Financial Advisor

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...

About the RoleWe are seeking a highly skilled International Financial Advisor to join our team at Hebden Consulting.

**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...

Job 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...

Job 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.

Established 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...

**"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...

We 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...

About 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 -...

**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 /...

Located 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 (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...

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...

To 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...

Client 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...

Job OverviewWe are representing a renowned Wealth Management firm in Kuala Lumpur, seeking an experienced and qualified Financial Advisor to join their esteemed team.

**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...

A 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...

**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. -...

Competitive 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...