Wealth Management Specialist

Are you looking for a challenging and rewarding career in wealth management? Do you have a passion for helping clients achieve their financial goals? If so, we encourage you to apply for our Wealth Management Specialist position at My Wishes Integrated Services.Job Description:We are seeking a highly motivated and experienced Wealth Management Specialist to...

Job OverviewWealth Mastery Academy is seeking a skilled Digital Marketing Specialist to join our team. As a key member of our marketing department, you will be responsible for developing and executing digital marketing strategies to drive growth, engagement, and sales.

We 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...

Job SummaryWe are seeking a highly motivated and experienced Treasury Specialist to join our team at OCBC Bank. As a key member of our Wealth Management team, you will be responsible for providing superior investment advisory to HNWI clients and contributing to the growth and success of our business.ResponsibilitiesClient Relationship Management: Manage a...

Job DescriptionWealth Mastery Academy seeks a highly skilled Digital Commerce Specialist to join its team. As an integral part of our organization, you will be responsible for ensuring the smooth operation of our e-commerce platform.Key ResponsibilitiesManage and maintain accurate product listings on various e-commerce platforms.Ensure product descriptions,...

About This RoleThis is an exciting opportunity to join our team as a Wealth Advisor in Kuala Lumpur.Key ResponsibilitiesBuild relationships with clients and drive new business opportunities.Provide expert advice on insurance and wealth management products to clients.Contribute to the development of strategic plans to grow the client base.Work collaboratively...

Maybank, 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...

About 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...

Kuala 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...

Our ApproachWe aim to equip our Wealth Managers with the necessary expertise and support to excel in their roles. Support is provided for team members to achieve relevant qualifications, including the highly recognized Level 4 UK financial planning requirements.

About 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...

Wealth Management and Sales ProfessionalAbout Our TeamWe are a leading bank with a commitment to delivering exceptional wealth management and sales services to our clients. As a Wealth Management and Sales Professional, you will play a key role in achieving this goal.Key Responsibilities:Manage relationships with high-net-worth clients, providing them with...

This is an exciting opportunity for a highly motivated and experienced Business Development Specialist to join Wealth Mastery Academy (WMA). As a key member of our team, you will be responsible for developing and implementing influencer marketing strategies that drive business growth and success.Main ResponsibilitiesInfluencer Research: Conduct thorough...

Entry-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...

About the Role:This is an exciting opportunity for an ambitious individual to join our Wealth and Personal Banking team as an Insurance Product Expert. You will be responsible for achieving desired sales performance targets, providing financial planning advice to customers, and organizing branch activities. Your key responsibilities will include meeting...

Job DescriptionThe selected candidate will offer exclusive international and local solutions to advise and serve their clients independently.Engaging directly with clients, the Wealth Manager will assess and advise on medium to long-term financial objectives. Advice will be tailored to the clients' nationality and location, encompassing areas such as Lump...

Job DescriptionWe are seeking a skilled and motivated Insurance Product Expert to join our Wealth and Personal Banking team. As a key member of our team, you will be responsible for defining, managing, and achieving divisional business targets.Your primary duties will include:Meeting KPIs related to wealth insurance revenue and sales performance...

At Excel One & Associates Sdn Bhd, we are seeking a Wealth Management Advisor to join our team. As a key player in our company, you will be responsible for creating personalized financial plans that ensure clients achieve their goals and are protected against unforeseen events.The successful candidate will have a strong understanding of risk management,...

**Event Executive Opportunity**Wealth Mastery Academy is seeking an experienced Event Executive to lead our event planning efforts. As an Event Executive, you will be responsible for developing and implementing event strategies, managing event logistics, and collaborating with cross-functional teams.The ideal candidate will possess excellent communication...

Welcome to FNZ (UK) Ltd:Join Our Team as Product & Pricing AnalystWe are a global FinTech firm transforming the way financial institutions serve their wealth management customers. Our unique combination of technology leadership, innovation, and asset servicing helps people achieve their financial goals.As a Product & Pricing Analyst, you will play a crucial...