Private Wealth Management Specialist

Career Opportunities at CIMBAbout CIMBCIMB is a leading financial institution in Malaysia, providing a wide range of financial services to individuals, businesses, and institutions.We are seeking a highly motivated and experienced individual to join our Private Wealth team as a Private Wealth Development Manager.In this role, you will be responsible for...

Job SummaryThis role involves developing relationships with private bankers and referral sources within assigned territories. You will identify and qualify potential prospects for our planning and life insurance products and present them accordingly.The ideal candidate will have a Bachelor's degree from a reputable university and 5-10 years of relevant...

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)...

In this role, you will be working closely with our Head, Private Wealth to assess CA competencies and skills, implement training programs, and coach new and existing CAs.You will be responsible for executing action plans to address any gaps and undertake corrective measures to achieve investment targets.The successful candidate will possess a mid-senior...

Career Opportunity:Private Wealth Relationship ManagerWe are seeking an experienced Private Wealth Relationship Manager to join our team at CIMB. As a key member of our wealth management division, you will be responsible for managing client portfolios and providing exceptional customer service.Develop and implement tailored investment strategies to meet the...

5 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...

3 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Direct message the job poster from Howden Private WealthAbout 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...

Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. We specialise in procuring insurance products for UHNW individuals globally.We have representatives across multiple jurisdictions including Asia Pacific, Europe and the U.S. Our team is dedicated to providing...

We are seeking a highly skilled and licensed Private Wealth Manager to join our team in Kuala Lumpur. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing them with comprehensive financial planning services, and ensuring the preservation and growth of their wealth. This role requires a deep understanding...

About UsWe are Howden Private Wealth, a leading insurance broker with over 40 years of industry experience. We partner with private banks, family offices, law and tax advisory firms to provide bespoke insurance solutions for UHNW individuals globally.With representatives across multiple locations, we offer holistic solutions that cater to our clients'...

About the Role:We are seeking a skilled Wealth Management Specialist to join our team at Hong Leong Bank. As a key member of our Private Banking division, you will be responsible for promoting our full product range to meet client needs and driving new investment flows.Responsibilities:To apply market knowledge in advisory, managed and discretionary...

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,...

Finspiration Advisory I Wealth Management is a dynamic and thriving organization seeking passionate individuals to join our team. Our goal is to provide exceptional wealth management solutions to clients, ensuring their financial needs are met.Key Responsibilities:We design and implement customized investment strategies tailored to clients' goals.We build...

About the RoleJob DescriptionWe are seeking a results-driven individual to join our Private Wealth team as a Wealth Management Business Leader.In this role, you will be responsible for developing and executing sales plans and activities to drive business growth. Key responsibilities include acquiring new leads through corporate talks and partnerships with...

We are seeking a highly motivated Estate Planning Consultant to join our team at Howden Private Wealth. As a member of our team, you will work closely with Private Bankers and other Referral Sources to develop leads and prospects for our planning and life insurance products.About the Role:You will be responsible for establishing relationships with Private...

About UsFinspiration Advisory I Wealth Management is a dynamic and thriving industry that offers great rewards, career growth, and a clear path to success. Our team is passionate about providing customized wealth management solutions to meet clients' financial needs.Key Responsibilities:Develop and implement effective wealth management strategies to ensure...

Company OverviewWealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with USD1.4 trillion in assets.Across Asia, where wealth pools are growing faster than in any other region, HSBC's wealth revenues grew 12% in 2019...

We are looking for a highly skilled Life Insurance Sales Professional to join our team at Howden Private Wealth. As a member of our team, you will work closely with Private Bankers and other Referral Sources to develop leads and prospects for our planning and life insurance products.About the Role:You will be responsible for identifying and developing...

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...

About the Role:Private Wealth Relationship ManagerWe are looking for a skilled Private Wealth Relationship Manager to join our team at CIMB. In this role, you will be responsible for building and maintaining strong relationships with high-net-worth individuals and their families.Develop and maintain comprehensive knowledge of the Bank's investment products...