Wealth Advisor
2 weeks ago
Join deVere Group as a Financial Services Representative and take advantage of a dynamic career opportunity in Kuala Lumpur, Malaysia.
Insurance Sales and Wealth Management ProfessionalWe are seeking an experienced professional to drive client acquisition and provide expert advice on insurance and wealth management products.
Responsibilities:
- Acquire new clients through proactive outreach and relationship-building.
- Provide tailored advice on insurance and wealth management products.
- Develop strategies to expand the client base and improve customer satisfaction.
- Collaborate with the team to create customized solutions for clients.
Requirements:
- Proven experience in insurance sales or wealth management with a focus on client acquisition.
- A track record of meeting or exceeding sales targets.
- Experience as an insurance agent or in a similar advisory role is preferred.
- Strong communication and interpersonal skills.
What We Offer:
- Competitive commissions.
- A flexible work environment with the freedom to manage your own schedule.
- An independent advisory role with access to top-tier products.
- Ongoing training and career advancement opportunities.
-
Wealth Advisor
3 weeks 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...
-
Wealth Management Advisor
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia BGC Group Full timeRole OverviewWe are looking for a Wealth Management Advisor to join our team at BGC Group. As a key member of our sales force, you will be responsible for providing wealth management solutions to meet clients' needs.Key ResponsibilitiesProvide wealth management solutions to meet clients' needs through proactive outreach and relationship-building...
-
Wealth Management/Insurance Advisor
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia deVere Group Full timedeVere Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaWealth Management/Insurance AdvisorJoin Our Team as a Wealth Advisor in our Kuala Lumpur officeAre you an experienced insurance sales or wealth management professional with a proven track record in client acquisition? We are seeking dynamic individuals to join our team in a role...
-
Wealth Management Advisor
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full timePreferred Relationship ManagerCIMB is looking for a skilled Wealth Management Advisor to provide expert financial planning advice to customers.Develop and implement comprehensive financial plans tailored to individual customers' needs and goals.Manage customer relationships to increase share of wallet, leveraging the "Farmer" concept to drive revenue...
-
Wealth Management Professional
6 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeAbout the RoleWe are looking for a highly skilled and motivated Independent Financial Advisor to cultivate strong relationships with clients, providing expert financial guidance and support. The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, holding industry-leading qualifications such...
-
Wealth Management Professional Required
6 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeWe are representing a leading Wealth Management firm in Kuala Lumpur, Malaysia, seeking an accomplished Independent Financial Advisor.This role requires an individual with extensive experience in the wealth management industry, industry-leading qualifications, and a transferable client base.Job Requirements:Minimum 5 years of experience as a Financial...
-
Wealth Manager
8 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeWealth Manager - Kuala LumpurThis firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...
-
Private Wealth Advisor
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Utrade Full time5 days ago Be among the first 25 applicantsDirect message the job poster from UOB Kay HianDirector, UOB KayHian Private Wealth MalaysiaPosition Overview:We are excited to announce opportunities to join our Private Wealth Management team at UOB KayHian, led by our esteemed Director.Key Services:Unit Trusts (UT): Providing diversified investment solutions to...
-
Kuala Lumpur, Kuala Lumpur, Malaysia TodayPlus Holding Sdn. Bhd. Full timeWealth & Investment Advisor (Qualified Leads Provided)Wealth & Investment Advisor (Qualified Leads Provided)Join a top-performing financial advisory team where your growth and client impact matter. We provide ready leads, structured mentorship, and a clear path to leadership—no cold-calling or dead-end roles. You'll advise individuals and businesses on...
-
Executive Wealth Manager
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeCompany OverviewA prestigious international wealth management firm, Independent Resourcing Consultancy Ltd, is seeking an experienced and certified financial advisor to join their team in Kuala Lumpur.The selected candidate will be entrusted with providing expert financial guidance to clients, aiding them in achieving their financial aspirations and...
-
Independent Financial Advisor
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Full timeIndependent Financial Advisor - Kuala LumpurIndependent Financial Advisor Kuala Lumpur, MalaysiaCompetitive Package Self Employed PackageJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing a leading International Wealth Management firm looking for an experienced and qualified...
-
Independent Financial Advisor
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing a renowned Wealth Management firm in Kuala Lumpur, Malaysia, seeking an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in...
-
Independent Financial Advisor
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing an International leading Wealth Management firm in Malaysia, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will be responsible for providing...
-
Wealth Management Specialist
6 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeJob DescriptionAs a Senior Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and secure their financial futures.Key ResponsibilitiesBuild strong relationships with clients through effective communication and interpersonal skills.Conduct comprehensive financial...
-
Senior Financial Advisor
6 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full timeJob OverviewWe are representing a leading International Wealth Management firm looking for an experienced and qualified Senior Financial Advisor to join their team in Malaysia.Role and ResponsibilitiesYou will be responsible for building and maintaining relationships with clients, conducting thorough financial assessments, developing personalized financial...
-
Premier Wealth Advisor
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeExperience the possibilities with a career at HSBC, where you'll find opportunities, support, and rewards that will take you further. We're currently seeking a Premier Relationship Banker to join our Wealth and Personal Banking team.As a Premier Relationship Banker, you'll work together with colleagues to define, manage, and achieve divisional business...
-
Senior Wealth Advisor
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeJob DescriptionThis role involves managing Premier customer relationships and providing solutions through various Wealth Management products. The position requires continuous analysis and review of customers' portfolios every quarter to identify opportunities.The job holder must effectively manage action plans for growing new relationships, retaining, and...
-
Executive Financial Advisor
18 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Full timeJob OverviewWe are seeking an experienced and certified Independent Financial Advisor to join our team in Kuala Lumpur. Our client is a prestigious International Wealth Management firm that values expertise and professionalism.
-
Strategic Wealth Advisor
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Expatriate Advisory Sdn Bhd All About Foreign Investment in Malaysia on Business and Property Full timeWhy Choose UsAt Expatriate Advisory Sdn Bhd, we offer a unique opportunity for a Wealth Management Consultant to join our team and work with clients to create personalized financial plans using Bank Negara approved financial tools. Our team of experts provides professional consultancy services to empower individuals and families to make informed decisions...
-
Wealth and Personal Banking Expert
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full timeBecoming a Mortgage AdvisorThis role requires a driven individual with excellent communication skills and a passion for delivering exceptional service. As a Mortgage Advisor, you will have the opportunity to make a real impact and contribute to the success of our Wealth and Personal Banking division.Your Key Responsibilities:To handle all aspects of mortgage...