Wealth Advisor

StashAway is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders. This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...

**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...

HR Wealth Advisory provides specific product & expertise with strategic partners in financial services to support clients through Islamic Wealth Management. We assist clients to achieve their financial aspiration based on their profiles and objectives. We provide service of wealth creation, protection, preservation and distribution solutions through...

SOPHIA WEALTH MANAGEMENT merupakan agensi sah yang beroperasi di bawah Etiqa Takaful. Usahasama dengan AGG Malaysia agensi kami mendapat pencapaian sebagai Agensi No 1 di Malaysia selama tiga tahun berturut-turut, kami telah melahirkan banyak MDRT bertaraf antarabangsa. Dengan fasiliti moden yang lengkap, serta mengikut peredaran dalam sektor ekonomi, kami...

{"h1": "Investment Advisor Role at Standard Chartered", "p": "We are seeking a skilled Investment Advisor to join our team at Standard Chartered. As an Investment Advisor, you will play a key role in supporting Relationship Managers in providing Wealth Management services to our clients. Your primary responsibility will be to communicate our Global Market...

Job Title: Wealth Manager, MalaysiaLocation: Remote Working OptionCompany: Click and Connect Online LimitedAbout Us:Click and Connect Online Limited is a leading financial advisory firm with a global presence. We specialize in providing comprehensive wealth management services to international clients, including financial planning, investment strategies, and...

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...

We provide professional training conducted by lawyers to nurture individuals to become professional living trust advisors. What's unique about our business is that all advisors' commissions are recurring for life. After the 2nd year, advisors' commissions turn into passive income perpetually. **Primary Job Function** - Attend all required training &...

We provide professional training conducted by lawyers to nurture individuals to become professional living trust advisors. What's unique about our business is that all advisors' commissions are recurring for life. After the 2nd year, advisors' commissions turn into passive income perpetually. Overriding commission for those qualified applicants. **Primary...

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...

**JOB REQUIREMENTS** - The function covers paraplanners working scope includes the administration work, case filtering, submission and post submission arrangement. - Analyzing client’s financial situation and develop solution. - Involving the process for wealth protection and maintain a good relationship with client along the process. - Collaborate with...

**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 description **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is,...

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...

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...

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 short-term and...

Are you a customer-centric individual with excellent communication skills? Join our dynamic team at DWS Wealth Partners Sdn Bhd as a Customer Service Executive and play a pivotal role in providing exceptional service to our clients. **What you will do**: 2) Assist general inquiries from Advisors and members of the public. 3) Relay comprehensive information...

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...

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...

Financial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team at TIME's group in Kuala Lumpur, Malaysia.The ideal candidate will have a minimum of 5 years of experience in the wealth management industry, with industry-leading qualifications such as CFP, CFA, or other relevant certifications.Responsibilities will include building...