190 Wealth Management jobs in Malaysia

13 hours ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Join Our Team as a Financial Advisor in our Kuala Lumpur office! Are you an experienced insurance sales or wealth management professional with a proven track record in client acquisition? We are seeking dynamic individuals to join our team in a role focused primarily on acquiring new clients. If you thrive in a flexible, independent advisory environment and are motivated by industry-leading commissions, we want to hear from you! Key Responsibilities: Drive client acquisition through proactive outreach and relationship-building. Utilize your expertise to advise clients on a diverse range of insurance and wealth management products from leading global providers. Develop and implement strategies to expand our client base and enhance customer satisfaction. Collaborate with our team to create tailored solutions that meet clients' needs. Qualifications: Proven experience in insurance sales or wealth management, with a strong focus on client acquisition. A track record of meeting or exceeding sales targets. Preferred experience as an insurance agent or in a similar advisory role. Excellent communication and interpersonal skills, with the ability to build rapport with clients. What We Offer: Industry-Leading Commissions: Enjoy competitive compensation that rewards your success. Flexible Work Environment: Benefit from the freedom to manage your own schedule while achieving your professional goals. Independent Advisory Role: Work autonomously while having access to a wide array of products from top global providers. Professional Development: Opportunities for ongoing training and career advancement within our organization. How to Apply: If you're ready to take your career to the next level and join a team that values your expertise, please submit your resume detailing your relevant experience. Seniority level

Seniority level Associate Employment type

Employment type Full-time Job function

Job function Sales, Business Development, and Consulting Industries Financial Services, Insurance, and Insurance Agencies and Brokerages Referrals increase your chances of interviewing at deVere Group by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.

Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 6 days ago Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago Federal Territory of Kuala Lumpur, Malaysia 1 week ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 months ago Personal Financial Consultant - Central Region

Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 months ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago Personal Financial Consultant (Nationwide)

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 year ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago Federal Territory of Kuala Lumpur, Malaysia 6 days ago Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago Relationship Manager, Corporate & Public Sector Business

Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 5 days ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago Experienced Associate - Capital Project & Infrastructure

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 months ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 6 days ago Experienced Associate - Capital Project & Infrastructure

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 months ago Associate Financial Services Industry Consultant

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 6 months ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 month ago Experienced Associate - Business Restructuring

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 months ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 days ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 6 months ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 month ago Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

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AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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Develop and maintain client relationships within the high net worth (HNW) segment to achieve the bank's business strategies.

Responsibilities

• Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.
• Cultivate and sustain relationships with High-Net-Worth Individuals clients to strengthen customer connections and achieve targeted revenue.
• Foster relationships within a client portfolio continually.
• Provide a comprehensive array of “Tri-Banking” services, including Retail Banking, Enterprise Banking, and Investment Banking, to meet the needs of High-Net-Worth Individual clients.
• Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.
• Optimize client assets and revenue from Asset Under Management (AUM).
• Perform other duties as assigned by management.

Job Requirements

• Degree in any discipline or equivalent.
• Minimum of 2 years’ experience in a related field.
• Possession of licenses in IPPC, FIMM, CEILLI, PCEIA Life & General, and TBE.
• Strong written and verbal communication skills in Bahasa Malaysia and English.
• Multilingual abilities are an advantage.
• Good marketing and sales management skills.
• Self-motivated, team player, assertive, and effective communicator across all levels.
• Good problem-solving skills with a customer-focused approach.
• Reliable, trustworthy, and committed with good interpersonal skills.

Additional Information

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking

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AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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Join to apply for the Manager, Private Wealth Management role at AFFIN Group

Develop and maintain client relationships within the high net worth (HNW) segment to achieve the bank's business strategies.

Responsibilities

• Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.
• Cultivate and sustain relationships with High-Net-Worth Individuals clients to strengthen customer connections and achieve targeted revenue.
• Foster relationships within a client portfolio continually.
• Provide a comprehensive array of “Tri-Banking” services, including Retail Banking, Enterprise Banking, and Investment Banking, to meet the needs of High-Net-Worth Individual clients.
• Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.
• Optimize client assets and revenue from Asset Under Management (AUM).
• Perform other duties as assigned by management.

Job Requirements

• Degree in any discipline or equivalent.
• Minimum of 2 years’ experience in a related field.
• Possession of licenses in IPPC, FIMM, CEILLI, PCEIA Life & General, and TBE.
• Strong written and verbal communication skills in Bahasa Malaysia and English.
• Multilingual abilities are an advantage.
• Good marketing and sales management skills.
• Self-motivated, team player, assertive, and effective communicator across all levels.
• Good problem-solving skills with a customer-focused approach.
• Reliable, trustworthy, and committed with good interpersonal skills.

Additional Information

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales
• Industry: Banking

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AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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Manager, Private Wealth Management

role at

AFFIN Group

Develop and maintain client relationships within the high net worth (HNW) segment to achieve the bank's business strategies.

