Investment Planning Professional

Responsibilities and RequirementsThis role involves managing a portfolio of high-net-worth clients, providing them with comprehensive financial planning services and ensuring the preservation and growth of their wealth.Key Responsibilities:Develop and maintain strong, long-term relationships with high-net-worth clients, understanding their financial goals,...

Job DescriptionMain Responsibilities:Participate and contribute to the formulation and implementation of FIMM's Strategic Planning and Business Plan.Lead, manage, train, motivate and provide guidance to department to ensure efficient and timely delivery of high quality work, tasks and projects.Responsible for planning the department's resources for the...

About the Role:The Wealth Manager will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.The successful candidate will have exceptional relationship management skills, a deep understanding of financial markets, and a commitment to delivering outstanding client...

We are seeking a highly skilled Investment Fund Trading Support Professional to join our team at Hager & North Investment Funds Ltd. The successful candidate will work closely with the Futures Front Office and Futures Clearing teams to ensure a controlled process for various functions is administered in accordance with all internal and external regulatory...

Qualifications and ExperienceQualifications:Degree in Accounting and/or professional qualification such as ACCA, CPA, CIMA or equivalent.Experience:Minimum eight (8) years in managerial position with strategic planning experience.Minimum eight (8) years in aforementioned discipline.Minimum five (5) years in procurement management.Minimum three (3) years...

This is a full-time Wealth Planner role located in WP, Kuala Lumpur. The successful candidate will be responsible for financial planning, investment management, and providing insurance solutions to clients on-site.Daily tasks include assessing clients' financial needs, developing personalized financial plans, and recommending suitable investment...

AIA Malaysia's commitment to excellence is reflected in our dedication to employee growth and development.We are seeking a highly motivated and results-driven individual to join our team as a Life Planner, responsible for developing and implementing customized financial strategies to meet client needs.About the RoleThis part-time position requires an...

At Zurich 56 Company Ltd, we are seeking a highly skilled Investment Management Professional to join our team.About the Role:This is a key position within our organization, responsible for generating insights into various areas of expertise based on data analysis.The successful candidate will articulate clear and actionable conclusions from complex data...

About the Role">As a Senior Associate, Investment Fund Operations, you will be responsible for supporting our Investment Fund Operations team. You will work closely with the finance team to ensure the smooth operation of our investment funds.">Main Responsibilities:">Deal Execution:">Support the preparation and execution of legal documentation related to...

Treasury Specialist PositionAs a Treasury Specialist at OCBC Bank, you will have the opportunity to work closely with High Net-Worth Individuals (HNWI) clients, providing them with expert investment advice and guidance.Main Objectives:Deliver top-notch client service by understanding their unique financial goals and developing personalized investment...

Hebden Consulting is seeking a Wealth Planning Specialist to join their expanding global team.The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.This role requires exceptional relationship management skills, a deep understanding of financial...

Employment Type: Full-timeAbout us:Lean Giap Group is an investment holding company with the goal of creating a Sustainable Supply Chain across SEA. We invest in visionaries shaping a sustainable future, innovators whose ideas help manufacturers become more efficient, and solutions that bring benefit to society & environment by creating a circular economy....

As a Senior Media Planning Professional, you will play a key role in driving best-in-class campaigns for our clients. This exciting opportunity allows you to work closely with dynamic and multi-cultural teams focused on delivering innovative solutions across branding and performance.About the RoleThis Senior Media Planning Professional role reports directly...

Senior Corporate Development ManagerWe are looking for a talented and experienced Senior Corporate Development Manager to lead our strategic development efforts. The ideal candidate will have a strong background in financial analysis, investment evaluation, and strategic planning.ResponsibilitiesLeading the development and implementation of strategic plans...

Post : Investment Consultant & InsightLocation : Menara AmBank, Jalan Yap Kwan Seng, KLKey Responsibilities:Joint sale with frontline sales and collaborate closely with Product Management team to provide investment portfolio solution based on client needs.Contributes to increase Bank's profitability by enhancing existing investment services in terms of...

Position OverviewThe Investment Analyst provides comprehensive stock coverage on assigned clients in Malaysia. Reporting to the Head of Research, the analyst delivers recommendations based on thorough financial analysis and company insights. He/she must be able to present and market their ideas effectively internally, to institutional sales and sales...

About UsAmanahRaya Investment Management Sdn Bhd (ARIM) is a Fund Manager approved and licensed by the Securities Commission (SC) since 1995. We are a wholly-owned subsidiary of Amanah Raya Berhad (ARB) and obtained unit trust licence in December 2009.

OSK Ventures International Berhad is seeking an experienced Head of Investment and Finance to lead our investment team and drive our company's financial growth. As a key member of our senior management team, you will be responsible for developing and implementing investment strategies, as well as overseeing our investment operations.About the RoleYou will...

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...

About the RoleThis is an exciting opportunity for a talented Investment Specialist to join our client's team. As a key member, you will be responsible for analyzing investment opportunities, developing financial models, and providing strategic recommendations to stakeholders.Key Responsibilities:Identifying and evaluating investment opportunities that align...