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700+ Wealth Manager Jobs in Malaysia | Job Vacancies | August 2026 | Maukerja
Showing 730 jobs results for
"wealth manager"
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Manage Alert
Undisclosed
Malaysia
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
8 days ago
Undisclosed
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
8 days ago
Undisclosed
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
8 days ago
Undisclosed
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
8 days ago
Undisclosed
KL City
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
8 days ago
Undisclosed
Malaysia
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
8 days ago
Undisclosed
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
8 days ago
SGD4,000 - SGD7,000 Per Month
WFH
Singapore
- Build rapport and strengthen relationship with existing and new clients
- Provide holistic wealth solutions to client according to their needs
- Review and manage client's portfolio ...
Posted
9 days ago
Undisclosed
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
9 days ago
DANONE ASIA PACIFIC HOLDINGS PTE. LTD.
SGD8,000 - SGD8,000 Per Month
Singapore
- To support digital health project managers in delivering key digital health tools for our local/global brands
- To collect data to fuel the development of AIs based on Danone’s strategic key health benefits platforms
- To support analysis and development of the CDH study report ...
Posted
25 days ago
Undisclosed
Malaysia
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
9 days ago
Undisclosed
KL City
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
9 days ago
MYR3,000 - MYR10,000 Per Month
Malaysia
- Able to communicate in Bahasa Malaysia and English is a must
- Good IT knowledge, Words Doc and Excel is an added value
- Ability to work in a team environment ...
Posted
10 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- We regret that only shortlisted candidates will be notified.Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394
- Job Summary:
- You have our customers’ best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them. ...
Posted
25 days ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles.
- Conduct thorough analyses of clients' financial circumstances, investment preferences, and time horizons.
- Stay abreast of market trends, economic indicators, and investment opportunities. ...
Posted
10 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Advise clients on wealth management and growth strategies:
- - Provide expert advice on investment opportunities and risk management
- - Help clients achieve their financial goals, such as retirement planning or wealth transfer ...
Posted
10 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Monthly basic
- Uncapped commissions
- Paid training ...
Posted
10 days ago
Undisclosed
KL City
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
10 days ago
Undisclosed
KL City
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
10 days ago
Undisclosed
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
10 days ago
Undisclosed
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
10 days ago
Undisclosed
Malacca City
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
10 days ago
Undisclosed
- Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
- To actively cross selling Wealth Management Products
- Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding. ...
Posted
10 days ago
HSBC Global Services Limited
Undisclosed
Singapore
- Put customers at the heart: Acquire qualified customers into the HSBC Premier/Premier Elite proposition through needs-based conversations and a strong service mindset. Drive wealth and digital readiness through proactive, high-quality engagement.
- Get it done: Own end-to-end client acquisition delivery—prospecting, onboarding, and warm handover to RM/specialists—to meet agreed growth and revenue outcomes.
- Take responsibility: Maintain high standards of operational integrity, meeting published Service Level Agreements (SLAs) and Premier service standards. ...
Posted
11 days ago
SGD7,500 - SGD7,500 Per Month
Singapore
- Industry/ Organization Type: Construction Main Contractor
- Position Title: Architectural Manager (Health Project)
- Working Location: Depend on the project site ...
Posted
a month ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles.
- Conduct thorough analyses of clients' financial circumstances, investment preferences, and time horizons.
- Stay abreast of market trends, economic indicators, and investment opportunities. ...
Posted
11 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Advise clients on wealth management and growth strategies:
- - Provide expert advice on investment opportunities and risk management
- - Help clients achieve their financial goals, such as retirement planning or wealth transfer ...
Posted
11 days ago
Undisclosed
- If you are looking to excel and make a difference, take a closer look at us…
- Key Responsibilities and Accountabilities
- Functional (Job Responsibilities)• Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.• Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.• Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients.• Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).Organizational (Organizational Responsibilities)• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.Jobholder RequirementsEducation/Qualification• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements. ...
Posted
11 days ago
Undisclosed
- Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
- To actively cross selling Banking/Financial products.
- Assess/evaluate and propose credit applications diligently. ...
Posted
11 days ago
Undisclosed
KL City
- Managing clients’ wealth holistically, and ensuring their financial needs are handled efficiently, professionally and in a timely manner, in line with the CIMB Private Banking service standards.
- Develop and maintain a comprehensive understanding of clients’ financial standing, financial goals, and risk tolerance to ensure that investment strategies and advice for the clients are appropriately aligned.
- Understand and communicate to clients, the risk involved with financial and investment strategies. ...
Posted
11 days ago
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