Independent financial advisor

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing a well-known Wealth Management firm in Kuala Lumpur, Malaysia, looking for an experienced Independent Financial Advisor to join their respected team.As an Independent Financial Advisor, you will have a key role in providing expert...

Independent Financial Advisor Kuala Lumpur, Malaysia Ref: 1442KL Kuala Lumpur, Malaysia Competitive Package Self Employed Package Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent...

1. Financial Advisory service: - Client Management - Case Management - Activity Management a) Attend all meetings with Clients / Leads together with Senior Advisor. b) Assist Senior Advisor in all administrative related tasks e.g instruction order, client database update and liaising with back office (Planning & Solutions / Sales Admin) for outstanding...

Job Descriptions:License Maintenance: Responsible for ensuring the fulfillment of every license requirement as per stated by the regulator/issuer. Participate in event or training to keep abreast of industrial trends or practice and maintain license requirement (event that provide CPE or CPD points)Prospecting and Branding: Planning and executing a...

**Responsibilities**: We are looking for a Legal Advisor in our Legal Department, who can help us in respect of day to day functions relating to legal duties to support the the company’s business particularly related to fund management, unit trusts and its private retirement scheme. Job Responsibilities: - Drafting, vetting and review of agreements for...

**Job Descriptions**: 1. License Maintenance: - Responsible for ensuring the fulfillment of every license requirement as per stated by the regulator/issuer. - Participate in event or training to keep abreast of industrial trends or practice and maintain license requirement (event that provide CPE or CPD points) 2. Prospecting and Branding: - Planning and...

Job Title: Junior Financial Advisor Location: Kuala Lumpur / Selangor Company: D LUX ARCHETYPE About Us: D LUX ARCHETYPE is a leading financial advisory firm dedicated to providing personalized wealth management solutions to our clients. With a focus on integrity, expertise, and innovation, we strive to empower individuals and families to achieve their...

**Job Descriptions**: 1. Financial Advisory service: - Client Management - Case Management - Activity Management 2) Attend all meetings with Clients / Leads together with the Senior Advisor. 3) Assist Senior Advisor in all administrative related tasks e.g. instruction order, client database update, and liaising with back office (Planning & Solutions /...

**Job Descriptions**: 1. Financial Advisory service: - Client Management - Case Management - Activity Management 2) Attend all meetings with Clients / Leads together with the Senior Advisor. 3) Assist Senior Advisor in all administrative related tasks e.g. instruction order, client database update, and liaising with back office (Planning & Solutions /...

The client is a reputable group of consultancy companies aiming to provide one-stop financial advisory services in assisting growing of Start-ups and SMEs and gain hands-on experience in a thriving and supportive workplace. It offers career opportunities for those who strive to be the best in the industry. The group was established in 2005 with more than 15...

**Financial Crime Compliance Advisor** **-** **(**240000C8**)** - To provide advisory on all AML/CFT related matters, such as Know Your Customer, Customer Due Diligence including Political Exposed Persons (PEP), AML Screening for business units, Sanctions and Customer ML/TF Risk Assessment. - Responsible for review and approve Enhanced Due Diligence (EDD),...

**"Are you overworked and underpaid?"** **"Want to triple your income in the next 3 years?"** **"Want to make a difference for yourself and others?"** **Explore more with us - We are more than your average financial services consultants. Using your knowledge and know-how, you will help others protect their present and secure their future. And along the...

About The Employer An international CPT Markets company with global offices around the globe currently hiring for their Malaysia Office based in Bukit Nanas, Kuala Lumpur. Benefit from: - Basic Salary from RM2500-RM10k - Intellectually stimulating work environment - Travel Allowance - Attractive remuneration package plus performance related reward -...

**The Opportunity** Our client is a well-known Australian financial service firm that offers tailored wealth management solutions to assist individuals and families in making wise financial decisions and achieving financial independence since 2012. The company is currently looking for a passionate Financial Planning Associate to join this highly reputable...

"Are you overworked and underpaid?""Want to triple your income in the next 3 years?""Want to make a difference for yourself and others?"Explore more with us - We are more than your average financial services consultants. Using your knowledge and know-how, you will help others protect their present and secure their future. And along the way, we create...

Job Descriptions:Financial Advisory service: Client Management Case Management Activity Management2) Attend all meetings with Clients / Leads together with the Senior Advisor.3) Assist Senior Advisor in all administrative related tasks e.g. instruction order, client database update, and liaising with back office (Planning & Solutions / Sales Admin) for...

Job Descriptions:Financial Advisory service: Client Management Case Management Activity Management2) Attend all meetings with Clients / Leads together with the Senior Advisor.3) Assist Senior Advisor in all administrative related tasks e.g. instruction order, client database update, and liaising with back office (Planning & Solutions / Sales Admin) for...

The OpportunityOur client is a well-known Australian financial service firm that offers tailored wealth management solutions to assist individuals and families in making wise financial decisions and achieving financial independence since 2012.The company is currently looking for a passionate Financial Planning Associate to join this highly reputable firm and...

About The EmployerAn international CPT Markets company with global offices around the globe currently hiring for their Malaysia Office based in Bukit Nanas, Kuala Lumpur.Benefit from: Basic Salary from RM2500-RM10k Intellectually stimulating work environment Travel Allowance Attractive remuneration package plus performance related reward Continuous personal...

Bancassurance Advisor (Nationwide)If you are looking to excel and make a difference, take a closer look at us...The Bancassurance Advisor role will be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. He/She will generate leads, meet with clients,...