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4,000+ Wealth Jobs in Malaysia | Job Vacancies | October 2026 | Ricebowl
Showing 4,009 jobs results for
"wealth"
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Manage Alert
Undisclosed
Singapore
- Experience in portfolio management, investment advisory, order management, investment products lifecycle
- With background in project management and transformation and change
- Good understanding of core business processes and products in the Private Banking industry. ...
Posted
10 days ago
Undisclosed
Singapore
- Attuned to the current economic and financial markets by attending trainings so as to be current and proficient in addressing customer’s queries
- Achieve individual sales targets for wealth management, treasury products and insurance
- Provide sound financial advice and dispensing customised solutions in alignment with the bank's standards and industry regulations ...
Posted
10 days ago
Undisclosed
Singapore
- Conduct daily calls to the customers in their portfolio base to arrange for appointments and to offer assistance to them
- To regularly update their clients on their holdings and investment performance
- Achieve monthly sales target for various banking products with consistency ...
Posted
10 days ago
MICHAEL PAGE (PERSONNEL) PTE. LTD.
SGD8,000 - SGD8,000 Per Month
Singapore
- Establish communications governance frameworks to ensure consistency of messaging across customer and stakeholder touchpoints
- Partner senior leaders to deliver executive communications, speeches, thought leadership content and social media engagement
- Create and implement employee communications campaigns that strengthen culture, engagement and change management initiatives ...
Posted
17 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
- Build and expand a personal client portfolio by establishing trust and delivering consistent value
- Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention ...
Posted
11 days ago
Undisclosed
- Build the team - hire strong people, set clear goals and manage performance
- Drive user growth, engagement, revenue and profitability
- Build partnerships and operations required to launch and scale the business ...
Posted
11 days ago
SGD3,500 - SGD3,500 Per Month
Singapore
- Engage with customers and provide suitable financial guidance based on their needs.
- Understand customers’ requirements and recommend personalised financial solutions that best support their goals.
- Assist customers in making informed financial decisions by providing reliable support and advice. ...
Posted
22 days ago
SGD6,000 - SGD6,000 Per Month
Singapore
- Fully sponsored certifications
- Exciting Convention Destinations for qualifiers yearly
- Provide comprehensive wealth management and financial solutions to both corporate and individual clients. ...
Posted
22 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Build and grow a customer portfolio by developing trusted relationships and delivering suitable financial solutions.
- Understand customers’ financial goals, life stages, and priorities to recommend appropriate banking, investment, and insurance solutions.
- Work closely with the Business Sales Manager and team to support business plans, achieve KPIs, and drive growth. ...
Posted
22 days ago
Undisclosed
Singapore
- Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
- Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review.
- Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions. ...
Posted
a month ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Provide clients with relevant market insights, understand their financial objectives, and recommend suitable wealth management solutions.
- Conduct market research and analysis to identify potential opportunities, strengthen portfolio quality, and provide diversified solutions.
- Deliver financial planning and advisory services that are aligned with clients’ goals, preferences, and investment profiles. ...
Posted
22 days ago
Advisors Alliance Group
Undisclosed
Singapore
- Limited placements available, apply now!
- Learn directly from top 1% of professionals & gain exposure to how wealth management is done at the highest level (& not just go through the motion / do administrative tasks)
- What you’ll gain ...
Posted
11 days ago
Undisclosed
Singapore
- Enable clear and consistent articulation of the business risk profile, including key-control design, operating effectiveness, health, monitoring plans, reporting and oversight.
- Identify, assess and escalate control weaknesses, anomalies, emerging and aggregated risks that may breach tolerance; perform RCA scoping, refresh assessments and support risk appetite and governance activities.
- Support end-to-end management of IWPB Important Business Services (IBS), including IBS assessments, asset-level continuity planning, testing, vulnerability follow-up, timely completion and guidance to Business Service Owners. ...
Posted
11 days ago
Forthright Financial Holdings Co., Ltd
Undisclosed
Hong Kong
- 監察市場及競品動態，收集客戶反饋，持續優化營銷方案，提升品牌曝光。
- 與 PWM 業務團隊、合規部緊密跨部門協作，支援前端客戶服務與產品推廣。
- 帶領市場小組，分配工作任務、追蹤活動成效，持續提升團隊營銷執行力。 ...
