Wealth Management Advisors

Hiring for Personal Finance advisor at Multiple Location in Malaysia

Hiring for Relationship Manager at Multiple Location in Malaysia

Hiring for Insurance Specialist at Multiple Location in Malaysia

We are currently looking for a Relationship Manager for a permanent & stable opportunity in Malaysia

We are currently looking for a Client Advisor for a permanent & stable opportunity in Malaysia.

Job Purpose * Experienced management level responsible for the inbound service to sales functions in the Contact Centre. This position will be accountable for cross-selling revenue generation from various Credit Card and Insurance products, besides p

Responsibilities * Supporting the back office processing and settlement function relating Structured products, Unit trust, Reverse repurchase limit creation and shares transfer * Handling of all enquiries from internal stakeholders * Ensurin

Responsibilities * Supporting the back office processing and settlement function relating Structured products, Unit trust, Reverse repurchase limit creation and shares transfer * Handling of all enquiries from internal stakeholders * Ensurin

Description * Develop, plan, coordinate and execute strategic marketing plans/promotional events for WM products across the country. * Develop, managing and continuously enhancing the sales performance tracking system and reward system. * Or

If you are looking to excel and make a difference, take a closer look at us… Functional (job responsibilities) * Design, develop and rollout customer privileges and benefit to support customer value proposition. * Identify opportuniti

Responsibilities Processing of Fixed Deposits, Internal Funds Transfers, issuing of cashiers’ orders, demand drafts and waivers Performing work relating to retail wealth products (Structured Deposit, Unit Trust, Bond, Reverse Repo, Insurance & Struct

Description : Work in partnership with the Investment Advisor and other in-house subject matter experts to offer holistic advice and financial solutions to High Net Worth clients. Responsibilities : - Enhance and develop relationships for the purpo

Description : Work in partnership with the Investment Advisor and other in-house subject matter experts to offer holistic advice and financial solutions to High Net Worth clients. Responsibilities : - Enhance and develop relationships for the purpo

* Meet sales target by securing new quality loans in line with management decision on the portfolio mix of products and customers * Maintain excellent business relationship with internal and external customers and dealers to create business lead

Description : - To carry out sales activities to increase sales revenue of basic products (focusing on ASB & Mortgage Loan) - To collaborate with the lead generators at the branch - To attend to all leads provided by branch staff - To attend to walk

Description : - To carry out sales activities to increase sales revenue of financial planning products. - To build relationship with existing customer focusing the segment called ‘Privilege’ and also nurturing relationship with new customers. - Perf

* Aggressively source and book new loans for the bank and cross-selling bank's products * Responsible to meet monthly targets and minimum standard of performance * Develop and maintain strong relationships with property develop

* Meet sales target by securing new quality loans in line with management decision on the portfolio mix of products and customers * Maintain excellent business relationship with internal and external customers and dealers to create business lead

Description : - To carry out sales activities to increase sales revenue of financial planning products. - To build relationship with existing customer focusing the segment called ‘Privilege’ and also nurturing relationship with new customers. - Perf

Job Description : * This candidate will be responsible for Target Operating Model work stream under the Group Wealth Platform Program, responsible for managing communication and training for the end users across Premier distribution network f