Private Client Consultant

With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent life insurance broker, we specialise in procuring life insurance products (ranging from traditional universal life to private placement life...

Job SummaryWe are seeking a Private Client Advisor to join our team at OCBC Bank. In this role, you will be responsible for building sustainable relationships with Private Client customers and providing quality wealth advisory services and financial product recommendations.Main AccountabilitiesTo enhance franchise value by identifying and capitalizing on...

Job Description - Client AdvisorWe are seeking a highly skilled Private Client Advisor Lead to join our team at OCBC Bank. As a key member of our Private Client Franchise, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) clients.Main ResponsibilitiesTo provide quality wealth...

Job DescriptionThis role requires an individual who is passionate about delivering exceptional client experiences and building long-term relationships with high net worth individuals. As a Private Wealth Relationship Manager, you will be responsible for:Servicing ClientsProviding expert advice on investments and other financial products.Identifying...

Maybank WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaJob Responsibility:Implement and drive Investment "Business Strategies", focusing on Private Wealth clients to achieve pre-set targets for investment fee based income, asset under management (AUM), cross sell ratio and increase number of new investment clients.Joint sales call with CAs and...

Benefits and OpportunitiesAs a Private Banking Consultant at Maybank, you will enjoy a range of benefits and opportunities that align with your career goals and aspirations.The key benefits and opportunities of this role include:Competitive remuneration package, bonuses, and other rewards.Opportunities for professional development, training, and...

Job DescriptionCrewstone International Private Equity & Investments seeks a seasoned professional to drive business growth through client coverage and deal sourcing. As an experienced investment banking specialist, you will leverage your expertise in financial analysis and due diligence to identify high-quality deals and investment leads.The successful...

About UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong,...

Your Key ResponsibilitiesAs a Private Equity Client Operations Lead, your primary responsibility will be managing fund accounting teams, providing full-range services to Private Equity, Real Estate, and Hybrid Clients. Your tasks include reviewing and coordinating Net Asset Value calculations, investor servicing activities, and maintaining working knowledge...

**Take Control of Your Financial Future with Utrade**What We're Looking For:We are seeking a highly motivated and experienced wealth management professional to join our team as a High Net Worth Consultant. In this role, you will work closely with our clients to understand their financial objectives and develop customized solutions to meet their needs.Your...

SAP Opportunities in MalaysiaAt Saiteck ERP Solutions Private Limited, we are seeking skilled SAP consultants for exciting remote opportunities with our esteemed client in Malaysia. With a strong background in SAP systems and expertise in modules like FICO, MM, SD, PP/QM, PS, BASIS, and Fiori/BTP, you will have the chance to work on transformative projects...

iFAST Global Markets offers a comprehensive range of services to help clients achieve their financial objectives. Our team provides expert advice on investment strategies, risk management, and asset distribution.We are seeking a skilled candidate with experience in Private Banking, Client Advisory, Relationship Management, or Personal Financial Consulting....

Job DescriptionWe are looking for a Private Equity Expert to join our team. The ideal candidate will have knowledge of Capital Market structure with a focus on Private Capital Market and Financial Accounting. They will be able to interpret various types of financial reports and question and understand requirements to design reporting related to that data.The...

About the RoleCrewstone International Private Equity & Investments is seeking an international investment banking specialist to join our team. As a senior member of our team, you will be responsible for driving business growth through client coverage and deal sourcing.You will leverage your expertise in financial analysis and due diligence to identify...

We are looking for an experienced professional to manage our Flagship Premier Private Client Centre's day-to-day operations.Key ResponsibilitiesLead centre operations, prioritizing exceptional customer service and staff performance.Manage inventory, operational planning, and scheduling for meetings, events, and dining services.Collaborate with internal...

About the JobThis is an exceptional opportunity to join our team as a Private Banking Advisor, where you will be responsible for developing best-in-class solutions for our high-net-worth clients.To apply market knowledge in advisory, advisory managed and discretionary portfolio management to promote the full product range to meet client's needs.Work closely...

Wealth Advisory ServicesWe are seeking a highly skilled Wealth Advisory Consultant to join our team at OCBC Bank. As a key member of our Private Client Franchise, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) clients.Main ResponsibilitiesTo provide quality wealth advisory...

About the RoleWe are looking for a Financial Services Consultant to join our team at OCBC Bank. As a key member of our Private Client team, you will be responsible for providing quality wealth advisory services and financial product recommendations to HNW Private Clients.Main ResponsibilitiesTo proactively engage Private Client customers to achieve...

Get AI-powered advice on this job and more exclusive features.Crewstone International is a private equity and investment firm specializing in fund management, capital raising, and advisory services. We connect global investors with high-potential opportunities while ensuring regulatory compliance and operational excellence. Our experienced team drives growth...

CIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaPrivate Wealth Relationship ManagerGet AI-powered advice on this job and more exclusive features.Service Private Wealth customers (AUM - RM 1,000,000).Promote the Bank's investment & deposit products and services to Private Wealth customers.Actively acquire New-to-Private Wealth (NTPW)...