Mortgage and Finance Advisor

4 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia Career Horizons Full time
Role Description

This is an exciting opportunity to join our team at Career Horizons and work closely with a reputable accounting firm in Australia. The firm provides a range of services including accounting, financial planning, and mortgage broking consulting.

Main Tasks
  1. Analyse client financial information to determine borrowing capacity.
  2. Develop and implement cash flow and retirement models.
  3. Compare products and prepare quotes for clients.
  4. Manage and maintain accurate workpapers, reports, and bookkeeping.
  5. Handle Self Managed Super Fund reporting and data management.
  6. Conduct research on client accounts as needed.
  7. Prepare and maintain accurate workpapers, research, and records.
  8. Ensure client files are up-to-date and compliant.
  9. Provide regular reports to clients.
  10. Maintain accurate internal databases and workflows.
  11. Evaluate risk profiles and prepare product cost comparisons.
  12. Support the Australian team with assigned tasks.


  • Kuala Lumpur, Kuala Lumpur, Malaysia OCBC Bank Full time

    About the RoleThis is an exciting opportunity for a motivated and results-driven individual to join our team as a Loan Specialist at OCBC Bank. The successful candidate will be responsible for promoting our mortgage products and services, building strong relationships with clients, and driving business growth through effective sales and marketing...


  • Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

    Unlock New OpportunitiesWe serve 41 million customers globally, including 6.7 million who are international.In Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office, we help our customers to take care of their day-to-day finances and manage, protect and grow their wealth.We are seeking ambitious...


  • Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

    Some careers open more doors than others.If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC Wealth and Personal Banking.In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth...


  • Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

    Some careers open more doors than others.If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC Wealth and Personal Banking.In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth...


  • Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

    Some careers open more doors than others.If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC Wealth and Personal Banking.In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth...


  • Kuala Lumpur, Kuala Lumpur, Malaysia CIMB BANK BERHAD Full time

    We are seeking a skilled Personal Financial Consultant to join our team at CIMB BANK BERHAD. As a consultant, you will provide financial advice to clients, identify their financial goals and create strategies to achieve them.The ideal candidate will have a strong background in finance, excellent communication and interpersonal skills, and the ability to work...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Berhad Full time

    Key Responsibilities">The Head of Wealth Asset Financing will be responsible for championing financing options, including Mortgage, Hire Purchase, and Credit Cards, to the Regional Wealth Management customer base. This will involve equipping the distribution network with the necessary skills to increase penetration and take-up rates for financing and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full time

    WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaOffshore Trust AdvisorThis is a partnership Offshore Trust Advisor position at Unicorn Labuan Trust Ltd. The Offshore Trust Advisor will be responsible for wealth planning, financial planning, offshore fund management, and financial advisory tasks.QualificationsFinancial Planning and Finance...

  • Financial Advisor

    4 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    As a Financial Advisor at Hebden Consulting, you 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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing a renowned Wealth Management firm in Kuala Lumpur, Malaysia, seeking an experienced and qualified Independent Financial Advisor to join their esteemed team.As an Independent Financial Advisor, you will play a crucial role in...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full time

    We're looking for a highly motivated Wealth Management Advisor to join our team at Standard Chartered Life and Careers. As a Wealth Management Advisor, you will be responsible for providing exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.About Wealth and Retail BankingWe serve...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Berhad Full time

    The Head of Wealth Asset Financing is responsible for the management of the overall development of financing solutions in line with the aspirations of the Regional Wealth Management (RWM) division. Other key responsibilities include championing the financing options including Mortgage, Hire Purchase and Credit Cards to RWM customer base and equipping the...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    **Job Overview:** We are looking for a skilled Wealth Management Advisor to manage a portfolio of high-net-worth clients, providing comprehensive financial planning and investment advice.The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.


  • Kuala Lumpur, Kuala Lumpur, Malaysia TA Securities Holdings Berhad Full time

    Job Opportunity: Strategic Investment AdvisorTA Securities Holdings Berhad is seeking a strategic investment advisor to join our team as a Corporate Finance Senior Associate.The successful candidate will be responsible for assisting in the structuring and formulation of schemes for corporate proposals, ensuring compliance with regulatory requirements. This...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Funding Societies Group Full time

    Join Our TeamFunding Societies Group is seeking an experienced professional to join our team as a Commercial Lending Manager.You will be responsible for managing our commercial lending operations, including customer acquisition, sales, and relationship building.We offer a dynamic and innovative work environment, where you will have the opportunity to make a...

  • Mortgage Advisor

    6 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia AE Finansure Services Full time

    BenefitsWe offer a competitive salary package, ongoing training and development opportunities, and a collaborative and dynamic work environment. Our team members enjoy opportunities for career advancement and professional growth, and we are committed to supporting their success.Additional Benefits:Annual leave and medical leaveIncentives and performance...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    At Independent Resourcing Consultancy Ltd, we are seeking a highly experienced and certified Strategic Financial Advisor to join our team in Kuala Lumpur. As a key member of our wealth management firm, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial aspirations and securing their financial...


  • Kuala Lumpur, Kuala Lumpur, Malaysia DNA Malaysia Full time

    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...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job DescriptionAs a seasoned Independent Financial Advisor, you will play a key role in establishing and nurturing client relationships, conducting financial assessments, and devising personalized financial plans.Key responsibilities include:Cultivating and maintaining strong client relationships.Providing expert financial advice and direction.Conducting...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Syspex Technologies Pte Ltd Full time

    Syspex Technologies Pte Ltd is hiring a skilled Compliance and Accounting Advisor to support our finance team.Main ResponsibilitiesProvide expert advice on financial regulations and compliance.Develop and maintain accurate financial records and reports.Collaborate with internal stakeholders on financial planning and analysis.Ensure timely completion of...