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Meet prospects to identify their needs and requirements. Provide them with advice on financial solutions to meet their financial / cash flow needs. Communicate with prospect to evaluate joint initiatives and proposals to see how they align with established roadmaps and businesspriorities.
Process/Screen data/information on financing proposal with our credit friendly SMEs Credit Scoring, analysing market trend, examining risks and financial accuracy in recommending tocredit risk for approval process.
Updating the Data Management System as part of managing the relationship with prospects and clients as part of growing the SMEs / Corporate portfolio.

Posted

3 days ago

High Opportunity

RM 3500+ Mandarin Speaker Personal Financial Advisor (Pfa) @ Johor RM 3500+ Mandarin Speaker Personal Financial Advisor (Pfa) @ Johor

Global Outsourcing Company

MYR4,000 - MYR6,000 Per Month

Full Time

Johor Bahru, Johor

Financial Transactions
Financial Reporting
Financial Statements

Posted

a month ago

RM 3500+ Mandarin Speaking Junior Personal Financial Advisor (Pfa) @ Johor RM 3500+ Mandarin Speaking Junior Personal Financial Advisor (Pfa) @ Johor

Global Outsourcing Company

MYR4,000 - MYR6,000 Per Month

Full Time

Labis, Johor

Financial Transactions
Financial Reporting
Financial Statements

Posted

a month ago

RM 3500+ Mandarin Personal Financial Advisor (Pfa) @ Johor RM 3500+ Mandarin Personal Financial Advisor (Pfa) @ Johor

Global Outsourcing Company

MYR4,000 - MYR6,000 Per Month

Full Time

Labis, Johor

Financial Transactions
Financial Reporting
Financial Statements

Posted

a month ago

RM 3500+ Mandarin Personal Financial Advisor (Pfa) @ Johor (Open to Fresh Grads) RM 3500+ Mandarin Personal Financial Advisor (Pfa) @ Johor (Open to Fresh Grads)

Global Outsourcing Company

MYR4,000 - MYR6,000 Per Month

Full Time

Ulu Tiram, Johor

Financial Transactions
Financial Reporting
Financial Statements

Posted

a month ago

Financial Advisor Financial Advisor

NND Elite Agency

MYR6,000 - MYR7,000 Per Month

Full Time

Kuching

Meet with clients to discuss their financial goals, investment timelines, and risk tolerance. This forms the basis of developing personalized financial strategies.
2.
*Financial Planning:* ...

Posted

3 days ago

Financial Advisor Financial Advisor

Linda Chua & Associates

SGD3,000 - SGD4,000 Per Month

Full Time

Singapore

Recommend strategies in cash management, insurance coverage, investment planning and/or other areas to achieve their financial goals.
Implement an action plan to meet his/her financial needs.
What You Can Expect: ...

Posted

2 days ago

Financial Advisor Financial Advisor

Lianny Bujang Enterprise

MYR5,000 - MYR7,000 Per Month

Full Time

Kuching

4. **Risk Assessment:** Evaluate the client's financial risk-taking capacity and suggest suitable insurance policies to protect against potential financial hardships.
5. **Retirement Planning:** Assist clients with retirement planning, offering advice on how to prepare financially for retirement, and managing retirement funds like IRAs and 401(k)s.
6. **Tax Planning:** Provide guidance on tax implications of investments and strategies for tax reduction. ...

Posted

11 hours ago

FINANCIAL ADVISOR FINANCIAL ADVISOR

Exclusive Global Solutions Sdn Bhd

Undisclosed

Part Time

Puchong

Requirements Malaysian only ( IC Malaysia ) 18 - 35 Any gender Location - Malaysia with every state Job Type: Freelance

Posted

4 days ago

[April Intake] RM 3500+ Mandarin Personal Financial Advisor (Pfa) @ Johor (Open to Fresh Grads) [April Intake] RM 3500+ Mandarin Personal Financial Advisor (Pfa) @ Johor (Open to Fresh Grads)

Global Outsourcing Company

MYR4,000 - MYR6,000 Per Month

Full Time

Ulu Tiram, Johor

Financial Transactions
Financial Reporting
Financial Statements

Posted

a month ago

Financial Advisor Financial Advisor

Loo Yoke Theng Agency

MYR1,500 - MYR9,000 Per Month

Full Time

Shah Alam

Education Planning
Income Replacement Planning
Retirement Planning ...

