Financial Advisor

Job DescriptionWe are seeking an experienced Senior Financial Advisor to join our team in Kuala Lumpur. As a key member of our advisory team, you will provide personalized financial strategies and investment advice to high-net-worth individuals and families.

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...

Located in Kuala Lumpur, Malaysia, we are seeking an experienced Independent Financial Advisor to join our team at Independent Resourcing Consultancy Ltd.We offer a competitive salary package, including a comprehensive compensation and benefits plan.Job DescriptionAs an Independent Financial Advisor, you will be responsible for providing expert financial...

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

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...

Kuala Lumpur, MalaysiaCompetitive Package Self Employed PackageAbout the RoleWe are representing a leading International Wealth Management firm seeking an experienced and qualified Strategic Financial Solutions Specialist to join their team in Malaysia.As a Strategic Financial Solutions Specialist, you will be responsible for providing expert financial...

We are seeking an experienced and qualified Financial Planning Expert to join our team at Click and Connect Online Limited in Kuala Lumpur, Malaysia.The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry and hold industry-leading qualifications such as CFP or CFA. A transferable client base...

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,...

Job OverviewWe are seeking a seasoned CFO with expertise in corporate finance and tax management to join our team at Versatile Creation Sdn Bhd. As Chief Financial Strategist, you will play a key role in driving business growth through strategic financial planning, effective risk management, and exceptional leadership.ResponsibilitiesLead the development and...

Unlocking Sustainable ProgressWe are committed to advancing progress and sustainability for all our colleagues, customers, partners, and the communities we serve. Our products, software, and services empower digital transformation in energy management and automation, while our corporate citizenship and volunteer activities make a meaningful impact.You will...

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...

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...

**COMPANY**: RW Lomond is a UK based property development company in the Over 55’s (Baby Boomers) sector under our brand RJools, as well as the residential subdivision sector under our brand One Milieux and CBD super high-end mid-rise apartment sector under our brand Lomond Property Group. Apart from property developing we also specialise in acquiring high...

**"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...

**Job Types**: Full-time, Part-time, Permanent, Freelance, Fresh graduate, Student job **Salary**: RM1,500.00 - RM7,500.00 per month **Benefits**: - Opportunities for promotion Schedule: - Afternoon shift - Day shift - Early shift - Evening shift - Fixed shift - Flexible hours - Holidays - Monday to Friday - Weekend jobs Supplemental pay types: - 13th...

Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career...

The client is a reputable group of consultancy companies aiming to provide one-stop financial advisory services in assisting growing of Start-ups and SMEs and gain hands-on experience in a thriving and supportive workplace. It offers career opportunities for those who strive to be the best in the industry. The group was established in 2005 with more than 15...

**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 /...

**The Opportunity** Our client is a well-known Australian financial service firm that offers tailored wealth management solutions to assist individuals and families in making wise financial decisions and achieving financial independence since 2012. The company is currently looking for a passionate Financial Planning Associate to join this highly reputable...

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...

To be the No.1 insurance agency in AIA. â— - To create 100 MDRT's â— - To be the No.1 customer choice insurance agency in Malaysia â— - To create 30 District Managers OUR MISSION â— - To provide insurance expertise to clients â— - To provide a satisfactory service to clients â— - To create an environment where Life Planner/New Life Planner...

Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career...

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...

Prudential's purpose is to help people get the most out of life. We will deliver our purpose by creating a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career...

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...

**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. -...

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...

**The Opportunity** Our partner, a leading Australian financial company is looking for Financial Planning Associate Adviser (Paraplanning) to join their team. As the Financial Planning Associate Adviser, you will work alongside a Senior Financial Advisor based in Australia who is responsible for financial advice strategies, knowledgeable in industry...