Wealth Manager Professional
3 days ago
As 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 strategic allocation proposals and contributing to overall Assets Under Management (AUM) growth.
Key Responsibilities:- Work to achieve business strategy and financial objectives in terms of revenue targets and AUM growth.
- Ideate and communicate house views on market outlook and actionable ideas and product solutions.
- Ensure daily morning huddles at branches to brief on current market direction and investment solutions.
- Manage clients' investments through frequent and consistent portfolio reviews and advice.
Additional Responsibilities:
- Ensure proper and timely training for frontline staff prior to product/campaign launch.
- Work closely with distribution channels to provide coaching and improve frontline sales competency.
- Ensure all transactions comply with regulations and controls set by the Bank and external regulatory authorities, including KYC, proper documentation of transactions, risk-profiling, and pre-investment forms.
- Provide periodic updates of new regulatory requirements and/or operating procedures to the sales force.
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Wealth Management Professional
6 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 Consultant
7 days 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 Advisor
1 week 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 Professional
3 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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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 Creation Ecosystem Manager
3 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 Professional
3 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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Wealth Management Professional
6 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 Lead
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeWe 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...
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Wealth Credit Manager Professional
2 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
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Affingroup Full timeJob Overview:We are seeking an experienced professional to join our team as an Executive of Deposit & Wealth Solutions. In this role, you will be responsible for supporting the Head in achieving Group Enterprise Banking targets.Key Responsibilities:Scouting for business and revenue opportunities in the areas of deposits, bancassurance, business wealth, and...
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Kuala Lumpur, Kuala Lumpur, Malaysia deVere Group Full timeAt deVere Group, we are committed to providing exceptional service to our clients and are seeking an experienced professional to join our team in Kuala Lumpur, Malaysia.Client Acquisition SpecialistThis is an exciting opportunity for a skilled insurance sales and wealth management professional to drive client acquisition and provide expert advice on...
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Wealth Advisory Professional
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeOur MissionWe aim to equip our Wealth Managers with the essential skills and knowledge to excel in their careers. Our robust selection process ensures our team can deliver superior services compared to competitors. Professional development is encouraged, as all team members are motivated to acquire the necessary expertise for providing top-tier financial...
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Wealth Management Specialist
5 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
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Full timeSalary and Benefits:We offer a competitive salary package with monthly, quarterly, and annual payouts.Job Highlights:Be part of one of the Best Wealth Management Banks.Have fun and be rewarded.Job Requirements:Fresh graduates are encouraged to apply.Possess relevant certifications such as PCE, CEILI, CUTE etc.
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Wealth Management Professional
3 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...
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Wealth Manager
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeJob Title: Wealth ManagerLocation: Malaysia, Remote Working OptionCompany: Hebden ConsultingWebsite: https://hebdenconsulting.comAbout Hebden Consulting:Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats, Hebden Consulting offers a comprehensive range of services...
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Wealth Management Specialist
9 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeWealth Management RoleThis role offers a chance to become part of a dynamic team dedicated to providing premium wealth management services to discerning clients.Key Accountabilities:Develop and maintain strong relationships with High Net-Worth Individual (HNWI) clients, tailoring investment strategies to meet their evolving needs.Work closely with internal...
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Wealth Manager
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeOur client is an Independent Financial Advisory firm with offices in Malaysia and London, specialising in working with international expatriates. The firm offers a comprehensive range of services, including wealth management, pension planning, private banking, and portfolio review. They prioritise understanding clients as individuals and creating tailored...
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E-commerce Professional
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full timeWealth Mastery Academy is seeking an E-commerce Professional to join our team. This role is responsible for managing online products and boosting sales.Key ResponsibilitiesUpload, update, and maintain accurate product listings on e-commerce platforms.Ensure product descriptions, images, pricing, and inventory levels are current and accurate.The ideal...