Priority Wealth Advisor

1 day ago

Sri Hartamas Kuala Lumpur, Malaysia UOB KAY HIAN (M) SDN. BHD. Full time 80,000 - 120,000 per year

Grow with us Be one of us in signifying the Best BURSA EXCELLENCE Award-Winning Broker


• Best Retail Shariah Participating Organization (1st Runner-Up)


• Best Retail Equities Participating Organization (2nd Runner-Up)


• Best Institutional Equities Participating Organization (1st Runner-Up)


• Best Retail Bursa Malaysia-i Participating Organisation - Champion

"Open in Multiple Job Locations - Alor Setar, Bukit Mertajam, Georgetown, Ipoh, Kota Bharu, Kuala Terengganu, Sri Hartamas, Melaka, Johor Bahru, Sibu, Miri, Kota Kinabalu."

Objective:

Carry out dealing in securities activities to meet business targets. Events and activities include marketing, dealing, and executing trades in local & foreign markets and providing investment services to clients.

Key Responsibilities:

  • Dealing and execution of trades for local & foreign retail equities broking business.
  • Carry out sales & marketing activities to acquire new clients and to ensure smooth execution of the event.
  • Manage client's portfolio by providing market updates and maintaining a good relationship with existing clients
  • Promote and cross-sell wealth products (Unit Trust, Bonds, Money Markets, etc) to clients.
  • Service existing accounts and establish new accounts by planning and organizing a daily work schedule to call on existing or potential clients
  • To take reasonable steps to learn, know and obtain pertinent facts about their clients' backgrounds (e.g. client's investment objectives, financial background, source of funds, etc.) to comply with rules and regulations as set out by Securities Commission, Bursa Malaysia, Bank Negara Malaysia and any other governing bodies relevant to the stockbroking industry.

To be considered for this role, here are the skills and requirements we're looking for:

  • Degree/Diploma in any field
  • Minimum 3 years of a working experience in the related field. Fresh Graduates are also encouraged to apply
  • Possess relevant licenses i.e. FIMM /CMSRL/Module 6 / Module 7 - Stock Market and Securities Law & M7 - Financial Statement Analysis and Asset Valuation is Preferred
  • Excellent communication, interpersonal, and people management skills
  • Proven track record in managing clients' investment portfolios and maintaining AUM for the company while achieving revenue targets
  • Candidates with knowledge/ experience in the securities industry will have an added advantage
  • Good contact network

  • Associate Director, Business Infrastructure, Wealth

    1 day ago

    Sri Hartamas, Kuala Lumpur, Malaysia UOB KAY HIAN (M) SDN. BHD. Full time 150,000 - 250,000 per year

    Associate Director, Business Infrastructure, Wealth & Fund ManagementPosition OverviewThe Associate Director, Business Infrastructure, Wealth & Fund Management, will be responsible for providing business oversight, driving product development, managing operations, and leading system and process enhancements to support the growth of Wealth Management (WM) and...

  • Private Wealth Adviser

    1 week ago

    Kuala Lumpur, Malaysia Skybound Wealth Management Full time

    **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 Advisor

    1 day ago

    Greater Kuala Lumpur, Malaysia UOB Kay Hian Full time 120,000 - 240,000 per year

    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...

  • Financial Advisor

    2 weeks ago

    Kuala Lumpur, Malaysia Wealth Vantage Advisory Sdn. Bhd. Full time

    **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...

  • Wealth Advisory Intern

    1 week ago

    Kuala Lumpur, Malaysia StashAway Full time

    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 Advisor

    1 day ago

    Kuala Lumpur, Kuala Lumpur, Malaysia StashAway Full time 90,000 - 120,000 per year

    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

    1 day ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Full time $60,000 - $120,000 per year

    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...

  • Financial Adviser

    1 day ago

    Kuala Lumpur, Kuala Lumpur, Malaysia VKA Wealth Planners Full time 60,000 - 120,000 per year

    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...

  • Regional Head of Priority Banking

    1 day ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time 150,000 - 250,000 per year

    If you are looking to excel and make a difference, take a closer look at us…Key Responsibilities and Accountabilities:Functional:Develop regional wealth business strategic plan, lead and ensure effective execution of all Priority Banking business initiatives.Identify opportunities for product and process improvements for better wealth solution and...

  • Insurance Advisor, FT Region

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Etiqa Insurance and Takaful Full time 80,000 - 120,000 per year

    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...