Senior Wealth Manager

1 week ago

Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full time

We are seeking a highly motivated and experienced Senior Wealth Manager to join our team. As a key member of our banking group, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet our strategic objectives.

You will provide exceptional customer service while managing operational risk and regulatory requirements. Your passion for growing your career in banking wealth sales will be an added advantage.

Key Responsibilities:

  • Managing key relationships with existing and potential customers and providing sound advice in the effective management of their finances in view of portfolio expansion.
  • Acquiring and deepening relationships with New to Bank Priority Bank Clients to identify business opportunities related to own core business products or refer to supporting channels.
  • Marketing and promoting a wide range of banking products and services, i.e. unit trusts, bancassurance, and other retail banking products to potential clients with a starting Asset under Management (AUM) of > 250k and above.

Requirements:

  • Possess experience in the Financial Services industry, such as a personal banker and/or personal financial consultant would be an added advantage.
  • Candidates with any sales experience are encouraged to apply.
  • Dynamic, result-driven, and self-motivated.
  • Strong interpersonal and communication skills.
  • Relevant certification (FIMM & Bancassurance license).

About Us:

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before.

  • Wealth Advisor

    4 hours ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    3 days ago Be among the first 25 applicantsSkybound 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...

  • Wealth Management Consultant

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    About Skybound Wealth Management:We offer a dynamic and expanding market for career growth and development. Our company supports professional growth through continued learning, certifications, and mentoring.Why Work with Us:Growth Opportunities:A competitive salary, performance-based bonuses, and a benefits package tailored to the needs of our team...

  • Wealth Manager/Senior Wealth Manager

    4 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia iFAST Full time

    iFAST 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...

  • Senior Wealth Advisor

    3 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full time

    Job SummaryWe are seeking a highly motivated and experienced individual to join our team as a Senior Wealth Advisor. As a key member of our wealth management team, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet strategic objectives.The ideal candidate will have exceptional...

  • Wealth Management Strategist

    6 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full time

    We are looking for a strategic thinker to lead our wealth management efforts as a Wealth Management Strategist. In this role, you will be responsible for developing and executing plans to drive business growth and profitability.Key ResponsibilitiesDevelop and execute strategic plans to drive business growth and profitability.Lead cross-functional teams to...

  • Wealth Relationship Manager

    3 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia AFFIN Group Full time

    AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaWealth Relationship ManagerAFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaThis is a full-time on-site Wealth Relationship Manager role located in WP, Kuala Lumpur. The Wealth Relationship Manager will be responsible for managing and developing relationships...

  • Associate Director/Senior Wealth Manager

    4 hours ago

    Kuala Lumpur, Kuala Lumpur, Malaysia iFAST Capital Sdn Bhd Full time

    Associate Director/Senior Wealth ManagerAdd expected salary to your profile for insights.iFAST Global Markets ("iGM Malaysia") is the private wealth advisory division of iFAST Corporation Ltd ("iFAST"), a leading digital banking and wealth management platform headquartered in Singapore. iGM Malaysia is supported by a team of seasoned wealth professionals...

  • Senior Executive, Wealth Management Products

    4 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Bank of China Full time

    Senior Executive, Wealth Management ProductsAdd expected salary to your profile for insightsResponsibilities:Handle operation of wealth management products, i.e. Unit Trust, Bonds, Banca products and others wealth management products.Ensure smooth investment placement and settlement to business partner and customers.Prepare reports to internal and external...

  • Wealth Management Professional

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full time

    Wealth Management Professional Development ProgramThis development program aims to equip participants with the skills and knowledge required to succeed as Wealth Management Professionals in the banking industry. The program covers a range of topics, including product knowledge, sales and marketing skills, customer service, and licensing.Through this program,...

  • Wealth Management Expert

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia beBee Careers Full time

    Job Title: Senior Wealth ManagerSalary: Competitive salary and benefits package.Job Description:We are seeking a highly skilled Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for developing and implementing personalized financial plans for high-net-worth clients, and providing guidance on achieving their financial...