Wealth Management Specialist
7 days ago
- Handle all referred mortgage applications by LG Type 2.
- Perform verification of customer information prior submission via recorded telephone.
- Appeal and follow up on customer mortgage application status, provide sound justification and write up for customer application.
- Ensure all customer documents are in order prior submission and follow up with customer on additional required information during sales process.
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Wealth Management Specialist
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout the Role:We are seeking an experienced Wealth Advisor to join our team in Kuala Lumpur. As a key member of our team, you will be responsible for managing relationships with high-net-worth clients, providing personalized investment advice, and developing customized investment strategies.You will have the opportunity to work closely with other financial...
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Wealth Advisor
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob 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...
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Comprehensive Wealth Strategist
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeWhy Skybound Wealth Management?Our Commitment to Excellence:We are dedicated to delivering exceptional service and support to our clients and team members, ensuring that everyone achieves their full potential.Ongoing Learning and Development:We invest in our team members' ongoing learning and development, providing opportunities for certifications, training,...
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Event Management Specialist
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full timeJob OverviewWealth Mastery Academy seeks a skilled Event Management Specialist to oversee the planning, coordination, and execution of various events. The ideal candidate will have excellent communication skills, attention to detail, and experience in event management.The successful candidate will work closely with clients to understand their needs and...
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Financial Services Professional
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob Overview:Skybound Wealth Management is a leading provider of financial services, seeking a highly skilled and motivated Wealth Advisor to join our team in Kuala Lumpur. 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...
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Wealth Planning Specialist
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Howden Insurance Brokers Limited Full timeWe 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...
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Wealth and Retail Banking Specialist
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeWe are seeking a Wealth and Retail Banking Specialist to join our team. As a specialist, you will play a key role in managing and developing relationships with high-value clients to drive business growth and meet the bank's strategic objectives.About Our ValuesWe value diversity and inclusion, and we believe that our unique culture and values set us apart...
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Investment Advisory Expert
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeKey Responsibilities:Client Relationship Management:Build, maintain, and grow strong, long-lasting relationships with a diverse range of clients, including high-net-worth individuals, business owners, and institutions.Financial Planning & Advisory:Provide personalized investment advice and comprehensive wealth management services, including retirement...
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Islamic Wealth Manager
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeMaybank, 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...
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Wealth Management Advisor
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia AmBank Group Full timeRole SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at AmBank Group. As a key member of our organization, you will be responsible for advising clients on wealth creation strategies, managing investments, and ensuring regulatory compliance.Main Responsibilities:Provide expert advice on wealth creation strategies and...
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Wealth Management Professional
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeAbout 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...
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Private Wealth Manager
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia AFFIN Group Full timeJob DescriptionAFFIN Group is a leading financial institution in Malaysia, dedicated to providing exceptional banking services to high net worth individuals.About the RoleWe are seeking a skilled and experienced Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for acquiring, growing, and deepening relationships...
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Wealth Management Development Programme
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeAbout the ProgrammeOur Premier Wealth Centre Leadership Programme is designed to equip fresh graduates with the skills and knowledge required to succeed as Relationship Managers in our Premier Wealth Centre.Candidates will benefit from a structured learning experience that includes classroom training and on-the-job learning, allowing them to develop their...
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Premier Wealth Specialist
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeYour Career PathwayIf you're looking for a challenging role that offers growth opportunities, consider joining our International Wealth and Premier Banking team at HSBC.As a Premier Centre Manager, you'll be responsible for strategically planning, leading, and executing all Premier business initiatives to drive customer value and Asset Under Management (AUM)...
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Wealth Management Advisor
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Al Isra' Group Sdn Bhd Full timeKuala 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...
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Wealth Management Process Expert
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia FNZ Full timeWealth Management Platform OperationsOur wealth management platform is designed to help financial institutions and wealth managers achieve their goals. As a Wealth Management Process Expert, you will be responsible for managing the day-to-day operations of our platform, ensuring that all processes are followed correctly and completed to a high level of...
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Wealth Management Advisor
14 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeWe're looking for a highly motivated Wealth Management Advisor to join our team at Standard Chartered Life and Careers. As a Wealth Management Advisor, you will be responsible for providing exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.About Wealth and Retail BankingWe serve...
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Wealth Management Professional
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia TIME's group Full timeWe 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...
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Insurance and Wealth Manager
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Ace Life Connect Full timeAbout 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...
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Wealth Management Consultant
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Expatriate Advisory Sdn Bhd All About Foreign Investment in Malaysia on Business and Property Full timeCompany DescriptionExpatriate Advisory Sdn Bhd provides professional consultancy services to assist and empower individuals and families to gain more financial control over their wealth and their futures through the use of globally recognized data backed financial solutions. We help place foot holders to prevent the unexpected financial distress and provide...