Search Results: 15 vacancies
...placement of the day.
Maintain 6 months cash flow forecast on a monthly basis.
Request information from other departments i.e CFP and ACC to ensure current cash flow is fully equipped with relevant info.
Alert all related parties on shortages of fund, where necessary...
PLUS Malaysia Berhad
Petaling Jaya
2 days ago
...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
-...
Independent Resourcing Consultancy Ltd
Kuala Lumpur
3 days ago
...Bank's liquid assets, designing and recommending appropriate performance benchmarks.
Management of the Contingency Funding Plan (CFP). Conduct annual CFP test and alignment of CFP into the Bank's Recovery Plan.
Review and approve capital report for submission to...
Oversea-chinese Banking Corporation Limited
Malaysia
18 days ago
...Head of Managed Investments, External partners
Our Ideal Candidate
IPCC, FIMM, relevant Banca and takaful licenses
CFA / CFP preferred
Role Specific Technical Competencies
Portfolio Theory
Asset Allocation
Market Knowledge (SIF)
Products and Processes...
Standard Chartered Bank Malaysia
Kuala Lumpur
11 days ago
...business proposal;
Facilitates Head of Department on the coordination between stakeholders during the activation/ simulation exercise on CFP with the relevant information to ALCO and BCM-CMT on the exercise/activation;
Propose the formulation, revision and implementation...
Crowe Malaysia PLT
Kuala Lumpur
2 days ago
...Graduate Diploma, Professional Degree in any field.
Full insurance licenses (PCE Life, CEILLI, TBE) and professional qualification (RCF/CFP) will have added advantage.
Minimum 3 years of working experience in the banking environment with proven track record in...
CIMB
Kuala Lumpur
14 days ago
Preferred Relationship Manager, Taman Cheng Perdana Melaka Branch MY Malaysia Posted on 12/07/2[...]
...the ideal requirements for the position. Exceptions may apply to internally promoted staff based on performance. Degree / Diploma / CFP/ Other Equivalent
Experience • 1-2 years banking / sales and marketing experience
• Fresh graduates can be considered
Education...
CIMB
Malaysia
4 days ago
...and services
Engages in crossselling of other products based on customer needs
Having recognized industry qualifications such as CFP FIMM PCE CEILI IPPC and etc
Possess good interpersonal and relationship building skills with strong selfassured and confident...
...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 Bank Malaysia Berhad
Perak
a month ago
...provided to equip with the necessary knowledge and tools to perform the job superbly.
Possess any of the Certified Financial Planner (CFP), Registered Financial Planner (RFP) or Islamic Financial Planner (IFP) accreditation or minimally passing Module 1 of CFP or RFP or...
Cheng & Co Group
Kuala Lumpur
14 days ago
...teamwork skills and demonstrate a clear ability to do multiple hats if required (this is a fast-paced, dynamic startup environment).
CFP/RFP an advantage.
Why work for Cashku
Be part of a strong team; our co-founder is from LSE with more than 10 years of...
Cashku
Kuala Lumpur
22 days ago
...and services
Engages in crossselling of other products based on customer needs
Having recognized industry qualifications such as CFP FIMM PCE CEILI IPPC and etc
Possess good interpersonal and relationship building skills with strong selfassured and confident...
...valid Malaysian life insurance agent or takaful operator certificate (if none, we can arrange for you)
Certified Financial PlannerTM (CFP) certification is a plus
Please note that only shortlisted candidates will be notified. Thank you for considering a career...
AIA Malaysia
Kuala Lumpur
a month ago
...experience in personal financial planning, investment advisory, or related field
Certification as a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA)
Strong knowledge of investment products, financial...
CIMB
Selangor
a month ago
...credit applications and handle operational transactions within the permitted authority limit.
Adhere to Certified Financial Planner (CFP) rules and regulations when providing investment advisory to affluent customers.
Provide a complete range of investment products...
GLOBAL OUTSOURCING GROUP
Kuala Lumpur
21 days ago
