Financial Services Specialist
7 days ago
A highly respected International Wealth Management firm is seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur.
The selected candidate will be responsible for providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial security.
This opportunity presents:- A unique chance to partner with a reputable and globally recognized Wealth Management firm.
- The opportunity to deliver expert financial advice to a diverse client base, assisting them in reaching their financial goals and securing their financial futures.
- The use of your expertise and qualifications, such as CFP, CFA, or other relevant certifications.
- A collaborative and supportive work environment that fosters professional growth and development.
- Maintain strong client relationships while providing expert financial advice and direction.
- Conduct thorough financial evaluations of clients' current financial status and future objectives.
- Develop customized financial plans for clients, incorporating investment, retirement, and tax planning strategies.
- Monitor clients' financial progress and make adjustments to plans when necessary.
We provide a competitive compensation package and a supportive work environment. If you meet the criteria and have a passion for helping clients achieve their financial goals, we invite you to apply for this excellent opportunity.
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Financial Services Coordinator
1 day ago
Kuala Lumpur, Kuala Lumpur, Malaysia EBC Financial Group Full timeAt 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...
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Financial Services Specialist
3 days ago
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Financial Services Specialist
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Accounting Specialist for Financial Services
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia AG Staffing Malaysia Full timeJob OverviewWe are seeking an experienced Accounting Specialist to join our team in Financial Services. As a key member of the accounting team, you will be responsible for ensuring accurate and timely financial reporting, maintaining compliance with regulatory requirements, and supporting business decision-making. This role requires strong analytical skills,...
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IT Service Management Specialist
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Financial Services Specialist
1 day ago
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Financial Services Consultant
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Financial Planning Specialist
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Financial Systems Support Specialist
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Financial Services Associate
3 days ago
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Director of Financial Services
7 days ago
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Financial Services Specialist
7 days ago
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Wealth Management Specialist
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia My Wishes Integrated Services Full timeAre you looking for a challenging and rewarding career in wealth management? Do you have a passion for helping clients achieve their financial goals? If so, we encourage you to apply for our Wealth Management Specialist position at My Wishes Integrated Services.Job Description:We are seeking a highly motivated and experienced Wealth Management Specialist to...
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Trade Support Specialist
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Moomoo Financial Inc. Full timeAbout the RoleWe are looking for an experienced Trade Support Specialist to provide top-notch customer service and support to our clients in the online trading industry.
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Business Onboarding Expert
1 day ago
Kuala Lumpur, Kuala Lumpur, Malaysia EBC Financial Group Full timeEBC Financial Group is a global financial services provider with a dynamic team in London. We are looking for a Client Onboarding Specialist to help new clients get started, manage information, and work with our diverse team in a fast-growing company committed to integrity and innovation.We specialize in global financial investment, asset management, and...
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Financial Accountant Specialist
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Wilh. Wilhelmsen Holding ASA Full timeThe role of the Financial Accountant Specialist is to perform various tasks related to the General Ledger, ensuring accurate and timely financial data.About the PositionThis position involves managing relationships with external and internal stakeholders to provide effective service. The specialist will collaborate with internal/external parties responsible...
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Client Experience Manager
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Kuala Lumpur, Kuala Lumpur, Malaysia EBC Financial Group Full timeWe are EBC Financial Group, a global financial services provider with a dynamic team in London. We are looking for a talented Client Onboarding Specialist to join our team.As a Client Onboarding Specialist, you will handle the end-to-end onboarding of new client accounts, provide administrative support, maintain and update the database, and liaise with...
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Financial Risk Specialist
5 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Sumitomo Mitsui Financial Group Inc. Full timeAbout the RoleAs an Internal Audit Manager at Sumitomo Mitsui Financial Group Inc., you will play a crucial role in maintaining the integrity of our financial operations.Your primary responsibilities will include:Developing and implementing internal audit strategies, policies, and procedures.Conducting risk assessments and providing recommendations for...
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Financial Services Professional
12 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full timeInvestment Account Structure SpecialistWe are seeking a highly skilled Investment Account Structure Specialist to join our team in Kuala Lumpur. As a key member of our investment team, you will be responsible for providing technical support on investment account structuring and middle-office matters.Key Responsibilities:MIS & Reporting: Conduct comprehensive...