Private Wealth Manager

**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...

**Private Wealth Relationship Manager** **Role Overview** We are seeking an experienced Private Wealth Relationship Manager to join our team in Kuala Lumpur. The role focuses on managing and growing relationships with high-net-worth clients, delivering personalized banking solutions, and supporting their wealth management goals. **Key Responsibilities** -...

Key ResponsibilitiesService Private Wealth customers (AUM - RM 1,000,000).Promote the Bank's investment & deposit products and services to Private Wealth customers.Actively acquire New-to-Private Wealth (NTPW) customers.Provide fast and convenient off-site banking services to all clients.Run Private Wealth activities to increase membership and deposit...

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...

Investment Product Sales & Distribution – Market and distribute Crewstone's suite ofinvestment products and solutions to a broad base of clients and investors by leveragingpersonal networks, referrals, and strategic outreach initiatives.Financial Planning & Advisory – Deliver tailored investment advice andcomprehensive wealth solutions that align with...

We are seeking seasoned ex-bankers, insurance professionals, and high performing sales professionals with a proven track record to join our dynamic team in Kuala Lumpur, Malaysia, as Private Wealth Directors.ResponsibilitiesDevelop and maintain strong relationships with clients.Provide expert advice on wealth management, investment strategies, and financial...

*Job Title: Wealth Planner** As a Wealth Planner, you will play a crucial role in helping clients achieve their financial goals through personalized wealth management strategies. Your primary responsibility will be to assess clients’ financial situations, develop comprehensive plans, and provide ongoing guidance. **Key Responsibilities**: 1. **Client...

About UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong,...

About UsWith over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong,...

Position:Private Banker/Private Client ManagerLocation:Kuala Lumpur (KL)Industry:Investment Banking & Financial ServicesAbout the Client:Join one ofMalaysia's leading private investment banks, known for its premium wealth management services catering to high-net-worth and ultra-high-net-worth individuals (HNWIs and UHNWIs). This institution is committed to...