Operation Support Executive

1 week ago


Subang Jaya, Selangor, Malaysia Bill Morrisons Wealth Management Sdn Bhd Full time
Work closely with financial advisors and international product partners to ensure submission documents service standards are in place.
Liaised with international providers and investment managers.
Build and articulate investment/insurance product knowledge to support Financial Advisors.
Streamline processes and build efficient workflow under the offshore business.
Liaising with our license regulators.
Handling external and internal communication/management systems

Bill Morrisons Group is an integrated financial services group founded to provide comprehensive wealth management services to mass affluent and high net worth Malaysians, expatriates, corporates and institutions.

Being one of the fastest growing integrated financial services group, we have over RM 500 million worth of assets under advice (AUA).

It is through our continued effort, dedication and commitment in ensuring that our clients gets the most from our services, that won us international recognition globally
Diploma / Advanced Diploma / Higher Graduate Diploma / DVM / DKM Level 4 / DLKM Level 5

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