Wealth Planning Consultant

Kuala Lumpur City, Federal Territory of Kuala Lumpur, MalaysiaCompany: Al Isra' Group Sdn BhdPosted: 4 days agoAbout Us:Al Isra' Group Sdn Bhd is an industry leading bumiputera Takaful agency established in 2006. With 19 years of experience creating highly successful Takaful Leaders and Agents, we currently have 30 branches and over 2,500 agents nationwide....

CWM Solutions offers a dynamic work environment where professionals can grow and develop their careers.We are currently seeking a highly motivated individual to fill the role of Business Consultant.The successful candidate will be responsible for providing expert advice and guidance to clients on various aspects of wealth, health, and family...

About This RoleThis is an exciting opportunity to join our team as a Wealth Advisor in Kuala Lumpur.Key ResponsibilitiesBuild relationships with clients and drive new business opportunities.Provide expert advice on insurance and wealth management products to clients.Contribute to the development of strategic plans to grow the client base.Work collaboratively...

Our ApproachWe aim to equip our Wealth Managers with the necessary expertise and support to excel in their roles. Support is provided for team members to achieve relevant qualifications, including the highly recognized Level 4 UK financial planning requirements.

We are seeking a highly skilled Wealth Planning Specialist to join our team at Howden Insurance Brokers Limited. Our specialists have over 40 years of industry experience, making us the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.Job DescriptionIdentify and develop leads and...

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent life insurance broker, we specialise in procuring life insurance products (ranging from traditional universal life to private placement life...

Company: Ace Life ConnectJob Type: Full-TimeSalary: Competitive Base Salary + Commission + Performance IncentivesRole DescriptionAre you passionate about guiding clients toward financial security and wealth growth?Join our team as an Insurance & Wealth Consultant and embark on a fulfilling career in financial services. Whether you're a fresh graduate or...

Job Summary:  Wealth Mastery Academy is seeking a highly skilled Event Planning Manager to oversee the execution of various events, including conferences, trade shows, corporate meetings, and social events. This role involves working closely with clients to understand their event needs and goals, ensuring alignment with company objectives.About Us:  As a...

About UsAce Life Connect is a dynamic insurance agency that offers innovative financial solutions to meet the diverse needs of our clients. Our team of experts is committed to delivering exceptional service and helping our clients achieve their financial goals.Job SummaryWe are currently seeking a talented Insurance & Wealth Consultant to join our team. As...

Entry-Level Finance ProfessionalMaybank is seeking an Investment Portfolio Advisor who will promote wealth solutions focusing on insurance, investment, and deposit products and services to retail clients. The ideal candidate should be able to deliver high-quality work with minimal supervision.About the Job Function:Maintain and develop strong client...

Maybank, a leading financial institution in Malaysia, seeks an experienced Islamic Wealth Management (IWM) Advisor to join its team.The ideal candidate will possess a strong understanding of Islamic banking and finance principles, as well as excellent communication and customer service skills.To onboard potential clients to the IWM platform while providing...

Job DescriptionThe selected candidate will offer exclusive international and local solutions to advise and serve their clients independently.Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients' nationality and location, encompassing areas such as Lump...

About Nirvana AsiaNirvana Asia is a pioneering, independent financial advisory consultancy dedicated to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, our firm stands out with its vibrant energy and innovative approach, setting us apart in the competitive offshore marketplace.Our primary goal is to equip...

At Al Isra' Group Sdn Bhd, we are seeking a skilled Financial Planning Expert to join our team.This is a full-time hybrid role that involves financial planning, mainly Takaful Protection planning, retirement planning, investments, and consulting on wealth management strategies.A key responsibility of this role will be to work closely with clients to...

About Our RoleWe are seeking a skilled Wealth Management Professional to join our team at Standard Chartered Life and Careers. As a key member of our wealth management division, you will play a pivotal role in managing and growing our high-value customer base.Key ResponsibilitiesAcquiring and retaining a portfolio of priority clients through exceptional...

Kuala Lumpur City, Federal Territory of Kuala Lumpur, MalaysiaCompany: Al Isra' Group Sdn BhdAbout Us:Al Isra' Group Sdn Bhd is an industry leading bumiputera Takaful agency established in 2006.We are a premier ALC associated with FWD Takaful Berhad.Job Description:This is a full-time hybrid role for a Wealth Management Advisor at Al Isra' Group Sdn Bhd.The...

Job TitleWealth Manager - MalaysiaJob SummaryThis role requires an experienced Wealth Manager to join our team in Malaysia. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.Key ResponsibilitiesClient Relationship Management: Build and...

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaBusiness ConsultantCWM Solutions WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia1 day ago Be among the first 25 applicantsProvide insights and consultation for clients regarding wealth, health, and family planning.Training provided, startup capital provided, fresh grads encouraged to...

We are seeking a skilled Wealth Management Professional to join our team at TIME's group. As a Retail Relationship Manager, you will be responsible for acquiring and managing customer relationships by providing financial planning advice in a sales-oriented environment.Key responsibilities include managing customer relationships to increase share of wallet...

Are you looking for a challenging and rewarding career in wealth management? Do you have a passion for helping clients achieve their financial goals? If so, we encourage you to apply for our Wealth Management Specialist position at My Wishes Integrated Services.Job Description:We are seeking a highly motivated and experienced Wealth Management Specialist to...