Hong Kong Fiduciary Advisory (M) Sdn Bhd
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21-100 Employees · Banking / Finance ·
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Hong Kong Fiduciary Advisory (M) Sdn Bhd
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Conduct regular portfolio reviews to evaluate performance, adjust strategies when necessary, and proactively identify opportunities to expand client relationships.
- Stay updated on market trends, economic developments, and regulatory changes to deliver timely and well-informed financial advice.
- Work closely with internal stakeholders such as investment specialists, tax advisors, and estate planning professionals to provide clients with holistic wealth management solutions. ...
Posted
5 days ago