59 Financial Advisory jobs in Malaysia

Press Tab to Move to Skip to Content Link Other locations: Primary Location Only Date: May 29, 2025 Requisition ID: 1538843 Join Financial Accounting Advisory Services within Assurance and you will assist our clients to address the accounting and financial reporting challenges facing their business. You will be part of a team that provides insight and services that accelerate analytics, decision-making and innovation to build a stronger and more efficient finance function. Through diverse experiences, world-class learning and individually tailored coaching you will experience ongoing professional development. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Sound interesting? Well this is just the beginning. Because whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. The opportunity The Financial Accounting Advisory Services (FAAS) team works with businesses and finance teams to address the risks of accounting, financial reporting and regulatory issues. FAAS teams serve as trusted advisors, both practical and innovative, to help our clients navigate through accounting and financial reporting challenges driven by the changing economic and regulatory environment. Your key responsibilities As a FAAS Manager, you will be a key member of the team, committed to initiating and maintaining meaningful relationships with clients and other service lines in EY. You enjoy speaking to current and prospective clients because you strongly believe that they will benefit from our inputs as finance and accounting advisors. Leveraging off our pool of consultants and resources, you will manage the project teams to ensure the successful delivery of services to our clients. Skills and attributes for success Strong analytical and problem-solving skills Strong drive to excel professionally, and to guide and motivate others Advanced written and verbal communication skills Dedicated, innovative, resourceful, analytical and able to work under pressure Foster an efficient, innovative and team-oriented work environment To qualify for the role you must have Recognized university degree with specialization in accounting, finance or related field / ACCA affiliate Completed any of the professional accounting qualification MIA eligible Minimum of five years relevant experience in a professional services environment Ideally, you’ll also have Knowledge of business trends, emerging technical and industry developments What we look for Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident leader equipped with strong people management skills and a genuine passion to make things happen in a dynamic organization. If you’re ready to take on a wide range of responsibilities, and are committed to seeking out new ways to make a difference, this role is for you. What working at EY offers EY offers a competitive remuneration package commensurate with your work experience where you’ll be rewarded for your individual and team performance. We are committed to being an inclusive employer and are happy to consider flexible working arrangements, where this may be needed, guided by our FWA Policy. Plus, we offer: Support, coaching and feedback from some of the most engaging colleagues around Opportunities to develop new skills and progress your career The freedom and flexibility to handle your role in a way that’s right for you About EY As a global leader in assurance, tax, transaction and advisory services, we’re using the finance products, expertise and systems we’ve developed to build a better working world. That starts with a culture that believes in giving you the training, opportunities and creative freedom to make things better. Whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. And with a commitment to hiring and developing the most passionate people, we’ll make our ambition to be the best employer by 2020 a reality. If you can confidently demonstrate that you meet the criteria above, please contact us as soon as possible. Join us in building a better working world. Select how often (in days) to receive an alert: EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.