Posted
18 days ago
Forthright Financial Holdings Co., Ltd
Undisclosed
Hong Kong
- 監督團隊持續檢視客戶資產規模（AUM），按預設配置建議調整持倉，推動團隊 AUM 增長及業務收入達標。
- 確保團隊所有業務操作遵守監管機構的合規要求。
- 具財富管理團隊管理經驗，熟悉基金、股票、融資、保險及結構性產品；擁有高淨值客戶拓展及客戶關係管理能力。 ...
Posted
18 days ago
Undisclosed
Hong Kong
- Collaborate with the IT department to optimize product interfaces and enhance overall user experienc
- Bachelor’s degree or above, with a minimum of 2 years of experience in internet platform operations
- Solid understanding of internet platform operations, business models, and promotion strategies ...
Posted
18 days ago
Undisclosed
Singapore
- Deepen existing client relationships through ongoing portfolio reviews and cross-selling relevant banking products
- Elevate the overall client journey by maintaining high standards of personal service and advisory excellence
- Bachelor's degree in Business, Finance, Economics, or related fields. MBA, CFA, or CFP certifications are highly preferred. ...
Posted
11 days ago
Undisclosed
Singapore
- Demonstrated ability to engage senior stakeholders and communicate audit findings in a structured, clear and credible manner.
- A Bachelor's degree in Finance, Accounting, Business or related discipline. Professional certifications such as CIA or CPA will be advantageous.
- Description Our client is a well-established private wealth platform with a strong presence in private banking across the region. It is seeking to appoint a AVP/VP, Internal Audit in Singapore. Responsibilities You will be responsible for leading and executing internal audit reviews across the Private Banking and Wealth Management business. This includes assessing the effectiveness of controls, governance frameworks and risk management processes across client onboarding, advisory activities and investment-related services. You will focus on key risk areas including AML/CFT frameworks, suitability risk, cross-border advisory risk and broader conduct and product governance risks inherent in a private banking environment. You will engage closely with senior stakeholders across business and control functions, and communicate audit findings in a clear, structured and credible manner, while supporting enhancements in governance and risk oversight. Requirements ...
Posted
11 days ago
Undisclosed
Singapore
- Provide premier clients with regular market updates, endeavoring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
- Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
- Provide financial planning and advisory services aligning to clients’ needs and investment profile ...
Posted
18 days ago
Undisclosed
Singapore
- Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
- Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
- Provide financial planning and advisory services aligning to clients’ needs and investment profile ...
Posted
18 days ago
Undisclosed
Singapore
- Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
- Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
- Provide financial planning and advisory services aligning to clients’ needs and investment profile ...
Posted
18 days ago
Undisclosed
Singapore
- Provide tailored insurance and wealth planning solutions across life insurance, legacy planning, and wealth accumulation products
- Maintain a high standard of client servicing and relationship management
- Work closely with internal case management and operations teams to ensure smooth policy implementation and ongoing servicing ...
Posted
18 days ago
Undisclosed
Singapore
- Provide premier clients with regular market updates, endeavoring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
- Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
- Provide financial planning and advisory services aligning to clients’ needs and investment profile ...
Posted
18 days ago
Undisclosed
Singapore
- Build and maintain a disciplined pipeline with clear conversion metrics and reporting.
- Collaborate with marketing, product, and channel teams to execute targeted acquisition campaigns.
- Recruit a new team of Relationship Managers (RMs), Assistant RMs (ARMs), and other frontline roles in line with the approved team structure and expansion plan. ...
Posted
23 days ago
Undisclosed
Singapore
- Achieved monthly acquisition targets through outbound prospecting and follow‑ups
- Build your customer base through structured outreach activities, tele‑prospecting initiatives and customer engagement programmes
- Understand customers’ needs, goals and life stages, and share suitable banking, investment and insurance solutions in a clear and responsible way ...
Posted
23 days ago
UOB Kay Hian (M) Sdn. Bhd.
Undisclosed
Kota Damansara
- Monitor transaction lifecycle and follow up on any discrepancies.
- Coordinate with counterparties to ensure smooth execution of transactions.
- Perform daily reconciliation of holdings, cash positions, and transactions. ...
Posted
18 days ago
Undisclosed
Singapore
- Partner closely with Partners Group's growth marketing and sales teams to stay current on product offerings, portfolio developments, and private wealth market trends, and to ensure consistency across client-facing materials.
- Take ownership of ad hoc projects that support the broader growth and development of the team.
- Minimum 3 years of relevant experience and demonstrated success in a similar role in the financial industry. ...
Posted
23 days ago
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