- To provide good after-sales and conduct sales visits to potential customers within the vicinity.
Today
25 Wealth Management Associate Jobs in Federal Territory - October 2026 - High Salaries
Showing 25 jobs results for
"wealth management associate"
in Federal Territory
Advisory Associate
- Membantu membangunkan strategi dan penyelesaian yang bersesuaian dengan keperluan pelanggan.
4 days
Wealth Planning Specialist - Bancassurance
- Meet and follow-up with potential customers after appointment and attending to customer’s request on the policy until it turns into production.
4 days
Senior Wealth Executive
- Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;
7 days
- Assist in formulating, monitoring, and reviewing the Recommended Funds list, covering global, regional, and local markets across asset classes such as equities, fixed income, multi-asset, money market, private equity, and REITs/real estate.
10 days
Wealth Executive (Perak Region)
16 days
Wealth Executive (Penang Region)
- Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;
17 days
Wealth Executive (Sabah Region)
- Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
17 days
Management Specialist
- Self-motivated, result-oriented, and able to multitask in a fast-paced environment.
18 days
Senior Wealth Executive
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
22 days
Advisory Associate
- Menganalisis keperluan kewangan pelanggan dan mencadangkan pelan perlindungan yang bersesuaian.
25 days
Wealth Planning Specialist - Bancassurance
- Meet and follow-up with potential customers after appointment and attending to customer’s request on the policy until it turns into production.
25 days
Senior Wealth Executive
- Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;
28 days
Management Specialist
- Self-motivated, result-oriented, and able to multitask in a fast-paced environment.
30+ days
- Prepare and learn to get your required licenses and professional qualifications, fully supported by the company, to enable you to operate legally and competently in a frontline sales capacity.
30+ days
Wealth Executive (Perak Region)
30+ days
Wealth Executive (Sabah Region)
- Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
30+ days
Senior Wealth Executive
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
30+ days
Private Wealth Manager
- New Client Acquisition – Proactively grow a portfolio of HNW/UHNW clients through strategic networking, targeted outreach, events, referrals, and consultative sales techniques.
7 days
Private Wealth Manager
- At least 4 years of relevant experience in the financial services industry
24 days
Wealth Talent Optimiser, Sales and Distribution Division
- Gather customer and market insights through direct field interactions and provide feedback to management.
7 days
Senior Officer, Wealth Management Ops
11 days
Executive - Regional Wealth Management (Bancassurance)
- Sales Enablement: Drive product-led sales enablement tools, initiatives, and training to improve frontline productivity and activation.
13 days
Executive - Regional Wealth Management (Bancassurance)
18 days
- Design and manage programme governance frameworks, ensuring effective decision-making and accountability across all stakeholders.
29 days