Private Wealth Manager
3 days ago
We are seeking a Private Wealth Manager to join our team at Howden Insurance Brokers Limited. As an independent life insurance broker, we specialise in procuring life insurance products for UHNW individuals globally.
Key Responsibilities- Develop relationships with Private Bankers and other Referral Sources within the EPC's assigned territories.
- Develop leads and prospects by working with Private Bankers and other Referral Sources to identify and qualify potential prospects for the Company's planning and life insurance products.
- Meet with clients where appropriate pursuant to the solicitation guidelines and client availability.
- Presents the Company's planning concepts and life insurance products to Prospects.
- Tracks, manages and follows up on prospective client situations.
- Participates in Private Banker and other Bank or Referral Source employee Training sessions and ongoing follow up to keep Private Bankers informed of the Company's solutions and potential concepts to fit their client base.
- Bachelor's degree in business management or related disciplines.
- Minimum 6 years of relevant experience in the financial industry.
- Experience and knowledge in life insurance and/or HNW space will be preferred.
- Strong analytical and problem-solving skills, excellent communication, driven and ambitious in delivery of results.
- Self-motivated and mature individuals who possess a strong drive for excellence.
- Passionately committed to developing a long-term career in the industry.
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Private Wealth Manager
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia AFFIN Group Full timeJob DescriptionAFFIN Group is a leading financial institution in Malaysia, dedicated to providing exceptional banking services to high net worth individuals.About the RoleWe are seeking a skilled and experienced Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for acquiring, growing, and deepening relationships...
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Team Lead, Private Wealth Sales
5 days ago
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Private Wealth Consultant
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Lead Private Wealth Relationship Builder
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Wealth Advisor
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Private Wealth Sales Strategist
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Manager, Private Wealth Management
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Wealth Planning Specialist
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Comprehensive Wealth Strategist
1 day ago
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Director of Wealth Management Sales
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Islamic Wealth Manager
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Wealth Management Advisor
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Wealth Management Professional
4 days ago
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Wealth Management Development Programme
1 day ago
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Wealth Management Advisor
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Kuala Lumpur, Kuala Lumpur, Malaysia Al Isra' Group Sdn Bhd Full timeKuala 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...
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Wealth Management Process Expert
1 day ago
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Wealth Management Consultant
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Kuala Lumpur, Kuala Lumpur, Malaysia Expatriate Advisory Sdn Bhd All About Foreign Investment in Malaysia on Business and Property Full timeCompany DescriptionExpatriate Advisory Sdn Bhd provides professional consultancy services to assist and empower individuals and families to gain more financial control over their wealth and their futures through the use of globally recognized data backed financial solutions. We help place foot holders to prevent the unexpected financial distress and provide...