Wealth Management Advisor
5 days ago
In this role, you will have the opportunity to work closely with clients to understand their financial goals and objectives, providing tailored mortgage solutions to meet their needs.
Main Job Duties- Meet with clients to discuss their mortgage requirements and provide personalized recommendations.
- Review and advise clients on their mortgage loan applications to ensure a successful outcome.
- Develop and maintain relationships with clients, providing ongoing support and guidance throughout the mortgage application process.
- Stay up-to-date with market trends and regulatory changes, applying this knowledge to improve client outcomes.
- Work collaboratively with other teams to deliver exceptional customer experiences and achieve business objectives.
- Degree in Finance, Accounting, or related field.
- At least 2 years of experience in mortgage advisory or a related field.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
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Account Relationship Manager
6 days ago
Petaling Jaya, Selangor, Malaysia Freedom Wealth Management Full timeFreedom Wealth Management is a dynamic and innovative company that is committed to simplifying financial planning and empowering individuals, families, and communities.Key Skills and QualificationsThe ideal candidate will have a Bachelor's degree in Business Administration, Marketing, or a related field, and experience in the financial services industry is a...
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Customer Success and Development Manager
6 days ago
Petaling Jaya, Selangor, Malaysia Freedom Wealth Management Full timeFreedom Wealth Management is a forward-thinking company that simplifies financial planning and empowers individuals, families, and communities.Job OverviewThis is an exciting opportunity for a Business Development Manager to join our team and drive business growth through identifying new opportunities, building strong relationships with clients, and...
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E-commerce Business Expansion Lead
6 days ago
Petaling Jaya, Selangor, Malaysia Freedom Wealth Management Full timeWe are seeking a highly skilled Business Development Manager to join our team at Freedom Wealth Management.Role DescriptionThis is a full-time hybrid role that requires the ability to work independently and as part of a team.The successful candidate will be responsible for developing and executing business strategies, managing sales processes, and ensuring...
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Business Development Manager
6 days ago
Petaling Jaya, Selangor, Malaysia Freedom Wealth Management Full time3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Freedom Wealth ManagementBusiness Development | Account Management | Relationship Management | E CommerceCompanyWe are a leading financial services provider committed to simplifying financial planning and empowering...
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Mortgage Loan Specialist
5 days ago
Petaling Jaya, Selangor, Malaysia Power Wealth Consultancy Sdn Bhd Full timeAbout the RoleWe are seeking an experienced Mortgage Advisor to join our team at Power Wealth Consultancy Sdn Bhd. As a key member of our mortgage team, you will play a crucial role in providing expert advice and guidance to clients throughout the mortgage application process.ResponsibilitiesMortgage Application Review: Conduct thorough reviews of client...
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Mortgage Advisor
5 days ago
Petaling Jaya, Selangor, Malaysia Power Wealth Consultancy Sdn Bhd Full timeThis job is helping clients with their mortgage applications and offering financial solutions. You might like this job because it involves providing a one-stop mortgage solution and meeting individual sales targets.ResponsibilitiesReview & advise client's Mortgage Loan applicationProvide One-Stop Mortgage SolutionApproach customers on Life Protection to...
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Wealth Strategist
2 days ago
Petaling Jaya, Selangor, Malaysia HSBC Full timeOur purpose at HSBC is to open up a world of opportunity for our customers. In the Wealth and Personal Banking division, we serve 41 million customers globally, including 6.7 million international customers.We help our customers take care of their day-to-day finances and manage, protect and grow their wealth through borderless banking and world-class wealth...
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Business Development Manager
6 days ago
Petaling Jaya, Selangor, Malaysia Wealth Wolves Sdn Bhd Full timeAbout Wealth WolvesWealth Wolves is a dynamic and innovative company that provides transformation experiences for clients. Our goal is to deliver exceptional results and provide opportunities for growth.Job SummaryThis role is for a sales executive who can drive business growth and deliver transformation experiences for clients. The ideal candidate is...
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Customer Success Manager
2 days ago
Petaling Jaya, Selangor, Malaysia HSBC Full timeIn this exciting role as a Primary Banker, you will have the opportunity to work with a talented team to achieve divisional business targets and contribute to the success of HSBC's Wealth and Personal Banking division.Your primary responsibilities will include building strong relationships with customers, conducting market reviews, and promoting digital...
