Estate Planning and Wealth Management Professional

Job DescriptionWe are seeking a skilled Wealth Planning Specialist to join our team. Your primary responsibility will be to advise clients on life insurance products and other financial solutions.You will have the opportunity to build customer relationships and engage with customers face-to-face to provide insurance and financial consultation.

Company OverviewFinspiration Advisory I Wealth Management is a dynamic company that provides tailored wealth management solutions to clients. Our team of passionate professionals is dedicated to delivering exceptional results.

Estate Planning and Wealth ManagementInfinity Life Changer Group specializes in estate planning services, focusing on investment, insurance for protection, and will writing services for wealth and estate planning purposes.The company provides personalized advice and guidance to help clients achieve their financial goals, whether it's protecting their assets...

Company Overview:Independent Resourcing Consultancy Ltd is a premier financial services firm seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Kuala Lumpur.Key Responsibilities:Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.Conduct...

Key ResponsibilitiesDevelop customized wealth management strategies to meet client needs.Nurture long-term relationships with clients to ensure trust and satisfaction.

Role OverviewWe are seeking a highly skilled and experienced Wealth Management Professional to join our team. In this role, you will be responsible for developing and implementing product strategies and business plans to achieve Unit Trust financial targets.Conduct thorough fund due diligence and product evaluation with the Fund Manager for on-boarding unit...

Job Description:We are seeking an experienced Wealth Manager to join our dynamic team. As a key member, you will be responsible for managing and growing a portfolio of affluent clients by providing personalized financial advice and investment strategies. Your exceptional relationship management skills, deep understanding of financial markets, and commitment...

Job Overview:We are seeking a talented individual to join our team as a Financial Wealth Consultant. As a key member of our team, you will be responsible for providing expert advice on Takaful Protection planning, retirement planning, investments, and wealth management strategies.Key Responsibilities:Developing and implementing financial plans for...

Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. As a Wealth Management Professional, you'll leverage digital banking channels with a human touch to provide clients with differentiated products and services.Responsibilities include acquiring and deepening relationships with New to Bank...

As a Global Wealth Management Specialist with Independent Resourcing Consultancy Ltd, you will play a pivotal role in cultivating and maintaining relationships with high-net-worth clients, devising personalised financial plans, and guiding clients toward financial success.Key Responsibilities:Client Relationship Management: Build and maintain strong...

Job OverviewThe Private Client Franchise at OCBC Bank is expanding, and we are seeking a Wealth Management Professional to join our team. As a key member of the franchise, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) Private Clients.Key ResponsibilitiesTo enhance...

Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.We specialise in procuring life insurance products (ranging from traditional universal life to private placement life insurance policies) for UHNW individuals globally.About Our ClientThis is a unique...

We are seeking a Wealth Management Professional to join our Australian team as a Fund Administrator. You will be responsible for delivering exceptional fund administration and client services using our exclusive wealth management platform.About the Platform:Fund Administration: Our platform offers end-to-end fund administration capabilities, including...

Company OverviewLiveGreat Wealth And Risk Management is a reputable firm offering financial solutions and insurance products.

About UsWe are a leading insurance broker specialising in procuring insurance products for high net worth individuals globally.We have representatives across various regions, providing holistic solutions to our clients through our extensive network.Our company is part of the Howden Group, a global leader in insurance broking. We pride ourselves on putting...

Role Overview:We are looking for a talented Treasury Specialist to join our team, responsible for managing a portfolio of HNWI clients and providing exceptional investment advisory services.As a key member of our Wealth Management Business, you will have the opportunity to work closely with our experienced team to develop and implement investment strategies...

About UsRockwills Corporation Sdn Bhd is a leading provider of trusts and succession, management and distribution of wealth solutions. Established in 1995, we have been pioneering retail professional Will-writing and Will custody services in the region.Our shareholders' funds exceed RM50 million, and our international network enables us to provide...

We are seeking an experienced Investment Strategist to join our Private Wealth team at Maybank. In this role, you will be responsible for developing and implementing comprehensive investment strategies that cater to the needs of our high net worth clients.Key Responsibilities:Develop and implement personalized investment strategies that align with our...

Qualifications:To succeed in this role, you should have a Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., DipFa, CFA, CFP) is also required. Additionally, 5-7 years of experience in wealth management with a transferable international client base is essential.You...

About the RoleIndependent Resourcing Consultancy Ltd is seeking a skilled Wealth Manager to join their team. This role involves providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.In this position, you will be responsible for developing and managing a portfolio of clients, conducting comprehensive...