Financial Services Expert
1 week ago
Role Summary
This role involves working closely with high net worth customers to understand their financial needs and provide tailored solutions to meet those needs.
Main Responsibilities
- Work with high net worth customers to understand their financial goals and objectives.
- Develop and implement personalized financial plans to meet the needs of high net worth customers.
- Analyze market trends and customer needs to identify opportunities for growth and development.
- Promote and sell a wide range of wealth products and bancassurance to existing and potential customers.
- Engage in cross-selling of other products based on customer needs.
Required Skills and Experience
-
Financial Shared Service Expert
1 week ago
Penang, Malaysia Ambu AS Full timeAmbu Financial Shared Service Team is seeking a highly experienced Financial Shared Service Expert to join our team. As a key member of our team, you will be responsible for investigating technical issues derived from daily activities and following up on the issues until resolved.The successful candidate will possess at least a Professional Degree in...
-
Financial Management Expert
1 week ago
Penang, Malaysia Penang Hill Corporation Full timePenang Hill Corporation Job VacancyJob Title: Financial Management ExpertWe are seeking a highly skilled Financial Management Expert to join our team at Penang Hill Corporation.About the RoleThis is a challenging and rewarding opportunity for an experienced accountant to lead our financial management function. The successful candidate will be responsible...
-
Financial Compliance Expert
5 days ago
Penang, Malaysia ACCA Careers Full timeACCA Careers is seeking a Financial Compliance Expert to join our team. In this role, you will be responsible for assisting senior auditors in carrying out audit tasks and ensuring that all financial transactions are in compliance with relevant laws and regulations.The ideal candidate will possess a Bachelor's Degree in Accounting or Finance, or a full or...
-
Financial Expert
1 week ago
Penang, Malaysia WAFTECH Full timeJob OverviewAs a Financial Expert at WAFTECH, you will be responsible for providing overall support on Finance & Accounting functions.Duties and ResponsibilitiesFinancial Period End Close Activities: Support the close of financial periods, ensuring accurate and timely completion of all necessary tasks.Forecasting and Budgeting: Prepare monthly, quarterly,...
-
Financial Services Internship Opportunity
4 days ago
Penang, Malaysia Ocorian Group Full timeCompany OverviewOcorian Group is a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients. With more than 1,800 colleagues, we operate across 20+ countries, enabling us to support our clients globally and locally.About the RoleWe offer students the opportunity to experience the day-to-day operations of...
-
Financial Services Professional
1 week ago
Penang, Malaysia AIA Malaysia Full timeAIA Bhd. has been a prominent player in the Malaysian insurance market since 1948. Our diverse range of financial solutions caters to our customers' evolving protection and financial security needs throughout their lives.Role Objectives:Promote and execute marketing strategies for new insurance contracts, including life and medical insurance.Create...
-
Financial Operations Specialist
4 days ago
Penang, Malaysia Citi Full timeCompany OverviewCiti is a global bank with a long history of innovation and customer satisfaction. We have a diverse range of services, from personal banking to institutional trading.We're committed to helping our customers achieve their financial goals through accessible products, transparent services, and expert advice.
-
Senior Legal Advisor, Financial Services
1 week ago
Penang, Malaysia Mufg Investorservices Full timeSr. Legal Advisor, Financial ServicesA career at MUFG Investor Services offers the opportunity to work with a leading provider of administration, asset services, banking, and fund financing to over 480 global investment firms.As Sr. Legal Advisor, Financial Services, you will support the servicing of the legal and regulatory needs of the global business of...
-
Financial Solutions Expert
2 days ago
Penang, Malaysia OCBC Bank Full timeKey ResponsibilitiesAs a Personal Banker/Personal Financial Consultant, you will be responsible for:Providing personalized banking solutions to our customers.Delivering exceptional customer service and meeting sales targets.Blding strong relationships with customers and identifying their financial needs.Staying up-to-date with market trends and regulatory...
