3,800+ Wealth Jobs in Malaysia | Job Vacancies | July 2026 | Ricebowl
显示3,852个工作的结果
"wealth"
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管理提醒
Undisclosed
- 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
15 days ago
Undisclosed
Malaysia
- 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
15 days ago
Undisclosed
Singapore
- Cultivate trusted relationships with offshore partners and key stakeholders to ensure seamless delivery of strategies
- Stay agile and responsive to changing market conditions while maintaining focus on long-term objectives
- Lead the development and execution of business strategies to drive growth in offshore markets ...
Posted
6 days ago
Undisclosed
Malaysia
- Assist to acquire and build close rapport with corporate and government agencies for sales opportunities.
- Execute the cross-selling and referral for other product owners and to ensure that referrals are followed through within the defined Service Level Agreement, where applicable.
- Ensure all compliance and reporting requirements are met and attend to audit/regulatory queries within the stipulated timeframe. ...
Posted
15 days ago
Undisclosed
Singapore
- Your Opportunity Starts Here.
- Wealth Management Operations - Stock TransferWhy JoinAs a key member of our Wealth Management Operations team, you'll play a vital role in ensuring seamless stock transfer processes for our high net worth clients. You'll take pride in delivering exceptional service, building trust, and fostering long-term relationships. This is a unique opportunity to work with a diverse range of assets and contribute to the growth of our clients' wealth.How you succeedTo excel in this role, you'll need to be meticulous, organized, and proactive. You'll work closely with our front office teams, external custodians, and other stakeholders to ensure timely and accurate stock transfers. Your attention to detail, analytical skills, and ability to prioritize tasks will be essential in meeting our high service standards.What you do- Process and verify stock transfer instructions from clients and internal stakeholders- Coordinate with external custodians and brokers to facilitate stock transfers- Conduct thorough checks to ensure compliance with regulatory requirements and internal policies- Investigate and resolve any discrepancies or issues that may arise during the transfer process- Maintain accurate records and reports to ensure audit trails and complianceWho you are- A degree in a relevant field, such as finance, accounting, or business administration- At least 2 years of experience in operations, preferably in a wealth management or stockbroking environment- Strong analytical and problem-solving skills, with attention to detail and ability to prioritize tasks- Excellent communication and interpersonal skills, with ability to work with diverse stakeholders- Familiarity with regulatory requirements and industry standards, such as SGX and MAS rules- Proficient in Microsoft Office, particularly Excel, and experience with operations systems and softwareCompetitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Posted
6 days ago
Undisclosed
Singapore
- Your Opportunity Starts Here.
- Wealth Management Operations - Fees & AccrualsWhy JoinAs a key member of our Wealth Management Operations team, you'll play a vital role in ensuring the smooth delivery of our wealth management services to our clients. You'll have the opportunity to work with a wide range of financial products and services, and contribute to the growth and success of our business. You'll be part of a dynamic team that is dedicated to providing exceptional client service and support.How you succeedTo succeed in this role, you'll need to have a strong attention to detail, excellent analytical skills, and the ability to work well under pressure. You'll need to be able to prioritize tasks effectively, manage multiple deadlines, and maintain a high level of accuracy in your work. You'll also need to be able to communicate effectively with colleagues and stakeholders, and provide excellent client service.What you doYour day-to-day responsibilities will include:- Processing and reconciling fees and accruals for our wealth management products- Conducting regular reviews and audits to ensure accuracy and compliance- Identifying and resolving discrepancies and issues in a timely and efficient manner- Providing support and guidance to colleagues and stakeholders on fees and accruals-related matters- Collaborating with other teams to implement process improvements and enhance client serviceWho you are- A degree in a relevant field, such as finance or accounting- At least 2 years of experience in a similar role, preferably in the financial services industry- Strong analytical and problem-solving skills, with attention to detail and accuracy- Excellent communication and interpersonal skills, with the ability to work effectively with colleagues and stakeholders- Ability to work well under pressure, prioritize tasks effectively, and manage multiple deadlines- Strong knowledge of financial products and services, including wealth management productsCompetitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Posted
6 days ago
Undisclosed
Malaysia
- Your Opportunity Starts Here.Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Posted
6 days ago
Undisclosed
Singapore
- Drive management rhythms and governance through effective communication including providing analysis, presentations and materials for key meetings and forums
- Secretariat for selected management meetings and responsible for managing the tracking and closure of deliverables
- Represent IWS in projects, workgroup meetings within Bank of Singapore and OCBC Group ...
Posted
12 days ago
Undisclosed
Singapore
- Your Opportunity Starts Here.
- Wealth Management Operations - Stock Transfer (Manager)Why JoinAs a key member of our Wealth Management Operations team, you'll play a vital role in ensuring seamless stock transfer processes for our high net worth clients. You'll take pride in delivering exceptional service, building trust, and fostering long-term relationships. This is a unique opportunity to work with a diverse range of assets and contribute to the growth of our clients' wealth.How you succeedTo excel in this role, you'll need to be meticulous, organized, and proactive. You'll work closely with our front office teams, external custodians, and other stakeholders to ensure timely and accurate stock transfers. Your attention to detail, analytical skills, and ability to prioritize tasks will be essential in meeting our high service standards.What you do- Process and verify stock transfer instructions from clients and internal stakeholders- Coordinate with external custodians and brokers to facilitate stock transfers- Conduct thorough checks to ensure compliance with regulatory requirements and internal policies- Investigate and resolve any discrepancies or issues that may arise during the transfer process- Maintain accurate records and reports to ensure audit trails and complianceWho you are- A degree in a relevant field, such as finance, accounting, or business administration- At least 2 years of experience in operations, preferably in a wealth management or stockbroking environment- Strong analytical and problem-solving skills, with attention to detail and ability to prioritize tasks- Excellent communication and interpersonal skills, with ability to work with diverse stakeholders- Familiarity with regulatory requirements and industry standards, such as SGX and MAS rules- Proficient in Microsoft Office, particularly Excel, and experience with operations systems and softwareCompetitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Posted
15 days ago
MYR2,500 - MYR8,000 每月
KL City
- Guide clients through the claims process and help them collect benefits when a claim is met.
