Unit trust consultant / financial advisor jobs

 ...know you are badly in need of a breather. I am a part-time Consultant in the ???????????????? ???????????????????? & ???????????????...  ...to earn extra income can be a costly mistake, hindering your financial growth and limiting your potential for success. We Can... 

Product review and update investment products workflow to ensure full compliance to the latest regulatory requirements. Collaborate with Digital or Technology team and translate business requirement to technical solutions Create requirement on digital journey and...

 ...Responsibilities: Analyze clients' financial statuses. Examine and suggest financial opportunities. Develop sound plans...  ...financial products.   Requirements: Proven experience as unit trust consultant; experience in sales or customer service is an asset.... 

 ...have been dreaming of and achieve an added dose of fulfillment in Helping others attain financial freedom. The Benefits Of Becoming A Public Mutual Unit Trust Consultant (UTC)^ :  Opportunity to build your own business at almost no cost.  Flexible working hours... 

 ...What We Do to Help Others • assist clients to achieve financial goals by promoting Public Mutual products in line with their...  ...lasting legacy The Benefits of Being a Public Mutual Unit Trust Consultant • comprehensive trainings & personal development • flexible... 

 ...Reviewing of BNM/GP8 financial statements. Reviewing financial reporting forms and reports to Group Finance Singapore. Reviewing MAS610 annexes to Group Finance Singapore. Reviewing PIDM reports for submission to PIDM. Reviewing management reporting reports... 

 ...career advancement opportunity A vibrant and fast-paced working environment Job Description Promotes financial planning products (i.e. Unit Trust, Bancassurance, Will Writing, Dual Currency and Deposit) to prospective customers and assists them to meet their... 

職責： 分析客戶的財務狀況。 檢查並建議財務機會。 為客戶制定合理的計劃和預算。 根據客戶不斷變化的需求客製化財務計劃。 幫助客戶實施他們的計劃並進行交易。 展示和銷售合適的金融產品和服務。 尋找並接近潛在客戶。 建立牢固的關係以留住現有客戶。 保持最新的法規、實務和金融產品知識。 要求： 作為單位信託顧問的豐富經驗；銷售或客戶服務經驗是一項資產。 能夠分析財務資訊並遵守法規。 精通電子工具和CRM系統。 對細節的敏銳洞察力和強大的數學能力。 良好的職業道德，以客戶為中心的...

 ...Financial Crime Compliance, Consultant page is loaded Financial Crime Compliance, Consultant Apply locations Kuala Lumpur, MY-AIA Malaysia time type...  ...Consult with Group Compliance and relevant business units in resolving issues related to financial crime compliance... 

 ...Pharmaceutical Advisor, Principal page is loaded Pharmaceutical Advisor, Principal Apply locations Kuala Lumpur, MY-AIA Malaysia time type Full time posted on Posted 2 Days Ago job requisition id JR-46530 FIND YOUR 'BETTER' AT AIA We don’t simply believe in being... 

Job description： - Assisting customer in deposit and withdrawal- Advise customer on investment product Company welfare： - Basic salary- Incentive- Commission- Training provided Fluent in Malay, English and Chinese. Dialect such as Cantonese and Hokkien would be a...

 ...Consultants (Information & Communication Technology) Cognizant is seeking a Financials Principal Consultant to be based in Kuala Lumpur. As a Principal Consultant, you will guide clients through the transformation, implementation and operation phases of a Workday implementation... 

 ...Aspiring Financial Advisor (BS Mthatha/ Butterworth) page is loaded Aspiring Financial Advisor (BS Mthatha/ Butterworth) Apply locations...  ...Equity Plan of Old Mutual South Africa and the specific business unit in question. Old Mutual Limited is pro-vaccination and... 

 ...Personal Banker / Personal Financial Consultant (Kuantan) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging... 

 ...Personal Banker / Personal Financial Consultant (Cheras) The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and China. In Malaysia, our customer proposition caters to high net worth, premier and emerging... 

 ...a global pioneer in pharmaceuticals and diagnostics, focused on advancing science to improve people's lives. Position: SAP FI Consultant Role Overview: Roche is seeking a SAP FI Consultant to join our team for a pivotal role in our SAP S/4HANA implementation project... 

 ...separate business dedicated exclusively to the financial services marketplace. Join Financial...  ...private equity, we provide integrated consulting, assurance, tax, and transactions...  ...’s global network, to deliver value and trusted advice to the clients. The key service offerings... 

 ...branch walk-in customers. The Personal Financial Consultant executes a consultative selling process...  ...lending opportunities to the appropriate units (e.g. SME desk, Business Banking) •To...  ...when booking rates (e.g. Unit Trust, Currency and Treasury products) •... 

 ...Financial Services Consultant, Damansara Heights Branch MY Malaysia Job Description Title FSC Grade U9-U8 Location Branch Reports to Regional Director Job Purpose "•To promote and professionally sell a wide range of Bancassurance products to the... 

 ...Bancaassurance life insurance products to the bank's existing and potential customers. - To provide professional advise and on appropriate financial products baed on customer need. - To ensure customer satisfaction and provide excellent after sales service. - To plan an...