...oriented and able to manage multiple priorities
Proficiency in financial software and tools
Relevant certifications or licenses (e.g. CFP,RFP,LIAM,MII,CUTE) highly desirable
Analytical, Client Relationships, Tools, Investments, Interpersonal, Problem-solving, CFP, MII...
ADC Wealth Resources Sdn. Bhd.
Petaling Jaya
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...
OCBC Bank
Kuala Lumpur
3 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
2 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
7 hours 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
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...
...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
4 days ago
...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
4 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
4 days 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...
BTC Recruitment Malaysia - Executive Search Recruitment Agen...
Kuala Lumpur
3 days 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
4 days ago