- Uphold legal responsibilities, including loyalty, fairness, and honesty while acting in the best interest of the client and the insurer.
- Build and maintain strong relationships with clients through regular communication, policy reviews, and customer service. ...
Posted
6 days ago
Undisclosed
Malaysia
- Build Wealth Segment Customer Value Propositions (CVP)s, through identification and forming of strategic partnerships and collaboration.
- Design and execute marketing strategies and plans that support key wealth portfolios and growth engines such as investments, insurance and premium deposit accounts.
- Custodian for wealth branding, driving the development, preservation and modern evolution of the wealth brand's positioning and visual identity across all platforms. ...
Posted
22 days ago
Undisclosed
Malaysia
- Strategic Initiatives and Transformation: Support the execution of core Wealth transformation initiatives (Priority growth/rebranding, digital wealth adoption, and advisory model enhancements) by coordinating workstreams, tracking milestones, and removing blockers.
- Stakeholder and Frontline Support: Serve as the key coordination point between the Head of Wealth and internal stakeholders by preparing briefing notes, talking points, and townhall materials; support frontline execution via sales campaign tracking and toolkits.
- Risk, Compliance and Deliverables: Monitor business risks, tracking regulatory, compliance, and audit action items; maintain proper governance records and consistently deliver weekly priority trackers, meeting minutes, and project updates. ...
Posted
18 days ago
Undisclosed
Singapore
- Undergraduates / fresh grads (any discipline welcome)
- Curious, driven and open to learning
- Comfortable talking to people and asking questions ...
Posted
5 days ago
Undisclosed
Malaysia
- Design and deliver engaging compliance training programs for employees to promote a proactive risk-aware culture.
- Serve as a primary point of contact during internal and external audits, coordinating the gathering of documentation and ensure timely remediation of any audit findings.
- Coordinate regulatory information requests during discussions, meetings, and internal/external audits. ...
Posted
6 days ago
Undisclosed
Singapore
- The Wealth Business Manager role carries both individual and team performance accountabilities, measured through clearly defined scorecards aligned to business outcomes, customer experience and risk standards.
- This role goes beyond hitting numbers, it’s about building people, developing capabilities, and creating a culture where good performance and good customer outcomes go hand in hand.
- Lead, coach and develop a team of Wealth Portfolio Specialists to drive strong tele consulting effectiveness, productivity and achievement of financial KPIs ...
Posted
15 days ago
Undisclosed
Singapore
- Identify new market opportunities and customer segments within the area to support business growth.
- Develop credible resources and platforms to empower sales teams for effective customer engagement and sales.
- Actively participate in recruitment efforts to build a strong, capable sales team. ...
Posted
15 days ago
ProVision Wealth Advisory
SGD7,000 - SGD10,000 每月
Singapore
- Build and maintain long-term client relationships
- Stay updated on financial products and industry regulations
- Singaporeans Only ...
Posted
2 days ago
CO Wealth Advisory
SGD4,000 - SGD4,000 每月
Singapore
- Serve Affluent, High-Net-Worth, and Corporate clients with credibility and confidence
- Progress along a clear leadership pathway: From Wealth Specialist to Team Manager to Director
- Starting remuneration: from $3,000 per month*, with potential to reach up to $10,000 per month** during the onboarding phase ...
Posted
2 days ago
Undisclosed
Malaysia
- Provides senior management with a single, integrated view of what is driving wealth performance
- Enterprise Commercial Performance
- Designs and runs the enterprise wealth performance model across customer segments ...
Posted
18 days ago
Undisclosed
Singapore
- Your Opportunity Starts Here.
- Why join us
- This role provides the opportunity to work closely with senior stakeholders across International Wealth and gain broad exposure to business planning, execution management, and cross-functional collaboration within a regional wealth management environment. ...
Posted
18 days ago
SGD3,000 - SGD3,000 每月
Singapore
- Mentorship and career development pathway with potential progression to managerial positions within 2 years
- Supportive environment with work-life balance
- Identify and engage potential clients to understand their financial needs ...
Posted
6 days ago
Undisclosed
KL City
- Strong analytical, organizational, and time-management skills, with the ability to manage multiple clients and deadlines.
- Comfort working in a hybrid environment and using digital tools for client meetings, documentation, and portfolio reviews.
- Company Description ...
Posted
23 days ago
Undisclosed
Singapore
- Perform walk-through interviews, identify key controls and tailor audit procedures to evaluate the design and validate operating effectiveness of internal controls in various business processes;
- Review and recommend practical business process improvements to address control gaps and to enhance efficiency where possible;
- Draft findings in report deliverables with clear and concise business writing abilities; ...
Posted
6 days ago
ProVision Wealth Advisory
SGD7,000 - SGD10,000 每月
Singapore
- Build and maintain long-term client relationships
- Stay updated on financial products and industry regulations
- Singaporeans Only ...
Posted
17 days ago
Undisclosed
Singapore
- Advocating recommendations based on an understanding of the business, wins, and pipeline.
- Working closely with internal stakeholders in regulatory compliance, fund structuring, tax teams etc to develop proposals that meet client needs
- Providing support on proposals and other BD initiatives as required. ...
Posted
8 days ago
Undisclosed
Singapore
- Strong interpersonal, communication, and relationship management skills
- Analytical mindset with the ability to make data-driven recommendations
- Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are advantageous ...
Posted
25 days ago
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