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Reposted One Month AgoSaved
In-Office
Tower, MI, USA
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Lead and execute the Wealth Segment Strategy, develop client engagement strategies, and manage marketing initiatives while ensuring compliance with regulations.
Top Skills: BankingMarketingWealth Management
Reposted One Month AgoSaved
In-Office
Tower, MI, USA
Expert/Leader
Expert/Leader
Fintech • Payments • Financial Services
Lead end-to-end wealth marketing strategy for affluent and HNW clients, build customer value propositions, drive multi-channel engagement, premium branding, strategic partnerships, digital transformation, and campaign execution while ensuring regulatory compliance and cross-functional alignment to grow market share and customer lifetime value.
One Month AgoSaved
In-Office
Tower, MI, USA
Entry level
Entry level
Fintech • Payments • Financial Services
Partners with relationship managers, credit, operations, and product teams to grow wealth lending activity. Assesses client needs, structures financing solutions, pre-screens requests, prepares credit applications, supports loan drawdowns and servicing, monitors portfolio risk, and develops new client opportunities. The role also provides lending advisory, manages client communications, builds sales pipelines, and contributes insights to improve wealth lending products and portfolio performance.
One Month AgoSaved
In-Office
Petaling Jaya, Petaling, Selangor, MYS
Entry level
Entry level
Fintech • Payments • Financial Services
Cross-sell balance transfer and Quick Cash products to existing credit card customers through telemarketing. The role focuses on portfolio sales, customer engagement, and achieving financial product sales objectives within Hong Leong Bank.
One Month AgoSaved
In-Office
Kelang Lama, Bandar Kulim, Kulim, Kedah, MYS
Senior level
Senior level
Fintech • Payments • Financial Services
Advises high-net-worth clients on financial goals, risk tolerance, and wealth solutions; generates fee-based revenue, grows assets under management, acquires new clients, monitors market developments, and ensures compliance with banking, regulatory, AML, data privacy, and Shariah governance requirements. The role also manages stakeholder relationships and supports bank initiatives.
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Reposted One Month AgoSaved
In-Office
Tower, MI, USA
Internship
Internship
Fintech • Payments • Financial Services
The Graduate Trainee Investment Counsellor role is a 12-month program offering hands-on experience in Wealth Management, including job rotations and expert mentoring, preparing participants to become successful investment counsellors.
Reposted One Month AgoSaved
In-Office
Tower, MI, USA
Junior
Junior
Fintech • Payments • Financial Services
This is a 6-month Graduate Trainee Program in Wealth Management, offering hands-on experience, mentoring, and a pathway to become an Executive in Sales Strategy and Intelligence.
Reposted One Month AgoSaved
In-Office
Tower, MI, USA
Entry level
Entry level
Fintech • Payments • Financial Services
The role involves a 12-month structured training program in Wealth Management, focusing on various business units and developing skills in client relationship management.
Reposted One Month AgoSaved
In-Office
Tower, MI, USA
Junior
Junior
Fintech • Payments • Financial Services
Develop and implement growth strategies for high net worth clients, provide personalized financial advice, monitor investments, and collaborate across teams to enhance client experience.
Reposted One Month AgoSaved
In-Office
Tower, MI, USA
Mid level
Mid level
Fintech • Payments • Financial Services
The role involves designing and executing a regional events roadmap aimed at client acquisition and brand elevation across various wealth segments, overseeing event lifecycle, and establishing KPIs for performance tracking.
Top Skills: Event PlanningMarketing
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