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Press Tab to Move to Skip to Content Link Other locations: Primary Location Only Requisition ID: 1099304 Join Financial Accounting Advisory Services within Assurance and you will assist our clients to address the accounting and financial reporting challenges facing their business. You will be part of a team that provides insight and services that accelerate analytics, decision-making and innovation to build a stronger and more efficient finance function. The opportunity The Financial Accounting Advisory Services (FAAS) team works with businesses and finance teams to address the risks of accounting, financial reporting and regulatory issues. FAAS teams serve as trusted advisors, both practical and innovative, to help our clients navigate through accounting and financial reporting challenges driven by the changing economic and regulatory environment. You will experience ongoing professional development through diverse experiences, world-class learning and individually tailored coaching. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Your key responsibilities As a FAAS Senior Associate, you’ll be a key member of the team, committed to supporting FAAS executives in building and maintaining relationships with clients and other service lines in EY. You’ll have the opportunity to challenge the status quo and provide alternative viewpoints. Leveraging off our delivery tools and service enablers, you’ll assist to plan and execute projects and play a key role in the successful delivery of services to our clients. As the market develops and financial reporting requirements evolve at a rapid rate, there has also been an increasing focus on technology or digital innovations to unlock potential as well as further optimise the finance operations in this changing environment. We are looking for Senior Associate to join our team in executing assignments related to: Finance process improvements to enhance efficiency and effectiveness, including re-engineering of processes and providing advice on opportunities for automation Audit or audit remediation to improve the quality and timeliness of financial reporting Adoption of new accounting standards to drive compliance to reporting requirements Key responsibilities include: Perform review and analysis to identify improvement opportunities related to finance processes, automation, controls and governance. This includes identifying and organising findings from the review, analysing their root causes, providing solutions to the findings as well as supporting the implementation of proposed solutions Leverage on analytical or digital techniques to perform analysis to drive value and provide meaningful business information effectively, including highlighting potential areas of non-compliance or anomalies Assess the requirements of accounting standards, the corresponding change impact and implementation considerations for clients Contribute to the planning and execution of project delivery as well as business development related activities Engage and establish relationships with client personnel at appropriate levels, consistently deliver quality work products and client services Develop and maintain long term client relationships and networks, develop relationships with members across EY practices to serve client needs Skills and attributes for success Strong analytical and problem-solving skills Strong drive to excel professionally, and to guide and motivate others Advanced written and verbal communication skills Dedicated, innovative, resourceful, analytical and able to work under pressure Foster an efficient, innovative and team-oriented work environment To qualify for the role you must have A bachelor’s degree in Accounting, Finance or related field / ACCA affiliate Minimum of 3 years of work experience in professional services environment Ideally, you’ll also have Completed the designated number of any professional accounting papers i.e. ACCA, CPA, MICPA, ICAEW Possess accounting technical capabilities and competency related to process improvement, familiar with enabling technology and innovations for finance function Knowledge of new developments in the financial accounting and advisory services capabilities, stay abreast of current business and industry trends relevant to the clients’ businesses What we look for Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident leader equipped with strong people management skills and a genuine passion to make things happen in a dynamic organization. If you’re ready to take on a wide range of responsibilities, and are committed to seeking out new ways to make a difference, this role is for you. What we offer EY offers a competitive remuneration package commensurate with your work experience,where you’ll be rewarded for your individual and team performance. We are committed tobeingan inclusive employer and are happy to consider flexible working arrangements(FWA), where this may be needed, guided by our FWA Policy. Plus, we offer: Continuous learning:

You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you:

We’ll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership:

We’ll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture:

You’ll be embraced for who you are and empowered to use your voice to help others find theirs. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It’s yours to build. EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. Select how often (in days) to receive an alert: EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.

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Press Tab to Move to Skip to Content Link Other locations: Primary Location Only Date: May 29, 2025 Requisition ID: 1537995 Our Assurance group is one of the most trusted, respected and influential organization in the industry. As part of our team, you will provide peace of mind to clients by using your skills and experience in order to give companies, investors and regulators confidence in the validity of financial statements and business-critical information or processes. Groups (or, as we call them, sub-service lines) within Assurance include External Audit, Climate Change and Sustainability Services, Financial Accounting Advisory Services and Fraud Investigation & Dispute Services. Join our External Audit team and you will help our clients meet their reporting requirements by providing an objective and independent examination of their financial statements. In addition, you will conduct timely and constructive discussion with management on accounting and reporting matters, and provide a robust and clear perspective to audit committees. The opportunity You will experience ongoing professional development through diverse experiences, world-class learning and individually tailored coaching. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Sound interesting? Well this is just the beginning. Because whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. Your key responsibilities Manage engagements by defining the audit strategy in consultation with the senior manager/partner, and execute it in compliance with Ernst & Young's policies and protocols Execute complex audit procedures and lead teams, or parts of teams on engagements, depending on the size of the engagement Actively establish, maintain and strengthen internal and external relationships and confirm that work delivered to clients is a high quality Anticipate and identify risks and escalate issues, as appropriate Create a positive learning culture and coach and counsel junior team members andsupport them in their personal and professionaldevelopment Skills and attributes for success • Strong analytical and problem-solving skills • Strong drive to excel professionally, and to guide and motivate others • Advanced written and verbal communication skills • Dedicated, innovative, resourceful, analytical and able to work under pressure • Foster an efficient, innovative and team-oriented work environment To qualify for the role you must have Recognized university degree with specialization in accounting, finance or related field / ACCA affiliate Completed any of the professional accounting qualification MIA registered member Minimum of eight years relevant experience in a professional services environment Ideally, you’ll also have Knowledge of business trends, emerging technical and industry developments What we look for Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident leader equipped with strong people management skills and a genuine passion to make things happen in a dynamic organization. If you’re ready to take on a wide range of responsibilities and are committed to seeking out new ways to make a difference, this role is for you. What we offer EY offers a competitive remuneration package commensurate with your work experience where you’ll be rewarded for your individual and team performance. We are committed to being an inclusive employer and are happy to consider flexible working arrangements, where this may be needed, guided by our FWA Policy. Plus we offer: Continuous learning:

You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you:

We’ll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership:

We’ll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture:

You’ll be embraced for who you are and empowered to use your voice to help others find theirs. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It’s yours to build. EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. Select how often (in days) to receive an alert: EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.

