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 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...

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 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...

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...

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...

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...

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...

Company DescriptionEstablished in 1983 by Mr. Wee Tiong Howe, IPP Global Wealth is Singapore's trailblazer in comprehensive financial planning. IPP distinguishes itself through professionalism, integrity, and expertise, drawing top financial planners and insurance advisers from across the region. A significant milestone, the launch of IPP Global Wealth in...

**Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. **Wealth and...