Jobs
>
Kuala Lumpur

    Independent Financial Advisor Kuala Lumpur - Independent Resourcing Consultancy Ltd

    Independent Resourcing Consultancy Ltd
    Independent Resourcing Consultancy Ltd Kuala Lumpur, Malaysia

    1 week ago

    Default job background
    Full time
    Description

    Independent Financial Advisor Kuala Lumpur, Malaysia

    Ref: 1442KL

    Kuala Lumpur, Malaysia

    Competitive Package

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia

    We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Malaysia. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.

    Requirements:
    - A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
    - Industry leading qualifications such as CFP, CFA, or other relevant certifications

    Transferable client base and AUM
    - Excellent communication and interpersonal skills
    - Strong analytical and problem-solving abilities
    - Ability to work independently and as part of a team

    Responsibilities:
    - Build and maintain relationships with clients, providing them with expert financial advice and guidance
    - Conduct thorough financial assessments of clients' current financial situations and future goals
    - Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
    - Monitor clients' financial progress and adjust plans as necessary
    - Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

    Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

  • AW Platinum Consultancy SDN BHD

    Financial Services Advisor

    1 week ago

    AW Platinum Consultancy SDN BHD Kuala Lumpur, Malaysia

    **"你是否工作過度、工資過低?"** · **"想在未來三年內將收入增加兩倍嗎?"** · **"想為自己和他人帶來改變嗎?"** · **與我們一起探索更多 - 我們不僅僅是您的普通金融服務顧問。利用您的知識和技能,您將幫助他人保護他們的現在並確保他們的未來。一路走來,我們共同創造有意義、鼓舞人心且經濟回報豐厚的職業生涯。所需要的只是您想要有所作為的願望** · 成為金融服務顧問的好處: · - 行業頂尖的津貼/激勵計劃—為您職業轉型的前 1.5 年提供津貼支援。 · - 有吸引力的薪酬計劃 - 除了每月高達 RM 9,000 的津貼外,還可以根據您 ...

  • Wealth Vantage Advisory Sdn. Bhd.

    Financial Advisor

    1 week ago

    Wealth Vantage Advisory Sdn. Bhd. Kuala Lumpur, Malaysia

    **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 ...

  • Agensi Pekerjaan RF Sdn Bhd

    Financial Advisor

    1 week ago

    Agensi Pekerjaan RF Sdn Bhd Kuala Lumpur, Malaysia

    Job Responsibility · - **Participate in be assurance sales for insurance**: · - **Require to generate leads and have good communication skills**: · - **Able to meet sales target** · Requirement · - **Passionate in sales and have working experience in sales prior**: · - **Fresh Gr ...

  • Farah Achievers Management

    Islamic Financial Advisor

    1 day ago

    Farah Achievers Management Bangsar, Malaysia

    Perkhidmatan sah kami: · - Takaful · - Hibah · - Wasiat · - Harta Sepencarian · - Pengurusan pendapatan · Skop pekerjaan: · - Membantu pelanggan dalam menguruskan pendapatan secara teratur, serta merancang jalan terbaik bagi mengurus risiko akan datang. · - Memberi khidmat nasiha ...

  • CPT Markets

    Financial Sales Advisor

    1 week ago

    CPT Markets Kuala Lumpur, Malaysia

    About The Employer · An international CPT Markets company with global offices around the globe currently hiring for their Malaysia Office based in Bukit Nanas, Kuala Lumpur. · Benefit from: · - Basic Salary from RM2500-RM10k · - Intellectually stimulating work environment · - Tra ...

  • D LUX ARCHETYPE

    Professional Islamic Financial Advisors

    3 days ago

    D LUX ARCHETYPE Kuala Lumpur, Malaysia

    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, experti ...

  • OCBC Bank

    Financial Crime Compliance Advisor

    3 days ago

    OCBC Bank Kuala Lumpur, Malaysia

    **Financial Crime Compliance Advisor** **-** **(**240000C8**)** · - To provide advisory on all AML/CFT related matters, such as Know Your Customer, Customer Due Diligence including Political Exposed Persons (PEP), AML Screening for business units, Sanctions and Customer ML/TF Ris ...

  • Optimum Life Planner Advisory

    Financial Advisor

    3 days ago

    Optimum Life Planner Advisory Bandar Sunway, Malaysia

    We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, de ...

