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  • Head of Sales (Insurance)

     ...seamless execution of initiatives. Job Requirements ~ Bachelor's degree in Business, Marketing, Finance, or a related field (CFP, RFP, or FLMI certification is an added advantage). ~10-15 years of progressive sales leadership experience within the insurance industry... 

    Monroe Consulting Group

    Malaysia
    11 days ago

  • Premier Relationship Manager, Kuching

     ...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

    Kuching
    19 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
    19 hours ago

  • Internship Financial Advisor/Financial Sales Representative

     ...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
    3 days ago

  • Client Advisor

     ...Qualifications*** Bachelor’s degree in Finance, Business, Economics, or related fields.* Relevant certifications such as PCE/CEILI, TBE, CFP, RFP, or equivalent are an advantage.### **Experience*** Minimum 2–4 years of experience in wealth management, personal banking,... 

    UOB

    Kuala Lumpur
    23 hours ago

  • Assistant Manager, Client Investment Services (Product Development & Marketing)

     ...-Bachelor’s degree in Finance, Economics, Marketing, Business Administration, or related field. Professional certifications (e.g., CFP, CFA) are an advantage. Experience: -Minimum 2-5 years in product development, investment services, or marketing within the Investment... 

    Opus Asset Management

    Kuala Lumpur
    17 days ago

  • Manager, Wealth

     ...SPECIFICATIONS*** Bachelor’s degree in Finance, Economics, Business Administration or related field (Master’s or professional certifications like CFP preferred)* Minimum 10 years of relevant experience, with at least 5 in a leadership role in wealth management* Strong knowledge of... 

    Prudential Hong Kong Limited

    Kuala Lumpur
    2 days ago

  • Portfolio Counsellor

     ...* Possess relevant certification and licenses in Investment, Treasury and Bancassurance.* FIMM* IPPC* PCEIA – LIFE* CEILLI* TAKAFUL* CFP (if applicable)*About Hong Leong Bank**We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage... 

    Hong Leong Bank

    Kuala Lumpur
    3 days ago

  • PD Sales Academy, Consultant

     ...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.* Proven... 

    AIA Hong Kong and Macau

    Kuala Lumpur
    3 days ago

  • Senior Wealth Manager, Malaysia

     ...Finance, Economics, Business Administration, or a related field; a Masters degree or professional certifications (e.g., DipFa, CFA, CFP) is also required. Experience: Minimum of 5-7 years of international experience in wealth management and financial advisory, with... 

    Independent Resourcing Consultancy Ltd

    Kuala Lumpur
    2 days ago

  • Financial Planner, Malaysia

     ...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... 

    Independent Resourcing Consultancy Ltd

    Kuala Lumpur
    3 days ago

  • Area Manager, Branch Wealth Distribution

     ...A recognized Bachelor Degree in Business, Finance, Accounting or related fields.* Those with FMUTM, PCE-L, PCE-G, CEILI, TBE & IPPC/CFP license will have an added advantage* Minimum of 5 years’ working experience preferably in selling fee-based products (Unit trust & Bancassurance... 

    Hong Leong Bank

    Johor Bahru
    3 days ago

  • Private Banking Senior Client Advisor

     ...Bachelor’s 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

    Kuala Lumpur
    3 days ago

  • Independent Financial Advisor - Kuala Lumpur

     ...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
    2 days ago