Responsibilities

Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.

Cultivate and sustain relationships with High-Net-Worth Individuals clients to strengthen customer connections and achieve targeted revenue.

Foster relationships within a client portfolio continually.

Provide a comprehensive array of “Tri-Banking” services, including Retail Banking, Enterprise Banking, and Investment Banking, to meet the needs of High-Net-Worth Individual clients.

Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.

Optimize client assets and revenue from Asset Under Management (AUM).

Perform other duties as assigned by management.

Job Requirements

Degree in any discipline or equivalent.

Minimum of 2 years’ experience in a related field.

Possession of licenses in IPPC, FIMM, CEILLI, PCEIA Life & General, and TBE.

Strong written and verbal communication skills in Bahasa Malaysia and English.

Multilingual abilities are an advantage.

Good marketing and sales management skills.

Self-motivated, team player, assertive, and effective communicator across all levels.

Good problem-solving skills with a customer-focused approach.

Reliable, trustworthy, and committed with good interpersonal skills.

Additional Information

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales

Industry: Banking

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AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Join or sign in to find your next job Join to apply for the

Manager, Private Wealth Management

role at

AFFIN Group

Develop and maintain client relationships within the high net worth (HNW) segment to achieve the bank's business strategies.

Responsibilities

Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.

Cultivate and sustain relationships with High-Net-Worth Individuals clients to strengthen customer connections and achieve targeted revenue.

Foster relationships within a client portfolio continually.

Provide a comprehensive array of “Tri-Banking” services, including Retail Banking, Enterprise Banking, and Investment Banking, to meet the needs of High-Net-Worth Individual clients.

Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.

Optimize client assets and revenue from Asset Under Management (AUM).

Perform other duties as assigned by management.

Job Requirements

Degree in any discipline or equivalent.

Minimum of 2 years’ experience in a related field.

Possession of licenses in IPPC, FIMM, CEILLI, PCEIA Life & General, and TBE.

Strong written and verbal communication skills in Bahasa Malaysia and English.

Multilingual abilities are an advantage.

Good marketing and sales management skills.

Self-motivated, team player, assertive, and effective communicator across all levels.

Good problem-solving skills with a customer-focused approach.

Reliable, trustworthy, and committed with good interpersonal skills.

Additional Information

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales

Industry: Banking

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Responsibilities

•Responsible for managing and executing Wealth Management strategy in driving CA, RM and PFA channel distribution productivity level encompassing revenue growth, AUM growth, channel pipeline building, recruitment and competency growth.

•Monitors and enhances the quality of advice provided by specialist channel (Investment Consultant, Wealth Consultant, Head, Retail Banca team, Head, Insurance Advisor team) to ensure that Our Client receive advice, the advice is suitable and reflects their needs, priorities and circumstances.

•Localised strategy in managing different population demographics in region through leverage specialist model in moving region sales productivity moving into optimal level and achieving required budget allocation.

Requirements

•Degree holder, at least 6 years’ experience in managing Wealth Solutions sales related function, familiar with sales processes and systems.

•Must have these licenses: FIMM and IPPC

•Have experience in handling client engagement and wealth advisory in particular related to wealth products

•Able to converse fluently in both Bahasa Malaysia, English and Mandarin (an advantage)

•Strong presentation, negotiation, analytics and communication skill

•Ability to lead a strong personnel team in embarking wealth advisory objectives

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Responsibilities •Responsible for managing and executing Wealth Management strategy in driving CA, RM and PFA channel distribution productivity level encompassing revenue growth, AUM growth, channel pipeline building, recruitment and competency growth. •Monitors and enhances the quality of advice provided by specialist channel (Investment Consultant, Wealth Consultant, Head, Retail Banca team, Head, Insurance Advisor team) to ensure that Our Client receive advice, the advice is suitable and reflects their needs, priorities and circumstances. •Localised strategy in managing different population demographics in region through leverage specialist model in moving region sales productivity moving into optimal level and achieving required budget allocation. Requirements •Degree holder, at least 6 years’ experience in managing Wealth Solutions sales related function, familiar with sales processes and systems. •Must have these licenses: FIMM and IPPC •Have experience in handling client engagement and wealth advisory in particular related to wealth products •Able to converse fluently in both Bahasa Malaysia, English and Mandarin (an advantage) •Strong presentation, negotiation, analytics and communication skill •Ability to lead a strong personnel team in embarking wealth advisory objectives

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Application Support Analyst - Wealth Management Platform

Join to apply for the Application Support Analyst - Wealth Management Platform role at FNZ

Application Support Analyst - Wealth Management Platform

2 days ago Be among the first 25 applicants

Join to apply for the Application Support Analyst - Wealth Management Platform role at FNZ

Get AI-powered advice on this job and more exclusive features.

