Investment Advisory Consultant

Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaWeLink Advisory2 days ago Be among the first 25 applicantsDirect message the job poster from WeLink Advisory"We Link Your Dream" is more than a slogan—it's a promise of togetherness. We pledge to guide you, support you, and help you realize your unique and precious dreams, no matter how big or small....

Investment Advisory PositionJoin our team as a Treasury Specialist and contribute to delivering exceptional investment advisory services to our esteemed High Net-Worth Individual (HNWI) clients.Main Responsibilities:Build lasting relationships with HNWI clients, offering bespoke investment solutions that align with their distinct financial objectives.Partner...

CIMB Bank Berhad is seeking a highly motivated and experienced Personal Financial Consultant to join our team.The successful candidate will have a strong background in finance and be able to provide financial advice to clients, identify financial goals and create strategies to achieve them.The consultant will be responsible for offering products and services...

About the RoleThis is an exciting opportunity for a talented Treasury Specialist to join our dynamic Premier Private Client team at OCBC Bank. As a key member of our team, you will play a crucial role in delivering exceptional investment advisory services to our clients.To succeed in this role, you will need a strong understanding of investment products and...

Maybank WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaJob Responsibility:Implement and drive Investment "Business Strategies", focusing on Private Wealth clients to achieve pre-set targets for investment fee based income, asset under management (AUM), cross sell ratio and increase number of new investment clients.Joint sales call with CAs and...

Job SummaryAs a Wealth Advisory Consultant, you will be responsible for promoting professional wealth advice and developing bespoke banking solutions to enhance customer satisfaction and loyalty.Cultivate long-term relationships with clients, leveraging expertise in wealth management and financial planning.Develop and implement tailored solutions to meet...

Company DescriptionExpatriate Advisory Sdn Bhd provides professional consultancy services to assist and empower individuals and families to gain more financial control over their wealth and their futures through the use of globally recognized data backed financial solutions. We help place foot holders to prevent the unexpected financial distress and provide...

Key ResponsibilitiesAssist in providing enterprise risk advisory services primarily in relation to the coordination on the implementation and development of the ERM policy, procedures, and processes.Ensure that the risk registers of business units are up-to-date and that the Risk Register are reviewed annually and approved by Head of business units.

Wealth Advisory ServicesWe are seeking a highly skilled Wealth Advisory Consultant to join our team at OCBC Bank. As a key member of our Private Client Franchise, you will be responsible for providing quality wealth advisory services and financial product recommendations to High Net Worth (HNW) clients.Main ResponsibilitiesTo provide quality wealth advisory...

Corporate Finance AdvisoryWe are seeking a Financial Markets Consultant to join our team at OCBC Bank. As a key member of our corporate finance team, you will play a critical role in supporting the origination and execution of corporate finance advisory mandates. Your responsibilities will include formulating business development strategies, coordinating...

Eco Asia Capital Advisory is a leading provider of financial advisory services. We are seeking a Senior Consultant/Assistant Manager to lead our finance and sales functions, with a focus on corporate finance matters.In this role, you will be responsible for providing strategic guidance on financial transactions, preparing reports, and presenting to clients....

About the TeamCrewstone International Private Equity & Investments is a leading private equity firm specializing in fund management, capital raising, and advisory services. We connect global investors with high-potential opportunities while ensuring regulatory compliance and operational excellence.As a member of our team, you will have the opportunity to...

We are seeking a business advisory consultant to join our team.As a key member of our team, you will be responsible for providing financial advice and guidance to clients.You will have the opportunity to analyze financial data, prepare notes to accounts/balance sheets, and present management accounts to clients.In addition, you will have access to our...

Join Our Team as an Investment Solutions ManagerWe are looking for a highly skilled Investment Solutions Manager to join our team at Hong Leong Bank. As a Portfolio Counsellor, you will be responsible for promoting the full product range to meet clients' needs through advisory managed and discretionary portfolio management.To apply market knowledge in...

Job DescriptionRSM MALAYSIA is seeking a Management Advisory Consultant to join our team. As a key member of our team, you will play a critical role in supporting the planning, execution, and delivery of assurance engagements.Key Responsibilities:Prepare high-quality audit reports and respond promptly to auditing and reporting issues.Maintain accurate and...

About the RoleCrewstone International Private Equity & Investments is seeking an international investment banking specialist to join our team. As a senior member of our team, you will be responsible for driving business growth through client coverage and deal sourcing.You will leverage your expertise in financial analysis and due diligence to identify...

We are looking for an experienced Corporate Advisory Director to join our team at AFFIN Group. As a Corporate Advisory Director, you will provide strategic guidance and analysis to clients on various financial transactions and projects.Key responsibilities will include defining market and business needs, assessing project cash flow, reviewing risk allocation...

We are looking for an experienced Project Advisory Leader to join our team at AFFIN Group. As a Project Advisory Leader, you will provide strategic guidance and analysis to clients on various financial transactions and projects.Key responsibilities will include defining market and business needs, assessing project cash flow, reviewing risk allocation and...

Job RequirementsTo succeed as a Investment Portfolio Manager at Maybank, you will need to possess a strong academic background, relevant professional certifications, and significant experience in the finance industry.The key requirements of this role include:Possessing a Bachelor's degree or higher in Business Studies/Administration/Management, Economics,...

As a Financial Advisory Manager at ZICO Capital Sdn Bhd, you will be responsible for overseeing the preparation of IPO related documents, ensuring timely and efficient delivery, including oversight of supporting team members where necessary.Key Responsibilities:Manage end-to-end IPO execution, including coordinating kick-off meetings, conducting due...