Wealth Management Team Lead

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...

About the Role:The successful candidate will be responsible for managing client relationships, providing financial planning and advisory services, developing investment strategies, and conducting market research. You will work closely with internal teams to deliver comprehensive wealth management solutions and ensure regulatory compliance.This role requires...

CIMB WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaJob ResponsibilitiesDevelop, innovate, execute and communicate sales plans and activities.Acquire new leads (e.g. by attending corporate talks, by networking with agents, lawyers and developers).Assign sales leads and referrals (if any) to the sales team and ensure prompt action is...

Wealth Management Project LeadJob Summary:We are seeking an experienced Wealth Management Project Lead to join our team and lead the planning, execution, and delivery of key technology projects within our digital wealth platform.Key Responsibilities:The successful candidate will be responsible for:Leading and managing the full project lifecycle, from...

WE Team WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaBusiness Partner Coaching | Future Leader Builder | Certified Financial Planner | MDRTCompany DescriptionWE Team is a premier boutique financial agency in Kuala Lumpur, Malaysia. Rooted in wisdom and ethical professionalism, we specialize in insurance, unit trust, and holistic financial...

BenefitsWe 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.

Job title: Business Development ExecutiveLocation: Kuala Lumpur, MalaysiaJob Status: Full timeAre you a successful salesperson looking to build a career in Wealth Management? Then this is the job for you.At Skybound, we consider that the Business Development team adds fundamental value to the overall success of the business, making this role an excellent...

Utrade is a leading financial institution renowned for its commitment to excellence and innovation in wealth management.About the Role:We are seeking a talented and experienced professional to join our team as a Director, Utrade Private Wealth Malaysia. As a key member of our Private Wealth Management team, you will be responsible for delivering bespoke...

iFAST Global Markets ("iGM Malaysia") is the private wealth advisory division of iFAST Corporation Ltd ("iFAST"). Our team consists of highly skilled and experienced private wealth professionals who specialize in managing client's assets, including investments, risk management and asset distribution. Our primary focus is on serving high-net-worth individuals...

Job Overview:Skybound Wealth Management Limited is seeking a skilled Wealth Management Specialist to join our team in Malaysia. As a Wealth Management Specialist, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients.You will build and maintain strong...

Are you looking for a challenging role in digital marketing? Do you want to make a real impact at a reputable organization? Look no further! At Wealth Mastery Academy, we are seeking an experienced Digital Marketing Executive to lead our digital marketing efforts.As a key member of our marketing team, you will be responsible for developing and implementing...

Assistant Manager, Digital Wealth Solution and ProjectWe are seeking a highly motivated and experienced Digital Wealth Solution and Project colleague to assist the planning, execution, and delivery of key technology projects within our digital wealth platform. This role will be instrumental in driving the development and enhancement of our systems, ensuring...

Job Summary">We are looking for a highly skilled and experienced Wealth Management Specialist to join our team as a Treasury Product Lead. In this role, you will be responsible for managing and carrying out activities related to OCBC Wealth Management – Treasury products/solutions for consumers.Main ResponsibilitiesManage and carry out activities of OCBC...

About Hong Leong Bank BerhadWe are a leading financial institution dedicated to providing innovative solutions to our clients.Job SummaryThis role involves managing complex technology projects, collaborating with stakeholders, and contributing to process improvements.Key ResponsibilitiesTo lead project teams in the planning, execution, and delivery of...

Succeed as a Wealth Management Professional by joining our team at Standard Chartered. This is an excellent opportunity for a talented individual to make a significant impact on our wealth management business.The RoleAs a Portfolio Wealth Expert, you'll be responsible for training Associate Relationship Managers (ARM) and Relationship Managers (RM) on wealth...

Assistant Manager - Digital Wealth PlatformThe Assistant Manager - Digital Wealth Platform will play a key role in the planning, execution, and delivery of key technology projects within our digital wealth platform. This includes developing and executing project plans, leading project teams, and communicating project status and progress to...

Required Skills & Qualifications:Education & Qualifications:Level 4 Diploma or equivalent qualificationA minimum of 3–5 years of experience in wealth management, financial advisory, or private bankingSkills & Competencies:Strong knowledge of financial products, investments, tax laws, and estate planning.Expertise in portfolio management, asset allocation,...

Wealth Solution and Project Lead at Hong Leong Bank will be responsible for building up banks' wealth products into digital solutions.Duties and ResponsibilitiesWork closely with Product Manager and other key stakeholders to furnish detailed requirements internally and externally.Ensure the project is executed on a timely basis, ensuring seamless integration...

Digital Wealth Solutions Project LeadThis role requires an individual with a strong background in wealth management and project management, as well as experience in leading cross-functional teams and collaborating with stakeholders to deliver complex projects.Key Responsibilities:Develop and execute project plans, including project scope, timeline, budget,...

Role 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...