221 Wealth Management jobs in Malaysia

Overview

Professional Wealth Advisor at Prudential Assurance Malaysia Berhad

No working experience needed. Fresh graduates & SPM qualifications or "O" Level are welcome for friendly interview.

Location: Petaling Jaya, Selangor, Malaysia.

• Entry level

• Full-time

• Finance and Sales

• Insurance

Wealth Management Trainee

High Basic + Comms | No Experience Needed | Career Growth | Flexible Work-Life Balance

Looking for a high-paying, fast-growing career that gives you financial freedom ? Whether you're a career switcher, or someone eager to succeed in finance , this role is for you!

What You’ll Do:

• Provide personalized wealth management solutions in investments, insurance, and financial planning
• Assess clients’ financial needs and help them achieve their long-term financial goals
• Build and maintain strong relationships with clients, offering ongoing financial advice
• Stay updated on market trends and industry developments to provide informed recommendations
• Work closely with experienced mentors to develop professional skills and accelerate career growth
• Grow into a leadership role with clear career progression and structured programme

Who We’re Looking For:

• Career switchers are welcome – No prior experience required
• Excellent communication and interpersonal skills
• Ability to build trust and establish long-term relationships with clients
• Minimum Diploma or Bachelor’s Degree in any field – No finance background required
• SG/ SGPR

What We Offer:

Competitive salary with uncapped commission & performance bonuses
Fast-track career progression – Clear pathways to leadership roles
Industry-leading training & mentorship by experienced professionals
Professional certification sponsorship to enhance your credentials
Flexible working arrangements to support work-life balance
Exclusive travel incentives & recognition programs

Responsibilities

• Sales Strategy
  • Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments
  • Actively drive for deposits on existing to Bank & new to Bank, identify business opportunities and ensure targets allocated met.
  • Monitor and execute the action plans in achieving overall deposits target allocated.
  • Promote cash management solutions to business clients in the SME segments
  • Build pipelines through calls/prospecting potential cash management clients to achieve closures/mandated deals.
  • To participate in sales campaigns and other promotional sales events

• Perform cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposal and tailor cash management solutions based on client’s needs.
• To ensure high standard of customer service in line with the quality and standards set by the Bank

• Support business partners for joint marketing calls and cross sell / up sell cash management solutions to client

• Work closely with business partners for customer referrals and conduct training to instill product knowledge and to deepen clients’ relationships and customer’s share of wallet – SME & Transaction Banking &

• Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank

• Obtain market intelligence, establish network and update database of competitor’s offering.

• Collate feedback on any product requirements or any issues to Product & Distribution team.

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

Responsible to sales of deposits through soliciting of new to Bank customers, identify business opportunities and ensure targets allocated met. Monitors and execute of action plans in achieving overall deposits target allocated.

• Responsible to sales of deposits through soliciting of new to Bank customers, identify business opportunities and ensure targets allocated met. Monitors and execute of action plans in achieving overall deposits target allocated.

Operational Risk Analyst - Wealth Management Platform page is loadedOperational Risk Analyst - Wealth Management Platform Apply locations Kuala Lumpur - Malaysia time type Full time posted on Posted 22 Days Ago job requisition id REQ-14195

Role Description

This role is based in our Kuala Lumpur office and supports1st line risk management activities for the Asian wealth management platforms . The analyst will assist in identifying, monitoring, and reporting operational risks, ensuring alignment with FNZ’s Risk Management Framework.

We are looking for a self-starter, an expert in developing risk capabilities and someone who is confident to carry out interactions with a wide range of employees at all levels of the organisation, along with regular communication with both clients and third parties.

Specific Role Responsibilities

Process

• Ensuring delivery of quality, accurate Risk Events to clients in a timely manner, with appropriate assessment of regulatory impact

• Partnering with our client base to ensure Risk Events and causal themes are challenged to reduce the likelihood of reoccurrence.

• Responding to client enquiries in a prompt and professional manner · Production of Risk Event Management Information monthly.

• Identifying efficiencies and improvements in the process related to quality and timeliness.

• Partnering with the business to improve the control environment

• Assisting in driving quality action plans (events and audits), with appropriate ownership and oversight to ensure completion on schedule.

• Supporting first line of defence with any Risk related enquiries

• Delivering Risk focussed training to the business.

People

• Ensuring all mandatory training is completed in a timely fashion

Governance

• Attending client meetings and discussing Risk Event themes and trends.

• Supporting management of audits (internal & external)

• Attending regular client meetings (e.g. Risk Event Meetings) and resolve all actions within agreed timescales

• Using, and becoming a subject matter expert in the use of, the Firm’s designated risk system as the sole repository for Risk Event Information.

Functional Area Responsibilities

• Continue to support the Team purpose and ensure the Operational Risk & Control function delivers value and assurance to FNZ and our client base.

• Promote and actively develop a risk aware culture within FNZ 1st line.

• Be proactive, organised and actively provide ideas of innovation and process improvement.

• Build and maintain excellent relationships with key internal stakeholders and clients to ensure engagement with our strategy.

• Be informed of sector-wide developments and those beyond the business sector.

• Undertake any other reasonable duties, as determined by the 1st line - Head of Function

• Ensure all mandatory training is completed in a timely fashion.

• Encourage a culture of openness and ethical decision making within the team.

Experience required

• Bachelor’s degree in finance, Business, Risk Management, or related field.

• More than 3 years of experience in risk, compliance, operations, or audit (internships included).

• Exposure to financial services (e.g., EPF, Wealth Management or Transfer Agencies).

• Experience in AML or Financial Crime Analysis.

• Basic understanding of operational risk concepts (e.g., risk frameworks, incident management).

• Familiarity with GRC tools or risk reporting systems.

• Strong analytical and problem-solving skills.

• Attention to detail and ability to manage multiple tasks.

• Eagerness to learn and grow in a fast paced environment.

• Team player with good communication skills.

• Proficiency in Microsoft Office (Excel, PowerPoint, Word).

• 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, annual leaves, 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.

If this role appeals to you please make an application now.

*Please note we shortlist as we receive applications. We encourage early applications as we may withdraw advertising at any time.

For more information, please reach out to us on

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.