Financial Services 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 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...

Financial Advisor Opportunity in Kuala LumpurWe are seeking an experienced and certified Financial Advisor to join our team in Kuala Lumpur. As a Financial Advisor, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and strengthen their financial security.The selected candidate will have the...

Job Title: Executive Financial AdvisorAbout the Role:We are seeking a highly skilled and experienced Executive Financial Advisor to join our team in Kuala Lumpur - Malaysia. As an Executive Financial Advisor, you will be responsible for providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.Key...

**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...

Role SummaryWe are seeking a highly skilled and experienced Financial Services Professional to join our team at Click and Connect Online Limited. As a key member of our wealth management team, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.About...

About the Role We’re the world’s leading provider of secure financial messaging services, headquartered in Belgium. We are the way the world moves value - across borders, through cities and overseas. No other organization can address the scale, precision, pace and trust that this demands, and we’re proud to support the global economy. We’re unique...

About the Role We’re the world’s leading provider of secure financial messaging services, headquartered in Belgium. We are the way the world moves value - across borders, through cities and overseas. No other organization can address the scale, precision, pace and trust that this demands, and we’re proud to support the global economy. We’re unique...

**Full job description** The Service advisor will interact with customers about necessary service for routine maintenance, help identify mechanical problems by questioning the customer or doing a visual inspection or road test. The Service Advisor will discuss with customers about inspection results, recommend corrective procedures, and prepare work orders...

About the Role:As a Senior Independent Financial Planner at Independent Resourcing Consultancy Ltd, you will play a key role in providing expert financial guidance to clients, helping them achieve their financial objectives and secure their financial futures.Key Responsibilities:Collaborate with clients to understand their financial goals and develop...

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 -...

About the Role The Finance Business Partner Team is currently seeking for passionate individuals to join the team with the goal of creating greater value and impact via best practices and new technology in the Finance scope. The role will give you the opportunity to bridge the gap on understanding and knowledge between Finance and Business Teams. What will...

**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 /...

About the Role The Finance Business Partner Team is currently seeking for passionate individuals to join the team with the goal of creating greater value and impact via best practices and new technology in the Finance scope. The role will give you the opportunity to bridge the gap on understanding and knowledge between Finance and Business Teams. What to...

Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...

About the Role Swift End User Services organization is looking an enthusiastic Business Service Manager to support its growth. The End user Services organization aims at delivering world-class enterprise service to its internal community. It is focusing on the M365 suite including the Power Platform, as well as Audio & Video, Telephony, End user devices,...

Our client - a global member-owned cooperative and the world’s leading provider of secure financial messaging services, is seeking a highly experienced **End User Service Manager** with the following responsibilities and requirements: - Experienced in Teams Meeting Room (TMR) - Implementation & Launch Program, and Teams Meeting Room Service Manager....

Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...

Managing Consultant, Advisors Client Services, Marketing **Our Purpose** We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions,...