Financial Planner, Malaysia
Independent Resourcing Consultancy LtdKuala Lumpur, Kuala Lumpur, Malaysia30+ days ago
Job descriptionPossess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry. Hold prestigious certifications like CFP, CFA, or other relevant qualifications. Bring along a transferable client base and Assets Under Management (AUM). Demonstrate exceptional communication skills and adept interpersonal abilities. Showcase strong analytical and problem-solving capabilities. Exhibit the ability to work independently as well as within a team. Cultivate and maintain strong client relationships while providing expert financial advice and direction. Conduct thorough financial evaluations of clients' current financial status and future objectives. Develop tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies. Monitor clients' financial progress and make adjustments to plans when necessary. Stay updated on industry trends and regulations to ensure compliance and deliver optimal service to clients.
Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Kuala Lumpur, Malaysia.
The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial security.
This opportunity in Kuala Lumpur offers the following highlights :
- Collaborate with a prestigious and globally recognized Wealth Management firm.
- Deliver expert financial advice to a diverse client base, assisting them in reaching their financial goals and securing their financial futures.
- Utilize your expertise and qualifications, such as CFP, CFA, or other relevant certifications.
- Engage in a collaborative and supportive work environment that fosters professional growth and development.
- Competitive compensation package offered by our client.
- Assume a key role in establishing and nurturing client relationships, conducting financial assessments, and devising personalized financial plans.
Requirements :
Responsibilities :
Our client provides a competitive compensation package and a supportive work environment. If you meet the criteria and have a passion for assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity in Kuala Lumpur.
#J-18808-Ljbffr
Create a job alert for this search
Financial Planner Malaysia • Kuala Lumpur, Kuala Lumpur, Malaysia
Related jobs
- Promoted
Islamic Financial Planner
AZHANI AGENCYKuala Lumpur, Kuala Lumpur, Malaysia As an Islamic Financial Planner at AZHANI AGENCY', you will play a crucial role in providing comprehensive financial planning and advisory services to our clients, with a focus on Shariah-compliant...Show moreLast updated: 1 day ago
- Promoted
Senior Wealth Manager, Malaysia
Independent Resourcing Consultancy LtdKuala Lumpur, Kuala Lumpur, Malaysia The client is seeking a Senior Wealth Manager to join their expanding global team.In this role, the Senior Wealth Manager will be responsible for cultivating and managing relationships with high-ne...Show moreLast updated: 30+ days ago
- Promoted
Supervisor, Financial Planning & Analysis (AP)
SYNNEX CorporationPetaling Jaya, Selangor, Malaysia Supervisor, Financial Planning & Analysis (AP) page is loaded## Supervisor, Financial Planning & Analysis (AP)locations : Petaling Jaya, Malaysiatime type : Full timeposted on : Posted Todayjob ...Show moreLast updated: 28 days ago
- Promoted
Private Wealth Director (Kuala Lumpur, Malaysia)
SingWealth Holdings Pte LtdKuala Lumpur, Kuala Lumpur, Malaysia We are seeking seasoned ex-bankers, insurance professionals, and high performing sales professionals with a proven track record to join our dynamic team in Kuala Lumpur, Malaysia, as Private Wealth...Show moreLast updated: 6 days ago
- Promoted
Commercial Finance Manager, Malaysia
Suntory Holdings LimitedKuala Lumpur, Kuala Lumpur, Malaysia Commercial Finance Manager, Malaysia.Suntory Beverage & Food strives to be the most locally beloved beverage company in every market we serve.
Guided by our founding principles of "Growing for Good,...Show moreLast updated: 30+ days ago
- Promoted
Finance Director - Malaysia, Singapore & Brunei (MSB)
HaleonKuala Lumpur, Kuala Lumpur, Malaysia Finance Director - Malaysia, Singapore & Brunei (MSB) page is loaded## Finance Director - Malaysia, Singapore & Brunei (MSB)locations : Malaysia - Kuala Lumpurtime type : Full timeposted on : Po...Show moreLast updated: 30+ days ago
- Promoted
Financial Planning Analysis (Senior Executive)
MR DIY InternationalSeri Kembangan, Selangor, Malaysia Financial Planning Analysis (Senior Executive).MR DIY International brings high-quality, affordable products to customers worldwide, building on its proud beginnings in Malaysia.Over the years, MR ...Show moreLast updated: 1 day ago
- Promoted
SAP FICO / SAC Consultant - BPO Financial Planning & Analysis
Randstad MalaysiaKuala Lumpur, Kuala Lumpur, Malaysia SAP FICO / SAC Consultant - BPO Financial Planning & Analysis.SAP FICO / SAC Consultant - BPO Financial Planning & Analysis.
