Wealth Planning Specialist

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.

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...

As a specialist in wealth protection and insurance services, we cater to high net worth individuals worldwide.Our team of experts delivers bespoke solutions, leveraging our extensive network and deep industry knowledge.We take pride in our ability to provide exceptional service and support to our clients.ResponsibilitiesBuilding and maintaining relationships...

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...

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...

Wealth Mastery Academy is looking for an experienced Digital Sales Specialist to join our team. As a Digital Sales Specialist, you will be responsible for driving sales growth through e-commerce channels and developing effective marketing strategies.Key ResponsibilitiesDeveloping Marketing Strategies: Develop and implement e-commerce marketing strategies to...

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

About the RoleWe are looking for an Online Sales Specialist to join our team at Wealth Mastery Academy. This is an exciting opportunity to work with our e-commerce platform and drive sales growth.e-commerce Strategy:Develop and implement e-commerce marketing strategies to increase traffic, conversions, and sales.Coordinate with external vendors, such as...

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...

Job DescriptionWealth Mastery Academy seeks a highly skilled Digital Commerce Specialist to join its team. As an integral part of our organization, you will be responsible for ensuring the smooth operation of our e-commerce platform.Key ResponsibilitiesManage and maintain accurate product listings on various e-commerce platforms.Ensure product descriptions,...

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...

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...

Company OverviewCitigroup Inc. is a global leader in financial services, serving millions of clients across the world. Our Consumer, IPB, and Private Bank Business serves two of the fastest growing cities, Singapore and Hong Kong, through our Asia Wealth business.We offer a diversified range of products from insurance to complex wealth management products,...

As a Premier Wealth Manager at HSBC Amanah, you will work closely with colleagues to define, manage, and achieve divisional business targets.Key Accountabilities:Implementing and managing account-planning activities to meet specified targets according to the Sales Plan.Contributing to the branch and PFS business profitability through strategic analysis and...

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...

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...

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...

Job Summary:We are looking for an experienced Wealth Manager to join our team in Kuala Lumpur. The successful candidate will have a strong background in wealth management, excellent client relationship skills, and a deep understanding of the financial markets.Responsibilities:Develop and manage a portfolio of high-net-worth clientsConduct comprehensive...

Wealth Mastery Academy is seeking a skilled E-commerce Specialist to lead our online sales efforts. As an E-commerce Specialist, you will be responsible for managing our e-commerce platforms, developing marketing strategies, and ensuring the smooth execution of campaigns and promotions.Job DescriptionE-commerce Platform Management: Upload, update, and...

Melbourne Capital Group is committed to attracting top talent to drive our success. As a senior member of our team, you will be responsible for managing complex financial situations and providing expert guidance to high-net-worth clients.Core Responsibilities:Manage and maintain a portfolio of high-net-worth clients, providing regular updates and insights...