Posted

8 days ago

Financial Advisor Financial Advisor

Loo Yoke Theng Agency

MYR1,500 - MYR9,000 Per Month

Full Time

Shah Alam

Education Planning
Income Replacement Planning
Retirement Planning ...

Posted

8 days ago

Personal Financial Advisor Personal Financial Advisor

Maybank

Undisclosed

Full Time

Singapore, Singapore

Achieve consistent sales performance
Achieve new business and customer acquisition goals within the retail segment
Provide dedicated client services to the branch’s clients ...

Posted

9 hours ago

Financial Advisor (Remote) Financial Advisor (Remote)

Guardian Shield Agency

MYR2,000 - MYR5,000 Per Month

Full Time

KL City

Completing financial needs analyses.
Creating and explaining customized plans.
Utilizing knowledge of tax investment strategies. ...

Posted

12 hours ago

FINANCIAL ADVISOR FINANCIAL ADVISOR

V Mega Agency

Undisclosed

Full Time

Johor Bahru

Creating cliental database. Customer Service. Must have own transportation, iPad, willing to travel. must work independently.
Location: Johor Bahru, Johor
Job Type: Part Time, Full Time ...

Posted

11 days ago

Financial Advisor - Training Provided Financial Advisor - Training Provided

PHARE VENTURE

SGD2,500 - SGD4,500 Per Month

Full Time

Singapore

Fresh graduates and those looking for a mid-career switch are welcome too!
A Day in The Life of a Financial Advisor:
Client Networking: ...

Posted

3 days ago

Financial Advisor - Training Provided Financial Advisor - Training Provided

Phare Venture

SGD2,500 - SGD4,500 Per Month

Full Time

Orchard

A Day in The Life of a Financial Advisor:
Client Networking:
Establish and grow a strong client base through networking and prospecting. ...

Posted

3 days ago

Financial Advisor - Training Provided Financial Advisor - Training Provided

Phare Venture

SGD2,500 - SGD4,500 Per Month

Full Time

Orchard

A Day in The Life of a Financial Advisor:
Client Networking:
Establish and grow a strong client base through networking and prospecting. ...

Posted

2 days ago

Financial Advisor - Training Provided Financial Advisor - Training Provided

PHARE VENTURE

SGD2,500 - SGD4,500 Per Month

Full Time

Singapore

Fresh graduates and those looking for a mid-career switch are welcome too!
A Day in The Life of a Financial Advisor:
Client Networking: ...

Posted

a day ago

Financial Advisor - Training Provided Financial Advisor - Training Provided

PHARE VENTURE

SGD2,500 - SGD4,500 Per Month

Full Time

Singapore

Fresh graduates and those looking for a mid-career switch are welcome too!
A Day in The Life of a Financial Advisor:
Client Networking: ...

Posted

8 hours ago

Financial Advisor - Training Provided Financial Advisor - Training Provided

PHARE VENTURE

SGD2,500 - SGD4,500 Per Month

Full Time

Singapore

Fresh graduates and those looking for a mid-career switch are welcome too!
A Day in The Life of a Financial Advisor:
Client Networking: ...

Posted

2 days ago

Financial Advisor

Loo Yoke Theng Agency

Estate Planner Financial Advisor

SNL Risk Management Sdn Bhd

Global Outsourcing Company

Global Outsourcing Company

Global Outsourcing Company

Global Outsourcing Company

Global Outsourcing Company

Global Outsourcing Company

Global Outsourcing Company

Global Outsourcing Company

Global Outsourcing Company

Global Outsourcing Company

Global Outsourcing Company

Global Outsourcing Company

NND Elite Agency

Linda Chua & Associates

Lianny Bujang Enterprise

Exclusive Global Solutions Sdn Bhd

Global Outsourcing Company

Loo Yoke Theng Agency

Loo Yoke Theng Agency

Maybank

Guardian Shield Agency

V Mega Agency

PHARE VENTURE

Phare Venture

Phare Venture

PHARE VENTURE

PHARE VENTURE

PHARE VENTURE

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