Private Wealth Manager
2 weeks ago
Investment Product Sales & Distribution – Market and distribute Crewstone's suite of
investment products and solutions to a broad base of clients and investors by leveraging
personal networks, referrals, and strategic outreach initiatives.
Financial Planning & Advisory – Deliver tailored investment advice and
comprehensive wealth solutions that align with each client's financial objectives, risk
profile, and investment preferences.
Client Relationship Management – Build, maintain, and deepen trusted relationships
with a diverse clientele including high-net-worth individuals, business owners, and
institutional investors to ensure long-term engagement and portfolio growth.
New Client Acquisition – Proactively expand the client base by identifying and
converting high-potential prospects through strategic networking, targeted outreach,
event participation, collaborative partnerships, and consultative selling techniques.
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Private Wealth Relationship Manager
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia LANGUAGE TALENT SOLUTIONS SDN. BHD. Full time 120,000 - 240,000 per yearKey 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...
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Executive, Policy Administration
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full time 60,000 - 120,000 per yearAbout 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,...
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Accounts Payable Executive
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full time 30,000 - 60,000 per yearAbout 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,...
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Head of Client Private Services
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Robert Walters Full time 120,000 - 240,000 per yearThis leading banking institution is seeking a visionary Head of Private Client Services to elevate the Bank's wealth and client service strategy across its high-net-worth and mid-market segments. This role is ideal for a seasoned leader with a proven track record in private banking or wealth management, capable of driving client satisfaction, team...
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Wealth Manager
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Full time $60,000 - $120,000 per yearWealth 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...
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Wealth Graduate Programme
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time 50,000 - 150,000 per yearJob DescriptionEmbark on a dynamic 9-month graduate development program designed to transform you into a fully licensed Wealth Manager and future leader within HSBC Bank. You will receive comprehensive support through curated formal trainings combined with crucial on-the-job exposure, ensuring you have the skills and experience necessary for success. This...
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Wealth Graduate Programme
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time $40,000 - $50,000 per yearJob Description:Embark on a dynamic 9-month graduate development program designed to transform you into a fully licensed Wealth Manager and future leader within HSBC Bank. You will receive comprehensive support through curated formal trainings combined with crucial on-the-job exposure, ensuring you have the skills and experience necessary for success. This...
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Wealth Manager
2 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Full time 120,000 - 240,000 per yearPosition: 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...
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Relationship Manager
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Crewstone International Private Equity & Investments Full time 120,000 - 240,000 per yearWhy Choose Crewstone?Crewstone International is a licensed Private Equity Management Corporation (PEMC) regulated by the Securities Commission Malaysia. Since 2011, we have built a diverse and resilient portfolio spanning the US, UK, Asia, and the UAE – driven by a global team of seasoned investment professionals and a commitment to excellence.As a...
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Wealth Manager
2 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Y & Y Baby Enterprise Full time 80,000 - 160,000 per yearJob Description:Serving High Net Worth Client in partnership with the strength of malaysia branches of the partnering bank.Develop and execute strategic plans to grow High Net Worth insurance sale through the bank's affluent and high net worth channels.Collaborative with wealth management teams to embed insurance solutions into holistic wealth...
