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700+ Wealth Manager Jobs in Malaysia | Job Vacancies | August 2026 | Maukerja
Showing 717 jobs results for
"wealth manager"
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Manage Alert
Undisclosed
Malaysia
- Service Private Wealth customers (AUM - RM 1,000,000).
- Promote the Bank's investment & deposit products and services to Private Wealth customers.
- Actively acquire New-to-Private Wealth (NTPW) customers. ...
Posted
4 days ago
Undisclosed
- OCBC Malaysia Segamat is seeking a Premier Relationship Manager to oversee a portfolio of high net worth clients and deliver tailored financial solutions. You will foster long-term relationships, provide market insights, and collaborate with internal teams to offer integrated wealth management services.
- The role requires a finance or business degree and at least 5 years in private banking or wealth management, with strong communication and sales ability to expand our affluent client base in
Posted
4 days ago
Undisclosed
KL City
- Drive end-to-end product strategy and execution for key investment products, ensuring a seamless and trusted user experience across onboarding, funding, portfolio view, order placement, execution, and post-trade servicing.
- Develop deep understanding of the investment ecosystem, including user needs, market structure, asset classes, data dependencies, regulatory requirements, and integration with internal and external platforms.
- Identify product opportunities to improve user conversion, engagement, retention, and assets under management through data-driven insights and AI-enabled solutions. ...
Posted
16 days ago
Undisclosed
Singapore
- Encourage upfunding of customers from Digital Offshore channel to fulfil Premier funding criteria
- Obtain KYC/CDD information of upfunded customers to upgrade to Premier Banking
- To provide “one-stop” banking solutions to our Regional Premier customers. ...
Posted
6 days ago
Undisclosed
Malaysia
- If you are looking to excel and make a difference, take a closer look at us…
- Key Responsibilities and AccountabilitiesFunctional (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.Experience• Wealth Executive: 0 - 2 years of sales experience in financial services.• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.Special Skills• Strong analytical and problem-solving skills with a focus on financial planning.• Excellent communication and interpersonal skills to build trust with high-net-worth clients.• Proactive, self-starting attitude with a strong drive for results.
- About Hong Leong Bank ...
Posted
23 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
23 days ago
Undisclosed
Malaysia
- If you are looking to excel and make a difference, take a closer look at us…
- Key Responsibilities and AccountabilitiesFunctional (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.Experience• Wealth Executive: 0 - 2 years of sales experience in financial services.• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.Special Skills• Strong analytical and problem-solving skills with a focus on financial planning.• Excellent communication and interpersonal skills to build trust with high-net-worth clients.• Proactive, self-starting attitude with a strong drive for results.
- About Hong Leong Bank ...
Posted
23 days ago
Undisclosed
KL City
- Daily Operations: Ensure accuracy and efficiency in daily booking, payments (to/from Treasury Processing and customers), and daily confirmations.
- Financial Oversight: Monitor proper reconciliation of units, accounts, GL postings, and funds movement within HLB Nominee current accounts.
- Digital Leadership & Automation: Proactively identify manual bottlenecks and implement Macro/RPA/AI solutions to automate repetitive tasks. ...
Posted
11 days ago
Undisclosed
- If you are looking to excel and make a difference, take a closer look at us…
- Experience• Wealth Executive: 0 - 2 years of sales experience in financial services.• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.
- Special Skills• Strong analytical and problem-solving skills with a focus on financial planning.• Excellent communication and interpersonal skills to build trust with high-net-worth clients.• Proactive, self-starting attitude with a strong drive for results. ...
Posted
23 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Expand the client base by identifying and engaging potential clients across different wealth segments
- Conduct detailed analyses to align financial solutions with clients’ investment objectives
- Implement targeted client acquisition strategies to grow business opportunities ...
Posted
16 days ago
Undisclosed
Singapore
- Build strong insight into client needs, market dynamics, and competitive positioning
- Partner closely with sales teams to identify opportunities and convert them into sustainable growth
- Develop and execute targeted, data-driven marketing initiatives ...
Posted
18 days ago
Undisclosed
Singapore
- Working closely with other members of the Wealth Management team, such as investment, insurance, treasury specialists to provide holistic solutions to our onshore banking premier clients
- Demonstrate strong ability to self-source, develop new business by actively prospecting for new clients and referrals, and leveraging your existing network to generate New to Bank leads
- Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly ...
Posted
8 days ago
Undisclosed
Malaysia
- Minimum 10+ years of experience in Project Management or Delivery Management.
- Proven experience delivering enterprise-scale business and technology transformation programs.
- Strong expertise in Delivery Management across complex, cross-functional initiatives. ...
Posted
15 days ago
Undisclosed
Singapore
- HNW wealth advisory role with fixed base and strong incentives
- Join a growing platform advising affluent and HNW clients
- Develop, manage, and deepen relationships with affluent and high-net-worth clients. ...
Posted
18 days ago
UNITED OVERSEAS BANK LIMITED
SGD4,800 - SGD4,800 Per Month
Singapore
- Be actively involved in understanding the job customers' financial needs as well as providing them with timely information, advice and recommendations to fit their banking requirements
- Secure sales and cross-sell our wide range of consumer banking and investment products which includes, but not limited to insurance, structured deposits, and unit trusts
- Deepen relationships with new and existing customers ...
