169 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

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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Key Responsibilites

• Solicit new to bank customer current account opening.
• Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
• Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
• Promote cash management solutions (Bizsmart)
• Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
• To participate in sales campaigns and other promotional sales events
• Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposals and tailor cash management solutions based on client’s needs.
• Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
• To ensure a high standard of customer service in line with the quality and standards set by the Bank
• Support business partners for joint marketing calls.
• Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet.
• 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.
  
  

Job Requirements

• Experience in sales and marketing to a wide range of customers with at least 1/2 year experience
• Strong business acumen proactive and a highly motivated self-starter
• Good sales and customer relationship management
• Strong analytical skill in financial accounting and well-verse in cash flow analysis
• Effective written and verbal communication and presentation skills
• Good interpersonal skills & strong customer service culture & a good team player
• Resourceful and adaptable – with ability to work in changing environment
• Initiative, drive, enthusiasm with strong selling and negotiation skills
• Excellent planning and organization skills to meet objectives and deadlines

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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

Get notified about new Manager Business Management jobs in Kajang, Selangor, Malaysia .

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago

Manager, Regional Strategy & Business Management

Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 months ago

Nilai, Negri Sembilan, Malaysia MYR7,000.00-MYR9,000.00 2 weeks ago

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Vice President - Financing Applications (IT Department)

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Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 year ago

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Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week 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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Join to apply for the Manager, Business Wealth Management role at Alliance Bank Malaysia Berhad

1 day ago Be among the first 25 applicants

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

• Solicit new to bank customer current account opening.
• Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
• Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
• Promote cash management solutions (Bizsmart)
• Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
• To participate in sales campaigns and other promotional sales events
• Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposals and tailor cash management solutions based on client’s needs.
• Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
• To ensure a high standard of customer service in line with the quality and standards set by the Bank
• Support business partners for joint marketing calls.
• Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet.
• 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.
  
  

Key Responsibilites

• Solicit new to bank customer current account opening.
• Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
• Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
• Promote cash management solutions (Bizsmart)
• Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
• To participate in sales campaigns and other promotional sales events
• Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposals and tailor cash management solutions based on client’s needs.
• Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
• To ensure a high standard of customer service in line with the quality and standards set by the Bank
• Support business partners for joint marketing calls.
• Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet.
• 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.
  
  

Job Requirements

• Experience in sales and marketing to a wide range of customers with at least 4-year experience
• Strong business acumen proactive and a highly motivated self-starter
• Good sales and customer relationship management
• Strong analytical skill in financial accounting and well-verse in cash flow analysis
• Effective written and verbal communication and presentation skills
• Good interpersonal skills & strong customer service culture & a good team player
• Resourceful and adaptable – with ability to work in changing environment
• Initiative, drive, enthusiasm with strong selling and negotiation skills
• Excellent planning and organization skills to meet objectives and deadlines

Seniority level

• Seniority level Entry 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

Get notified about new Manager Business Management jobs in Puchong, Selangor, Malaysia .

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 3 weeks ago

Manager, Regional Strategy & Business Management

Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 2 months ago

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Nilai, Negri Sembilan, Malaysia
MYR7,000.00
-
MYR9,000.00
2 weeks ago

Regional Category Manager - Additives (South-East South-Asia)

Petaling Jaya, Selangor, Malaysia 1 day ago

Vice President - Financing Applications (IT Department)

Federal Territory of Kuala Lumpur, Malaysia 2 weeks ago

Federal Territory of Kuala Lumpur, Malaysia 1 week ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 day ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 6 days ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 year ago

Petaling Jaya, Selangor, Malaysia 1 month ago

Petaling Jaya, Selangor, Malaysia 3 days ago

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 5 days ago

Customer Relations Manager (Remote based)

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 4 weeks ago

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 5 days 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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Alliance Bank Malaysia Berhad Key Responsibilites

• Solicit new to bank customer current account opening.
• Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
• Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
• Promote cash management solutions (Bizsmart)
• Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
• To participate in sales campaigns and other promotional sales events
• Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposals and tailor cash management solutions based on client’s needs.
• Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
• To ensure a high standard of customer service in line with the quality and standards set by the Bank
• Support business partners for joint marketing calls.
• Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet.
• 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.
  
  

Job Requirements

• Experience in sales and marketing to a wide range of customers with at least 4-year experience
• Strong business acumen proactive and a highly motivated self-starter
• Good sales and customer relationship management
• Strong analytical skill in financial accounting and well-verse in cash flow analysis
• Effective written and verbal communication and presentation skills
• Good interpersonal skills & strong customer service culture & a good team player
• Resourceful and adaptable – with ability to work in changing environment
• Initiative, drive, enthusiasm with strong selling and negotiation skills
• Excellent planning and organization skills to meet objectives and deadlines

#J-18808-Ljbffr

Sales Strategy

• Sales & marketing of deposits and FOREX; meet financial and investment needs of SME segments.
• Actively drive deposits from existing Bank clients & new clients, identify business opportunities, and ensure targets are met.
• Monitor and execute action plans to achieve overall deposit targets.
• 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.
• Participate in sales campaigns and promotional sales events.

Client Management

• Perform cash management solutions presentation based on initial client needs findings.
• Prepare proposals and tailor cash management solutions accordingly.
• Ensure high standards of customer service aligned with the Bank's quality standards.

People Management

• Support business partners with joint marketing calls and cross-sell/up-sell cash management solutions.

Collaboration

• Work closely with business partners for customer referrals, conduct training to deepen product knowledge, and increase clients’ share of wallet in SME, Transaction Banking, and segments.

Compliance

• Ensure completeness of documentation for account opening and solution setup, and compliance with Bank policies and procedures.

Market/Client Update

• Gather market intelligence, establish networks, and update competitor offering databases.

Understand & Act

• Collect feedback on product requirements or issues for the Product & Distribution team.

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Key Responsibilites

Solicit new to bank customer current account opening. Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met. Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated. Promote cash management solutions (Bizsmart) Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals. To participate in sales campaigns and other promotional sales events Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs. Prepare proposals and tailor cash management solutions based on client’s needs. Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening To ensure a high standard of customer service in line with the quality and standards set by the Bank Support business partners for joint marketing calls. Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet. 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.

Job Requirements

Experience in sales and marketing to a wide range of customers with at least 1/2 year experience Strong business acumen proactive and a highly motivated self-starter Good sales and customer relationship management Strong analytical skill in financial accounting and well-verse in cash flow analysis Effective written and verbal communication and presentation skills Good interpersonal skills & strong customer service culture & a good team player Resourceful and adaptable – with ability to work in changing environment Initiative, drive, enthusiasm with strong selling and negotiation skills Excellent planning and organization skills to meet objectives and deadlines

#J-18808-Ljbffr