Wealth Advisor

Financial Advisor Opportunity in Kuala LumpurWe are seeking an experienced and certified Financial Advisor to join our team in Kuala Lumpur. As a Financial Advisor, you will be responsible for providing expert financial guidance to clients, helping them achieve their financial goals and strengthen their financial security.The selected candidate will have the...

About the Role:As a Senior Independent Financial Planner at Independent Resourcing Consultancy Ltd, you will play a key role in providing expert financial guidance to clients, helping them achieve their financial objectives and secure their financial futures.Key Responsibilities:Collaborate with clients to understand their financial goals and develop...

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...

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.

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...

Senior Wealth ManagerWe are looking for a skilled Senior Wealth Manager to join our team at Hebden Consulting. As a Senior Wealth Manager, you will be responsible for managing relationships with high-net-worth clients, creating personalized financial plans, and guiding clients towards financial success.Client Relationship Management: Build and maintain...

**Job Opportunity:**We are seeking an experienced and qualified Senior Financial Consultant to join our esteemed team at Click and Connect Online Limited.The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, possessing industry-leading qualifications such as CFP, CFA, or other relevant...

Job Title: Senior Financial SpecialistAbout the Role:We are seeking an experienced Senior Financial Specialist to join our team at Independent Resourcing Consultancy Ltd. As a Senior Financial Specialist, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial...

**Job Opportunity:**We are seeking a highly skilled Senior Financial Consultant to join our team at Click and Connect Online Limited. As a Senior Financial Consultant, 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...

StashAway is currently looking for a Wealth Advisory Intern to work closely with our Wealth Advisory Team who are supporting our High-Net-Worth clients, as well as all StashAway Reserve stakeholders. This role will be responsible for supporting all of the Wealth Advisors and Country Managers across 5 countries, with operational tasks. It is an amazing...

**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...

SOPHIA WEALTH MANAGEMENT merupakan agensi sah yang beroperasi di bawah Etiqa Takaful. Usahasama dengan AGG Malaysia agensi kami mendapat pencapaian sebagai Agensi No 1 di Malaysia selama tiga tahun berturut-turut, kami telah melahirkan banyak MDRT bertaraf antarabangsa. Dengan fasiliti moden yang lengkap, serta mengikut peredaran dalam sektor ekonomi, kami...

To represent and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaboration - Conduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers’ needs at different life stages - To provide an end to...

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...

To represent and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaboration - Conduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers’ needs at different life stages - To provide an end to...

-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 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 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...

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...

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...

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...

**JOB DESCRIPTION** **Wealth Vantage Advisory Sdn Bhd** No 1-2, Jalan 2/76C, Desa Pandan 55100 Kuala Lumpur Tel : 03-9202 5666 **Employee Name**: **Job Title**:Finance Clerk **Availability**:Immediate **Job Role**: Reports to Head of Department and to performs tasks related to Finance & Operations. **Responsibilities**: **No** **Key Areas**...

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...

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...