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  • Wealth 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 Manager, Puchong

     ...supervision. Candidates with the following certifications or qualifications will have an added advantage: Certified Financial Planning (CFP), PreContract Examination (PCE) - Life & General Insurance, Federation of Investment Managers - Unit Trust, Malaysian Takaful... 

    HSBC Global Services Limited

    Kuala Lumpur
    22 hours ago

  • Private Wealth Advisor

     ...Permanent Requirement: ~Degree in Accounting, Finance, Economics, Financial Planning, or related fields, Certified Financial Planner (CFP) or Registered Financial Planner (RFP) is an added advantage. ~Minimum 3 years of working experience in a related field. ~... 

    Agensi Pekerjaan Ingenious Sdn. Bhd.

    Kuala Lumpur
    16 hours agonew

  • Internship Client Relationship

     ...pursuing or completed a Degree in Business Administration, Financial Service, or related fields -Holding certifications such as CFP, IFP, RFP, or SHRFP is advantageous -Good communication and interpersonal skills -Detail-oriented with strong organizational... 

    Wealth Vantage Advisory Sdn Bhd

    Kuala Lumpur
    12 days 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
    22 hours ago

  • Premier Relationship Manager, Muar

     ...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

    Muar, Johor
    22 hours ago

  • Internship Financial Advisor/Financial Sales Representative

     ...Accounting, Finance, Actuarial Science, -Business Administration, Marketing or related field -Discipline and have high commitment -Can communicate well in English, Bahasa Malaysia and Mandarin -Possess own transport -CFP / RFP qualification (will be an added bonus)

    AWG ASPIRE WEALTH

    Wangsa Maju, Kuala Lumpur
    a month ago

  • Relationship Manager

     ...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
    22 days ago

  • Test Development Engineer

     ...test engineering experience with optical transceivers or optical networking modules (SFP, SFP+, SFP28, QSFP, QSFP28, QSFP-DD, OSFP, CFP, etc.) ~ Hands-on experience testing to industry standards such as IEEE 802.3, ITU-T, OIF-CEI, MSA specifications (SFF-8636, CMIS),... 

    Cisco Live

    Pulau Pinang
    1 day ago

  • Wealth Relationship Manager

     ...environment. Bachelor's degree in Finance, Business, Economics, Accounting, or a related field; relevant professional certifications (e.g., CFP, CIWM, or local wealth advisory licenses) are an advantage. Prior experience in retail banking, wealth management, or financial... 

    affin group

    Kota Bharu
    11 days ago

  • PD Sales Academy, Consultant

     ...to Plan, Develop and Train on Training Modules and its Contents together with the team. Minimum Degree Holder, any discipline. CFP/RFP Certification will be strong advantage. Other Trainer's Certification will be a plus point, eg. 7 Habits, NLP, and others.... 

    AIA Group

    Kuala Lumpur
    1 day ago

  • Financial Analyst

     ...Analysis role in any MNC. Related professional certification preferred - Certified Public Accountant (CPA), Certified Financial Planner (CFP), Certified Management Accountant (CMA), Chartered Accountant (CA), Certified General Accountant (CGA), or a America Production... 

    Flex

    Perai, Pulau Pinang
    24 days ago

  • Senior Associate (Accelerator Programme for Experienced Sales Professionals)

     ...plus. -A strong enthusiasm for wealth management, investment sales, and client relationship building. -Must have personal transportation and be open to travel. -Willingness to obtain required industry certifications such as FIMM, PCE, CEILI, and CFP upon onboarding.

    EWA ASIA SDN BHD

    Puchong, Selangor
    9 days ago

  • Wealth Planning Specialist - Bancassurance

     ...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... 

    Hong Leong Bank

    Malaysia
    6 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
    2 days ago

  • Personal Relationship Banker (Sibu)

     ...Education 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. Experience Minimum Two [2] years in relationship management, wealth... 

    MBSB Bank Berhad

    Sibu, Sarawak
    5 days ago

  • Assistant Manager, Insurance Operations

     ...requirements into operational reality. The Nice-to-Haves Professional Qualifications: Bank Negara recognized certifications (RFP, CFP, or hFC). Experience: Background in insurance brokerage, financial advisory, or a 'startup' phase within a corporate environment.... 

    Grab

    Petaling Jaya
    5 days ago

  • Sales Academy Training Manager (Bancassurance)

     ...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
    13 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
    29 days ago

  • PD Sales Academy, Consultant

     ...any discipline. At least 7 years of experience in the financial industry, with a strong focus on sales and academy training . CFP/RFP certification is a strong advantage. Additional trainer certifications (e.g., 7 Habits, NLP ) will be considered a plus.... 

    AIA Group

    Kuala Lumpur
    a month ago

  • Business Development Manager

     ...segments. Familiarity with agency distribution models and advisor development frameworks. Professional certifications such as CFP, ChFC, PCE, or CEILI. Ability to partner across teams to deliver integrated client solutions. When You Join Our Team About... 

    The Manufacturers Life Insurance Co (Phils) Inc( Manulife Ph...

    Kuala Lumpur
    a month ago

  • IUTA Representative (Sebrang Perai)

     ...communication skills. Proficient in public speaking and group facilitation. Proficient in spoken and written Mandarin. Willing to travel nationwide and possess own transport. Candidate with CFP qualification or FIMM/PRS licenses will have an added advantage.... 

    Public Mutual Berhad

    Pulau Pinang
    29 days ago

  • Bancassurance Specialist

     ...relationships with clients - A strong understanding of the financial services industry and market trends - A professional certification, such as CFP or CFA, is desirable Who we are As Singapore's longest established bank, we have been dedicated to enabling individuals and... 

    OCBC company

    Kuala Lumpur
    4 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
    a month 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
    a month ago

  • Senior Sales Executive for Kelantan and Kuala Terengganu

     ...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
    1 day 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
    a month ago

  • Relationship Manager, Premier Wealth, Region Sarawak

     ...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. Job Skills ~ Obtained-licenses-:-FIMM,-IPPC,-... 

    Maybank

    Sarawak
    29 days ago

  • Corporate Treasury, Finance

     ...Coordinate, perform and conduct the Bank’s ICAAP and Stress Test.* Coordinate and review recovery plans (including Contingency Funding Plan (CFP)) and perform recovery and CFP testing.* Lead in the Bank’s capital planning and management initiatives including capital issuances... 

    OCBC company

    Kuala Lumpur
    3 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 Kay

    Selangor
    15 days ago