Posted
8 days ago
Undisclosed
Singapore
- Responsible for the acquisition of New-To-Bank and New-To-Premier customers for International Wealth Premier Banking and Premier Private Client for offshore segment
- Cross-sell the OCBC Premier Banking and Premier Private Client value proposition to the target client segment
- Build and independently maintain effective customer acquisition sources ...
Posted
9 days ago
Undisclosed
KL City
- Minimum 10+ years of experience in Project Management or Delivery Management.
- Proven experience delivering enterprise-scale business and technology transformation programs.
- Strong expertise in Delivery Management across complex, cross-functional initiatives. ...
Posted
15 days ago
Undisclosed
Singapore
- Manage and grow a portfolio of Premier clients through long-term, needs-based relationships
- Conduct financial reviews and develop holistic wealth strategies aligned to client goals and risk appetite
- Provide advisory-led solutions across investment products, insurance and lending (where applicable) ...
Posted
17 days ago
Undisclosed
Singapore
- Engaging with stakeholders to drive & lead execution against effective project plans, anticipate potential issues, and provide structured solutions to ensure a successful client engagement
- Leading a workstream or component of a project, taking responsibility for the creation of client deliverables by facilitating client interviews and workshops, performing analysis in Excel, synthesising clear insights from complex information, and developing content that clearly articulates recommendations
- Developing meaningful and successful relationships with clients and vendors by understanding the different needs of stakeholders and establishing a high degree of credibility internally and externally ...
Posted
10 days ago
Bank Of China Limited Singapore Branch
Undisclosed
Singapore
- Provide comprehensive financial advice and wealth management solutions for Prestigious Wealth Management and retail customers, including but not limited to insurance and unit trusts
- Be well-versed in the bank’s products and services to address customers’ financial needs
- Proactively develop and deepen relationships with customers assigned to you while also expanding your customer base and establishing new customer relationships to generate revenue ...
Posted
18 days ago
ProVision Wealth Advisory
SGD7,000 - SGD10,000 Per Month
Singapore
- Job Description:
- Understand clients’ financial needs and recommend suitable solutions
- Advise on Protection, Savings, and Investment products ...
Posted
18 days ago
Undisclosed
Singapore
- Lead and develop the Operations team to deliver efficient, accurate, and client-focused operational services.
- Oversee end-to-end operations, including client onboarding, trade lifecycle management, settlements, reconciliations, and exception resolution.
- Ensure operational excellence by maintaining strong controls, managing operational risks, and ensuring compliance with regulatory and internal requirements. ...
Posted
11 days ago
SEARCH PERSONNEL PRIVATE LIMITED
SGD8,000 - SGD8,000 Per Month
Singapore
- Position: Workplace Safety & Health Manager
- Location: Alexandra
- Working Days: Monday to Friday ...
Posted
a day ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Manage daily centre operations to ensure smooth patient flow, timely service delivery, and adherence to operational standards
- Coordinate across clinical, nursing, and administrative teams to ensure effective execution of workflows and schedules
- Monitor operational performance and identify areas for improvement in efficiency, turnaround time, and service quality ...
Posted
2 days ago
Undisclosed
KL City
- Lead end-to-end delivery of Health Insurance programs and projects.
- Manage client relationships and senior stakeholder communication.
- Drive delivery governance, project planning, and execution. ...
Posted
4 days ago
Sinergia Talents Sdn Bhd
Undisclosed
Singapore
- Support Business Units on their WSH policies, standards and requirements.
- Assist to maintain WSH and ENV Management Systems (ISO 45001, bizSAFE STAR, ISO14001 etc.)
- Conduct internal audit and coordinate external audits. ...
Posted
7 days ago
Tung Hup Mining (Perak) Sdn Bhd
Undisclosed
- Key Responsibilities
- Regulatory Compliance & Documentation:
- · Ensure strict adherence to all local OSH laws, including but not limited to Occupational Safety and Health Act 1994 revision 2022 (Act 514), Environmental Quality Act 1974 and Guidelines from the Department of Occupational Safety and Health (DOSH) ...
Posted
7 days ago
Undisclosed
Singapore
- Support in the development and running of end-to-end integrated (offline, online, always on digital) marketing campaigns to drive I&I take up, cross-sell and retention.
- Managing the Bank’s sales channels’ assets (both Online Digital app and Offline at Branches)
- Proactively manage and engage multiple stakeholders (internal & external agencies) on sharpening product initiatives, value propositions, competitiveness and relevance. ...
Posted
20 days ago
PERSOL SINGAPORE PTE. LTD.
SGD5,000 - SGD5,000 Per Month
Singapore
- Serve as the appointed WSH Officer registered with Singapore's Ministry of Manpower (MOM).
- Ensure full compliance with the Workplace Safety and Health Act, subsidiary legislation, and other applicable environmental regulations.
- Lead workplace safety inspections, risk assessments, hazard identification activities, and incident investigations. ...
Posted
8 days ago
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