Wealth Solutions Specialist

About the RoleWe are seeking a Wealth Management Consultant to join our Business Development team. As a consultant, you will work closely with our Wealth Advisors to develop and implement tailored solutions for our clients.Key ResponsibilitiesConduct needs assessments and develop comprehensive wealth management plansCollaborate with our Wealth Advisors to...

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...

RequirementsWe are seeking an experienced and skilled individual to fill the position of Life Insurance and Wealth Advisory Specialist. Key requirements include:Bachelor's degree from a reputable university.5-10 years of relevant experience in the financial industry.Strong knowledge of life insurance and/or HNW space.The ideal candidate will possess...

Finspiration Advisory I Wealth Management is a dynamic and thriving organization seeking passionate and highly motivated individuals to join its team.Key Responsibilities:We design and implement customized wealth management solutions that cater to clients' diverse financial needs.We build and nurture long-term relationships with clients, fostering trust and...

Hong Leong Bank Berhad is committed to providing our employees with a comprehensive range of benefits and career development opportunities. As a Wealth Management Specialist, you will have the opportunity to work with a diverse team of experts and develop your skills and knowledge in wealth management.In this role, you will be responsible for managing a...

About the RoleWe are seeking a highly motivated E-commerce Operations Specialist to join our team at Wealth Mastery Academy. As an E-commerce Operations Specialist, you will play a critical role in driving our online sales and marketing efforts.

We are seeking a Wealth Management Specialist to join our team in Kuala Lumpur. As a member of our Solution Consulting team, you will provide high-value Platform Consulting services to both new and existing customers.The ideal candidate will have a relevant 1st class degree or equivalent experience and a proven track record of working within a Business...

Pursue a Fulfilling Career in Home Loans and Wealth ManagementWe serve 41 million customers globally, including 6.7 million international customers, from retail to ultra high net worth individuals and their families. Our international network enables us to deliver borderless banking and world-class wealth management through best-in-class capabilities and...

About the PositionWe are looking for a highly skilled Wealth Management Products Specialist to join our team at OCBC Bank.Responsibilities:Manage and carry out activities of OCBC Wealth Management – Treasury products/solutions for consumers.Work closely with Global Markets to innovate and improve Treasury products.Launch new digital initiatives and...

Job OverviewSkybound Wealth Management is seeking a Business Growth Specialist to join our team. As a key member of our Business Development team, you will play a crucial role in identifying and securing new business opportunities.Key ResponsibilitiesDevelop and execute targeted sales strategies to drive growth and revenueBuild and maintain relationships...

Job DescriptionWe're seeking a highly skilled Senior Wealth Sales Specialist to join our team. In this role, you will be responsible for managing and developing relationships with high-profile clients, cross-selling wealth management products and services to customers, and providing exceptional customer service and building strong relationships with...

About the RoleThis is an exciting opportunity to join our team as a Wealth Management Specialist at Maybank. We are looking for an individual who can drive investment business growth, provide exceptional client service, and contribute to the development of our team.The key responsibilities of this role include:Developing and executing investment business...

Job DescriptionTo manage the full project lifecycle of various digital wealth and system projects, ensuring timely execution and delivery.To lead and manage project teams, including internal resources and external vendors, fostering a collaborative environment.To collaborate with business stakeholders to gather requirements and ensure solutions meet their...

**Utrade Private Wealth Management Opportunities**Company Overview:We are a leading financial institution committed to excellence and innovation in wealth management.About the Role:This is an exciting opportunity to join our dynamic team of wealth management professionals, working closely with our esteemed Director to deliver bespoke solutions to...

About the Role: We are looking for a skilled CLIENT SUPPORT SPECIALIST to join our team at Wealth Mastery Academy. The successful candidate will be responsible for providing exceptional customer support and resolving customer inquiries in a timely and professional manner.The ideal candidate will have a proven track record of providing top-notch customer...

Wealth Management SpecialistIn this role, you will work closely with high-profile clients to develop and implement tailored financial plans that meet their unique needs and goals.You will be responsible for identifying and acquiring new clients, as well as building and maintaining relationships with existing clients.The successful candidate will have a...

As an Online Retail Specialist at Wealth Mastery Academy, you will be responsible for uploading, updating, and maintaining accurate product listings on e-commerce platforms.Key Skills and QualificationsBachelor's degree in Business, Marketing, E-commerce, or a related field.1-3 years of experience in e-commerce, digital marketing, or a related field.We value...

Pursue a Rewarding Career in Wealth and Personal BankingHSBC Wealth and Personal Banking serves 41 million customers globally, including 6.7 million international customers. We offer borderless banking and world-class wealth management through best-in-class capabilities and exceptional people.Our Key Services Include:Retail Banking and Wealth ManagementAsset...

Join Wealth Mastery Academy as a Digital Product Specialist and take charge of our e-commerce operations.Main TasksEnsure product descriptions, images, pricing, and inventory levels are current and accurate.Monitor stock levels and coordinate with the supply chain team to ensure products are always available for sale.This role requires strong organizational...

Wealth Mastery Academy requires an experienced Event Planning Specialist to lead our events division.About the JobThis role involves planning, coordinating, and executing high-profile events, conferences, trade shows, and corporate meetings.ResponsibilitiesCreate and implement event strategies, including marketing and promotion.Manage event logistics,...