Asset and wealth management Specialist

2 weeks ago


Kota Damansara Selangor, Malaysia As-Saff Group Malaysia Full time 60,000 - 120,000 per year

Company Description

As-Saff Group Malaysia is a dynamic and energetic team focused on achieving common goals. We are currently working on developing 100 new young leaders to shape the industry and the nation. We prioritize discovering new talents to ensure long and sustainable careers while providing exceptional service to customers in this growing industry. Join us and benefit from comprehensive training and guidance for your success.

Role Description

This is a full-time on-site role for an Asset and Wealth Management Specialist located in Kota Damansara. The specialist will be responsible for financial planning, investment management, and providing outstanding service to clients. Daily tasks include assessing clients' financial needs, developing tailored financial plans, managing investment portfolios, and providing insurance solutions. The role requires collaboration with team members and staying updated with industry trends to offer optimized financial strategies.

Qualifications

  • Skills in Financial Planning and Finance
  • Experience in Investment Management and Investments
  • Knowledge of Insurance products and solutions
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Ability to work effectively both independently and as part of a team
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certifications


  • Damansara, Selangor, Malaysia As-Saff Group Malaysia Full time 40,000 - 60,000 per year

    Company DescriptionAs-Saff Group Malaysia is an energetic and vibrant team focused on achieving shared goals. We are dedicated to nurturing and developing 100 young leaders to shape the future of our industry and contribute positively to the nation. Our mission is to foster sustainable careers by identifying and empowering new talents while delivering...

  • Wealth Advisor

    1 day ago


    Mutiara Damansara, Selangor, Malaysia Apex Securities Berhad Full time 80,000 - 120,000 per year

    About this JobAs a Wealth Advisor - you'll be responsible for managing and developing relationships with clients to drive business growth and meet the firm's strategic objectives. You'll help clients set their personal wealth goals, manage investments, and create portfolios for long-term growth that suits their risk appetite.You'll be supported by...


  • Kota Kinabalu, Malaysia Aisling Group Full time

    **Position**: Wealth Management Advisor **Location**: Kota Kinabalu, Sabah **Job Summary**: **Key Responsibilities**: - Responsible for sales and services of Bank or Insurance products, primarily Wealth Management products. - Aim to increase the Bank’s fee base income. - Provide financial advisory and consultations to potential customers. - Recommend...

  • Sales Manager

    1 day ago


    Damansara, Malaysia Boss Wealth Advisory Full time

    **About Us** Welcome to **Boss Wealth Advisory**, where your journey to **success** and **financial freedom** begins! With over **30 years of expertise**, we’re here to help you **secure your future**, **grow your wealth**, and **achieve your dreams**. Our **vision** is simple yet bold: to be the top agency in driving **excellence** in sales,...

  • Sales Executive

    1 day ago


    Damansara, Malaysia VSNR Co. Full time

    **VSNR Group is Hiring!** **What You’ll Do** - Analyse clients' financial situations and develop personalised plans - Advise on risk management and insurance - Manage investments and grow wealth - Plan for retirement and estate needs - Build lasting client relationships - Mentor and develop new talent **Who We’re Looking For** - Malaysian citizens,...


  • Kuala Selangor, Malaysia Abhidi Solution Private Limited Full time

    **Responsibilities** - Develop and implement processes and procedures for the acquisition, deployment, tracking and retirement of hardware assets. - Maintain accurate records of hardware inventory, including serial numbers, configurations, and locations. - Conduct regular audits of hardware assets to identify discrepancies and ensure compliance with BAT’s...


  • Damansara, Malaysia EPS Ventures Sdn Bhd Full time

    **Position: Asset Management/ Accountant ( Immediate Hiring)** **Tenure: 1 year contract (Renewable basis)** **Company Background: Oil and Gas Company** **Salary: RM 3000- RM 3200** **Working Location: Damansara Heights** **Working Hour: Standard** **Responsibilities**: - Generates Fixed Asset Listing and coordinate with operation departments for...


  • Kota Kinabalu, Malaysia HSBC Full time

    -Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

  • Business Lead

    3 days ago


    Kota Damansara, Malaysia Reeracoen Malaysia Full time

    **Overview**: **Salary**: 6,000 MYR ~ 9,000 MYR**Industry**: Medical & Healthcare, Manufacturing(Chemicals/Materials), Manufacturing(Other), Utilities- Initiate project plans for Hibah & other Islamic Inheritance solutions, which include the scheduled actions and the feedback by FSI Clients to meet the project objectives - Work closely with our Trustee...


  • Kota Kinabalu District, Sabah, Malaysia Celcom Timur (Sabah) Sdn Bhd Full time 120,000 - 240,000 per year

    We are seeking a highly dedicated and experienced Head of Asset Management to strategically lead and oversee the company's entire Fixed Asset function within the Finance Department. This critical role ensures robust asset governance, accurate asset lifecycle management, and absolute compliance with Malaysian Financial Reporting Standards (MFRS) across all...