Financial Consultant/financial Advisor

**Responsibilities**: - Analyze clients' financial statuses. - Examine and suggest financial opportunities. - Develop sound plans and budgets for clients. - Customize financial plans according to client's changing needs. - Help clients implement their plans and carry out transactions. - Present and provide suitable financial services. - Find and approach...

FINIVO Capital Management is one of the leading financial consulting company based in Kuala Lumpur, Penang and Johor Bharu. FINIVO specialized in designing a customized, comprehensive and integrated financial planning for individuals and small-medium-enterprise, in the scope of wealth protection, wealth accumulation and wealth distribution. We always believe...

**JOB RESPONSIBILITIES**: - Branch-based sales. - Penetrate branch walk in clients & branch database clients / Mass clients. - Work closely with LG (lead generator) to provide warm leads. - Mobilized and willing to travel. - Market and sell a wide range of SLMA/SLMT Products suitable to client's needs. - To achieve individual sales target and contribute...

AIA Bhd. is a leading insurer in Malaysia, where we have been privileged to do business since 1948. We offer a suite of financial solutions including Protection, Health, Personal Accident, Employee Benefits, General Insurance, Mortgage and Retirement products to meet our customers' protection and financial security needs at every life stage.Objectives of...

AIA Bhd. is a leading insurer in Malaysia, where we have been privileged to do business since 1948. We offer a suite of financial solutions including Protection, Health, Personal Accident, Employee Benefits, General Insurance, Mortgage and Retirement products to meet our customers' protection and financial security needs at every life stage.Objectives of...

**Job Role**: - Market and sell a wide range of SLMA/SLMT Products suitable to client's needs. - To achieve individual sales target and contribute towards the achievement of the branch target. - To provide professional advice and appropriate financial products based on bank client needs. - Work with Branch Manager (BM) and Banca Business Manager (BBM) to...

Company DescriptionCapri by Fraser, a concept by Frasers Hospitality Pte Ltd, blends the comforts of a fully serviced residence with the dynamic lifestyle needs of the modern traveler. As a premier leader in lifestyle accommodations, Capri by Fraser offers an extensive range of personalized services and facilities, designed to cater to the e-generation. This...

**Finance Analyst / Manager** **Job Scope**: - Perform financial management duties including generating financial data, compiling and submitting reports, analyzing and assessing the financial performance against budget and rolling forecast. - Oversee the operations and development of the company’s finance departments including budgeting, financial...

**Key Responsibilities**: - Calling potential customers to promote products or services. - Act as a consultant for bankers and clients on loan-related matters. - Maintain strong relationships with banks and financial institutions for loan processing. - Prepare and submit required loan documentation in a timely manner. - Attend meetings with clients to...

**_Job Role_** - Protects and conserves a business’s resources and accurately reports on its financial position. - Manages the finance organization efficiently. - Provides the right information at the right time to support business execution. - Supports executives moving the company toward its mission and goals with financial information and...