Financial Advisor

DNA Malaysia WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaCompany DescriptionDNA Malaysia is a financial advisory firm located in Sierra 16. Our mission is to manage the financial risk that individuals and households may face while pursuing their dreams. We believe that everyone deserves the opportunity to achieve their goals without worrying...

Key Skills and QualificationsTo be successful as a Strategic Financial Advisor, you will need to have a Bachelor's degree in Finance, Accounting, Economics, or a related field, and 3-5 years of experience in advisory or consulting, investment banking, venture capital, private equity, or a similar setting.You will be responsible for analyzing financial data...

Job OverviewAs a Financial Service Advisor, you will play a pivotal role in providing exceptional customer experiences, leveraging your expertise to deliver tailored solutions that meet the diverse financial needs of our clients. Your ability to build strong relationships and communicate effectively will be crucial in driving sales growth and expanding our...

We are seeking a Financial Advisor - Estate Planning to join our team at My Wishes Integrated Services. As a specialist in Will Writing, Trust Creation, Wealth Protection and Legacy Planning, you will be responsible for analyzing clients' financial statuses, examining and suggesting financial opportunities, and developing sound plans and budgets for...

About MaybankMaybank is a leading financial institution in Malaysia, committed to delivering innovative and Shariah-compliant financial solutions to its clients.We are seeking a highly skilled Islamic Wealth Management Advisor to join our team, who can leverage their expertise to provide exceptional service to our clients.Possess a Bachelor's or Master's...

Job DescriptionThis is a full-time hybrid role for an Investment Advisor at Kenanga Investors Berhad and Prudential Assurance Berhad. The role is located in Kuala Lumpur but allows for some work from home.The Unit Trust Advisor will be responsible for financial planning, finance, retirement planning, investments, and financial advisory.Skills include...

Job Title: Corporate Solutions AdvisorJob DescriptionWe are seeking a Corporate Solutions Advisor to provide expert advice and deliver financial results in Kuala Lumpur, Malaysia.About Hong Leong BankWe are a leading financial institution in Malaysia with a strong focus on digital innovation and customer satisfaction.Key ResponsibilitiesEmbed sales culture...

We are seeking a highly skilled and results-driven Financial Advisor to join our team at Warhamna Consulting Group. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, developing customized financial plans, and ensuring that their investments align with their goals.The ideal candidate will possess a...

DNA Malaysia is a leading financial advisory firm located in Kuala Lumpur. We pride ourselves on our mission to empower individuals and households to manage their financial risks effectively.This is a great opportunity to join a dynamic team that values innovation, teamwork, and continuous learning. As an Insurance Financial Advisor, you will be responsible...

Warhamna Consulting Group is a leading provider of financial advisory services, seeking an experienced and skilled individual to fill the role of Financial Advisor. The ideal candidate will possess strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.The Financial Advisor will be responsible for providing...

Job SummaryWe are seeking a skilled Chief Financial Strategist to join our team at PM Advisors Sdn Bhd. The successful candidate will be responsible for ensuring accurate financial reports, budgeting, and compliance with auditors.

About the RoleWe are seeking a seasoned finance professional to lead our property investment portfolio, overseeing financial management and reporting. As the Financial Strategist, you will play a pivotal role in driving strategic decision-making and financial excellence.Key ResponsibilitiesLead financial reporting, budgeting, and forecasting for the property...

Business Development Opportunity:We are looking for a highly motivated and experienced professional to join our team as a Client Advisor. In this role, you will work closely with clients to understand their financial goals and provide tailored solutions to meet their needs.Key Responsibilities:Build and capitalize on referral opportunities from existing...

Company OverviewJP Centurion & Partners PLT is a leading financial advisory firm that helps businesses achieve their growth objectives with exceptional, value-for-money services.

Join Our TeamAs a Senior Client Advisor with Standard Chartered Life and Careers, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives.Key ResponsibilitiesManaging a portfolio of high-net-worth clients, providing comprehensive financial solutions to meet...

About ISF Advisors:Experience a Brilliantly Different approach to financial services with a career at ISF Advisors.We partner with global investment firms to provide administration, asset services, banking and fund financing. Our team thrives in 14 global locations, offering an exceptional hub of talent to excel.Responsibilities:Liaise with investment...

Role OverviewWe are seeking a skilled Investment Advisor to join our team at Kenanga Investors Berhad and Prudential Assurance Berhad.The successful candidate will have experience in financial planning, finance, retirement planning, investments, and financial advisory.Familiarity with financial planning software and toolsKnowledge of finance and investments...

Client-Facing Role:We are seeking a skilled professional to join our team as a Client Advisor. This role involves working closely with clients to understand their financial goals and providing tailored solutions to meet their needs.Key Responsibilities:Deliver financial guidance through fact-finding of customers' financial goals and needsMaintain and develop...

At Excel One & Associates Sdn Bhd, we are seeking a Wealth Management Advisor to join our team. As a key player in our company, you will be responsible for creating personalized financial plans that ensure clients achieve their goals and are protected against unforeseen events.The successful candidate will have a strong understanding of risk management,...

Bell Ward Malaysia, a renowned financial institution, seeks a seasoned Account Manager to support its growth and development.Responsibilities:Manage day-to-day financial activities, ensuring accuracy and compliance.Maintain accurate and timely financial records through regular closing processes.Develop financial plans by analyzing cash flow and forecasting...