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  • Insurance Planner

     ...-Honest and with integrity, dynamic, adaptable and self-motivated to serve existing corporate client and referrals -Discipline and have high commitment -Can communicate well in English, Bahasa Malaysia and Mandarin -CFP / RFP qualification (will be an added bonus)

    AWG ASPIRE WEALTH

    Wangsa Maju, Kuala Lumpur
    8 days ago

  • Premier Relationship Manager, Kuala Lumpur Branch

     ...banking client segment and products and services Individual will also need to have the following licenses, Certified Financial Planner (CFP), Pre Contract Examination - Life and Insurance (PCE), Federation of Investment Managers - Unit Trust, Malaysian Takaful Association... 

    HSBC Global Services Limited

    Kuala Lumpur
    16 hours ago

  • Premier Relationship Director, Leboh Downing

     ...communicate well in English and local languages. Attain appropriate professional and regulatory qualifications as required (CFA or CFP is preferred) Ambitious in providing the highest standards of delivery to colleagues and clients Shows ability to set stretch... 

    HSBC Global Services Limited

    Pulau Pinang
    16 hours ago

  • Senior Branch Manager

     ...KNOWLEDGE REQUIRED (cont'd) Knowledge A university degree (in relevant disciplines) or its equivalent Qualified Financial Planner – CFP (added advantage) Certified – PCE, FIMM, CEILI Experience At least 5-8 years working/managing of branches from the Financial... 

    alliance bank malaysia berhad

    Malaysia
    10 days ago

  • Insurance Advisor

     ...in the financial industry Ability to work independently and as part of a team, adapting to a hybrid work environment Professional certifications such as CFA, CFP, or equivalent are a plus Bachelor's degree in Finance, Business, Economics, or a related field... 

    AIA

    Kuala Lumpur
    10 days ago

  • Bancassurance Advisor

     ...on weekly basis. Job Requirements: ~ Malaysian citizen ~ Minimum Diploma in Finance or another related field ~ Certified CFP holders are an added advantage ~6-8 years of relevant experience in a financial institution with proven track record ~ Strong verbal... 

    Hong Leong Bank

    Malaysia
    5 days ago

  • Private Banker

     ...must have at least a minimum of three years of work experience. Candidates with work experience with financial institutions (preferably in client relationship and/or client advisory roles) will be given priority. All CFA and CFP holders are encouraged to apply.... 

    CIMB Group

    Kuala Lumpur
    9 days ago

  • Senior Sales Executive

     ...clearly Job Requirements: Minimum Bachelor's Degree or any equivalent professional finance qualification such as ACCA, CIMA, ICSA, CFP, CEILLI or PCIL is an added advantage Minimum 5 years of sales or business development experience, preferably with background in... 

    microLEAP

    Petaling Jaya
    4 days ago

  • Trust and Legal Advisory

     ...Finance, Business Administration, Wealth Management, or a related discipline. Professional qualifications such as STEP, ICSA/CGP, CFA, CFP, or equivalent will be an advantage. Minimum 8–12 years of relevant experience in private banking, wealth management, family... 

    Talentvis

    Petaling Jaya
    15 days ago

  • Faculty Head - Leadership & Agency Management

     ...communication and presentation skills Excellent interpersonal skills Preferred Qualification ~ Certified Financial Planner (CFP), RFP and other relevant certifications When You Join Our Team We'll empower you to learn and grow the career you want. We... 

    Manulife

    Kuala Lumpur
    11 days ago

  • Corporate Solutions Executive (Penang)

     ...people development. Good interpersonal, communication, and presentation skills. Proficient in spoken and written Mandarin. Willing to travel nationwide and possess own transport. Candidate with CFP qualification or FIMM/PRS licenses will be an added advantage.... 

    Public Mutual Berhad

    Pulau Pinang
    2 days ago

  • PPC Client Advisor

     ...analytical and problem-solving skills, with the ability to think critically and creatively A professional certification, such as CFP or CFA, is highly desirable Who We Are As Singapore's longest established bank, we have been dedicated to enabling individuals... 

    Ocbc Bank

    Kuala Lumpur
    11 days ago

  • Personal Relationship Banker

     ...Requirements Bachelor's degree in Finance, Business, Banking, Economics, or a related field. Professional certifications such as UT, CFP, RFP, IPPC or investment-related licenses are an advantage. Minimum Two [2] years in relationship management, wealth management,... 

    MBSB Bank Berhad

    Petaling Jaya
    13 days ago

  • Private Banking Desk Head

     ...Excellent business acumen and interpersonal skills. High proficiency in office productivity tools, specifically Excel, Word, and PowerPoint. Posses Valid Licenses such as IPPC, FIMM, PCE, CEILLI, TBE etc. CFA, CFP, CB (AICB) etc qualification will be an advantage.... 

    Hong Leong Bank

    Malaysia
    10 days ago

  • Executive, Wealth Certification & Compliance

     ...Wealth Licensing: This position acts as the dedicated 'Maker' for specialized professional certifications, specifically BANCA, ERP and CFP, while providing robust Compliance Verification across all core wealth products (FIMM, Banca, ERP, CFP) within RWM and Business... 

