Finance Jobs in Wp Kuala Lumpur - September 2026 - Urgent Hiring
Showing 30 jobs results for
"finance"
in Wp Kuala Lumpur
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
- Developing tailored financial plans that address clients' short-term and long-term financial needs
- Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Posted
2 months ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
- Developing tailored financial plans that address clients' short-term and long-term financial needs
- Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Posted
2 months ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
- Developing tailored financial plans that address clients' short-term and long-term financial needs
- Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Posted
2 months ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
- Developing tailored financial plans that address clients' short-term and long-term financial needs
- Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Posted
2 months ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
- Developing tailored financial plans that address clients' short-term and long-term financial needs
- Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Posted
2 months ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
- Developing tailored financial plans that address clients' short-term and long-term financial needs
- Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Posted
5 days ago
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Posted
2 months ago
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Posted
2 months ago
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Posted
2 months ago
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Posted
2 months ago
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR600 - MYR800 Per Month
Near Train Station
- Assist in communicating with clients and understanding their financial needs.
- Support the team in introducing financial products and services to clients.
- Assist with client follow-ups and maintaining good customer relationships. ...
Be an early applicant!
Posted
5 days ago
Up to MYR1,200 Per Month
Near Train Station
- Assist in understanding clients’ financial needs and goals.
- Support the team in introducing financial products and services to clients.
- Assist with client follow-ups and maintaining good customer relationships. ...
Posted
5 days ago
MYR600 - MYR800 Per Month
Near Train Station
- Assist in promoting financial products and services to potential clients.
- Support sales activities including lead generation, client follow-ups, and presentations.
- Assist in identifying customer needs and recommending suitable financial solutions. ...
Be an early applicant!
Posted
5 days ago
MYR600 - MYR800 Per Month
Near Train Station
- Assist in understanding clients’ financial goals and requirements.
- Support the team in providing suitable financial solutions based on client needs.
- Assist in explaining financial products and services to clients. ...
Be an early applicant!
Posted
5 days ago
MYR600 - MYR800 Per Month
Near Train Station
- Assist in understanding clients’ financial needs and goals.
- Support financial planning activities and preparation of client documents.
- Assist in explaining basic financial products and services to clients. ...
Be an early applicant!
Posted
5 days ago
Undisclosed
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Client Acquisition & Business GrowthIdentify, prospect, and engage potential clients through strategic networking, referrals, and targeted outreachDevelop and execute business development strategies to achieve sales targets and revenue growthBuild and manage a strong pipeline of qualified prospects2. Advisory & Sales ExecutionPresent, position, and recommend suitable financial products and solutions based on clients’ needs and objectivesConduct comprehensive financial needs analysis (protection, accumulation, preservation, and legacy planning)Customize proposals and deliver persuasive presentations to drive client decision-making and closure3. Relationship Management & Client RetentionBuild long-term, trust-based relationships with clients through consistent engagement and value-added advisoryProvide ongoing portfolio reviews and updates to ensure alignment with clients’ evolving financial goalsHandle client inquiries, concerns, and service requests in a timely and professional manner4. Market Intelligence & Strategic PositioningMonitor market trends, competitor offerings, and industry developments to identify new opportunitiesProvide insights and feedback to improve product positioning and client engagement strategiesIdentify niche segments and develop targeted approaches for market penetration5. Compliance & Regulatory AdherenceEnsure all sales and advisory activities comply with regulatory requirements and company policiesMaintain proper documentation and adhere to ethical selling practicesStay updated on financial regulations, compliance standards, and industry best practices6. Product Knowledge & Continuous LearningMaintain in-depth knowledge of financial products, including insurance, investment, estate planning, and wealth solutionsAttend training, workshops, and certifications to enhance advisory capabilitiesTranslate technical product knowledge into clear client-friendly explanations7. Collaboration & Stakeholder EngagementWork closely with internal teams (product, compliance, operations) to deliver seamless client solutionsCollaborate with specialists (e.g., estate planners, tax advisors) for complex casesSupport team initiatives, campaigns, and business development activities8. Reporting & Performance TrackingTrack and report sales activities, pipeline status, and performance metricsAnalyze conversion rates and client acquisition costs to improve effectivenessMaintain accurate client records in CRM systems
Posted
2 months ago
Up to MYR1,200 Per Month
Near Train Station
- Assist in supporting daily financial services activities and client-related tasks.
- Assist in understanding client needs and providing basic support on financial solutions.
- Support the preparation of client documents, reports, and financial-related materials. ...
Be an early applicant!
Posted
5 days ago
Up to MYR1,200 Per Month
Near Train Station
- Assist in understanding clients’ financial needs and goals.
- Support the team in introducing financial products and services to clients.
- Assist with client follow-ups and maintaining good customer relationships. ...
Posted
5 days ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
5 days ago
Up to MYR1,200 Per Month
Near Train Station
- Assist in supporting daily financial services activities and client-related tasks.
- Assist in understanding client needs and providing basic support on financial solutions.
- Support the preparation of client documents, reports, and financial-related materials. ...
Be an early applicant!
Posted
5 days ago
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