  • Farah Achievers Management

    Islamic Financial Advisor

    3 days ago

    Farah Achievers Management Kota Damansara, Malaysia

    Perkhidmatan sah kami: · - Takaful · - Hibah · - Wasiat · - Harta Sepencarian · - Pengurusan pendapatan · Skop pekerjaan: · - Membantu pelanggan dalam menguruskan pendapatan secara teratur, serta merancang jalan terbaik bagi mengurus risiko akan datang. · - Memberi khidmat nasiha ...

  • CamdeusNoble Sdn Bhd

    Financial Advisor

    2 days ago

    CamdeusNoble Sdn Bhd Petaling Jaya, Malaysia

    **Full Job Description** · - Persuade, negotiate and push for payment arrangement. · - Perform daily outbound call to notify customers of delinquent account regarding outstanding and overdue payment. · - Effectively follow-up call to get payment from debtors. · **Requirement** · ...

  • Amazing Advisory Sdn Bhd

    Financial Advisor

    6 days ago

    Amazing Advisory Sdn Bhd Puchong, Malaysia

    Job Description to advice client in retiment planning and inverstment planning through right financial product to assit company on data entry and anlysis of financial needs of client to help company in providing client proper advice in financial planning to do some customer data ...

  • Polymorph Enterprise

    Financial Advisor Intern

    4 days ago

    Polymorph Enterprise Kota Damansara, Malaysia

    To source potential clients through an existing network, cold calls, visits and more. · - To analyse client's financial situation. · - To study the client's behaviour towards financial planning. · - To provide strategic financing solutions, carrying out financial analysis and als ...

  • DNA Malaysia

    Insurance Financial Advisor

    2 weeks ago

    DNA Malaysia Malaysia, Kuala Lumpur Full time

    Company Description · DNA 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 ...

  • United Champion Resources

    Future Financial Advisor

    1 week ago

    United Champion Resources Klang, Malaysia

    **'BE AN ELITE LIFE PLANNER' with AIA ELITE ACADEMY. ** · Good News Even part-time dah boleh dpt up to RM2,500 per month Full-time apatah lagi en? · Jom try cuba test tau dulu apa yang syiok kerja dkt sini Nak bukti betul ke gaji macam tu kena la jumpa kita · Saya? · Elite Life P ...

  • AIA

    Insurance Financial Advisor

    1 week ago

    AIA Malaysia, Kuala Lumpur Full time

    Company Description · AIA Group Limited and its subsidiaries, collectively known as AIA, is the largest independent publicly listed pan-Asian life insurance group. With a presence in 18 markets, AIA offers a range of products and services including life insurance, accident and he ...

  • Independent Resourcing Consultancy Ltd

    Independent Financial Advisor

    2 days ago

    Independent Resourcing Consultancy Ltd Kuala Lumpur, Malaysia

    Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia · We are representing a renowned Wealth Management firm in Kuala Lumpur, Malaysia, seeking an experienced and qualified Independent Financial Advisor to join their esteem ...

  • Ayuz Agency

    Financial Advisor/ Marketing Executive

    3 days ago

    Ayuz Agency Putrajaya, Malaysia

    Requirements: · - Education minimum SPM · - No experience needed · - Excellent teamwork skills · - Eager to gain new knowledge · - 21 years old & above · Responsibility: · - Assisting clients in Islamic Financial Management · - Can provide professional financial advice to clients ...

  • Bamboo Hut Enterprise

    Financial Business Development Advisor

    1 week ago

    Bamboo Hut Enterprise Klang, Malaysia

    **Company Name **:178 Entrepreneur Group Sdn Bhd · **Industry **:Financial Planning/Wealth Management (Banking/Financial Services) · **Working Hours **:Flexible Working Hours and Hybrid Jobs · **Salary **:MYR 2,500- MYR 5,000 (Negotiable) · **Location **:No.40G, Jalan Tiara 2C, B ...

  • MBSB

    Financial Advisor, Property Financing, Branch

    1 week ago

    MBSB Petaling Jaya, Malaysia

    Job Responsibilities · - Plans, coordinates, implement marketing strategies to promote and develop new customer base for mortgage products. · - Actively participates in roadshows, property fairs and sales launches at developers' sites. · - Maintain close business relationships wi ...

  • ALBB Sdn Bhd

    Financial Advisor

    6 days ago

    ALBB Sdn Bhd Petaling Jaya, Malaysia, Selangor Full time

    Job Responsibility · Menyelesaikan keperluan Takaful dan Hartanah pelanggan · Mengetahui tentang produk & perkhidmatan · Membuat sebut harga untuk pelanggan · Menawarkan perkhidmatan kewangan kepada pelanggan individu dan korporat serta memberi nasihat selepas jualan · Menyebarka ...