Wealth Management and Digital Solutions Assistant Manager

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.

About Hong Leong BankAs a leading financial institution in Malaysia with a century-long entrepreneurial heritage, we strive to provide comprehensive financial services guided by a 'Digital-at-the-Core' ethos.This approach has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our...

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.

Assistant Manager for Digital SolutionsAIA Digital+ is a Technology, Digital and Analytics innovation hub dedicated to powering AIA to be more efficient, connected and innovative. We are seeking an experienced Assistant Manager for Digital Solutions to join our team in Kuala Lumpur, Malaysia.In this role, you will be responsible for providing Power Platform...

Job OverviewWe are seeking a highly skilled Digital Solutions Manager to lead the development of our Treasury products and solutions for consumers. As a key member of our team, you will be responsible for managing and carrying out activities related to OCBC Wealth Management – Treasury products.Key Responsibilities:Manage and carry out activities of OCBC...

We're seeking a Wealth Solutions Advisor to join our Wealth and Retail Banking team at Standard Chartered Life and Careers. As a Wealth Solutions Advisor, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives.About Our Services:We offer a wide range of...

Job SummaryWe are seeking an experienced Business Development Manager to join our team in Wealth Management. As a key member of our department, you will be responsible for developing and maintaining relationships with high-profile clients to drive business growth and meet our strategic objectives.Key Responsibilities:Manage key relationships with existing...

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

About Hong Leong BankWe are a leading financial institution in Malaysia, backed by a century of entrepreneurial heritage. Our comprehensive financial services are guided by a 'Digital-at-the-Core' ethos, which has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers.Our...

Role OverviewThis position is a critical component of our wealth management team, focusing on enhancing the skills and expertise of Associate Relationship Managers (ARMs) and Relationship Managers (RMs). The incumbent will be responsible for delivering training programs, providing market updates, and collaborating with stakeholders to develop investment...

Product Development RoleWe are seeking a highly skilled individual to join our team as a Product Development Lead for Treasury products. As a key member of our team, you will be responsible for managing and carrying out activities related to OCBC Wealth Management – Treasury products.Main Responsibilities:Manage and carry out activities of OCBC Wealth...

Job OverviewWe are seeking an experienced Wealth Management Professional to join our team at Utrade, a leading financial institution in the private wealth management industry.The successful candidate will be responsible for delivering bespoke wealth management solutions to high-net-worth clients, aligning with their financial objectives and goals.

Wealth Advisory RoleThis is a challenging opportunity for a highly motivated and experienced individual to join our team as a Wealth Management Expert. As a key member of our private banking team, you will be responsible for providing expert advice and guidance to high net worth clients.ResponsibilitiesTo develop and implement effective wealth management...

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 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...

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...

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...

We specialise in wealth protection and insurance services, catering to high net worth individuals worldwide.Our team of experts provides bespoke solutions tailored to meet our clients' unique needs.We leverage our extensive network and deep industry knowledge to deliver exceptional results.Key ResponsibilitiesBuild and maintain relationships with key...

About the RoleThe Head of Wealth Asset Financing is responsible for overseeing the development and management of financing solutions that align with the objectives of the Regional Wealth Management (RWM) division. Key responsibilities include championing financing options, including Mortgage, Hire Purchase, and Credit Cards, to RWM customers and equipping...

About UsCaspian Digital Solutions is a forward-thinking and technology-driven company seeking a highly organised and proactive Admin & Office Manager who will also support basic bookkeeping tasks.This role combines human resources, administrative responsibilities, and financial documentation to ensure smooth daily operations and effective management of our...