Financial Advisor
7 months ago
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 items.
c) Assist in Financial Planning related tasks e.g. fact finding, handover, meeting minutes.
d) Salaried Advisors will not practice independently until they complete the 1st 2 years of their service.
**Professional Qualifications**:
Financial Planning related qualifications: Certified Financial Planner (CFP), Islamic Financial Planner (IFP),
Registered Financial Planner (RFP), Shariah Registered Financial Planner (Shariah RFP)
**Academic Qualifications**:
1. Bachelor’s Degree or equivalent which is accepted for Financial Planning professional qualification
**Residence Location**:Klang Valley **Years of Experience**:2 years and above
**Skills / Competencies**:
1 Competency in English
2 Knowledge of Microsoft Office, Google Workspace (eg. Gmail, Google Drive, Google Sheets)
3 Competency in follow-ups and follow-through on cases / progress / activity updates
4 Ability to adapt and grow in a competitive environment
**Job Types**: Full-time, Permanent
**Salary**: RM4,000.00 - RM5,000.00 per month
**Benefits**:
- Flexible schedule
- Health insurance
- Maternity leave
- Opportunities for promotion
- Professional development
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
- Performance bonus
- Yearly bonus
Application Question(s):
- Do you have any certificated ? eg : IFP, CFP, sRFP, RFP
**Education**:
- Bachelor's (preferred)
**Language**:
- English (preferred)
Willingness to travel:
- 75% (preferred)
**Salary**: RM4,000.00 - RM8,720.25 per month
**Benefits**:
- Professional development
Schedule:
- Day shift
Supplemental pay types:
- Commission pay
-
International Financial Advisor
1 month ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeAbout the RoleWe are seeking a highly skilled International Financial Advisor to join our team at Hebden Consulting.
-
Financial Advisor
7 months ago
Kuala Lumpur, Malaysia Wealth Vantage Advisory Sdn. Bhd. Full time**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...
-
Professional Islamic Financial Advisors
7 months ago
Kuala Lumpur, Malaysia D LUX ARCHETYPE Full timeJob 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...
-
Senior Financial Advisor
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeJob DescriptionWe are seeking an experienced Senior Financial Advisor to join our team in Kuala Lumpur. As a key member of our advisory team, you will provide personalized financial strategies and investment advice to high-net-worth individuals and families.
-
Expert Financial Advisor for Wealth Management
1 month ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeEstablished in Kuala Lumpur, Click and Connect Online Limited is an esteemed International Wealth Management firm seeking a seasoned Independent Financial Advisor to join their team.The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their...
-
Financial Services Advisor
7 months ago
Kuala Lumpur, Malaysia AW Platinum Consultancy SDN BHD Full time**"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...
-
Expert Financial Advisor
3 weeks ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeWe are seeking an experienced and certified Independent Financial Advisor to join our team in Kuala Lumpur, Malaysia.As a key member of our Wealth Management firm, you will provide specialized financial guidance to clients, helping them achieve their financial aspirations and strengthen their financial security.This opportunity offers the following...
-
Financial Sales Advisor
7 months ago
Kuala Lumpur, Malaysia CPT Markets Full timeAbout 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 -...
-
Salaried Advisor
6 months 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 /...
-
Strategic Financial Solutions Expert
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeLocated in Kuala Lumpur, Malaysia, we are seeking an experienced Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd.We offer a competitive salary package, including a comprehensive compensation and benefits plan.Job DescriptionAs an Independent Financial Advisor, you will be responsible for providing expert financial...
-
Bancassurance Advisor
7 months ago
Kuala Lumpur, Malaysia Hong Leong Bank Full timeBancassurance 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...
-
Financial Advisor
2 days ago
Kuala Lumpur, Malaysia ADVANCE VISION CONSULTANCY Full timeTo be the No.1 insurance agency in AIA. â— - To create 100 MDRT's â— - To be the No.1 customer choice insurance agency in Malaysia â— - To create 30 District Managers OUR MISSION â— - To provide insurance expertise to clients â— - To provide a satisfactory service to clients â— - To create an environment where Life Planner/New Life Planner...
-
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeJob OverviewWe are representing a renowned Wealth Management firm in Kuala Lumpur, seeking an experienced and qualified Financial Advisor to join their esteemed team.
-
Client Advisor
7 months ago
Kuala Lumpur, Malaysia StashAway Full timeClient Advisor Join StashAway Malaysia, a pioneering fintech company, as a Client Advisor and embark on an exciting journey to redefine wealth management in the digital age. As a Client Advisor, you'll play a pivotal role in delivering tailored solutions and exceptional service to the premium customer segment. Within this role, you will work on both...
-
Financial Controller
7 months ago
Kuala Lumpur, Malaysia People Pathfinders Sdn Bhd Full time**The Company** We are partnering with one of the established international logistics companies with a global presence across multiple markets. Reporting to the Regional Vice President, and the Regional Controller, the Financial Controller will be overseeing the overall country accounting teams across the branches in Malaysia. **The Role**: - Preparation...
-
Etiqa Maybank
7 months ago
Kuala Lumpur, Malaysia Ace Venture Solutions Full timeA Financial & Wealth Advisor is a professional responsible for providing financial guidance and advice to clients to help them achieve their financial goals and make informed investment decisions. They assess a client's financial situation, develop customized financial plans, and provide ongoing support and recommendations to help clients build and manage...
-
Financial Advisor
7 months ago
Kuala Lumpur, Malaysia MH UNITED AGENCY Full time**Responsibilities**: - Promoting AIA protection and savings plans and closing deals. - Providing financial advice to customers and offering the best solutions based on their needs and budget. - Engaging and interacting with customers either face-to-face or via online platforms. - Reviewing customers' medical coverage, protection plans, and savings plans. -...
-
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeCompetitive Salary: RM 120,000 - RM 200,000 per annumClick and Connect Online Limited is seeking a highly experienced and qualified Independent Financial Advisor to join their team in Kuala Lumpur, Malaysia.Job Description:Company OverviewWe are a leading International Wealth Management firm dedicated to providing expert financial advice to our clients. Our...
-
Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full timeAbout the RoleWe are seeking an experienced and certified Financial Planner to join our team in Kuala Lumpur, Malaysia. As a Financial Planner, you will play a key role in providing expert financial guidance to clients, helping them achieve their financial aspirations and strengthen their financial security.ResponsibilitiesConduct thorough financial...
-
Commercial Lead, Advisors Creative Desk
7 months ago
Kuala Lumpur, Malaysia Mastercard, Inc. Full timeCommercial Lead, Advisors Creative Desk **Our 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...