Wealth Planner

*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...

**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...

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...

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...

**Requirements**: - Working Experience: Minimum 2 years. Experience in real estate, unit trust, insurance sales, banking sales or field sales is a PLUS - People Skills: Enjoys working with a diverse group of individuals - Goal-Getter Vibes: Pursue goals with passion and work well in fast paced environment - Mindset: Proactive, open to new ideas, and good...

Company DescriptionMWMC Wealth Planners specializes in providingcomprehensive wealth planning servicesaimed at ensuring financial security and long-term growth for both individuals and businesses. Our offerings include insurance solutions, will writing, and unit trust fund management tailored to meet the unique needs of our clients. Guided by the principles...

Position: Wealth ManagerLocation: Kuala Lumpur - MalaysiaEmployment Type: Full-Time About the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Kuala Lumpur - Malaysia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

Company DescriptionVKA Wealth Planners is Malaysia's premier financial planning firm, providing value-added services to individuals and businesses since 2003. Licensed by the Securities Commission Malaysia and approved by Bank Negara Malaysia, the firm is committed to enhancing financial literacy and enabling clients to effectively manage their personal...

We're Hiring | Wealth Planners & Future Leaders WantedLocation: Damansara, Petaling Jaya | Industry: Financial ServicesAre you driven, people-focused, and passionate about financial freedom — not just for yourself, but for others too?AtVSNR Co., we've spent over 30 years helping individuals, families, and businesses achieve long-term financial security...

1. Financial Advisory service: - Client Management - Case Management - Activity Management a) Attend all meetings with Clients / Leads together with Senior Advisor. b) Assist Senior Advisor in all administrative related tasks e.g instruction order, client database update and liaising with back office (Planning & Solutions / Sales Admin) for outstanding...