Financial Planning Specialist

As a Financial Planning Specialist at AL-FATEH ARK ADVISORS, you will play a critical role in helping our clients achieve their financial goals. We are seeking a highly motivated and results-driven individual to join our team in Kuala Lumpur.This part-time sales position offers the flexibility to work remotely while providing opportunities for high...

WeLink Advisory is seeking a talented Senior Financial Planning Specialist to join our team.In this role, you will be responsible for providing expert advice on financial planning, investments, and finance to clients. This includes:Creating personalized financial plans that meet client goals and objectivesConducting regular reviews and updates to ensure...

Public Mutual Berhad is seeking a Financial Planning and Strategy Specialist to join its team. The ideal candidate will have expertise in coordinating sales and marketing activities, conducting product training, and building relationships with clients.This role involves:Developing and implementing sales strategiesProviding product knowledge and training to...

This role is ideal for a skilled professional looking to contribute to the growth of EBC Financial Group, a global financial services provider. As a Client Onboarding Specialist, you will play a crucial part in helping new clients get started with our services. You will be responsible for managing client information and working closely with internal teams to...

Key ResponsibilitiesFinancial Statement Preparation: Prepare accurate and timely financial statements, including balance sheets, income statements, and cash flow statements.Financial Analysis: Conduct thorough financial analysis to identify trends, opportunities, and risks.Financial Planning: Develop and implement financial plans to achieve business...

Job DescriptionThis role involves working with clients to develop personalized financial plans, helping them achieve their short-term and long-term financial goals.We are looking for an individual who can assess clients' financial situations, identify areas for improvement, and provide recommendations for loans and refinancing products.The ideal candidate...

Finance & Accounting Specialists (Assistant Manager / Manager)NewParadigm Securities seeks a seasoned finance professional to drive business growth and capital market activities as a Mid-Senior level financial specialist.Key responsibilities include:Prepare comprehensive financial reportsAnalyze trends, identify opportunities, and support strategic...

EBC Financial Group is a fast-growing global financial services provider with a head office in London. We are currently seeking a Client Onboarding Specialist to join our team, who will be responsible for the onboarding of new clients, ensuring that all necessary information is collected and managed efficiently.About EBC Financial Group:EBC Financial Group...

**Job Overview**The Alliance for Financial Inclusion is seeking a highly skilled Consumer Empowerment Specialist to join our team. This role will provide technical support in the advancement of consumer empowerment and market conduct, with a focus on developing knowledge products and facilitating global peer learning initiatives.Key ResponsibilitiesDevelop...

This job is for a Client Onboarding Specialist at EBC Financial Group. You might like this job because you'll help new clients get started, manage info, and work with a diverse team in a fast-growing global company committed to integrity and innovation.EBC Financial Group – a global financial services provider headquartered in the dynamic city of London,...

We're seeking a highly skilled Cloud Infrastructure Specialist to join our team at EBC Financial Group. As a key member of our technology team, you'll play a critical role in designing, implementing, and maintaining our cloud infrastructure to support our business growth.EBC Financial Group is a leading global financial services provider with a strong...

We are seeking a highly skilled Wealth Planning Specialist to join our team at Howden Insurance Brokers Limited. Our specialists have over 40 years of industry experience, making us the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms.Job DescriptionIdentify and develop leads and...

Moomoo Financial Inc. is seeking a skilled Client Engagement Specialist to join our team. In this role, you will be responsible for building and maintaining strong relationships with existing clients, as well as providing exceptional customer service.Main Responsibilities:Develop and implement effective client engagement strategies to increase client...

BenefitsAs a Senior Financial Services Specialist at OCBC Bank, you can expect a comprehensive compensation package, including competitive salary, bonuses, and benefits.You will also have opportunities for professional growth and development, including training programs, mentorship, and career advancement.We provide a supportive work environment that...

Corporate Finance LeaderWe are seeking a highly experienced corporate finance leader to join our team as a Financial Reporting Specialist. In this role, you will be responsible for leading the planning and reporting function, including forecasting activities, month-end close, statutory and financial reporting, management reporting, data integrity and...

Job DescriptionAIMS Data Centre is seeking a highly skilled Financial Analysis Specialist to join our team.The successful candidate will be responsible for performing financial analysis, forecasting, and budgeting to support business decisions. Additionally, they will develop and maintain financial models to evaluate business performance and growth...

At DNA Malaysia, we are dedicated to providing comprehensive financial advisory services to our clients. As an Insurance Financial Advisor, you will play a vital role in helping individuals and households achieve their financial goals.The ideal candidate should possess excellent communication and interpersonal skills, with the ability to build and maintain...

Company OverviewThe Flexi Group is a leading provider of flexible workspace solutions, serving clients across Asia Pacific and Australia. Our mission is to inspire meaningful connections by building a second home where members become friends and ideas become reality.We're looking for an ambitious and driven Financial Planning & Analysis (FP&A) expert whose...

The role of Risk Management Specialist - Recovery Planning involves creating and maintaining a clear plan to help the bank recover from financial troubles. You will work with various teams to test strategies and ensure the bank meets regulations, keeping things safe and sound.ResponsibilitiesDevelop and maintain a BNM-aligned Recovery Plan, including...

Job Description:As a Financial Planning Lead, you will be responsible for overseeing the financial planning and operational processes of our organization. This includes managing financial forecasting, budgeting, and variance analysis to support data-driven decision-making.Key Responsibilities:• Manage financial forecasting, budgeting, and variance analysis...