Wealth Planning Professional

About the JobWe're seeking an experienced Personal Finance Expert to join our team at AFFIN Group. In this role, you will be responsible for providing expert advice on personal finance and helping our customers achieve their financial goals.Key ResponsibilitiesProvide expert advice on personal finance and wealth management.Help customers develop personalized...

About the RoleWe are currently seeking an ambitious individual to join our Wealth and Personal Banking team in the role of Premier Relationship Director.This is a client-facing position where you will work together with colleagues to define, manage, and achieve divisional business targets.Key Responsibilities:Manage the HSBC relationship with the Bank's...

Job SummaryWe are seeking a skilled Strategic Planning Professional to join our team at YPJ Holdings Sdn. Bhd.The ideal candidate will have expertise in developing and implementing long-term strategic plans, driving business growth, and leading cross-functional initiatives.

Role SummaryWe're seeking a highly motivated and results-driven Wealth and Retail Banking Specialist to join our bancassurance sales team. As a key member of our team, you'll be responsible for developing and executing strategies to drive insurance sales growth.Main ResponsibilitiesSell bancassurance life insurance products to existing and potential bank...

About the RoleAs a Comprehensive Bancassurance Advisor at Standard Chartered, you will be responsible for providing expert advice to clients on bancassurance products tailored to their needs. This role is part of the Wealth and Retail Banking (WRB) team, which serves over 11 million clients in various markets.The ideal candidate will have a degree or diploma...

About the Job\We are seeking a highly motivated and results-driven Personal Financial Consultant to join our team at OCBC Bank. As a key member of our sales force, you will be responsible for providing expert advice on financial products and services, building strong relationships with clients, and delivering outstanding customer service.Main Objectives\To...

About ACCA CareersWe are a team of professionals dedicated to providing clients with effective transfer pricing solutions. Our mission is to assist clients in developing commercially and fiscally viable transfer pricing policies that meet their business goals and local tax authorities' expectations.Our ExpertiseWe have extensive experience in the Malaysian...

Company OverviewEchelon Consulting Group is a financial advisory firm with expertise in Risk Management, Wealth Accumulation, Investment, wealth distribution, and estate planning. We provide consultation services to individuals, families, and corporate companies.

Job SummaryThis is a challenging role requiring a strong background in civil engineering, excellent leadership skills, and experience in project management.Responsibilities:Project Development: Develop project timelines, coordinate with stakeholders, and ensure alignment with master project schedules.Infrastructure Planning: Conduct feasibility studies,...

**Job Summary**We're seeking a highly motivated Comprehensive Bancassurance Advisor to join our Wealth and Retail Banking team. As a key member of our bancassurance sales team, you'll be responsible for developing and executing strategies to drive insurance sales growth.Key ResponsibilitiesSell a variety of bancassurance life insurance products to existing...

Some 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 Banking...

Some careers open more doors than others.If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC Wealth and Personal Banking.In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth...

Job OverviewWealth and Personal Banking is our new global business combining Retail Banking and Wealth Management to become one of the world's largest global wealth managers with assets exceeding USD1.4 trillion.Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for...

Job DescriptionsProvide 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 solutions such as financing and credit...

Get AI-powered advice on this job and more exclusive features.Company DescriptionWe are a financial advisory firm, specializing in Risk Management, Wealth Accumulation, Investment, wealth distribution and estate planning. We deal with individuals, families, and corporate companies to provide our consultation services.Role DescriptionThis is a full-time...

Create the future with Affin You too can make a difference.We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.AccountabilitiesManages, acquires, grows and deepens High Net...

Personal Financial Planning and AdvisoryWe offer a comprehensive suite of personal financial planning and advisory services to help individuals achieve their financial goals.In this role, you will work with clients to understand their financial needs and provide tailored advice and solutions.To excel in this position, you should possess strong analytical and...

Job DescriptionOur Premier Client Manager is a key role within our Premier Banking division, responsible for managing complex customer relationships and driving business growth through innovative solutions and excellent customer service.Main AccountabilitiesClient Relationship Management: Develop and maintain deep, personalized relationships with Premier...

Senior Planning ExecutiveMVC Resources seeks an experienced Senior Planning Executive to lead and manage the planning, design, and development phases of residential, commercial, and mixed-use projects.This senior role requires exceptional leadership, interpersonal, and communication abilities to manage teams and coordinate with stakeholders. Key...

About This OpportunityWe are seeking a talented Senior Banking Liaison to join our Premier Banking team at RHB Banking Group. As a Senior Banking Liaison, you will play a critical role in building and maintaining relationships with Premier Banking customers, driving business growth through innovative solutions and exceptional customer service.Main...