Wealth Management Professional Lead
4 days ago
We are seeking an experienced Wealth Management Professional Lead to join our team at Independent Resourcing Consultancy Ltd.
The successful candidate will have a proven track record of providing expert financial advice to clients, helping them achieve their financial objectives and securing their financial futures.
You will be responsible for managing a portfolio of clients, conducting financial assessments, developing personalized financial plans, and monitoring clients' progress.
The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry and hold industry leading qualifications such as CFP, CFA, or other relevant certifications.
We offer a competitive package and a collaborative work environment.
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Wealth Advisor
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob Overview:Skybound Wealth Management is seeking a highly skilled and motivated Wealth Advisor to join our team in Kuala Lumpur,Malaysia. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients. The ideal candidate will possess a strong...
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Wealth Management Consultant
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout the RoleWe are seeking a Wealth Management Consultant to join our Business Development team. As a consultant, you will work closely with our Wealth Advisors to develop and implement tailored solutions for our clients.Key ResponsibilitiesConduct needs assessments and develop comprehensive wealth management plansCollaborate with our Wealth Advisors to...
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Wealth Management Professional
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full timeFinspiration Advisory I Wealth Management is a dynamic and thriving organization seeking passionate and highly motivated individuals to join its team.Key Responsibilities:We design and implement customized wealth management solutions that cater to clients' diverse financial needs.We build and nurture long-term relationships with clients, fostering trust and...
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Wealth Management Professional
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Utrade Full timeUtrade is a leading financial institution renowned for its commitment to excellence and innovation in wealth management.About the Role:We are seeking a talented and experienced professional to join our team as a Director, Utrade Private Wealth Malaysia. As a key member of our Private Wealth Management team, you will be responsible for delivering bespoke...
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Sales Development Manager
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob SummarySkybound Wealth Management is hiring a Sales Development Manager to lead our Business Development efforts. As a key member of our team, you will be responsible for driving growth and revenue through strategic sales initiatives.Key ResponsibilitiesDevelop and execute sales strategies to drive growth and revenueManage and motivate a sales team to...
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Wealth Management Professional
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeThe Wealth Management Professional role at OCBC Bank is designed for experienced professionals who thrive in fast-paced environments and possess a passion for helping clients achieve their financial goals.Key Responsibilities:Managing complex investment portfolios for our Premier Private Client (PPC) customers.Developing and implementing comprehensive wealth...
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Wealth Creation Expert
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full timeWe are looking for a Wealth Creation Expert to join our team at Wealth Mastery Academy. The ideal candidate will have experience in creating wealth creation strategies and managing online products.ResponsibilitiesWealth Creation: Use insights to make recommendations for pricing, product selection, and marketing strategies.Business Development: Work closely...
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Wealth Management Team Lead
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full timeThe Private Wealth Client Relationship Executive role at CIMB involves leading the company's Private Wealth Sales team in Kuala Lumpur. As a seasoned sales and management professional, you will be responsible for managing the team's day-to-day operations, ensuring that they are meeting their sales targets and delivering excellent customer...
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Wealth Management Project Lead
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Berhad Full timeWealth Management Project LeadJob Summary:We are seeking an experienced Wealth Management Project Lead to join our team and lead the planning, execution, and delivery of key technology projects within our digital wealth platform.Key Responsibilities:The successful candidate will be responsible for:Leading and managing the full project lifecycle, from...
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Wealth Management Professional
10 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full timeAbout the RoleWe are looking for a Wealth Management Professional to join our team. As a key member of the department, you will be responsible for driving business objectives and KPIs by bridging the relationship between product offerings and clients' wealth needs.The ideal candidate will have a strong understanding of investments, personal finance, and...
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Wealth Manager Professional
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeAs a Wealth Manager Professional with Standard Chartered Life and Careers, you will be responsible for providing comprehensive support to the Relationship Manager in delivering tailored wealth solutions to high net worth clients. This includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing...
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Wealth Creation Ecosystem Manager
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full timeBenefitsWe offer a competitive salary package, including benefits such as health insurance, retirement plans, and paid time off. If you are a motivated individual with a passion for e-commerce, we encourage you to apply for this exciting opportunity to join our dynamic team at Wealth Mastery Academy.
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Wealth Management Specialist
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Utrade Full time**Utrade Private Wealth Management Opportunities**Company Overview:We are a leading financial institution committed to excellence and innovation in wealth management.About the Role:This is an exciting opportunity to join our dynamic team of wealth management professionals, working closely with our esteemed Director to deliver bespoke solutions to...
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Wealth Management Professional
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeRole OverviewHebden Consulting is seeking a highly skilled Senior Wealth Manager to join their expanding global team. As a Senior Wealth Manager, you will be responsible for cultivating and maintaining strong relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial success.
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Financial Services Recruiter
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout UsSkybound Wealth Management is a leading provider of wealth management services. We are seeking a Financial Services Recruiter to join our team and help us find top talent to support our growth.Key ResponsibilitiesSource and recruit top talent in the financial services industryDevelop and maintain relationships with candidates and clientsCoordinate...
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Wealth Manager/Senior Wealth Manager
11 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia iFAST Full timeiFAST 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 primary focus is on serving high-net-worth individuals...
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Wealth Management Professional
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeWealth and Retail BankingOur Wealth and Retail Banking division serves more than 11 million clients in many of the world's fastest-growing markets. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management, and personalized...
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Wealth Management Professional
10 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeAbout the RoleWe are currently seeking a skilled Wealth Management Professional to join our team at Maybank. In this role, you will be responsible for providing sales and advisory services to clients across various products, including Wealth Management Domain (Investment & Protection) and Cross-selling other products under CFS.Key ResponsibilitiesProcess and...
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Wealth Credit Manager Professional
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeAbout the RoleWe are looking for a highly skilled Wealth Credit Manager Professional to join our team at Maybank. As a key member of our team, you will be responsible for managing wealth credit loan applications, including preparing credit applications, periodic credit reviews, obtaining approvals, and overseeing documentation.You will work closely with...
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Wealth Management Professional
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full timeAt Hong Leong Bank, we are seeking a Wealth Management Professional to join our team.This role involves building and maintaining relationships with High Net Worth clients, providing them with personalized financial services and solutions.Your Key Responsibilities:Identify and pursue new business opportunities with existing and potential clients.Develop and...