21份Investment Strategies 工作机会 - 最新工作招聘

This is an internship role at My Wishes Integrated Services located in Greater Kuala Lumpur with the opportunity for some remote work. The Intern will be involved in financial planning, finance, retirement planning, communication, and financial services within the team, assisting on various tasks and projects.You Will Learn, You will Non-Stop Learning & Growing1) The Basic of Financial Planning2) Income Protection Planning3) Medical / Healthcare Planning4) Debt Cancellation Planning5) Saving & investment Planning6) Children’s Education Planning7) Retirement Income Planning8) Estate Planning with Will & Trust9) Amazing Sales Cycle & Presentation10) Recruitment For Future Success11) Empowering Property Investment Strategies12) Mutual Fund Investment / Mortgage Loan13) Business Succession14) Key-man Insurance15) Buy-Sell Agreement16) Liability Cancellation Planning
This is an internship role at My Wishes Integrated Services located in Greater Kuala Lumpur with the opportunity for some remote work. The Intern will be involved in financial planning, finance, retirement planning, communication, and financial services within the team, assisting on various tasks and projects.
You Will Learn, You will Non-Stop Learning & Growing ...

Communication Skills Customer Relationship Management

最后机会申请此工作。

Posted

9 days ago

Wealth Advisor Wealth Advisor

Apex Group

Undisclosed

全职

Fresh Graduates

KL City, WP Kuala Lumpur

靠近火车站

Diploma or Degree in Finance, Investment, Economics, or related fields is preferred.
Minimum of 2 years of working experience in the Wealth Management industry and/or sales related roles is preferred.
Fresh graduates with strong interest in financial services are also encouraged to apply. ...

Communication

最后机会申请此工作。

Posted

a month ago

Wealth Advisor Wealth Advisor

Apex Group

Undisclosed

全职

Fresh Graduates

KL City, WP Kuala Lumpur

靠近火车站

Diploma or Degree in Finance, Investment, Economics, or related fields is preferred.
Minimum of 2 years of working experience in the Wealth Management industry and/or sales related roles is preferred.
Fresh graduates with strong interest in financial services are also encouraged to apply. ...

Communication

最后机会申请此工作。

Posted

a month ago

助理信任关系总监助理信任关系总监

Hong Kong Fiduciary Advisory (M) Sdn Bhd

MYR15,000 - MYR20,000 每月

+额外补偿

全职

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站

拥有认可大学颁发的金融、工商管理、经济学或相关领域的学士学位。
在金融服务行业中，拥有至少 6 年的私人财富管理、关系管理或类似的面向客户角色的可靠经验。
具备出色的中英文及马来西亚语书面和口头沟通能力，能够有效地与来自不同背景的客户互动。 ...

Financial Planning Investment Management

最后机会申请此工作。

Posted

9 days ago

Financial Planner Financial Planner

MY Wishes Integrated Services

MYR2,500 - MYR3,500 每月

全职

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站

Minimum 3 years of experience as a Financial Planner or similar role in the financial services industry
Strong understanding of financial planning concepts, investment strategies, and insurance products
Excellent communication and interpersonal skills, with the ability to translate complex financial information into easy-to-understand advice ...

Financial Planning Client Relationship Management

Posted

17 days ago

Personal Financial Advisor Personal Financial Advisor

MY Wishes Integrated Services

MYR2,500 - MYR3,500 每月

全职

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站

Minimum 3 years of experience as a Financial Planner or similar role in the financial services industry
Strong understanding of financial planning concepts, investment strategies, and insurance products
Excellent communication and interpersonal skills, with the ability to translate complex financial information into easy-to-understand advice ...

Financial Planning Client Relationship Management

Posted

2 months ago

Financial Consultant Financial Consultant

MY Wishes Integrated Services

MYR2,500 - MYR3,500 每月

全职

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站

Minimum 3 years of experience as a Financial Planner or similar role in the financial services industry
Strong understanding of financial planning concepts, investment strategies, and insurance products
Excellent communication and interpersonal skills, with the ability to translate complex financial information into easy-to-understand advice ...

Financial Planning Client Relationship Management

Posted

2 months ago

Financial Advisor Financial Advisor

MY Wishes Integrated Services

MYR2,500 - MYR3,500 每月

全职

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站

Minimum 3 years of experience as a Financial Planner or similar role in the financial services industry
Strong understanding of financial planning concepts, investment strategies, and insurance products
Excellent communication and interpersonal skills, with the ability to translate complex financial information into easy-to-understand advice ...

Financial Planning Client Relationship Management

Posted

2 months ago

Junior Financial Planner Junior Financial Planner

MY Wishes Integrated Services

MYR2,500 - MYR3,500 每月

全职

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站

Minimum 3 years of experience as a Financial Planner or similar role in the financial services industry
Strong understanding of financial planning concepts, investment strategies, and insurance products
Excellent communication and interpersonal skills, with the ability to translate complex financial information into easy-to-understand advice ...

Financial Planning Client Relationship Management

Posted

2 months ago

Associate Financial Planner Associate Financial Planner

MY Wishes Integrated Services

MYR2,500 - MYR3,500 每月

全职

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站

Minimum 3 years of experience as a Financial Planner or similar role in the financial services industry
Strong understanding of financial planning concepts, investment strategies, and insurance products
Excellent communication and interpersonal skills, with the ability to translate complex financial information into easy-to-understand advice ...

Financial Planning Client Relationship Management

Posted

2 months ago