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...

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia We 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...

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing a well-known Wealth Management firm in Kuala Lumpur, Malaysia, looking for an experienced Independent Financial Advisor to join their respected team.As an Independent Financial Advisor, you will have a key role in providing expert...

Job Descriptions: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)Prospecting and Branding: Planning and executing a...

Independent Financial Advisor Kuala Lumpur, Malaysia Ref: 1442KL Kuala Lumpur, Malaysia Competitive Package Self Employed Package Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent...

**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...

**Responsibilities**: We are looking for a Legal Advisor in our Legal Department, who can help us in respect of day to day functions relating to legal duties to support the the company’s business particularly related to fund management, unit trusts and its private retirement scheme. Job Responsibilities: - Drafting, vetting and review of agreements for...

**"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...

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 -...

"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 way, we create...

The 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...

**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 /...

**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 /...

**Financial Crime Compliance Advisor** **-** **(**240000C8**)** - To provide advisory on all AML/CFT related matters, such as Know Your Customer, Customer Due Diligence including Political Exposed Persons (PEP), AML Screening for business units, Sanctions and Customer ML/TF Risk Assessment. - Responsible for review and approve Enhanced Due Diligence (EDD),...

About The EmployerAn 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 Continuous personal...

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 clients,...

Job Descriptions:Financial Advisory service: Client Management Case Management Activity Management2) 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 / Sales Admin) for...

Job Descriptions:Financial Advisory service: Client Management Case Management Activity Management2) 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 / Sales Admin) for...

To be trained in the Company's Client Engagement Process and be a lead manager in developing and growing Privilege client relationships. - To provide financial advisory services as well as appropriate financial and investment solutions and advice to our affluent and high networth clients for various market segments. - To provide customers with timely...