Financial Advisor

The OpportunityPrestige IFA Jobs is recruiting on behalf of one of our most forward-thinking partners in the international financial services industry.This is a rare and exciting opportunity to break into the international wealth management sector withfull training, career progression, and a pathway to become a fully qualified adviser– all from a beautiful...

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...

Independent Financial Advisor Kuala Lumpur, MalaysiaKuala Lumpur, MalaysiaCompetitive Package Self Employed PackageJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing a leading International Wealth Management firm looking for an experienced and qualified Independent 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...

About the role As a Part Time Personal Financial Advisor at Warhamna Group, you will be responsible for providing comprehensive financial planning and advisory services to our valued clients. This is a part-time position based in our Bangsar, Kuala Lumpur office, offering the flexibility to balance your existing commitments while contributing to the growth...

**COMPANY**: RW Lomond is a UK based property development company in the Over 55’s (Baby Boomers) sector under our brand RJools, as well as the residential subdivision sector under our brand One Milieux and CBD super high-end mid-rise apartment sector under our brand Lomond Property Group. Apart from property developing we also specialise in acquiring high...

We are SummitNext Technologies Sdn. Bhd., a BPO and Technology Solutions provider located in Selangor, where innovation meets excellence.As we embark on our rapid expansion, we are eagerly seeking talented individuals to join our team as Financial Solution Advisor (Mandarin Speaker) - WFH to provide unrivalled support to our clients in the lending...

**Responsibilities**: We are looking for a Legal Advisor in our Legal Department, who can help us in respect of day to day functions relating to legal duties to support the the company’s business particularly related to fund management, unit trusts and its private retirement scheme. Job Responsibilities: - Drafting, vetting and review of agreements for...

We are looking for a **reliable and detail-oriented Part-Time Admin** to support our Financial Advisor (FA). **Applicants must have prior experience in insurance or financial services industry, or previously as a Financial Advisor, Insurance Agent, or their Admin/Assistant.** **Key Responsibilities**: You’ll be assisting FAs with day-to-day admin tasks,...

**Everyone is encouraged to apply! This role provides you with basic salary and attractive commission. - **Job Scope**:_ - Client Engagements: Engage with clients to understand their financial needs, provide information on available loan products from different banks, and help them select the best options. - Risk Assessment: Conduct thorough evaluations of...