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Job description Join Financial Accounting Advisory Services within Assurance and you will assist our clients to address the accounting and financial reporting challenges facing their business. You will be part of a team that provides insight and services that accelerate analytics, decision-making and innovation to build a stronger and more efficient finance function. The opportunity The Financial Accounting Advisory Services (FAAS) team works with businesses and finance teams to address the risks of accounting, financial reporting and regulatory issues. FAAS teams serve as trusted advisors, both practical and innovative, to help our clients navigate through accounting and financial reporting challenges driven by the changing economic and regulatory environment. You will experience ongoing professional development through diverse experiences, world-class learning and individually tailored coaching. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Your key responsibilities As a FAAS Senior Associate, you’ll be a key member of the team, committed to supporting FAAS executives in building and maintaining relationships with clients and other service lines in EY. You’ll have the opportunity to challenge the status quo and provide alternative viewpoints. Leveraging off our delivery tools and service enablers, you’ll assist to plan and execute projects and play a key role in the successful delivery of services to our clients. As the market develops and financial reporting requirements evolve at a rapid rate, there has also been an increasing focus on technology or digital innovations to unlock potential as well as further optimise the finance operations in this changing environment. We are looking for Senior Associate to join our team in executing assignments related to: Finance process improvements to enhance efficiency and effectiveness, including re-engineering of processes and providing advice on opportunities for automation Audit or audit remediation to improve the quality and timeliness of financial reporting Adoption of new accounting standards to drive compliance to reporting requirements Key responsibilities include: Perform review and analysis to identify improvement opportunities related to finance processes, automation, controls and governance. This includes identifying and organising findings from the review, analysing their root causes, providing solutions to the findings as well as supporting the implementation of proposed solutions Leverage on analytical or digital techniques to perform analysis to drive value and provide meaningful business information effectively, including highlighting potential areas of non-compliance or anomalies Assess the requirements of accounting standards, the corresponding change impact and implementation considerations for clients Contribute to the planning and execution of project delivery as well as business development related activities Engage and establish relationships with client personnel at appropriate levels, consistently deliver quality work products and client services Develop and maintain long term client relationships and networks, develop relationships with members across EY practices to serve client needs Skills and attributes for success Strong analytical and problem-solving skills Strong drive to excel professionally, and to guide and motivate others Advanced written and verbal communication skills Dedicated, innovative, resourceful, analytical and able to work under pressure Foster an efficient, innovative and team-oriented work environment To qualify for the role you must have A bachelor’s degree in Accounting, Finance or related field / ACCA affiliate Minimum of 3 years of work experience in professional services environment Ideally, you’ll also have Completed the designated number of any professional accounting papers i.e. ACCA, CPA, MICPA, ICAEW Possess accounting technical capabilities and competency related to process improvement, familiar with enabling technology and innovations for finance function Knowledge of new developments in the financial accounting and advisory services capabilities, stay abreast of current business and industry trends relevant to the clients’ businesses What we look for Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident leader equipped with strong people management skills and a genuine passion to make things happen in a dynamic organization. If you’re ready to take on a wide range of responsibilities, and are committed to seeking out new ways to make a difference, this role is for you. What we offer EY offers a competitive remuneration package commensurate with your work experience,where you’ll be rewarded for your individual and team performance. We are committed tobeingan inclusive employer and are happy to consider flexible working arrangements(FWA), where this may be needed, guided by our FWA Policy. Plus, we offer: Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It’s yours to build. EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. For further information, and to apply, please visit our website via the “Apply” button below. Candidates must be resident in Malaysia, or have the right to work in Malaysia.

