- Develop and maintain a strong understanding of Takaful products and services offered by AIA Public Takaful to effectively advise clients.
7 days
Financial Adviser Jobs in Wp Kuala Lumpur - October 2026 - Urgent Hiring
Showing 65 jobs results for
"financial adviser"
in Wp Kuala Lumpur
- • Assist consultants in preparing mortgage loan applications
18 days
- Company Description
3 days
- Engage and build relationships with prospective clients through networking, referrals, and outreach
15 days
- Assess clients’ financial goals, risk tolerance, and current assets
30+ days
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
23 days
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
30+ days
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
30+ days
- - Understand clients' financial needs, goals and protection priorities.
30+ days
- Understand clients’ financial and protection needs
28 days
- Develop and maintain a strong understanding of Takaful products and services offered by AIA Public Takaful to effectively advise clients.
7 days
- Company Description
3 days
- Engage and build relationships with prospective clients through networking, referrals, and outreach
4 days
- Engage and build relationships with prospective clients through networking, referrals, and outreach
15 days
- • Understand clients’ financial protection needs and recommend suitable takaful solutions.
25 days
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
30+ days
- Prepare and review monthly, quarterly, and annual financial statements in accordance with Malaysian Financial Reporting Standards (MFRS) and other applicable accounting standards
30+ days
- - Understand clients' financial needs, goals and protection priorities.
17 days
- Analyze clients' financial situations, including income, expenses, assets, and liabilities, to understand their financial goals and risk tolerance.
2 days
- - Understand clients' financial needs, goals and protection priorities.
30+ days
- Meet SME clients to understand their financing needs, business objectives, and financial constraints in order to recommend appropriate loan products to clients.
30+ days
- Understand clients’ financial and protection needs
30+ days
- Assess clients’ financial goals, risk tolerance, and current assets
30+ days
- Assess clients’ financial goals, risk tolerance, and current assets
30+ days
- Understand clients’ financial and protection needs
30+ days
- Prepare and analyze budgets, ensuring financial efficiency and cost control.
30+ days
- Assess clients’ financial goals, risk tolerance, and current assets
30+ days
- Assess clients’ financial goals, risk tolerance, and current assets
30+ days
- Candidates should possess strong knowledge and interest in Insurance and Finance, with the ability to understand protection, savings, and investment-related solutions.
14 days
Insurance Financial Advisor
- Remuneration potential: RM3,000 — RM10,000+ monthly
14 days
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