Independent Financial Advisor
3 weeks ago
Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing an International leading Wealth Management firm in Malaysia, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.Requirements:A minimum of 5 years of experience as a Financial Advisor in the wealth management industryIndustry leading qualifications such as CFP, CFA, or other relevant certificationsTransferable client base and AUMExcellent communication and interpersonal skillsStrong analytical and problem-solving abilitiesAbility to work independently and as part of a teamResponsibilities:Build and maintain relationships with clients, providing them with expert financial advice and guidanceConduct thorough financial assessments of clients' current financial situations and future goalsDevelop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategiesMonitor clients' financial progress and adjust plans as necessaryKeep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clientsOffering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity. #J-18808-Ljbffr
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Independent Financial Advisor
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Full timeJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing a renowned Wealth Management firm in Kuala Lumpur, Malaysia, seeking an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in...
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financial advisor kl malaysia
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia International Financial Advisor Jobs Full timeAre you an experienced financial advisor looking for a new challenge? Join my client's team in sunny Kuala LumpurOur client is one of the most established companies in the industry, with 2 difference licenses in Malaysia. Their young and dynamic team is growing at a rapid pace and we need talented advisors like you to help them succeed.RequirementsAt least 2...
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Independent Financial Advisor
1 week ago
Kuala Lumpur, Kuala Lumpur, Malaysia Recruiter4you Full timeOur client is a British financial advisory firm founded in Dubai which offers a spectrum of services to help you reach your financial goals. They offer comprehensive financial planning and wealth management solutions to expatriates and international investors.Responsibilities:As an Independent Financial Advisor, you'll have the autonomy to build your...
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Personal Financial Advisor
7 days ago
Kuala Lumpur, Malaysia Talexa Partners Sdn Bhd Full time**Job Overview**: We are looking for dynamic, self-motivated, and ambitious individuals to join our team as **Financial Advisors / Financial Consultants!** This is an exciting opportunity for fresh graduates who are eager to start a career in financial services. No prior experience is needed — comprehensive training will be provided. **Key...
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Financial Advisor in Jalan Kuching Kl
3 days ago
Kuala Lumpur, Malaysia Polymorph Enterprise Full timeThe 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...
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Salaried Advisor
3 days ago
Kuala Lumpur, Malaysia Wealth Vantage Advisory Sdn. Bhd. Full time**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 /...
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Takaful Consultant
3 days ago
Kuala Lumpur, Malaysia Mumtaz Ants Group Sdn Bhd Full time**Job Types**: Full-time, Part-time, Permanent, Freelance, Fresh graduate, Student job **Salary**: RM1,500.00 - RM7,500.00 per month **Benefits**: - Opportunities for promotion Schedule: - Afternoon shift - Day shift - Early shift - Evening shift - Fixed shift - Flexible hours - Holidays - Monday to Friday - Weekend jobs Supplemental pay types: - 13th...
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Financial Advisor
2 weeks ago
Greater Kuala Lumpur, Malaysia Forvis Mazars Asia Pacific Services Sdn Bhd Full time 60,000 - 120,000 per yearThe Financial (Deals) Associate will be a part of our Singapore office, which is the center of excellence within APAC, and will have the opportunity to work on cross-border assignments within the region. This role will be valuations-focused but will also have opportunities to work on other M&A advisory related assignments.This position will be based in Kuala...
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Kuala Lumpur, Malaysia Mastercard Full timeOur Purpose We 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...
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Financial Advisor Internship
1 week ago
Kuala Lumpur, Malaysia Polymorph Enterprise Full time**RESPONSIBILITIES**: - To source potential clients through an existing network, cold calls, visits and more. - To analyse client's financial situation. - To study the client's behaviour towards financial planning. - To provide strategic financing solutions, carrying out financial analysis and also, promoting the company's products. - Customize financial...