Wealth Planning Expert

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:We are seeking an experienced Wealth Advisor to join our team in Kuala Lumpur. As a key member of our team, you will be responsible for managing relationships with high-net-worth clients, providing personalized investment advice, and developing customized investment strategies.You will have the opportunity to work closely with other financial...

About This RoleThis is an exciting opportunity to join our team as a Wealth Advisor in Kuala Lumpur.Key ResponsibilitiesBuild relationships with clients and drive new business opportunities.Provide expert advice on insurance and wealth management products to clients.Contribute to the development of strategic plans to grow the client base.Work collaboratively...

Job Summary:  Wealth Mastery Academy is seeking a highly skilled Event Planning Manager to oversee the execution of various events, including conferences, trade shows, corporate meetings, and social events. This role involves working closely with clients to understand their event needs and goals, ensuring alignment with company objectives.About Us:  As a...

Wealth Management Platform OperationsOur wealth management platform is designed to help financial institutions and wealth managers achieve their goals. As a Wealth Management Process Expert, you will be responsible for managing the day-to-day operations of our platform, ensuring that all processes are followed correctly and completed to a high level of...

At Al Isra' Group Sdn Bhd, we are seeking a skilled Financial Planning Expert to join our team.This is a full-time hybrid role that involves financial planning, mainly Takaful Protection planning, retirement planning, investments, and consulting on wealth management strategies.A key responsibility of this role will be to work closely with clients to...

We are seeking a highly skilled Wealth Planning Specialist to join our team at Howden Insurance Brokers Limited. Our specialists have over 40 years of industry experience, making us the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.Job DescriptionIdentify and develop leads and...

Ambank Group invites applications for the position of Investment Insight & Consultant. The selected candidate will play a crucial role in developing investment portfolio solutions based on client needs and working closely with the Product Management team.Responsibilities and Expectations:Jointly work with frontline sales to develop investment strategies that...

Kuala Lumpur City, Federal Territory of Kuala Lumpur, MalaysiaCompany: Al Isra' Group Sdn BhdAbout Us:Al Isra' Group Sdn Bhd is an industry leading bumiputera Takaful agency established in 2006.We are a premier ALC associated with FWD Takaful Berhad.Job Description:This is a full-time hybrid role for a Wealth Management Advisor at Al Isra' Group Sdn Bhd.The...

Key Responsibilities:Client Relationship Management:Build, maintain, and grow strong, long-lasting relationships with a diverse range of clients, including high-net-worth individuals, business owners, and institutions.Financial Planning & Advisory:Provide personalized investment advice and comprehensive wealth management services, including retirement...

Wealth Mastery Academy (WMA) is seeking a Digital Growth Expert to join our team. As a key member of our marketing team, you will be responsible for developing and implementing influencer marketing strategies that drive business growth and success.Key ResponsibilitiesMarketing Strategy: Collaborate with marketing, content, and product teams to develop...

Role Overview:  As our Senior Event Coordinator, you will play a crucial role in the planning, coordination, and execution of various events, including conferences, trade shows, corporate meetings, and social events. Your primary goal will be to ensure seamless event logistics and timely completion, exceeding client expectations and driving business...

Role SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at AmBank Group. As a key member of our organization, you will be responsible for advising clients on wealth creation strategies, managing investments, and ensuring regulatory compliance.Main Responsibilities:Provide expert advice on wealth creation strategies and...

Job Description:  As our CORPORATE EVENTS DIRECTOR, you will be responsible for planning, coordinating, and executing large-scale corporate events, including conferences, product launches, and networking receptions. Your primary goal will be to create memorable experiences that exceed client expectations and drive business results.About Wealth Mastery...

About UsAce Life Connect is a dynamic insurance agency that offers innovative financial solutions to meet the diverse needs of our clients. Our team of experts is committed to delivering exceptional service and helping our clients achieve their financial goals.Job SummaryWe are currently seeking a talented Insurance & Wealth Consultant to join our team. As...

**Event Executive Role**Wealth Mastery Academy is seeking a highly motivated and organized individual to fill the position of Event Executive. In this role, you will be responsible for planning, coordinating, and executing various events, including conferences, trade shows, corporate meetings, and social events.The successful candidate will have excellent...

Maybank, a leading financial institution in Malaysia, seeks an experienced Islamic Wealth Management (IWM) Advisor to join its team.The ideal candidate will possess a strong understanding of Islamic banking and finance principles, as well as excellent communication and customer service skills.To onboard potential clients to the IWM platform while providing...

**Job Summary**We are seeking a skilled Event Executive to join our team at Wealth Mastery Academy. As an Event Executive, you will be responsible for planning, coordinating, and overseeing the execution of various events.The ideal candidate will have 1+ years of experience in event planning, management, or a related field. They will possess excellent...

Job Overview:Skybound Wealth Management is a leading provider of financial services, seeking a highly skilled and motivated Wealth Advisor to join our team in Kuala Lumpur. 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...

About Our RoleWe are seeking a skilled Wealth Management Professional to join our team at Standard Chartered Life and Careers. As a key member of our wealth management division, you will play a pivotal role in managing and growing our high-value customer base.Key ResponsibilitiesAcquiring and retaining a portfolio of priority clients through exceptional...