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Assurance - Financial Accounting Advisory Services Senior Manager

Location Kuala Lumpur, Federal Territory of Kuala Lumpur, MY Our Assurance group is one of the most trusted, respected and influential organizationin the industry. As part of our team, you will provide peace of mind to clients by using your skills and experience in order to give companies, investors and regulators confidence in the validity of financial statements and business-critical information or processes. Groups (or, as we call them, sub-service lines) within Assurance include External Audit, Climate Change and Sustainability Services, Financial Accounting Advisory Services and Fraud Investigation & Dispute Services. Join our External Audit team and you will help our clients meet their reporting requirements by providing an objective and independent examination of their financial statements. In addition, you will conduct timely and constructive discussion with management on accounting and reporting matters, and provide a robust and clear perspective to audit committees. The opportunity You will experience ongoing professional development through diverse experiences, world-class learning and individually tailored coaching. That’s how we develop outstanding leaders who team to deliver on our promises to all of our stakeholders, and in so doing, play a critical role in building a better working world for our people, for our clients and for our communities. Sound interesting? Well this is just the beginning. Because whenever you join, however long you stay, the exceptional EY experience lasts a lifetime. Your key responsibilities Manage engagements by defining the audit strategy in consultation with the senior manager/partner, and execute it in compliance with Ernst & Young's policies and protocols Execute complex audit procedures and lead teams, or parts of teams on engagements, depending on the size of the engagement Actively establish, maintain and strengthen internal and external relationships and confirm that work delivered to clients is a high quality Anticipate and identify risks and escalate issues, as appropriate Create a positive learning culture and coach and counsel junior team members andsupport them in their personal and professionaldevelopment Skills and attributes for success Strong analytical and problem-solving skills Strong drive to excel professionally, and to guide and motivate others Advanced written and verbal communication skills Dedicated, innovative, resourceful, analytical and able to work under pressure Foster an efficient, innovative and team-oriented work environment To qualify for the role you must have Recognized university degree with specialization in accounting, finance or related field / ACCA affiliate Completed any of the professional accounting qualification MIA registered member Minimum of eight years relevant experience in a professional services environment Ideally, you’ll also have Knowledge of business trends, emerging technical and industry developments What we look for Highly motivated individuals with excellent problem-solving skills and the ability to prioritize shifting workloads in a rapidly changing industry. An effective communicator, you’ll be a confident leader equipped with strong people management skills and a genuine passion to make things happen in a dynamic organization. If you’re ready to take on a wide range of responsibilities and are committed to seeking out new ways to make a difference, this role is for you. What we offer EY offers a competitive remuneration package commensurate with your work experience where you’ll be rewarded for your individual and team performance. We are committed to being an inclusive employer and are happy to consider flexible working arrangements, where this may be needed, guided by our FWA Policy. Plus we offer: Continuous learning:

You’ll develop the mindset and skills to navigate whatever comes next. Success as defined by you:

We’ll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership:

We’ll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture:

You’ll be embraced for who you are and empowered to use your voice to help others find theirs. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It’s yours to build. EY | Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today. For further information, and to apply, please visit our website via the “Apply” button below. Candidates must be resident in Malaysia, or have the right to work in Malaysia. A competitive salary, and benefits to support your mental, physical, financial, and social wellbeing A competitive salary, and benefits to support your mental, physical, financial, and social wellbeing

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13 hours ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Join Our Team as a Financial Advisor in our Kuala Lumpur office! Are you an experienced insurance sales or wealth management professional with a proven track record in client acquisition? We are seeking dynamic individuals to join our team in a role focused primarily on acquiring new clients. If you thrive in a flexible, independent advisory environment and are motivated by industry-leading commissions, we want to hear from you! Key Responsibilities: Drive client acquisition through proactive outreach and relationship-building. Utilize your expertise to advise clients on a diverse range of insurance and wealth management products from leading global providers. Develop and implement strategies to expand our client base and enhance customer satisfaction. Collaborate with our team to create tailored solutions that meet clients' needs. Qualifications: Proven experience in insurance sales or wealth management, with a strong focus on client acquisition. A track record of meeting or exceeding sales targets. Preferred experience as an insurance agent or in a similar advisory role. Excellent communication and interpersonal skills, with the ability to build rapport with clients. What We Offer: Industry-Leading Commissions: Enjoy competitive compensation that rewards your success. Flexible Work Environment: Benefit from the freedom to manage your own schedule while achieving your professional goals. Independent Advisory Role: Work autonomously while having access to a wide array of products from top global providers. Professional Development: Opportunities for ongoing training and career advancement within our organization. How to Apply: If you're ready to take your career to the next level and join a team that values your expertise, please submit your resume detailing your relevant experience. Seniority level

Seniority level Associate Employment type

Employment type Full-time Job function

Job function Sales, Business Development, and Consulting Industries Financial Services, Insurance, and Insurance Agencies and Brokerages Referrals increase your chances of interviewing at deVere Group by 2x Sign in to set job alerts for “Wealth Management Advisor” roles.

