What Jobs are available for Investment Consulting in Malaysia?
Showing 125 Investment Consulting jobs in Malaysia
Financial Advisor/Financial Planner
Posted 2 days ago
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Job Description
Conduct comprehensive financial assessments of clients to determine their financial goals, risk tolerance, and investment preferences. Gather information on clients' income, expenses, assets, and liabilities to create a detailed financial profile. Develop personalized financial plans that align with clients' short-term and long-term financial objectives. Create strategies for wealth accumulation, retirement planning, tax optimization, and estate planning. Provide guidance on investment allocation and asset allocation to achieve financial goals. Recommend suitable investment products and strategies based on clients' risk tolerance and financial objectives. Monitor and adjust investment portfolios as market conditions and client needs change. Stay informed about financial markets, investment trends, and tax regulations. Evaluate and address risks associated with clients' financial plans and investments. Assist clients in developing estate plans, including wills, trusts, and beneficiary designations. Optimize estate plans to minimize estate taxes and ensure the smooth transfer of assets to heirs. Educate clients about financial concepts, investment options, and the importance of long-term financial planning. Provide ongoing financial education and updates to keep clients informed. Build and maintain strong, long-term client relationships based on trust, integrity, and transparency. Conduct regular client reviews to track progress toward financial goals and make necessary adjustments. (Apply now at #J-18808-Ljbffr
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Islamic Financial Advisor
Posted today
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Responsibilities
Meet with clients to understand financial goals and develop comprehensive financial plans.
Provide ongoing financial guidance to help clients meet their objectives.
Qualifications
Entry level
Full-time employment
Finance and Sales; Insurance industry experience
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Financial Services Consultant - Walk In Interview (17 Oct 25 @ CIMB Bank, Jalan Kuantan, Pahang)
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ISLAMIC FINANCIAL ADVISOR
Posted 3 days ago
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merupakan agensi sah beroperasi di bawah Etiqa Takaful. FR Empire Consultancy salah satu syarikat bersama TAC Malaysia , agensi yang telah mendapat pencapaian sebagai agensi No 1 di Malaysia selama tiga tahun berturut-turut dalam melahirkan banyak MDRT dan TOT bertaraf antarabangsa.Kami juga pernah memenangi Anugerah Agensi Digital Terbaik pda tahun 2022 & 2023 .Dengan fasilitas moden yang lengkap mengikut peredaran dalam sektor ekonomi,teknologi kami turut memberikan latihan pembangunan diri. Hal ini , juga dapat membantu mereka yang berjiwa besar dalam membina kehidupan baru serta kerjaya dalam industri ini. Antaranya: Memberi nasihat kewangan Islam secara professional. Memberi kesedaran secara konsisten kepada orang ramai berkenaan kewangan islamik takaful. Kelas Bimbingan & latihan berterusan
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ISLAMIC FINANCIAL ADVISOR
Posted 4 days ago
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Job Description
Responsibilities
Memberi nasihat kewangan Islam secara professional
Memberi kesedaran secara konsisten kepada orang ramai berkenaan kewangan Islam
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ISLAMIC FINANCIAL ADVISOR
Posted 4 days ago
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Job Description
Responsibilities
Memberi nasihat kewangan Islam secara professional
Memberi kesedaran secara konsisten kepada orang ramai berkenaan kewangan Islam
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Takaful & Financial Advisor
Posted 8 days ago
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AIA Advisor | Founder at Time Witch Enterprise Company Description
AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with a presence in 18 markets including Mainland China, Hong Kong SAR, Thailand, Singapore, Malaysia, Australia, and more. Established in Shanghai in 1919, AIA is a market leader in Asia (ex-Japan) in life insurance premiums. AIA offers products and services such as life insurance, accident and health insurance, savings plans, employee benefits, credit life, and pension services. The Group serves over 43 million individual policyholders and more than 16 million members of group insurance schemes. Role Description
This is a full-time on-site role for a Takaful & Financial Advisor at AIA, located in Petaling Jaya. The Takaful & Financial Advisor will be responsible for providing comprehensive financial advice to clients, including financial planning, retirement planning, and investment guidance. The advisor will work with clients to develop customized financial strategies, conduct financial analyses, and provide ongoing support to help clients achieve their financial goals. Qualifications
Financial Planning, Retirement Planning skills Finance and Investments expertise Financial Advisory skills Strong analytical and problem-solving capabilities Excellent communication and interpersonal skills Ability to work independently and as part of a team Relevant certifications and qualifications in finance or related fields are a plus Bachelor's degree in Finance, Economics, or related field Senior ity level
Entry level Employment type
Full-time Job function
Finance and Sales Industries Insurance Get notified about new Financial Advisor jobs in Petaling Jaya, Selangor, Malaysia.
