Search Results: 5 vacancies
...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...
...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...
...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...
...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...
...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...