SAP FICO / SAC Consultant - BPO Financial Planning & Analysis.Be among the firs...Show moreLast updated: 30+ days ago
- Promoted
Financial Planning & Analysis Team Lead
IngredionKuala Lumpur, Kuala Lumpur, Malaysia Join Ingredion, where innovation impacts lives worldwide! Without even realizing it, you’ve experienced our work in your favorite chocolate, your pet’s food, the paper you write on, and your everyd...Show moreLast updated: 1 day ago
- Promoted
Assistant Manager, Financial Planning & Analysis (FP&A)
R.E.A.L Education Group Sdn BhdKuala Lumpur, Kuala Lumpur, Malaysia Assistant Manager, Financial Planning & Analysis (FP&A).Add expected salary to your profile for insights.We are seeking a dynamic and analytical individual to join our Finance team as.Assistant Man...Show moreLast updated: 8 days ago
- Promoted
Independent Financial Advisor - Kuala Lumpur, Malaysia
Independent Resourcing Consultancy LtdKuala Lumpur, Kuala Lumpur, Malaysia Job Advertisement : Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia.We are representing an International leading Wealth Management firm in Malaysia, lookin...Show moreLast updated: 30+ days ago
- Promoted
Financial Reporting Specialist | Kuala Lumpur, MY
United Overseas BankKuala Lumpur, Kuala Lumpur, Malaysia United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America.In...Show moreLast updated: 30+ days ago
- Promoted
Financial Planning and Analysis Specialist
Career HorizonsPetaling Jaya, Selangor, Malaysia This position will utilize strong accounting, financial reporting, planning, and analytical skills to support Malaysia HQ.
The incumbent will support the month-end close process, prepare financial r...Show moreLast updated: 30+ days ago
- Promoted
Executive - Financial Planning and Analysis
Cycle & Carriage Bintang BerhadPetaling Jaya, Selangor, Malaysia Executive - Financial Planning and Analysis.Implement margin analysis and reporting across Sales and Aftersales Divisions, ensuring alignment with Jardine International Motors reporting standards, ...Show moreLast updated: 30+ days ago
- Promoted
Financial Planning & Analysis (FP&A)
Ingram MicroPetaling Jaya, Selangor, Malaysia Financial Planning & Analysis (FP&A) page is loaded## Financial Planning & Analysis (FP&A)locations : Petaling Jaya, Malaysiatime type : Full timeposted on : Posted Todayjob requisition id : R-...Show moreLast updated: 2 days ago
- Promoted
Finance Business Partner, Pharma (based in Singapore)
Integrity ConsultingKuala Lumpur, Kuala Lumpur, Malaysia We are partnering with a global biotechnology company committed to advancing patient care through innovative therapies.Integrity Consulting is seeking a strategic and experienced Finance Business P...Show moreLast updated: 17 days ago
- Promoted
Job Opportunity : Financial & Management Reporting Team Lead
EP Group of CompaniesKuala Lumpur, Kuala Lumpur, Malaysia Job Opportunity : Financial & Management Reporting Team Lead.We have a job opportunity for a Financial & Management Reporting Team Lead in Kuala Lumpur, Malaysia.
Some of the key job responsibilities...Show moreLast updated: 30+ days ago
- Promoted
Financial Planning & Analysis Team Lead
PureCircleKuala Lumpur, Kuala Lumpur, Malaysia Join Ingredion, where innovation impacts lives worldwide! Without even realizing it, you’ve experienced our work in your favorite chocolate, your pet’s food, the paper you write on, and your everyd...Show moreLast updated: 1 day ago