Wealth / Investment Advisor

Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households, families and owners of small...

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...

Responsibilities - Investment due diligence and underwriting - Lead and complete all due diligence and financial analysis related private equity fund-related investments - Market Research - Market research and intelligence, including keeping current on competitive and regulatory landscape and best practices - Negotiations - Support negotiations with...

Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while...

**Responsibilities**: - Investment advisers are professionals who offer transparent advice by recommending suitable solutions on financial matters to their clients. They advise on investing pension or free funds in securities such as stocks, bonds, mutual funds and exchange-traded funds to customers. Investment advisers serve individuals, households,...

Min SPM qualification Age below 40 Profesional Training provided Can speak mandarin Willing to learn Preferably with some sales background Career advancement **Job Types**: Full-time, Part-time, Freelance Part-time hours: 40 per week **Salary**: Up to RM12,000.00 per month **Benefits**: - Flexible schedule - Opportunities for promotion -...

Administration of Agency daily Operations **Job Requirements**: - Education Minimum SPM/Diploma - Location: Petaling Jaya, Klang Valley Selangor - Familiar with Basic Computing - Familiar with Basic Book Keeping - Can communicate well in BM, Mandarin and English - Comprehensive Training provided **Disability type**: Not Applicable - About VA Wealth...

**Responsibilities**: 》Answering client questions about financial plans and strategies and giving financial advice 》Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives》Reviewing client accounts and plans on a regular basis to understand if life or economic...

Insurance risk consultants prepare reports for insurance underwriters. For this purpose, they undertake surveys in order to determine the potential financial risk for personal products, properties or sites. Great CSA Management consist young team of financial professionals advising and helping individual, family and corporate client to seek best suited...

**Some careers grow faster than others.** If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

Great CSA Management consist young team of financial professionals advising and helping individual, family and corporate client to seek best suited financial products on Risk Planning, Wealth Planning, Estate Planning, Banking & Finance, Accounting & Tax and Investment Planning and Life Planning. SPM / O Level / SKM Level 1 / SKM Level 2 / SKM Level 3 or...

Administrative assistants perform administrative and office support for supervisors. They perform a variety of tasks, such as answering telephone calls, receiving and directing visitors, ordering office supplies, maintaining the office facilities running smoothly, and ensuring that equipment and appliances work properly. Great CSA Management consist young...

Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets - Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools - Performing market research to stay current with financial trends - Preparing financial documents, such as income...

Job Responsibilities Run project financial analysis and investment calculation and to assist in preparation of documentation for internal approvals; Provide on-going support to investment projects post-close; Plan, manage and conduct detailed due diligence activities (including sourcing and appointment of third-party advisors as appropriate) and...

'¢ Participate in Human Resource day to day function. '¢ Handle Personnel Administration and HR Systems in line with statutory and internal requirements; '¢ Ensure implementation of HR policies and procedures; Gadang is an investment holding company while its subsidiaries are principally involved in civil engineering and construction, property...

Learn our banking product - Learn to approach client and explain on product - Learn how to serve client **Job Requirements**: - Malaysian. - Both fresh graduates and experienced are welcome. - Well versed in both English and Mandarin. - Willing to learn and adaptable to new things. **Disability type**: Not Applicable - About FINPRENEUR CONSULTANCY- We are...

**About Us** Our core strengths are in navigating the most complex regulations and environments, creating some of the most innovative products in the world. For instance, we are the first platform globally to simplify and offer investment-linked life and health insurance online, coupled with an instant talk-to-agent service. If you enjoy building cutting...

**AICPA, Malaysia** **About the Role**: We’re looking for people who are passionate about taking care of customers - If that’s you, we’d love to speak with you! We are the Association of International Certified Professional Accountants. We represent and serve more than 667,000 members and students across 184 countries and territories. We are leaders...

**What do we need**: We are looking for a skilled demand facilitator to help lead Amway Technology organization’s Demand Management operations. **What is special about this team**: The Demand Management Office is at the forefront of Technology’s efforts to dependably turn every investment into meaningful, quantifiable business outcomes. Ranging from...

**Responsibilities** - Manage and lead day-to-day deal execution, from marketing phase through to negotiations and legal completion - Responsible for stakeholder management, i.e. clients, other advisors, bidders, targets, etc. - Directly support deal origination, including generating prospects, developing pitch books and delivering proposals - Responsible...