Senior Wealth Manager
4 days ago
Established in the early 20th century, UOB has grown into a leading bank in Asia, serving over 500 branches and offices across 19 countries and territories. Our commitment to excellence is rooted in our core values: Honorable, Enterprising, United, and Committed.
We strive to do what's right, build for the future, work as one team, and pursue long-term success. This dedication has enabled us to establish a reputation as a trusted partner for individuals and businesses alike.
About the Opportunity
This exciting opportunity is part of our Retail function, focusing on providing Personal and Business Banking customers with tailored financial solutions. As a Business Wealth Acquisition Manager or Relationship Manager, you will be instrumental in identifying business opportunities and driving sales and marketing efforts for deposits and FOREX.
You will work closely with the Branch Manager and Team Head to deliver exceptional customer service and ensure targets are met.
Key Responsibilities
The ideal candidate will possess strong business acumen, be proactive, and have a highly motivated self-starter mentality. Good sales and customer relationship management skills are essential, along with a minimum 1-2 years of experience in business-to-consumer sales with a proven track record.
Experience in credit marketing will be advantageous in this role.
-
Wealth Management Specialist
12 hours 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...
-
Wealth Advisor
15 hours 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...
-
Comprehensive Wealth Strategist
12 hours 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,...
-
Senior Wealth Development Manager
21 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeRole OverviewWe are seeking a highly skilled Senior Wealth Development Manager to join our Priority Banking team. As a key member of our team, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives.You will provide exceptional customer service with the...
-
Senior Business Analyst
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia FNZ Full timeFNZ is seeking a seasoned Senior Business Analyst - Wealth Management to join our Solution Consulting team in Kuala Lumpur. The ideal candidate will have a deep understanding of the Wealth Management industry, with expertise in configuration and implementation of FinTech projects.The successful candidate will be responsible for defining solutions, clarifying...
-
Team Lead, Private Wealth Sales
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full timeCIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaJob ResponsibilitiesDevelop, innovate, execute and communicate sales plans and activities.Acquire new leads (e.g. by attending corporate talks, by networking with agents, lawyers and developers).Assign sales leads and referrals (if any) to the sales team and ensure prompt action is...
-
Islamic Wealth Manager
5 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...
-
Wealth Management Advisor
2 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...
-
Senior Event Coordinator
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full timeJob Description: As our CORPORATE EVENTS DIRECTOR, you will be responsible for planning, coordinating, and executing large-scale corporate events, including conferences, product launches, and networking receptions. Your primary goal will be to create memorable experiences that exceed client expectations and drive business results.About Wealth Mastery...
-
Director of Wealth Management Sales
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full timeKey ResponsibilitiesWe are seeking a seasoned Director of Wealth Management Sales to join our Private Wealth team. In this role, you will be responsible for developing and executing sales strategies that drive revenue growth, expanding our client base, and building strong relationships with key stakeholders. You will work closely with our senior leadership...
-
Wealth Management Professional
3 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...
-
Private Wealth Manager
2 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...
-
Wealth Management Development Programme
12 hours 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...
-
Wealth Management Advisor
4 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...
-
Wealth Management Process Expert
12 hours 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...
-
Wealth Management Professional
2 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...
-
Financial Wealth Consultant
4 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 BhdPosted: 4 days agoAbout Us:Al Isra' Group Sdn Bhd is an industry leading bumiputera Takaful agency established in 2006. With 19 years of experience creating highly successful Takaful Leaders and Agents, we currently have 30 branches and over 2,500 agents nationwide....
-
Insurance and Wealth Manager
4 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...
-
Financial Services Professional
12 hours 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...
-
Wealth Management Consultant
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeEntry-Level Finance ProfessionalMaybank is seeking an Investment Portfolio Advisor who will promote wealth solutions focusing on insurance, investment, and deposit products and services to retail clients. The ideal candidate should be able to deliver high-quality work with minimal supervision.About the Job Function:Maintain and develop strong client...