Search Results: 6 vacancies
...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
...in finance, business administration, computer science, or a related field. Advanced degree or professional certification (e.g., CFA, CFP, PMP) is a plus.
~Have relevant experience in delivery of relevant IT projects, or equivalent.
~Understanding of fintech technologies...
...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
1 day ago
...services
Engages in cross-selling 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 self-assured and confident...
...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...
...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...
CIMB
Malaysia
3 days ago