    Hong Leong Bank

    Malaysia
    10 days ago

  • Relationship Manager, Premier Banking

     ...with the Bank's policies, procedures, and sales code of ethics. Job Requirements Degree holder. Certified Financial Planner (CFP) with valid FIMM, PCE, CEILI, and IPPC licenses. Minimum of 2 years' sales experience, preferably in wealth management and banca... 

    RHB Banking Group

    Malaysia
    18 days ago

  • Wealth Management Consultant

     ...develop and maintain lasting client relationships Bachelor's degree in Finance, Economics, Business Administration, or related fields Certifications such as CFP, CFA, or other financial credentials are advantageous Proficiency with financial software and tools... 

    freedom wealth management

    Selangor
    29 days ago

  • Sales & Training Manager, Bancassurance

     ...Management, Marketing or equivalent. Professional certification such as Registered Financial Planner (RFP)/ Certified Financial Planner (CFP) is an added advantage. Good communication and interpersonal skills. At least 5 – 8 years of relevant sales training experience... 

    Allianz Malaysia

    Kuala Lumpur
    2 days ago

  • Senior Relationship Manager

     ...Bachelor's degree in Finance, Business Administration, Economics, or a related field. MBA or relevant professional certifications (e.g., CFP, CFA) are highly advantageous. Minimum of 8 years of experience in relationship management within the banking or financial... 

    RHB Banking Group

    Kuala Lumpur
    27 days ago

  • Relationship Manager - Premier Wealth

     ...applications as well as the operational transactions within the permitted authority limit. Be guided by Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent customers. Requirement: Experienced in selling bank... 

    Hays

    Kuala Lumpur
    11 days ago

  • Assistant Vice President, Contribution Management

     ...degree in Finance, Business Administration, Public Administration or equivalent professional qualifications in related field. # MBA, CFP, IFP or CIPRP holder is an added advantage. # Minimum 10 years' experience in managing a team, preferably in operations, payroll... 

    lembaga tabung angkatan tentera

    Kuala Lumpur
    13 days ago

  • Bancassurance Sales Academy Training Manager

     ...Klang Valley and occasionally outstation to support sales personnel. Education & Certifications: Minimum Bachelor's Degree in any discipline; CFP/RFP certification is a strong advantage. Additional trainer certifications (e.g., 7 Habits, NLP ) will be a plus.... 

    aia malaysia

    Kuala Lumpur
    11 days ago

  • Klang Valley Sales Executive

     ...Key Requirements: Minimum Bachelor's Degree or any equivalent professional finance qualification such as ACCA, CIMA, ICSA, CFP, CEILLI or PCIL Minimum 3 years experience in Unit Trust, Wealth Management, Banking, Insurance, or other relevant Sales experience... 

    microLEAP

    Kuala Lumpur
    29 days ago

  • Financial Planning & Analysis (Business Analyst)

     ...corporate finance, engineering, or a related field; MBA or advanced degree preferred. An added advantage if you have ACCA, CPA or CFP Proven relevant experience minimum eight (8) years in a strategy, problem solving role, or analytical role, financial reporting, corporate... 

    sk intellix malaysia

    Kuala Lumpur
    15 days ago

  • Private Banking Senior Client Advisor

     ...Degree in Finance, Banking, Business Admin, or equivalent Posses Valid Licenses such as IPPC, FIMM, PCE, CEILLI, TBE etc CFA, CFP, CB (AICB) etc qualification will be an advantage Experience Minimum 10 years of relevant experience in Private Banking, Priority... 

    Hong Leong Bank

    Malaysia
    10 days ago

  • Team Member, Investors Advisory

     ...degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certifications (e.g., CFA, CFP) are highly advantageous. Minimum of 5-7 years of experience in investment advisory, wealth management, or a related client-facing... 

    RHB Banking Group

    Kuala Lumpur
    24 days ago

  • Kelantan Senior Sales Executive

     ...Qualifications : Minimum Bachelor's Degree or any equivalent professional finance qualification such as ACCA, CIMA, ICSA, CFP, CEILLI or PCIL Minimum 3 years experience in Unit Trust, Wealth Management, Banking, Insurance, or other relevant Sales experience... 

    microLEAP

    Kelantan
    29 days ago

  • VP, Personal & Wealth Banking Team Head, PFS

     ...Bachelor's degree in Business Administration, Finance, Economics, or a related field. MBA or relevant professional certifications (e.g., CFP, ChFC, CMSRL) are highly advantageous. Minimum of 3-4 years of experience in wealth management or a similar client-facing role... 

    UOB Venture

    Selangor
    8 days ago

  • Client Advisor, Private Wealth, Region Penang/Kedah/Perlis (PKP)

     ...conditions, current affairs and the implication of these on clients' portfolios •Preferably with recognized industry qualifications (CFP, FIMM, PCE, CEILI, or Module 6 and 7) •With good interpersonal and communication skills •With a high level of analytical and... 

    Maybank

    Pulau Pinang
    10 days ago