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Life Financial Advisor
Posted 16 days ago
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Life Financial Advisor
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The Alden Network 5 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by The Alden Network. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Responsibilities
Provide expert advice to clients on protection plans such as life, health, and medical. Understand clients’ needs and financial situation to recommend suitable insurance coverage. Build and maintain good relationships with clients through regular follow-ups and good service. General new leads and acquire new clients through networking, referrals, and marketing activities. Prepare and explain proposals in a simple and clear way. Assist clients with applications and ensure documents are correct and submitted on time. Keep updated with market trends and new products to provide clients with the latest information. Achieve the company’s sales and performance targets. Follow company rules, processes, and ethical standards. Qualifications
Malaysian citizen. Diploma in any field. Fresh graduates are welcome to apply. Good communication and interpersonal skills. Basic knowledge of Customer Relationship Management (CRM) systems. Ability to build and manage client relationships. Willing to work in a hybrid setup based in Johor Bahru. Benefits
Flexible hours Attractive commission scheme Career growth opportunities Training support Seniority level
Associate Employment type
Full-time Job function
Finance Industries
Technology, Information and Internet
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FINANCIAL ADVISOR KL MALAYSIA
Posted 2 days ago
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Job Description
Requirements
At least 2 years proven working experience as a Financial adviser or relevant offshore experience
Proven track record of successful financial guidance
Proven track record of sales and client base
Strong communication, negotiation and presentation skills
Highly organised and efficient
Accuracy, attention to detail and the ability to explain complex information clearly and simply
Excellent PC knowledge and ability to operate database systems
Professional appearance
Benefits
High rate of initial sales commission
All networking and any basic business expenses covered
Qualified meetings from our sales coordinators
Bring your own business development assistant or work with existing ones, and take advantage of their best-in-industry back office support and top‑of‑the‑line CRM system. Plus, full training is provided! Their office manager is dedicated to supporting and encouraging your professional development, with resources available for CISI or CII certification. They’ll even cover your temporary accommodation, flight (50%) and first 2 years of your working visa.
Don’t miss this opportunity to take your career to the next level in beautiful Kuala Lumpur. Apply now!
Please note:
This position would typically suit experienced IFA candidates. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales experience.
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Financial Advisor | Bank | Perak
Posted 2 days ago
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Job Description
The employer is one of the biggest bank in Malaysia with more than 400 branch across Malaysia is now Hiring for Personal Banker to be stationed in their branch across Malaysia.
Basic Salary of RM3000-RM1000 (not including commissions, bonuses, and cash incentives)
Yearly incentive trips and performance bonus
Preferential of Banking facility rates
Unlimited Medical Coverage
Permanent Employment
Responsibilities:
Sell and promote bancassurance products and identify customer segments for new sales
Perform prospecting and cold calls to engage with potential prospects for sales
Participate in sales and marketing events to acquire new customers Build business relationships with customers to strengthen rapport for up-selling activities
Provide financial advice and follow up service on policy matters to customers
Requirements:
Minimum SPM qualification (possesses at least 5 passes including BM) with at least 3years working experience
Fresh Diploma/Degree holders are also encouraged to apply
Experience in sales and customer service would be an added advantage
Result-driven with a strong interest in Sales and Marketing
Good communication and interpersonal skills.
Mandarin speaking ability is a plus!
Possess own transport and willing to travel where required
Apply now or contact the below to know more.
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Personal Financial Advisor (Cheras)
Posted 2 days ago
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Job Description
To cross sell based on customer's need.
To meet sales target and ensure 100% compliance at all time.
To provide professional advice and workable resolution to customer’s enquiries.
To assist Team Sales Manager or Senior Sales Manager on any ad-hoc requests.
Job Requirement
Preferable candidates specializing in Telemarketing / Telesales from the Banking industry.
Recognized Degree or Diploma in any disciplines / SPM holders with relevant experience / fresh graduates with the right determination, passion and sales drive will be considered.
Able to communicate in English and Bahasa Malaysia.
Possess the passion for sales and marketing.
Strong analytical and interpersonal skills.
Able to cope well under pressure.
Goal oriented and a strong team player.
Only shortlisted candidates will be notified.
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Your application will include the following questions:
Which of the following statements best describes your right to work in Malaysia?
What's your expected monthly basic salary?
Which of the following types of qualifications do you have?
How many years' experience do you have as a Personal Financial Adviser?
Banking & Financial Services More than 10,000 employees
CIMB Group is one of ASEAN’s leading universal banking groups and is Malaysia’s second largest financial services provider, by assets. It offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present in all 10 ASEAN nations (Malaysia, Indonesia, Singapore, Thailand, Cambodia, Brunei, Vietnam, Myanmar, Laos and Philippines). Beyond ASEAN, the Group has market presence in China, Hong Kong, India, Sri Lanka, Korea, the US and UK.
CIMB Group has the most extensive retail branch network in ASEAN approximately 720 branches as at 30 September 2019. CIMB Group’s investment banking arm is also one of the largest Asia Pacific-based investment banks, offering amongst the most comprehensive research coverage around 600 stocks in the region.
CIMB Group operates its business through three main brand entities, CIMB Bank, CIMB Investment Bank and CIMB Islamic. CIMB Group is also the 92.5% shareholder of Bank CIMB Niaga in Indonesia, and 94.8% shareholder of CIMB Thai in Thailand.
CIMB Group is listed on Bursa Malaysia via CIMB Group Holdings Berhad. It had a market capitalisation of approximately RM48.9 billion as at 30 September 2019. The Group has around 36,000 employees located in 16 countries.
For more information, please visit can I earn as a Personal Financial Adviser
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