Financial Planning Advisor

We are seeking a talented Financial Services Advisor to join our team at Unicorn Labuan Trust Ltd. As a Financial Services Advisor, you will be responsible for providing expert advice on wealth planning, financial planning, and offshore fund management.The ideal candidate will possess excellent analytical and problem-solving skills, as well as strong...

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...

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...

About This RoleWe are seeking a highly motivated and results-driven Financial Product Advisor to join our team at RHB Banking Group. As a key member of our sales team, you will be responsible for promoting various types of life-insurance products under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine.Key ResponsibilitiesPromote and...

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...

As a Financial Planning Specialist at AL-FATEH ARK ADVISORS, you will play a critical role in helping our clients achieve their financial goals. We are seeking a highly motivated and results-driven individual to join our team in Kuala Lumpur.This part-time sales position offers the flexibility to work remotely while providing opportunities for high...

SY LEE TAX SDN BHD is a leading provider of tax services, seeking a highly skilled Executive Financial Advisor to join our team.About the RoleThis is an exciting opportunity for a motivated individual to work in a dynamic environment, advising clients on tax strategies and planning. The successful candidate will possess excellent communication skills and be...

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 Services AdvisorWe are looking for a highly skilled Financial Services Advisor to join our team at One Synergy Solution Sdn Bhd (OSS).About the Role:This is an exceptional opportunity for someone who wants to start their career in financial services.The successful candidate will be responsible for providing expert advice on policy options and...

About the RoleWe are seeking a Pre-Planning Funeral Advisor to join our team at Nirvana Malaysia 富贵集团. As a pre-planning consultant, you will be responsible for introducing the benefits of pre-planning funeral services to potential customers.Key Responsibilities:Identify and connect with potential customers to introduce the benefits of pre-planning...

Established in 2019, Click and Connect Online Limited is a prestigious International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur.The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial...

We are seeking a Financial Services Advisor to join our team at Howden Insurance Brokers Limited. This role is ideal for individuals with a passion for delivering exceptional customer service and a drive for excellence in the financial services industry.Key ResponsibilitiesDevelop relationships with Private Bankers and other Referral Sources within the EPC's...

We are seeking an experienced Financial Services Advisor to join our team in Singapore. In this role, you will be responsible for providing expert guidance on financial services and regulations to our clients. You will also perform comprehensive KYC/CDD checks on new clients and conduct periodic reviews for existing clients.You will work closely with our...

Job OverviewAbout OCBC BankWe are a leading financial institution with a rich history of innovation and customer-centricity. Our mission is to provide quality wealth advisory services and financial product recommendations to High Net Worth (HNW) Private Clients.We are seeking a highly skilled Financial Services Advisor to join our team in providing excellent...

Job SummaryThis is a partnership Offshore Trust Advisor position at Unicorn Labuan Trust Ltd. The successful candidate will be responsible for providing expert advice on wealth planning, financial planning, and offshore fund management.Key responsibilities include:Developing and implementing wealth planning strategies for high net worth individuals and...

**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.

RequirementsTo succeed in this role, you should possess the following qualifications and skills:Possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry.Hold prestigious certifications like CFP, CFA, or other relevant qualifications.Bring along a transferable client base and Assets Under Management...

Job Overview:Skybound Wealth Management is seeking a highly skilled and motivated Wealth Advisor to join our team in Kuala Lumpur,Malaysia. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients. The ideal candidate will possess a strong...

Job Description: Nirvana Pre-Planning Consultant / Advisor (ETAG)Looking to increase your income in today's challenging economic climate? Are you keen to explore opportunities in a high-growth industry? Join us as a Pre-Planning Consultant / Advisor specializing in bereavement services.What You'll Do:Identify and connect with potential customers to introduce...

Job Overview:Skybound Wealth Management is a leading provider of financial services, seeking a highly skilled and motivated Wealth Advisor to join our team in Kuala Lumpur. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients.The ideal...