Investment Advisor

2 weeks ago


Petaling Jaya, Malaysia Great Csa Management Full time

**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, families and owners of small companies.**Benefits**:

- EPF
- SOCSO
- Annual Leave


  • Investment Director

    2 days ago


    Petaling Jaya, Malaysia MAXIMIN CORPORATION SDN BHD Full time

    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...

  • Investment Advisor

    2 weeks ago


    Petaling Jaya, Malaysia Great CSA Management Full time

    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...


  • Petaling Jaya, Malaysia EMIVEZT ADVISORY Full time

    Position : Sales Advisor for Wellness and Wealth Income : RM 2,000 - RM9000 Requirement: - Proficiency in written and Spoken English, Mandarin & BM. - Multi tasking skills - Proficiency in Computer & POS System - Client facing communication - Own driving licence - Willing to learn, energetic and enthusiastic. We guarantee your income! Join us today for a...

  • Analyst, Investment

    6 days ago


    Petaling Jaya, Malaysia Lagenda Properties Berhad Full time

    Lagenda Properties Berhad (KLSE: LAGENDA) is a property developer listed on the Main Market of Bursa Malaysia. We are a specialized affordable housing developer focusing on our main core expertise of developing self-sustainable townships, prioritizing community-based facilities & public amenities that meets the needs of most Malaysian home buyers that fall...

  • Sales Advisor

    7 months ago


    Petaling Jaya, Malaysia Cornerstone Advisory Full time

    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...


  • Petaling Jaya, 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...


  • Petaling Jaya, Malaysia AGENSI PEKERJAAN HUNTERS SEARCH SDN. BHD. Full time

    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...

  • Takaful Advisor

    2 weeks ago


    Petaling Jaya, Malaysia Great CSA Management Full time

    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...

  • Associate Advisor

    7 months ago


    Petaling Jaya, Malaysia AICPA Full time

    **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...

  • Associate Advisor

    7 months ago


    Petaling Jaya, Malaysia AICPA Full time

    **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...


  • Petaling Jaya, Malaysia Agensi Pekerjaan JP Caliber Full time

    **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...

  • Takaful Advisor

    7 months ago


    Subang Jaya, Malaysia Qwork Malaysia Full time

    Job Scope: - Meeting with clients. - Offering specialized financial guidance and advice. - Completing financial needs analyses. - Creating and explaining customized plans. - Utilizing knowledge of tax investment strategies. - Assessing clients' financial portfolios. - Analyzing clients' risk. -Encouraging clients to invest in the future. Requirement: -...

  • M&a Advisory

    7 months ago


    Petaling Jaya, Malaysia KPMG Full time

    M&A Advisory (CF) (Experienced) **Grade**: Experienced **Department**: Corporate Finance **Descriptions**: The Corporate Finance - M&A Advisory practice provides independent advisory services to clients on strategic acquisitions (buy side) and divestments (sell side). **Responsibilities**: - Manage and lead day-to-day deal execution, from marketing...

  • Associate Director

    7 months ago


    Petaling Jaya, Malaysia KPMG Malaysia Full time

    Associate Director - Corporate Finance - M&A Advisory **Description**: The Corporate Finance - M&A Advisory practice provides independent advisory services to clients on strategic acquisitions (buy side) and divestments (sell side). **Responsibilities**: - Lead day-to-day deal execution, across all phases of a transaction - Responsible for stakeholder...


  • Petaling Jaya, Malaysia PRO-TEAM SOLUTION SDN BHD Full time

    Provide clerical and administrative support (e.g. answering calls, attending to enquires, filing and etc) - Update daily data and filing - Peform any other work duties as and when requested. - Provide general office Pro-Team Solution Sdn Bhd is a one-stop Corporate Services Provider for businesses in Malaysia. We provide a full range of business services...

  • Wealth Advisor

    7 months ago


    Petaling Jaya, Malaysia MH UNITED AGENCY Full time

    **JOB DESCRIPTION**: - To carry out marketing and sales strategies and activities to increase sales revenue of our financial planning products such as medical plans, life protection plans, education plans, savings, and investment plans. - Generate new business via diverse sources such as networking, social media, cold calling, promotional booths, and...


  • Petaling Jaya, Malaysia MOHD SAHROM BIN SALIKIN Full time

    **POSITIONS AVAILABLE IN**: **PETALING JAYA, SEREMBAN, BATU PAHAT, JOHOR BAHRU, KOTA KINABALU & SANDAKAN** Do you feel suffocated by the cost of living with an increment of less than RM500/year? Tired of being stuck in the same position for years? Looking for flexibility in working hours & location? Are your dreams leaving you behind? **YOU are the one we...

  • Legal Records

    7 months ago


    Petaling Jaya, Malaysia Manor Capital Sdn Bhd Full time

    (1) Undertaking facilitations towards completion of the **legal transactions / consultancy work** of the company, including, but not limited to: - Facilitating legal processes and initiations of due diligence surrounding dealings of the company, its group of companies, clients, partners and any external counterparts; - Negotiating, drafting, and...


  • Petaling Jaya, Malaysia AICPA Full time

    **About The Association** At The Association, our impact is global. We help people build and grow careers that improve their lives, help communities succeed, and help countries build strong economies. Together, we lead the most influential body of professional accountants and shape the future of the global accounting profession. **What you will be...

  • Merchandise Planner

    7 months ago


    Petaling Jaya, Malaysia Levi Strauss & Co. Full time

    Purpose: The Merch Planner is a trusted advisor to the Cluster Buying team & Country Manager. The primary function of the role is to support the brand strategy and vision across the channel through investment in, and maintenance of, optimum assortments with partnership from our Merchants. The Merch Planner will use strong analytical skills; financial...