Sales Insurance Wealth Advisor

Job DescriptionTo represent Etiqa and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaborationConduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers' needs at different life stagesTo...

**Job Descriptions**: 1. License Maintenance: - Responsible for ensuring the fulfillment of every license requirement as per stated by the regulator/issuer. - Participate in event or training to keep abreast of industrial trends or practice and maintain license requirement (event that provide CPE or CPD points) 2. Prospecting and Branding: - Planning and...

Company DescriptionUOB Kay Hian, backed by the UOB Group, is one of Asia's largest brokerage firms, headquartered in Singapore with over 80 branches worldwide. The firm provides extensive access to products such as stocks, bonds, unit trusts, futures, options, CFDs, and forex, supported by advanced tools and technology for seamless trading. Serving...

**Job Overview**: **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...

About JobWe are looking for an experienced Wealth Advisor to guide our high value clients and prospective clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway Malaysia. You will report directly to the Country Manager to strategise and execute AUM impacting initiatives. Within...

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...

StashAway is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders. This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...

We provide professional training conducted by lawyers to nurture individuals to become professional living trust advisors. What's unique about our business is that all advisors' commissions are recurring for life. After the 2nd year, advisors' commissions turn into passive income perpetually. Overriding commission for those qualified applicants. **Primary...

Career Building as an Entrepreneur Age: 25 - 35 Education Background : Diploma and Above ELIGIBILITY: - Malaysian Citizen - Age : 25-35 - Good communication - Highly effective team player Working Experience: In Accounts, Finance, Sales and Marketing will be added advantage Current Residing Location: Klang Valley and Kuala Lumpur Looking for: Full...

What does Senior Wealth Manager do? Senior Wealth Manager develops relationships with potential customers to help them solve financial issues. They describe and explain different types of solutions to customers, offering recommendations on which options to choose. Senior Wealth Managers duties and responsibilities: - SWM use strongly developed interpersonal...