Independent Financial Advisor

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...

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...

"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,...

OverviewWho you'll be working for: Big 4 Professional Services firm What requirements you'll need to be eligible:Bachelors required, with a strong academic credential required, 3.0 + GPA;Masters in Finance preferred;CFA (level 1), ASA and/or CPA candidacy is a plus;Minimum 5 years of relevant experience;Auditor/Advisor Experience and background in Big-4...

To represent and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaboration Conduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers' needs at different life stages To provide an end to end...

We are looking for highly motivated and independent professionals to be part of our Financial Advisory team supporting Mazars in Singapore. The Associate/Senior role is crucial for managing tasks in financial advisory projects. You'll have the chance to work on Valuation, Transactions, Restructuring & Insolvency, and Forensics & Investigations projects. This...

We are looking for highly motivated and independent professionals to be part of our Financial Advisory team supporting Mazars in Singapore. The Associate/Senior role is crucial for managing tasks in financial advisory projects. You'll have the chance to work on Valuation, Transactions, Restructuring & Insolvency, and Forensics & Investigations projects. This...

We are looking for highly motivated and independent professionals to be part of our Financial Advisory team supporting Mazars in Singapore. The Associate/Senior role is crucial for managing tasks in financial advisory projects. You'll have the chance to work on Valuation, Transactions, Restructuring & Insolvency, and Forensics & Investigations projects. This...

To represent and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaboration Conduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers' needs at different life stages To provide an end to end...

Our PurposeWe work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...

Carry out financial advisory activities from acquiring new clients, service introduction, presenting comprehensive financial plan, or modular plan, i.e., wealth accumulation, wealth protection, and wealth transfer, monitoring financial plan implementation and maintaining a good relationship with clients throughout engagement for more business opportunities...

About CompanyOur client is a public-listed Malaysian diversified consumer group with interests across various business sectors. From island resorts to city hotels in Malaysia, the group's prominence extends across borders with the establishment of international hotels and resorts.Job ResponsibilitiesAs a Financial Controller, you will play a crucial role in...

We provide professional training conducted by lawyers to nurture individuals to become professional living trust advisors. What's unique about our business is that all advisors' commissions are recurring for life. After the 2nd year, advisors' commissions turn into passive income perpetually.Primary Job Function Attend all required training & development...

An exciting Independent Model Validation, Group Risk job has just become available at a reputable financial services institution in Kuala Lumpur. You will drive the effective implementation of the Model Risk policy and recommend improvements.About the Independent Model Validation, Group Risk Role:You will be tasked to manage and complete the model validation...

Introduction: We are seeking a knowledgeable and experienced Market Risk Advisor to provide expert advice and guidance to our leading mortgage company in Malaysia. This role is open for retirees who have significant experience in market risk management, particularly within the financial services sector. As an external advisor, you will support our team...