Financial Services Professional

4 weeks ago


Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time
Independent Financial Advisor Opportunity

We are seeking an experienced and qualified Independent Financial Advisor to join our esteemed team at Click and Connect Online Limited in Kuala Lumpur, Malaysia.

About the Role:

As an Independent Financial Advisor, you will play a crucial role in providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.

Key Responsibilities:

  • Cultivate and maintain strong relationships with clients, offering expert financial advice and guidance.
  • Conduct comprehensive assessments of clients' current financial situations and future objectives.
  • Develop and implement customized financial plans for clients, encompassing investment, retirement, and tax planning strategies.
  • Regularly monitor clients' financial progress and adjust plans as necessary.
  • Stay updated on industry trends and regulations to ensure compliance and deliver superior service to clients.

Requirements:

  • Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.
  • Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.
  • Transferable client base and AUM.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and collaboratively within a team environment.

What We Offer:

We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.



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

    Role SummaryWe are seeking a highly skilled and experienced Financial Services Professional to join our team at Click and Connect Online Limited. As a key member of our wealth management team, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.About...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    Independent Financial AdvisorWe are seeking an experienced and qualified Independent Financial Advisor to join our esteemed team at Independent Resourcing Consultancy Ltd.About the Role:Cultivate and maintain strong relationships with clients, offering expert financial advice and guidance.Conduct comprehensive assessments of clients' current financial...


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

    Independent Financial Advisor OpportunityWe are seeking an experienced and qualified Independent Financial Advisor to join our team at Click and Connect Online Limited in Kuala Lumpur, Malaysia.About the Role:Provide expert financial advice to clients, helping them achieve their financial goals and secure their financial futures.Build and maintain...


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

    Job SummaryWe are seeking a skilled Financial Services Specialist to join our team at AE Finansure Group. As a Loan Product Advisor, you will play a crucial role in helping clients achieve their financial goals by providing expert advice on bank loan and refinancing products.Key ResponsibilitiesDevelop and implement financial plans to meet clients' long-term...

  • Financial Professional

    21 hours ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Agensi Pekerjaan Great Pyramid Sdn Bhd Full time

    Job Overview:The Financial Specialist role at Agensi Pekerjaan Great Pyramid Sdn Bhd is responsible for assisting in various aspects of finance, including payroll, accounts payable, accounts receivable, budgeting, and forecasting, as well as expense management.Key Responsibilities:Administration and documentation of salaries, wages, bonuses, deductions, and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia J-Recruit Recruitment Agency Full time

    About the EmployerWe are a leading developer of proprietary technology, platforms, products, and services for the Australian financial markets. With a global presence across 11 offices in Australia, London, New York, Hong Kong, and Kuala Lumpur, we provide full-service and online broking, capital markets, and financial advisory services to private,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Glints Full time

    We are seeking a skilled Senior Accounting professional to deliver financial reports and information on time. This role requires working closely with the members of the Accounting team and other clients' service teams. Proficiency in accounting software and systems such as Xero and a firm understanding of basic accounting principles are essential.Key...


  • Kuala Lumpur, Kuala Lumpur, Malaysia J-Recruit Recruitment Agency Full time

    Job Summary:We are seeking a skilled and customer-focused professional to join our award-winning customer service team. In this role, you will provide exceptional support to both retail clients and financial advisers, resolving their inquiries and requests in a timely and professional manner.Key Responsibilities:Respond to client requests and inquiries...


  • Kuala Lumpur, Kuala Lumpur, Malaysia NodeFlair Full time

    Professional Services ConsultantWe are seeking a skilled Professional Services Consultant to join our team at NodeFlair in Malaysia. As a key member of our team, you will be responsible for delivering configurable solutions to our customers and partners, leveraging your expertise in product configuration and customization.Key Responsibilities:Design and...

  • Audit Professional

    4 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia SEER S&R Full time

    Job Title: Audit ProfessionalAt SEER S&R, we are seeking a highly skilled Audit Professional to join our team. As an Audit Professional, you will be responsible for ensuring the accuracy and reliability of financial statements and reports.Key Responsibilities:Conduct audits of financial statements and reports to ensure accuracy and reliability.Identify and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Glints Full time

    Senior Accounting Role at GlintsWe are seeking a highly skilled Senior Accounting professional to join our team at Glints. In this role, you will work closely with our Accounting team and other service teams to deliver financial reports and information on time. You will be required to utilize accounting software and systems such as Xero and possess a firm...


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

    Role Overview:Hebden Consulting is seeking a Wealth Manager to join their expanding global team. The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice and investment strategies.Key Responsibilities:Client Relationship Management: Build and maintain strong relationships...

  • Actuarial Professional

    4 months ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Prudential plc Full time

    Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our...


  • Kuala Lumpur, Kuala Lumpur, Malaysia J-Recruit Recruitment Agency Full time

    Job SummaryWe are seeking a professional and customer-centric individual to join our award-winning customer service team. In this role, you will support both retail clients and financial advisers, providing exceptional service and resolving client requests and inquiries.Key Responsibilities:Resolve client requests and inquiries through calls, emails, and...


  • Kuala Lumpur, Kuala Lumpur, Malaysia J-Recruit Recruitment Agency Full time

    Job Summary:We are seeking a highly skilled and customer-focused professional to join our award-winning customer service team. As a key member of our team, you will play a vital role in supporting both retail clients and financial advisers.Work Arrangement: Physical office-based work arrangement with flexibility of 10 days WFH allowance per annumKey...

  • Financial Reporting

    4 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia BASF SE Full time

    We are a leading chemical company with a global presence, seeking a skilled professional to join our team in the Asia Pacific region. Our company is committed to developing intelligent solutions for a sustainable future, and we're looking for a talented individual to contribute to our Financial Reporting team. As a key member of our team, you will be...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Glints Full time

    We are seeking a seasoned Senior Accounting Professional to enhance our client's finance team. In this role, you will collaborate closely with the Accounting team and other service teams to deliver timely financial reports and information. You will be required to utilize accounting software and systems such as Xero and possess a solid understanding of basic...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Prudential plc Full time

    Job Description: Prudential's purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business,...

  • Financial Reporting

    3 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia BASF Asia-Pacific Service Centre SB Full time

    We are a leading chemical company, with the best teams developing intelligent solutions for our customers, and for a sustainable future. We connect and develop people with diverse talents all over the world. For you, this means a variety of ways to progress. Not only your performance but also your personality matter to us, regardless of gender, age,...


  • Kuala Lumpur, Kuala Lumpur, Malaysia Krisvconsulting Services Pte Ltd Full time

    SAP FICA Functional ConsultantWe are seeking a highly skilled SAP FICA Functional Consultant to enhance our team's expertise in SAP FICA (Financial Contract Accounting) implementation and support. The ideal candidate will possess in-depth knowledge of SAP FICA and be responsible for designing and implementing FICA processes to optimize business operations...