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Key Responsibilites

Solicit new to bank customer current account opening. Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met. Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated. Promote cash management solutions (Bizsmart) Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals. To participate in sales campaigns and other promotional sales events Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs. Prepare proposals and tailor cash management solutions based on client’s needs. Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening To ensure a high standard of customer service in line with the quality and standards set by the Bank Support business partners for joint marketing calls. Work closely with business partners for customer referrals to deepen clients’ relationships and customer’s share of wallet. Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank Obtain market intelligence, establish network and update database of competitor’s offering. Collate feedback on any product requirements or any issues to Product & Distribution team.

Job Requirements

Experience in sales and marketing to a wide range of customers with at least 1/2 year experience Strong business acumen proactive and a highly motivated self-starter Good sales and customer relationship management Strong analytical skill in financial accounting and well-verse in cash flow analysis Effective written and verbal communication and presentation skills Good interpersonal skills & strong customer service culture & a good team player Resourceful and adaptable – with ability to work in changing environment Initiative, drive, enthusiasm with strong selling and negotiation skills Excellent planning and organization skills to meet objectives and deadlines

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AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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Manager, Private Wealth Management

role at

AFFIN Group

Develop and maintain client relationships within the high net worth (HNW) segment to achieve the bank's business strategies.

Responsibilities

Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.

Cultivate and sustain relationships with High-Net-Worth Individuals clients to strengthen customer connections and achieve targeted revenue.

Foster relationships within a client portfolio continually.

Provide a comprehensive array of “Tri-Banking” services, including Retail Banking, Enterprise Banking, and Investment Banking, to meet the needs of High-Net-Worth Individual clients.

Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.

Optimize client assets and revenue from Asset Under Management (AUM).

Perform other duties as assigned by management.

Job Requirements

Degree in any discipline or equivalent.

Minimum of 2 years’ experience in a related field.

Possession of licenses in IPPC, FIMM, CEILLI, PCEIA Life & General, and TBE.

Strong written and verbal communication skills in Bahasa Malaysia and English.

Multilingual abilities are an advantage.

Good marketing and sales management skills.

Self-motivated, team player, assertive, and effective communicator across all levels.

Good problem-solving skills with a customer-focused approach.

Reliable, trustworthy, and committed with good interpersonal skills.

Additional Information

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales

Industry: Banking

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AFFIN Group WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

Join or sign in to find your next job Join to apply for the

Manager, Private Wealth Management

role at

AFFIN Group

Develop and maintain client relationships within the high net worth (HNW) segment to achieve the bank's business strategies.

Responsibilities

Deliver comprehensive Wealth Management advice to High-Net-Worth Individuals clients.

Cultivate and sustain relationships with High-Net-Worth Individuals clients to strengthen customer connections and achieve targeted revenue.

Foster relationships within a client portfolio continually.

Provide a comprehensive array of “Tri-Banking” services, including Retail Banking, Enterprise Banking, and Investment Banking, to meet the needs of High-Net-Worth Individual clients.

Serve as a Personal Wealth Manager, formulating a comprehensive asset strategy aligning personal and business assets.

Optimize client assets and revenue from Asset Under Management (AUM).

Perform other duties as assigned by management.

Job Requirements

Degree in any discipline or equivalent.

Minimum of 2 years’ experience in a related field.

Possession of licenses in IPPC, FIMM, CEILLI, PCEIA Life & General, and TBE.

Strong written and verbal communication skills in Bahasa Malaysia and English.

Multilingual abilities are an advantage.

Good marketing and sales management skills.

Self-motivated, team player, assertive, and effective communicator across all levels.

Good problem-solving skills with a customer-focused approach.

Reliable, trustworthy, and committed with good interpersonal skills.

Additional Information

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales

Industry: Banking

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