Financial Service 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...

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 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...

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...

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...

At EBC Financial Group, we are dedicated to creating value for our clients and becoming a trusted partner in the global financial market. We are seeking a talented Client Onboarding Specialist to join our team in London.As a Client Onboarding Specialist, you will play a critical role in handling the end-to-end onboarding of new client accounts, providing...

We are seeking a highly skilled Financial Services Specialist to join our team at AEON Credit Service (M) Berhad. This role involves resolving customer disputes and fraud cases for financial services.Job DescriptionEnsure timely reporting of fraudulent transactions to MasterCard SAFE, Visa Fraud Reporting (FRS), and Bank Negara Malaysia (BNM).Resolve...

This role offers the opportunity to build market intelligence of the financial services industry of the target markets, provide feedback and drive customization of our products with the product team, and lead a small sales team in 1-2 years. If you are passionate about FinTech and have a proven track record of sales attainment, we encourage you to apply.Job...

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...

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...

Our RequirementsTo succeed as a Global Financial Services Expert, you must have a university degree or diploma/tertiary education. At least 3-5 years' experience in a similar capacity is required, along with strong product knowledge in a wide range of financial instruments, especially in bookings and settlements.You must possess PC and Microsoft Office...

Company OverviewWe are an independent financial advisory consultancy, committed to safeguarding the financial futures of our clients. Established by UK-qualified financial advisers, we stand out with our innovative approach and vibrant energy in the competitive offshore marketplace.

We are seeking an experienced and results-driven individual to join our team as an Insurance Financial Advisor. In this role, you will be responsible for developing and implementing customized financial plans tailored to each client's unique needs and goals.The ideal candidate should possess excellent analytical and problem-solving skills, with the ability...

This role is designed for a seasoned credit professional who can analyze complex credit portfolios, identify trends, and recommend strategies to optimize credit initiatives. The ideal candidate will have at least 5 years of experience in banking or financial services, with a strong background in credit risk assessment and management.Job...

About ISF Advisors:We strive to be a leader in the financial services industry, providing innovative solutions to our clients.Key Requirements:Liaise with investment managers, vendors and auditors for day-to-day operational issues.Prepare or co-ordinate and review all client financial reporting deliverables and associated reports as required.Work with...

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...

About This OpportunityAEON Credit Service (M) Berhad invites applications from highly motivated Sales Service professionals seeking a challenging role in selling personal loans and credit cards in the Klang Valley area. As a key member of our team, you will have the opportunity to develop your sales and customer service skills, working closely with...

Company Overview:JCL Credit Leasing Sdn Bhd is a leading provider of financial services and solutions. Our team is dedicated to delivering exceptional customer experiences and achieving outstanding results.Job Description:The ideal candidate will have a passion for sales and customer service, with a strong ability to communicate effectively and build strong...

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...