Wealth Manager

Company DescriptionEstablished in 2009, Harveston Capital is a holistic wealth management firm that operates Harveston Financial Advisory Sdn Bhd and Harveston Wealth Management Sdn Bhd. Both companies are approved by Bank Negara and the Securities Commission Malaysia, respectively. Over the past 15 years, we have provided wealth management services to...

Our Client is a Singapore-based Family Office representing high-net-worth clients with global investment interests. The team works closely with leading private banks, financial institutions, and wealth specialists to manage and grow multi-million-dollar portfolios.As part of their continued expansion, they are seeking a polished, discreet, and highly capable...

Some Careers Have More Impact Than Others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.HSBC is one of the largest banking and financial services organizations in the world, with operations in 64 countries and territories. We aim to be where the growth is, enabling businesses to thrive and...

**Job Benefits**: - **Exploring in banking industry.**: - **Attractive start basic salary from RM 2,000 - RM 4,000**: - **Attractive allowances up to RM 200 - RM 300**: - **Attractive commission & incentive up to RM 1,500 - RM 5,000**: - **Good benefits.**: - **Job trainings provided.** **Responsibilities**: - Understanding customer's financial needs...

**About Us** Blueprint Planning is a leading financial planning specialist that is committed to helping our clients realize their financial aspirations. We provide tailored and holistic financial planning services to our clients both in Malaysia and abroad. Our financial advisors have the knowledge and experience to assist our clients in a wide range of...

Responsibility: - Build strong clients relationships that retain and grow the wealth of the clients - Receive valuable market insight and feedback - Participate in company activities and training to increase knowledge and skills - Achieve individual sales target and contribute towards the achievement of the branch target Requirement: - Education: min...

**Position Overview**: The Junior Personal Assistant (JPA) will provide administrative and organizational support to senior management and staff. This role requires excellent communication, time management, and multitasking skills to handle a variety of tasks efficiently. **Key Responsibilities**: - **Administrative Support**: - Assist with daily office...

ADMIN ASSISTANT Job Requirement - Prefer Female & Single - Minimal Degree - Age 23-28 years old - Have Experience as a Admin - Fresh Graduated are also welcome to apply - Digital Marketing - Familiar with Social Media & Simple Video Editor - Assist Manager in day to day Office Work - Assist Manager in Meeting Client - Assist in agent Recruitment and...

**Responsibilities**: 1. Build strong customer relationships that retain and increase customers' wealth in financial planning services. 2. Identify market segmentation and initiate contact for data collection. 3. Analyze data to identify the current financial situation. 4. Propose the recommendation based on current financial situation to achieve specific...

**Responsibilities**: 1. Build strong customer relationships that retain and increase customers' wealth in financial planning services. 2. Identify market segmentation and initiate contact for data collection. 3. Analyze data to identify the current financial situation. 4. Propose the recommendation based on current financial situation to achieve specific...

**About Us** Blueprint Planning is a leading financial planning specialist that is committed to helping our clients realize their financial aspirations. We provide tailored and holistic financial planning services to our clients both in Malaysia and abroad. Our financial advisors have the knowledge and experience to assist our clients in a wide range of...

Who We Are UiTM Holdings Sdn Bhd is a wholly-owned investment holding company of Universiti Teknologi MARA (UiTM). Incorporated on 5 June 2007, UiTM Holdings presently manages 8 active subsidiaries with operations spanning across four business divisions namely, Energy, Healthcare, Technology and Creative. UiTM Holdings acts as a link committed to...

**Responsibilities**: - _**Sales Responsibilities**:_ a) Identify and pursue new sales opportunities in the property market. b) Prepare proposals, presentations, and sales reports. c) Provide excellent after-sales support and follow-up with clients. - _**Operations & Coordination**:_ a) Coordinate with marketing, project, and admin teams to ensure...