Wealth Management Specialist
5 days ago
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 Analysis / Product Owner / Consulting role. You should have a deep understanding of the regional regulatory environment and experience working in the Wealth Management Industry, ideally with knowledge of the EPF and PRS Pension schemes, or other Wealth Platform domains.
You will work closely with our sales team to win and scope new projects, providing leadership and expertise across various areas, including platform integration design, business transformation support and consultancy services, regulation and advice on platform compliance, customer training programmes and knowledge transfer.
The role requires strong analytical thinking, complex problem-solving skills, and commercial awareness. You should be able to communicate effectively with high levels of internal and external client, and stakeholder interaction and management.
We offer a competitive salary and excellent benefits, including full comprehensive health insurance, life insurance, additional company leave days after your first year, volunteer leave, sick days, referral bonuses, and more. You will also have the opportunity to work with a highly successful global business that is leading the delivery of financial services via cloud computing and partners with some of the world's largest companies.
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Wealth Management Consultant
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout 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...
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Wealth Advisor
1 week 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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Wealth Management Professional
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full timeFinspiration 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...
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Business Growth Specialist
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob 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...
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Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full timeRequirementsWe 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...
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Wealth Creation Expert
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full timeWe are looking for a Wealth Creation Expert to join our team at Wealth Mastery Academy. The ideal candidate will have experience in creating wealth creation strategies and managing online products.ResponsibilitiesWealth Creation: Use insights to make recommendations for pricing, product selection, and marketing strategies.Business Development: Work closely...
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Wealth Management Specialist
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Berhad Full timeHong 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...
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Wealth Management Specialist
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeWealth 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...
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Wealth Creation Ecosystem Manager
1 day ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full timeBenefitsWe 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.
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Sales Development Manager
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob SummarySkybound Wealth Management is hiring a Sales Development Manager to lead our Business Development efforts. As a key member of our team, you will be responsible for driving growth and revenue through strategic sales initiatives.Key ResponsibilitiesDevelop and execute sales strategies to drive growth and revenueManage and motivate a sales team to...
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Wealth Management Products Specialist
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full timeAbout 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...
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E-commerce Operations Specialist
1 day ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full timeAbout 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.
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Senior Wealth Sales Specialist
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full timeJob 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...
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Wealth Management Specialist
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Utrade Full time**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...
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Wealth Management Specialist
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeAbout 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...
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Financial Services Specialist
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full timeWe are seeking highly motivated individuals to join our team at Finspiration Advisory I Wealth Management.About the Role:We provide customized wealth management solutions to meet clients' unique financial needs.We build strong relationships with clients to ensure their satisfaction and trust.We continuously identify new business opportunities to expand our...
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Customer Wealth Management Specialist
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full timeWe are seeking an experienced Customer Wealth Management Specialist to join our RHB Banking Group team.The successful candidate will be responsible for creating relationship management of existing Premier Banking customers in accordance with established standards.You will also actively participate and support Premier Banking marketing activities for customer...
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Portfolio Development Manager
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full timeWe are seeking highly motivated and results-driven individuals to join our team at Finspiration Advisory I Wealth Management.About the Opportunity:We offer customized wealth management solutions to meet clients' diverse financial needs.We build strong relationships with clients to ensure their satisfaction and trust.We identify and develop new business...
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Wealth and Personal Banking Specialist
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timePursue 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...
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Financial Services Recruiter
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeAbout UsSkybound Wealth Management is a leading provider of wealth management services. We are seeking a Financial Services Recruiter to join our team and help us find top talent to support our growth.Key ResponsibilitiesSource and recruit top talent in the financial services industryDevelop and maintain relationships with candidates and clientsCoordinate...