Financial Advisory Specialist

Role DescriptionThis is an exciting opportunity to join WeLink Advisory as a Financial Sales Consultant. The role is perfect for individuals who enjoy working with numbers and are passionate about providing top-notch service to clients.Responsibilities will include:Conducting financial analysis and creating comprehensive reportsDeveloping and implementing...

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...

Job DescriptionTreasury Specialist - Premier Private Client (240001LP)We seek an accomplished Treasury Specialist to join our Premier Private Client group at OCBC Bank. As a key member of our team, you will provide top-notch investment advisory services to our high net worth clients.You will be responsible for analyzing market trends and developing...

Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaWeLink Advisory2 days ago Be among the first 25 applicantsDirect message the job poster from WeLink Advisory"We Link Your Dream" is more than a slogan—it's a promise of togetherness. We pledge to guide you, support you, and help you realize your unique and precious dreams, no matter how big or small....

WeLink Advisory is a trusted partner committed to your success.As a Financial Sales Consultant at WeLink Advisory, you will be responsible for financial planning, investments, finance, analytical skills, and retirement planning. This is a full-time hybrid role located in Kuala Lumpur with some work from home flexibility.Key qualifications include:Financial...

We are looking for a Financial Advisory Consultant to join our team at Seedset. As a key member of our team, you will play a critical role in supporting the deal process and contributing to the growth of our organization.Key ResponsibilitiesThe Financial Advisory Consultant will be responsible for:Providing management consultancy support and strategic advice...

We are seeking a highly skilled professional to join our Corporate Advisory team at UHY Malaysia as a Corporate Advisory Executive.In this role, you will be responsible for:Supporting our team on corporate finance engagements, including financial due diligence reviews and valuation services.Conducting market and industry research and analysis.Drafting...

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...

Kuala Lumpur, Malaysia is a hub for financial services and a great place to build a career.WeLink Advisory is a respected player in the industry, offering a range of financial services and products to individuals and businesses.As a Financial Services Representative, you will be part of a dynamic team that values innovation, teamwork, and customer...

**Company Overview:**Welcome to Wanconnect Advisory, where we strive to deliver exceptional service to our clients. As a leading advisory firm, we are committed to providing expert guidance and support to businesses across various industries.**Job Summary:**We are seeking a highly motivated and organized individual to join our team as an Account Associate....

About Khazanah Nasional BerhadWe are a sovereign wealth fund established in 1994, committed to delivering sustainable value for Malaysians. Our investment and developmental goals are designed to balance financial returns with socio-economic impact.At Khazanah, we uphold core values of professionalism, diligence, teamwork, integrity, and mutual respect. We...

Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaWe are seeking a highly skilled Financial Reporting Specialist to join Hydra X's Accounting Advisory Services (AAS) practice.The ideal candidate will have experience in implementing new financial reporting standards, converting accounting frameworks to MFRS or MPERS, and system implementation for...

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...

Job DescriptionAs a Financial Reporting Specialist at OCBC Bank, you will play a critical role in preparing and ensuring the accuracy of internal financial reporting for Global Markets. This includes monitoring and tracking financial performance, preparing presentations, and ensuring effective management and control of expenses.Key ResponsibilitiesPrepare GM...

About the RoleThe Treasury Specialist role at OCBC Bank involves providing superior investment advisory to HNWI clients. This includes managing client portfolios, developing business relationships, generating investment ideas, and providing timely market advice.Key Skills and QualificationsEducation: A bachelor's degree in a related field from an accredited...

UHY Malaysia is seeking a seasoned professional to join our Corporate Advisory team. As a Senior Associate in this role, you will leverage your expertise to drive impactful corporate finance engagements from conducting detailed financial due diligence reviews to offering strategic IPO advisory services.Your responsibilities will include:Assisting in...

WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaLife Insurance SpecialistGK Venture advisory Sdn Bhd WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaWe are looking for highly motivated and dynamic individuals to join our team as Life Insurance Specialists. This role involves helping clients secure their financial future through...

We are seeking a skilled Marketing Specialist to join our team at Artemiz Strategic Advisory. As a key member of our marketing department, you will be responsible for planning, executing, and optimizing paid advertising campaigns on Google Ads and social media platforms.The ideal candidate will have proven experience in running Google Ads and social media...

Job Description:The role of a Migration Service Specialist at Kitson Migration Advisory involves providing exceptional guidance to clients seeking migration services. This encompasses meeting with prospective clients to assess their eligibility for visas, recommending suitable visa pathways, and educating them on the benefits and limitations of different...

About the RoleWe are seeking an experienced Sales and Advisory Expert to join our team. In this critical role, you will be responsible for developing and maintaining strong relationships with our customers, identifying their financial needs, and delivering bespoke solutions to meet those needs. Your expertise in sales and advisory will enable you to drive...