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- ...without a PCIL must be willing to fulfill this licensing requirement at their own cost. -Finance, Economics, or Business backgrounds (or CFP/RFP certifications) preferred; candidates from banking, sales, or fresh graduates are welcome. -Skills and Qualities -...
- ...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...
- ...-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)
- ...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)
- ...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. ~...
- ...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),...
- ..., bancassurance, financial advisory, or financial services. Good understanding of insurance products and insurance operations. CFP, RFP, or relevant insurance certifications will be an added advantage. Attractive benefits and perks Growth opportunity Benefits...
- ...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...
- ...Qualifications ~ 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,...
- ...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-...
- ...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....
- ...related experience. 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...
- ...qualifications recognised by the Government. Posses professional certification in financial planning e.g. Certified Financial Planner (CFP) or equivalent. At least 10 -13 years of relevant experience in relevant financial institutions on the areas of financial literacy...
- ...in insurance, financial advisory, bancassurance, or financial services Solid knowledge of insurance products and end-to-end processes Strong business development, analytical, communication, and stakeholder management skills CFP or RFP certification is a plus...
- ...procedures, and sales code of ethics. Job Requirements Hold a Bachelor's degree in any field of study. Certified Financial Planner (CFP) with valid FIMM, PCE, CEILI, and IPPC licenses. Minimum of 2 years' sales experience, preferably in wealth management and banca...
- ...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...
- ...growth and adaptability. Who We're Looking For Bachelor's degree. Investment licenses or financial certifications (e.g., CFA, CFP, Series licenses) are highly regarded. Minimum 2 years' experience in client relationships or relevant client-facing roles within...
- ...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...
- ...General Insurance products and processes. Strong business development, analytical, communication and stakeholder management skills. CFP or RFP certification is required/preferred. Key Product Areas The role will primarily cover Term Life, Medical, Investment-...
- ...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...
- ...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...
- ...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,-...
- ...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...
