Private Wealth Advisor

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...

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...

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...

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)...

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...

As a Director at Utrade Private Wealth Malaysia, you will play a key role in driving business growth and delivering exceptional client service to our high-net-worth clients.About the Role:Responsibilities will include managing client relationships, developing and implementing customized investment strategies, and maintaining knowledge of various wealth...

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,...

Job RequirementsWe are seeking a Private Wealth Credit Expert to join our team at Maybank. In this role, you will be responsible for managing wealth credit loan applications, including preparing credit applications, periodic credit reviews, obtaining approvals, and overseeing documentation.A strong understanding of the group's credit and credit-related...

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...

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...

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...

Job Description - Client Advisor (220000D0)ResponsibilitiesTo provide quality wealth advisory services and financial product recommendations to HNW Private Clients.To enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking...

Job Description - Client Advisor (220000D0)ResponsibilitiesTo provide quality wealth advisory services and financial product recommendations to HNW Private Clients.To enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking...

Job Description - Client Advisor (220000D0)ResponsibilitiesTo provide quality wealth advisory services and financial product recommendations to HNW Private Clients.To enhance franchise value by cross-selling appropriate wealth solutions based on an advisory-based approach.To expand the Private Client Franchise by acquiring new High Net Worth (Private Banking...

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...

deVere 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...

CIMB is seeking an experienced Wealth Management Team Lead to join its Private Wealth Sales team in Kuala Lumpur. As a seasoned sales and management professional, you will be responsible for leading the team's efforts to acquire new customers, retain existing ones, and drive business growth.Key Responsibilities:Sales Growth: Develop and execute strategies to...

Wealth and Personal Banking is HSBC's global business combining Retail Banking and Wealth Management, making us one of the world's largest wealth managers with USD1.4 trillion in assets.Across Asia, where wealth pools are growing faster than in any other region, our wealth revenues grew 12% in a recent year to USD5.7 billion. Our dedicated colleagues serve...

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...

The Private Wealth Client Relationship Executive role at CIMB involves leading the company's Private Wealth Sales team in Kuala Lumpur. As a seasoned sales and management professional, you will be responsible for managing the team's day-to-day operations, ensuring that they are meeting their sales targets and delivering excellent customer...