Wealth Advisor

**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...

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...

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...

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

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 Title: Wealth Management ProfessionalWe are seeking an experienced and qualified Wealth Management Professional to join Click and Connect Online Limited in Kuala Lumpur, Malaysia.The role involves providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.Key...

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...

**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 /...

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...

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 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,...

**Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. **Wealth and...

Senior Wealth Manager OpportunityWe are seeking a seasoned Senior Wealth Manager to join our global team at Click and Connect Online Limited in Malaysia. This role offers a unique chance to cultivate and manage relationships with high-net-worth clients, devise personalised financial plans, and guide clients towards financial success.About the RoleThe ideal...

Independent Resourcing Consultancy Ltd is seeking an experienced Lead Wealth Strategist to join their esteemed team in Kuala Lumpur, Malaysia.The estimated salary for this role is **RM 120,000 - RM 180,000 per annum**, depending on experience.About the RoleWe are looking for a skilled and qualified individual to provide expert financial advice to clients,...

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...

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...

About 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...

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...