Current jobs related to Senior Wealth Advisor - Kuala Lumpur, Kuala Lumpur - HSBC

  • Senior Financial Advisor

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    Job OverviewWe are representing a leading International Wealth Management firm looking for an experienced and qualified Senior Financial Advisor to join their team in Malaysia.Role and ResponsibilitiesYou will be responsible for building and maintaining relationships with clients, conducting thorough financial assessments, developing personalized financial...

  • Wealth Management/Insurance Advisor

    3 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia deVere Group Full time

    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...

  • Wealth Management Specialist

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    Job DescriptionAs a Senior Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them achieve their financial goals and secure their financial futures.Key ResponsibilitiesBuild strong relationships with clients through effective communication and interpersonal skills.Conduct comprehensive financial...

  • Private Wealth Advisor

    4 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Utrade Full time

    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...

  • Wealth Manager/Senior Wealth Manager

    3 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia iFAST Full time

    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...

  • Wealth Management Professional

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    About the RoleWe are looking for a highly skilled and motivated Independent Financial Advisor to cultivate strong relationships with clients, providing expert financial guidance and support. The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, holding industry-leading qualifications such...

  • Wealth Management Professional Required

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    We are representing a leading Wealth Management firm in Kuala Lumpur, Malaysia, seeking an accomplished Independent Financial Advisor.This role requires an individual with extensive experience in the wealth management industry, industry-leading qualifications, and a transferable client base.Job Requirements:Minimum 5 years of experience as a Financial...

  • Wealth Manager

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    Wealth Manager - Kuala LumpurThis firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...

  • Wealth & Investment Advisor (Qualified Leads Provided)

    3 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia TodayPlus Holding Sdn. Bhd. Full time

    Wealth & Investment Advisor (Qualified Leads Provided)Wealth & Investment Advisor (Qualified Leads Provided)Join a top-performing financial advisory team where your growth and client impact matter. We provide ready leads, structured mentorship, and a clear path to leadership—no cold-calling or dead-end roles. You'll advise individuals and businesses on...

  • Senior Financial Advisor

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    **Job Description:**We are seeking a highly skilled Senior Wealth Manager to join our expanding global team at Click and Connect Online Limited. As a Senior Wealth Manager, you will be responsible for cultivating and managing relationships with high-net-worth clients, devising personalized financial plans, and guiding clients towards financial...

  • Financial Services Specialist

    3 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    Job Overview:Skybound Wealth Management is a leading provider of comprehensive financial planning and investment advice. We are seeking an experienced Wealth Advisor to join our team in Kuala Lumpur, Malaysia.Key Responsibilities:Client Relationship Building:Establish and maintain long-lasting relationships with high-net-worth individuals, business owners,...

  • Executive Wealth Manager

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Company OverviewA prestigious international wealth management firm, Independent Resourcing Consultancy Ltd, is seeking an experienced and certified financial advisor to join their team in Kuala Lumpur.The selected candidate will be entrusted with providing expert financial guidance to clients, aiding them in achieving their financial aspirations and...

  • Independent Financial Advisor

    3 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Full time

    Independent Financial Advisor - Kuala LumpurIndependent Financial Advisor Kuala Lumpur, MalaysiaCompetitive Package Self Employed PackageJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing a leading International Wealth Management firm looking for an experienced and qualified...

  • Senior Wealth Manager, Malaysia

    4 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job Title: Senior Wealth ManagerLocation: Malaysia, Remote Working OptionCompany: Hebden ConsultingWebsite: https://hebdenconsulting.comAbout Hebden Consulting:Hebden Consulting is an Independent Financial Advisory firm with offices in Malaysia and London. Specializing in working with international expats, Hebden Consulting offers a comprehensive range of...

  • Independent Financial Advisor

    4 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing a renowned Wealth Management firm in Kuala Lumpur, Malaysia, seeking an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in...

  • Independent Financial Advisor

    4 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing an International leading Wealth Management firm in Malaysia, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will be responsible for providing...

  • Senior Wealth Manager

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Full time

    At OCBC, we are committed to delivering exceptional banking experiences to our customers across Singapore, Malaysia, Indonesia, and China.Senior Wealth Manager - KL MainThe Group Consumer Financial Services division serves almost 3 million customers, catering to high net worth, premier, and emerging affluent individuals through premier private, wealth...

  • Wealth Solutions Advisor

    3 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

    Become a Part of Our Dynamic TeamAbout Our TeamOur Wealth and Personal Banking team is a dynamic and fast-paced environment where no two days are ever the same. We offer a wide range of products and services to meet the needs of individuals and businesses.Job DescriptionWe are seeking an experienced Insurance Product Expert to join our Wealth and Personal...

  • Executive Financial Advisor

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Full time

    Job OverviewWe are seeking an experienced and certified Independent Financial Advisor to join our team in Kuala Lumpur. Our client is a prestigious International Wealth Management firm that values expertise and professionalism.

  • Senior Wealth Manager, Malaysia

    4 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    A client is an Independent Financial Advisory firm with offices in Malaysia and London, specialising in working with international expatriates. The firm offers a comprehensive range of services, including wealth management, pension planning, private banking, and portfolio review. They prioritise understanding clients as individuals and creating tailored...

Senior Wealth Advisor

3 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time
Job Description

This role involves managing Premier customer relationships and providing solutions through various Wealth Management products. The position requires continuous analysis and review of customers' portfolios every quarter to identify opportunities.

The job holder must effectively manage action plans for growing new relationships, retaining, and deepening existing customer portfolios.

Ensure up-to-date and accurate customer information is entered and kept in the Bank's systems at all times.

Benefits

This role offers a unique opportunity to work within a dynamic team and contribute to the growth of HSBC Amanah's Islamic financial services. As a Strategic Portfolio Manager, you will have the chance to:

  • Become an expert in portfolio management and wealth advisory services.
  • Work closely with Line Managers to develop sales strategies and plans.
  • Build strong relationships with customers to understand their financial needs.