TA partner | Tech | Early career | Overseas recruitment

As a Production Support Analyst, you’ll provide application support for our business. We are looking for a self-starter, an expert in issue management, addressing concerns from both external and internal clients to meet key performance indicators (KPIs) and service level agreements (SLAs).

A core aspect of your role involves ensuring the seamless functioning of the application as deployed, emphasizing proactive and reactive measures to champion continuous service improvement.

You will be a member of a critical team who -

• Provide Application Support - ensuring that the application is working correctly as deployed.
• Supporting Incident & Problem Management – analysis, investigation, diagnosis and problem solving to identify, troubleshoot and resolve production issues.
• Release & Change Management – support testing and release process for production fixes.
• Service Transition – facilitate the transition between project support and production support for all changes.
• Service Level Management – support the Service Managers in delivering FNZ services within KPIs, SLAs and contractual obligations.

The responsibilities will include:

• Identifies and resolves issues with applications, following agreed procedures.
• Carries out agreed application maintenance tasks.
• Prioritizes and diagnoses incidents according to agreed procedures. Investigates causes of incidents and seeks resolution, escalating as appropriate. Documents and closes resolved incidents according to agreed procedures. Analyses causes of incidents and provides recommendations to minimize probability of recurrence and contribute to service improvement. Initiates and monitors actions to anticipate, investigate and resolve problems in systems, processes, and services.
• Determines problem fixes and assists with the implementation of agreed remedies and preventative measures.
• Ensures that such problems are fully documented within the relevant reporting systems.
• Collaborates with colleagues, operational/client-servicing staff and other users to produce long term scalable solutions that adhere to procedural and regulatory compliance requirements.
• Works with developers, other analysts and testers to ensure that production fixes and business process changes are fit for purpose.
• Drafts and maintains procedures and documentation for application support. Other tasks: To undertake any other projects/ tasks as may reasonably be required to facilitate the smooth operation of the production environment.

What are we ideally looking for in a successful candidate?

• Relevant production support experience and/or qualification within a relevant field.
• Passionate about providing an excellent service experience for our clients.
• Strong analytical thinking and keen attention to detail.
• Highly logical with proven problem-solving abilities.
• Independent, self-directing and delivery focused working style.
• Good communication skills, confident in dealing with internal and external clients.
• Able to take initiative learn quickly in a dynamic fast-paced industry; Ability to effectively prioritize and execute tasks in a high-pressure environment.
• Excellent organizational, administration and time management skills.

These are also an advantage (but not a must):

• Interest / familiarity with financial markets and products.
• Some experience with Microsoft .NET development products, including C#, VB.NET and SQL Server, beneficial but not essential.
• Open to the variance of work hours, including the flexibility to start earlier or later than standard work hours.

Why should you join us?

• Be part of a highly successful global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.
• Be part of the start-up team in KL with the ability to have direct input and involvement in the processes towards the expected fast growth.
• Convenient office location in the city for commuters.
• A competitive salary and excellent benefits, including full comprehensive Health insurance, Life insurance, volunteer leave, sick days, referral bonuses, and more.
• A hybrid 3+2 model combining working from the office and from home.
• We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.

For more information, please reach out to us!

*Please note that we will begin shortlisting as we receive applications. We encourage early applications as we may withdraw the advertising at any time.

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Analyst and Engineering
• Industries Financial Services and Information Services

Referrals increase your chances of interviewing at FNZ by 2x

Sign in to set job alerts for “Application Support Analyst” roles.

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Join to apply for the Manager, Business Wealth Management role at Alliance Bank Malaysia Berhad

1 month ago Be among the first 25 applicants

Join to apply for the Manager, Business Wealth Management role at Alliance Bank Malaysia Berhad

• Responsible for sales of deposits and FOREX (fee-based income) to meet financial needs of small and medium-sized enterprises (SME)
• Proactively acquire new relationship (NTB) for high value customer.
• Actively drive for deposits, identify business opportunities and ensure targets allocated are met.
• Achieving the assigned deposit growth and fee-based income target for high value non-borrowing business customers.
• Build and maintain customer relationship to ensure desirable customer experience and satisfaction.
  
  

Job Responsibilities

• Responsible for sales of deposits and FOREX (fee-based income) to meet financial needs of small and medium-sized enterprises (SME)
• Proactively acquire new relationship (NTB) for high value customer.
• Actively drive for deposits, identify business opportunities and ensure targets allocated are met.
• Achieving the assigned deposit growth and fee-based income target for high value non-borrowing business customers.
• Build and maintain customer relationship to ensure desirable customer experience and satisfaction.
  
  

Job Requirements

• Education qualification: Diploma/ Degree holder
• Strong business acumen, proactive and a highly motivated self-starter.
• Aggressive and performance driven personality
• Preferably to be able to converse in Multilanguage/ dialects
• Minimum 3-5 years working experiences in business-to-consumer sales with proven track record

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Banking

Referrals increase your chances of interviewing at Alliance Bank Malaysia Berhad by 2x

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