("iFAST"). Our team consists of highly skilled and experienced private wealth professionals who specialize in managing client's assets, including investments, risk management and asset distribution. Our...
-
Wealth Management Specialist
4 days ago
Ipoh, Perak, Malaysia iFAST Capital Sdn Bhd Full timeiFAST Capital Sdn Bhd is a leading fintech platform in the private wealth advisory division, offering comprehensive wealth management services to high-net-worth individuals and entities.Our team consists of highly skilled professionals specializing in managing client assets, including investments, risk management, and asset distribution. We leverage...
-
Financial Advisor Leader
4 days ago
Ipoh, Perak, Malaysia iFAST Capital Sdn Bhd Full timeiFAST Capital Sdn Bhd is a renowned digital banking and wealth management platform with a wide-reaching presence across Singapore, Hong Kong, Malaysia, China, and the United Kingdom.We are committed to delivering exceptional wealth management services to our clients, leveraging our expertise and cutting-edge technology to help them achieve their financial...
-
Private Client Manager
4 days ago
Ipoh, Perak, Malaysia iFAST Capital Sdn Bhd Full timeiFAST Capital Sdn Bhd is a leading provider of wealth management services, catering to high-net-worth individuals and entities with a comprehensive range of products and solutions.We are committed to staying ahead of the curve in the ever-changing financial landscape, ensuring our clients receive expert advice and guidance to achieve their financial...
-
Premier Relationship Banker, Ipoh Branch
1 week ago
Ipoh, Perak, Malaysia HSBC Full timeSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support, and rewards that will take you further.Wealth and Personal...
-
Premier Financial Consultant
6 days ago
Ipoh, Perak, Malaysia Nirvana Asia Full timeNirvana Asia Job RoleJob Title: Personal Financial ConsultantThe Group Consumer Financial Services division serves a diverse customer base across multiple countries, offering wealth management and affluent banking propositions.We offer an accelerated career path for aspiring graduates, providing comprehensive hands-on assignments and exposure to real-world...
-
Investment Portfolio Expert
4 days ago
Ipoh, Perak, Malaysia iFAST Capital Sdn Bhd Full timeiFAST Capital Sdn Bhd is a trusted partner for individuals and entities seeking comprehensive wealth management services, leveraging our expertise and cutting-edge technology to deliver secure and holistic solutions.We are seeking a highly qualified candidate who possesses excellent problem-solving skills, patience, and attentiveness, as well as a strong...
-
Wealth Management Consultant
14 hours ago
Ipoh, Perak, Malaysia OCBC Full timeAbout the Role:This Mortgage Loan Specialist role is ideal for those who enjoy working with customers, have excellent communication skills, and are able to provide tailored solutions to meet their financial needs.We are looking for a motivated individual who can work independently and as part of a team to achieve sales targets and deliver exceptional...
-
Financial Services Specialist
6 days ago
Ipoh, Perak, Malaysia Nirvana Asia Full timeNirvana Asia Job DescriptionJob Title: Personal Financial ConsultantThe Group Consumer Financial Services division serves a vast customer base across multiple countries. We cater to high net worth, premier, and emerging affluent individuals through our wealth management and affluent banking propositions.We offer an accelerated career path for aspiring...
-
Mortgage Loan Specialist
17 hours ago
Ipoh, Perak, Malaysia OCBC Full timeCONSUMER FINANCIAL SERVICES (CFS)The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth management and affluent banking propositions.In CFS, we...
-
Personal Financial Consultant
6 days ago
Ipoh, Perak, Malaysia Nirvana Asia Full timePersonal Financial Consultant - Northern Region (Penang, Alor Setar, Ipoh)The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and Greater China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth...
-
Personal Banking Expert
6 days ago
Ipoh, Perak, Malaysia Nirvana Asia Full timeNirvana Asia Career OpportunityJob Title: Personal Financial ConsultantThe Group Consumer Financial Services division is expanding its services across multiple countries, catering to high net worth, premier, and emerging affluent individuals.We offer an accelerated career path for aspiring graduates, providing comprehensive hands-on assignments and exposure...
-
Personal Financial Consultant
1 week ago
Ipoh, Perak, Malaysia Nirvana Asia Full timePersonal Financial Consultant - Northern Region (Penang, Alor Setar, Ipoh)The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and Greater China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth...
-
Privilege Financial Consultant
3 days ago
Ipoh, Perak, Malaysia TIME's group Full timeAdd expected salary to your profile for insightsResponsibilities:Provide personalized financial consultation and advice to clients according to their financial goals and needs.Promote wealth solutions focusing on insurance, investment, and deposit products and services to retail clients.Increase client product holding through cross-selling on other financial...
-
Loan Advisory Professional
14 hours ago
Ipoh, Perak, Malaysia OCBC Full timeJob Responsibilities:Promote and cross-sell a comprehensive range of wealth management products, including loans, insurance, and unit trusts.Provide loan advisory and solutions to meet the property financing needs of customers.Optimize customer interaction to deliver sales results and client engagement activities.Ensure adherence to relevant policies,...
-
Financial Services Expert
14 hours ago
Ipoh, Perak, Malaysia OCBC Full timeCompany Overview:OCBC is a leading financial institution in Southeast Asia, serving almost 3 million customers across Singapore, Malaysia, Indonesia, and China. Our Group Consumer Financial Services division caters to high net worth, premier, and emerging affluent individuals through our private banking propositions.In CFS, we offer an accelerated career...
-
Financial Advisors
1 week ago
Ipoh, Perak, Malaysia Pro Tem Recruitment Full timeSenior Network and Security Administrator2023-04-18 SpringsJob Ref # : #SnrNetworkIndustry : Information TechnologyJob Type : PermanentPositions Available : 1Badger Holdings is looking for a Senior Network and Security Administrator. We are a company with an international footprint and a local flavour, a company with real purpose, making a positive...
-
Financial Advisors
1 week ago
Ipoh, Perak, Malaysia Pro Tem Recruitment Full timeSenior Network and Security AdministratorJob Ref # : #SnrNetworkIndustry : Information TechnologyJob Type : PermanentPositions Available : 1Badger Holdings is looking for a Senior Network and Security Administrator. We are a company with an international footprint and a local flavour, a company with real purpose, making a positive difference in connecting...
-
Ipoh, Perak, Malaysia PROTON Holdings Berhad Full timeJob Summary:The Human Resource Business Partner (HRBP) serves as a strategic partner to various business units or departments within the organization. HRBP tasked to collaborate with leadership to develop and implement HR strategies that align with the company's overall goals. The HRBP provides expertise in areas such as talent management, employee...
-
Sales Manager
1 week ago
Ipoh, Perak, Malaysia Tuopu Malaysia Sdn Bhd Full timeTuopu Electric is a leading company to develop, manufacture and sell high-quality auto parts such as harness, sensors. To develop the Southeast Asia Market and expand product line, we are now seeking an experienced sales to join our team.Job Vacancy: Sales ManagerJob Type: Full-timeLocation: Malaysia (Covering Southeast Asia Market)Salary: Base Salary +...