Wealth Management Professional

Job 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...

About the Role:The successful candidate will be responsible for managing client relationships, providing financial planning and advisory services, developing investment strategies, and conducting market research. You will work closely with internal teams to deliver comprehensive wealth management solutions and ensure regulatory compliance.This role requires...

Utrade 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...

Succeed as a Wealth Management Professional by joining our team at Standard Chartered. This is an excellent opportunity for a talented individual to make a significant impact on our wealth management business.The RoleAs a Portfolio Wealth Expert, you'll be responsible for training Associate Relationship Managers (ARM) and Relationship Managers (RM) on wealth...

The Wealth Management Professional role at OCBC Bank is designed for experienced professionals who thrive in fast-paced environments and possess a passion for helping clients achieve their financial goals.Key Responsibilities:Managing complex investment portfolios for our Premier Private Client (PPC) customers.Developing and implementing comprehensive wealth...

About the RoleWe are looking for a Wealth Management Professional to join our team. As a key member of the department, you will be responsible for driving business objectives and KPIs by bridging the relationship between product offerings and clients' wealth needs.The ideal candidate will have a strong understanding of investments, personal finance, and...

Job DescriptionThis is an exciting opportunity to join our team as a Personal Financial Consultant. As a key member of our Group Consumer Financial Services division, you will play a crucial role in providing exceptional customer service and driving business growth.You will be responsible for providing holistic banking solutions to our customers, offering...

BenefitsWe 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.

Serving individuals and businesses in the world's most dynamic markets, we offer career opportunities for relationship managers, customer service specialists, product and segment management, sales and wealth planning.The Relationship Manager Excellence Program is tailored to build the next generation of elite Affluent Relationship Manager. During the twelve...

About 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...

Job 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...

At 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...

Job SummaryWe are seeking a highly motivated and skilled Wealth Management Professional to join our team. As a key member of our organization, you will be responsible for providing exceptional service to our clients and driving business growth through strategic relationship management.About the RoleIn this role, you will work closely with our sales teams to...

Public BankWe are seeking a talented individual to join our team as a Senior Wealth Management Professional. As a key member of our Bancassurance sales team, you will be responsible for promoting and selling our top-tier Bancassurance products to high net worth clients across the country.

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...

Salary 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.

Job Overview:Skybound Wealth Management Limited is seeking a skilled Wealth Management Specialist to join our team in Malaysia. As a Wealth Management Specialist, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients.You will build and maintain strong...

As a Wealth Management Professional with Independent Resourcing Consultancy, you will play a pivotal role in providing expert financial advice to our esteemed clients. With a strong focus on helping individuals achieve their long-term financial goals and secure their financial futures, this is an exceptional opportunity for a highly motivated and qualified...

Required Skills & Qualifications:Education & Qualifications:Level 4 Diploma or equivalent qualificationA minimum of 3–5 years of experience in wealth management, financial advisory, or private bankingSkills & Competencies:Strong knowledge of financial products, investments, tax laws, and estate planning.Expertise in portfolio management, asset allocation,...

Wealth and Personal Banking at HSBC is a global business combining Retail Banking and Wealth Management; Global Private Banking to become one of the world's largest wealth managers. Across Asia, our wealth revenues grew 12% in a year to USD5.7 billion. Our dedicated colleagues serve millions of customers worldwide across private wealth ranging from personal...