-
Financial Services Specialist
3 days ago
Penang, Malaysia OCBC Full timeWe are seeking a highly motivated and results-driven Financial Services Specialist to join our team at OCBC. As a key member of our Consumer Financial Services division, you will play a vital role in delivering exceptional customer service and promoting our financial products and services.In this role, you will be responsible for managing and building...
-
Financial Services Representative
1 week ago
Penang, Malaysia Maybank Full timeCompany OverviewMaybank is a leading financial institution in Malaysia offering a range of financial services including banking, insurance, and investment products.We are committed to providing excellent service to our customers and continuously strive to innovate and improve our products and services.We offer a dynamic and challenging work environment that...
-
Banking Solutions Expert
3 days ago
Penang, Malaysia OCBC Full timeDo you have a passion for providing excellent customer service and building strong relationships? We are looking for a Banking Solutions Expert to join our team at OCBC.In this role, you will have the opportunity to work closely with customers to understand their financial needs and develop personalized solutions to meet their goals. You will also be...
-
Financial Services Consultant
6 days ago
Penang, Malaysia ACCA Careers Full timeTax Advisory ServicesWe are seeking a highly skilled Senior Associate Business Tax Expert to join our team in Penang, Malaysia. As a member of our Business Tax advisory team, you will provide tax advisory services to clients in various industries.Key ResponsibilitiesProviding tax compliance advisory services.Preparing tax returns and conducting compliance...
-
Service Delivery Expert
4 days ago
Penang, Malaysia Agensi Pekerjaan JobScoper Sdn. Bhd. Full timeA Service Delivery Expert is required to assist customers in making reservations via phone, email, or live-chat.Key responsibilities include providing accurate information on availability, pricing, and policies, responding promptly to customer inquiries and complaints, and resolving issues related to booking errors, cancellations, and refunds.Additional...
-
Financial Services Coordinator
1 week ago
Penang, Malaysia TIME's group Full timeJob DescriptionWe are seeking a highly skilled Financial Services Coordinator to join our team at TIME's group. The ideal candidate will possess strong analytical and problem-solving skills, with the ability to work independently and as part of a team.Key Responsibilities:Coordinate financial services to meet business needs.Maintain accurate records of...
-
Financial Services Specialist
6 days ago
Penang, Malaysia Public Bank Full timeAbout the OpportunityWe are offering a unique opportunity for a Financial Services Specialist to join our team as a Relationship Manager.The successful candidate will be responsible for promoting and selling Wealth Management products and providing financial advisory services to high net-worth customers.Key Responsibilities:Sell and promote Wealth Management...
-
Financial Services Compliance Analyst
6 days ago
Penang, Malaysia Citi Full timeAbout Citi">Citi is a leading global bank with a long history of innovation and excellence. We are committed to helping our clients achieve their financial goals, while also making a positive impact on the communities we serve.Job OverviewThis role plays a critical part in ensuring that our clients' transactions are compliant with relevant regulations and...
-
Financial Services Representative
1 day ago
Penang, Malaysia OCBC Full timeMass Interview - Personal Financial Consultant (Penang)In our Group Consumer Financial Services division, we serve nearly 3 million customers across four key markets. Our customer proposition in Malaysia focuses on high net worth, premier and emerging affluent individuals, catering to their needs through our premium private, wealth management and affluent...
-
Financial Industry Expert
6 days ago
Penang, Malaysia Citibank (Switzerland) AG Full timeCitibank (Switzerland) AG is committed to providing opportunities for growth and development. As a Cash and Trade Proc Analyst 1, you will play a key role in ensuring the smooth operation of financial transactions.Main Responsibilities:Process and analyze complex financial transactions.Collaborate with the Transaction Services team to identify and implement...
-
Business Financial Services Associate
2 days ago
Penang, Malaysia TIME's group Full timeBusiness Financial Services Associate: We are seeking a skilled professional to join our Business Financial Services team. The successful candidate will be responsible for providing support in business financial services, including accounts payable processes.About the RoleThe Business Financial Services Associate will work closely with the team to deliver...