Wealth Advisor

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

Job OverviewWe are representing a renowned Wealth Management firm in Kuala Lumpur, seeking an experienced and qualified Financial Advisor to join their esteemed team.

Job Title: Wealth Management ProfessionalWe are seeking an experienced and qualified Wealth Management Professional to join Click and Connect Online Limited in Kuala Lumpur, Malaysia.The role involves providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.Key...

Senior Wealth Manager OpportunityWe are seeking a seasoned Senior Wealth Manager to join our global team at Click and Connect Online Limited in Malaysia. This role offers a unique chance to cultivate and manage relationships with high-net-worth clients, devise personalised financial plans, and guide clients towards financial success.About the RoleThe ideal...

Competitive Salary: RM 120,000 - RM 200,000 per annumClick and Connect Online Limited is seeking a highly experienced and qualified Independent Financial Advisor to join their team in Kuala Lumpur, Malaysia.Job Description:Company OverviewWe are a leading International Wealth Management firm dedicated to providing expert financial advice to our clients. Our...

Job Title: Executive Financial AdvisorAbout the Role:We are seeking a highly skilled and experienced Executive Financial Advisor to join our team in Kuala Lumpur - Malaysia. As an Executive Financial Advisor, you will be responsible for providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.Key...

We are seeking an experienced and certified Independent Financial Advisor to join our team in Kuala Lumpur, Malaysia.As a key member of our Wealth Management firm, you will provide specialized financial guidance to clients, helping them achieve their financial aspirations and strengthen their financial security.This opportunity offers the following...

Wealth Management OpportunityIndependent Resourcing Consultancy Ltd is seeking an experienced Financial Services Specialist to join their team in Kuala Lumpur, Malaysia.About the RoleThe successful candidate will be responsible for providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial...

About Our ClientOur client is a reputable International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur, Malaysia.

Kuala Lumpur, MalaysiaCompetitive Package Self Employed PackageAbout the RoleWe are representing a leading International Wealth Management firm seeking an experienced and qualified Strategic Financial Solutions Specialist to join their team in Malaysia.As a Strategic Financial Solutions Specialist, you will be responsible for providing expert financial...

**Job Descriptions**: 1. License Maintenance: - Responsible for ensuring the fulfillment of every license requirement as per stated by the regulator/issuer. - Participate in event or training to keep abreast of industrial trends or practice and maintain license requirement (event that provide CPE or CPD points) 2. Prospecting and Branding: - Planning and...

HR Wealth Advisory provides specific product & expertise with strategic partners in financial services to support clients through Islamic Wealth Management. We assist clients to achieve their financial aspiration based on their profiles and objectives. We provide service of wealth creation, protection, preservation and distribution solutions through...

We provide professional training conducted by lawyers to nurture individuals to become professional living trust advisors. What's unique about our business is that all advisors' commissions are recurring for life. After the 2nd year, advisors' commissions turn into passive income perpetually. **Primary Job Function** - Attend all required training &...

We provide professional training conducted by lawyers to nurture individuals to become professional living trust advisors. What's unique about our business is that all advisors' commissions are recurring for life. After the 2nd year, advisors' commissions turn into passive income perpetually. Overriding commission for those qualified applicants. **Primary...

**Job Descriptions**: 1. Financial Advisory service: - Client Management - Case Management - Activity Management 2) Attend all meetings with Clients / Leads together with the Senior Advisor. 3) Assist Senior Advisor in all administrative related tasks e.g. instruction order, client database update, and liaising with back office (Planning & Solutions /...

-Job description **Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC is one of the largest banking and financial services organisations in the world, with operations in 64 countries and territories. We aim to be where the growth is,...

**JOB REQUIREMENTS** - The function covers paraplanners working scope includes the administration work, case filtering, submission and post submission arrangement. - Analyzing client’s financial situation and develop solution. - Involving the process for wealth protection and maintain a good relationship with client along the process. - Collaborate with...

1. Financial Advisory service: - Client Management - Case Management - Activity Management a) Attend all meetings with Clients / Leads together with Senior Advisor. b) Assist Senior Advisor in all administrative related tasks e.g instruction order, client database update and liaising with back office (Planning & Solutions / Sales Admin) for outstanding...

Client Advisor Join StashAway Malaysia, a pioneering fintech company, as a Client Advisor and embark on an exciting journey to redefine wealth management in the digital age. As a Client Advisor, you'll play a pivotal role in delivering tailored solutions and exceptional service to the premium customer segment. Within this role, you will work on both...

Join StashAway Malaysia, a pioneering fintech company, as a Client Advisor and embark on an exciting journey to redefine wealth management in the digital age. As a Client Advisor, you'll play a pivotal role in delivering tailored solutions and exceptional service to the premium customer segment. Within this role, you will work on both short-term and...

Are you a customer-centric individual with excellent communication skills? Join our dynamic team at DWS Wealth Partners Sdn Bhd as a Customer Service Executive and play a pivotal role in providing exceptional service to our clients. **What you will do**: 2) Assist general inquiries from Advisors and members of the public. 3) Relay comprehensive information...

Bancassurance Advisor (Nationwide) **If you are looking to excel and make a difference, take a closer look at us...** The Bancassurance Advisor role will be responsible for providing financial advice to clients on retirement planning, investing in the future, saving for education, and life insurance protection. He/She will generate leads, meet with...

Job Title: Junior Financial Advisor Location: Kuala Lumpur / Selangor Company: D LUX ARCHETYPE About Us: D LUX ARCHETYPE is a leading financial advisory firm dedicated to providing personalized wealth management solutions to our clients. With a focus on integrity, expertise, and innovation, we strive to empower individuals and families to achieve their...

Reports to the Head Of the Department to maintain clients’ files, do financial and planning and propose solutions for clients' cases. **Responsibilities**: 1. To handle and maintain all documentation. 2. To perform file preparation for the advisor’s appointment. 4. To deal with clients to arrange for document delivery. 5. Planning & Solution To assist...

**JOB DESCRIPTION**: - To carry out marketing and sales strategies and activities to increase sales revenue of our financial planning products such as medical plans, life protection plans, education plans, savings, and investment plans. - Generate new business via diverse sources such as networking, social media, cold calling, promotional booths, and...

1. Recruitment - Design, update and maintain the recruitment process, policies & procedures in accordance with company policies. - Responsible for managing and exercising the full lifecycle recruitment process from requisition through to the on - Implementing and embedding hiring processes, providing guidance and advise on routes to market & providing market...

A Financial & Wealth Advisor is a professional responsible for providing financial guidance and advice to clients to help them achieve their financial goals and make informed investment decisions. They assess a client's financial situation, develop customized financial plans, and provide ongoing support and recommendations to help clients build and manage...

Citibank serves as a trusted advisor to our retail, mortgage, small business and wealth management clients at every stage of their financial journey. Through Citi's Access Account, Basic Banking, Citi Priority, Citigold and Citigold Private Client, we offer an array of products, services and digital capabilities to clients across the full spectrum of...

**Responsibilities**: - Job Description**Some Careers Open More Doors Than Others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that...

Citibank serves as a trusted advisor to our retail, mortgage, small business and wealth management clients at every stage of their financial journey. Through Citi's Access Account, Basic Banking, Citi Priority, Citigold and Citigold Private Client, we offer an array of products, services and digital capabilities to clients across the full spectrum of...