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Business Development Manager
2 days ago
Petaling Jaya, Selangor, Malaysia Freedom Wealth Management Full timeJob OverviewWe are a leading financial services provider committed to simplifying financial planning and empowering individuals, families, and communities.
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Sales Executive
6 days ago
Petaling Jaya, Selangor, Malaysia Wealth Wolves Sdn Bhd Full timeThis job is for Sales Executives at Wealth Wolves who provide transformation experiences for clients, along with growth opportunities. You might like this job because it values hard work and passion, and offers a chance to inspire others.Full-Timefew days agoJob DescriptionWealth Wolves are passionate about providing transformation experiences to our...
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Real Estate Operations Assistant
5 days ago
Petaling Jaya, Selangor, Malaysia Wealth Momentum Sdn Bhd Full timeWealth Momentum Sdn Bhd is a fast-paced real estate company looking for a highly organized and detail-oriented Real Estate Operations Assistant. As a key member of our team, you will be responsible for managing administrative tasks, maintaining communication with clients, and ensuring the smooth operation of our office.ResponsibilitiesPrepare contracts,...
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Business Administrative Officer
5 days ago
Petaling Jaya, Selangor, Malaysia Wealth Momentum Sdn Bhd Full timeWe are seeking an experienced Business Administrative Officer to join our team at Wealth Momentum Sdn Bhd. In this role, you will be responsible for providing administrative support to our sales and property management teams, ensuring the smooth operation of our office.Key ResponsibilitiesFoster strong relationships with clients through excellent...
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Office Support Specialist
5 days ago
Petaling Jaya, Selangor, Malaysia Wealth Momentum Sdn Bhd Full timeOur company, Wealth Momentum Sdn Bhd, is a leading real estate firm that offers exciting opportunities for growth and learning. As an Office Support Specialist, you will be an integral part of our team, supporting our sales and property management teams.Key ResponsibilitiesInteract with potential buyers, sellers, and renters, fostering strong relationships...
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Strategic Business Growth Specialist
6 days ago
Petaling Jaya, Selangor, Malaysia Freedom Wealth Management Full timeWe are a leading financial services provider committed to simplifying financial planning and empowering individuals, families, and communities.Key ResponsibilitiesThis is a full-time hybrid role for a Business Development Manager, located in Petaling Jaya with some work from home acceptable.The successful candidate will be responsible for identifying new...
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Client Relationship Builder
2 days ago
Petaling Jaya, Selangor, Malaysia Freedom Wealth Management Full timeKey ResponsibilitiesThe ideal candidate will possess experience in identifying and developing new business opportunities, as well as strong relationship-building and client management skills.
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Administrative Coordinator
5 days ago
Petaling Jaya, Selangor, Malaysia Wealth Momentum Sdn Bhd Full timeWealth Momentum Sdn Bhd is a dynamic real estate company seeking an Administrative Coordinator to join our team. As an Administrative Coordinator, you will play a vital role in ensuring the smooth operation of our office.Job DescriptionFoster strong relationships with clients through excellent communication skills and a passion for real estate.Assist the...
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Strategic Partnership Specialist
2 days ago
Petaling Jaya, Selangor, Malaysia Freedom Wealth Management Full timeAbout the RoleThe Business Development Manager will be responsible for identifying new business opportunities and building strong relationships with clients.Day-to-day tasks include meeting with potential clients, preparing presentations and proposals, negotiating contracts, and collaborating with other departments to ensure client satisfaction and business...
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Financial Consultant
5 days ago
Petaling Jaya, Selangor, Malaysia Power Wealth Consultancy Sdn Bhd Full timeJob OverviewThis role is ideal for individuals who enjoy working with clients to provide personalized mortgage solutions and achieve sales targets.Main ResponsibilitiesReview and advise clients on their mortgage loan applications to ensure a smooth process.Offer a comprehensive one-stop mortgage solution to meet individual customer needs.Identify...
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Sales Advisor
5 days ago
Petaling Jaya, Selangor, Malaysia TKD Full timeWe are a dynamic and growing company specializing in high quality carpentry custom made products and services. We are looking for a motivated and experienced carpentry Sale Advisor to join our team.Responsibilities:Ability to develop strong relationships and work independently with clients.Process achieving goals by overcoming obstacles.Excellent...