Financial Advisor

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...

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 Our ClientOur client is a reputable International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur, Malaysia.

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...

**Job Opportunity:**We are seeking an experienced and qualified Senior Financial Consultant to join our esteemed team at Click and Connect Online Limited.The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, possessing industry-leading qualifications such as CFP, CFA, or other relevant...

Job Title: Senior Financial SpecialistAbout the Role:We are seeking an experienced Senior Financial Specialist to join our team at Independent Resourcing Consultancy Ltd. As a Senior Financial Specialist, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial...

**Job Opportunity:**We are seeking a highly skilled Senior Financial Consultant to join our team at Click and Connect Online Limited. As a Senior Financial Consultant, you will play a crucial role in providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.Key...

Wealth Management OpportunityIndependent Resourcing Consultancy Ltd is seeking an experienced Financial Services Specialist to join their team in Kuala Lumpur, Malaysia.About the RoleThe successful candidate will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial...

Senior Wealth ManagerWe are looking for a skilled Senior Wealth Manager to join our team at Hebden Consulting. As a Senior Wealth Manager, you will be responsible for managing relationships with high-net-worth clients, creating personalized financial plans, and guiding clients towards financial success.Client Relationship Management: Build and maintain...

Retail Relationship Manager Position OverviewOxydata Software is seeking a skilled and experienced professional to fill the position of Retail Relationship Manager. In this role, you will be responsible for building and maintaining strong relationships with customers, providing them with expert financial planning advice and guidance.Key...

Wealth Manager RoleSeeking a seasoned Wealth Manager to provide expert financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a strong track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and...

We are seeking a Strategic Loan and Deposit Solutions Expert to join our team at Glints, specializing in loan and deposit solutions. As a trusted advisor, you will lead strategic consulting initiatives and serve as a strategic advisor to clients in the loan/deposit domain.Key Responsibilities:Design and develop customized loan and deposit...

We are seeking a Strategic Loan and Deposit Solutions Expert to join our team at Glints. As a trusted advisor, you will lead strategic consulting initiatives and provide expert guidance to our clients in the loan and deposit domain.Key Responsibilities:Act as a strategic advisor to clients, understanding their business needs and providing expert...

We are seeking a highly skilled Strategic Loan and Deposit Solutions Expert to join our team at Glints. As a trusted advisor, you will lead strategic consulting initiatives and provide expert guidance to our clients in the loan/deposit domain.Key Responsibilities:Strategic Advisory: Serve as a trusted advisor to clients, understanding their business needs...

We are seeking a Senior Loan Strategist to join our client's team at Glints, leading strategic consulting initiatives in loan and deposit solutions. As a trusted advisor, you will work closely with our clients to understand their business needs and provide expert guidance.Key Responsibilities:Develop customized loan and deposit solutions tailored to our...

Seeking a highly skilled Treasury Manager for a public listed real estate developer in Malaysia. Oversee treasury functions, including liquidity management, debt financing, cash flow forecasting, and risk management.Key Responsibilities:Liquidity & Cash Flow ManagementMonitor liquidity position and manage daily cash flow activities to ensure optimal cash...

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...

**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 -...

**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...

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...

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...

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...

**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...

Commercial Lead, Advisors Creative Desk **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...

**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. -...

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...

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...

**Risk Management Advisor - Kuala Lumpur** On behalf of a major Oil & Gas operator, WRS are looking for a Risk Management Advisor to work in Kuala Lumpur on a contract basis. This will be a 3 year contract, paying a monthly salary in MYR plus benefits. Please note you MUST have the right to work in Malaysia. The Risk Management Advisor is responsible for...

Managing Consultant, Advisors Business Development, Retail & Commerce **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...

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...

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...