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Financial Advisor Jobs in Federal Territory - September 2026 - Urgent Hiring
Showing 33 jobs results for
"financial advisor"
in Federal Territory
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Undisclosed
KL City
- Providing clear & concise financial plans for clients to achieve their financial goals
- Ensuring families are adequately protected without overpaying premiums
- Helping families to save and invest for future retirement ...
Posted
12 days ago
MYR3,500 - MYR7,000 Per Month
KL City
- Provide professional consultation to customers on various loan products, including mortgages and personal loans.
- Assess customers’ needs and financial situation to recommend suitable loan solutions.
- Explain loan features, benefits, and repayment structures clearly to customers to help them make informed decisions. ...
Posted
9 days ago
Undisclosed
KL City
- Responsible for preparation and analysis of Profit & Loss for Global Treasury Division.
- Ensure quality, accurate and timely P&L reports; highlight key exceptions and follow through of outstanding issues.
- Responsible for preparation the position and profit & loss reconciliation processes between traders, the trading systems and the general ledger. ...
Posted
6 days ago
Undisclosed
KL City
- Stay ahead of the curve by tracking and interpreting the latest regulatory updates from bodies (e.g. Bank Negara Malaysia and the Securities Commission)
- Lead and manage a portfolio of high-stakes projects, from regulatory audits and controls assessments to transformation initiatives and ad-hoc advisory
- Drive thought leadership by crafting compelling, insightful content that positions EY as the go-to authority in prudential regulation ...
Posted
11 days ago
Undisclosed
KL City
- Finance process improvements to enhance efficiency and effectiveness, including re-engineering of processes and providing advice on opportunities for automation
- Audit or audit remediation to improve the quality and timeliness of financial reporting
- Adoption of new accounting standards to drive compliance to reporting requirements ...
Posted
17 days ago
Undisclosed
KL City
- Stay ahead of the curve by tracking and interpreting the latest regulatory updates from bodies (e.g. Bank Negara Malaysia and the Securities Commission)
- Lead and manage a portfolio of high-stakes projects, from regulatory audits and controls assessments to transformation initiatives and ad-hoc advisory
- Drive thought leadership by crafting compelling, insightful content that positions EY as the go-to authority in prudential regulation ...
Posted
16 days ago
Undisclosed
KL City
- Finance process improvements to enhance efficiency and effectiveness, including re-engineering of processes and providing advice on opportunities for automation
- Audit or audit remediation to improve the quality and timeliness of financial reporting
- Adoption of new accounting standards to drive compliance to reporting requirements ...
Posted
19 days ago
MYR1,753.33 - MYR5,187.67 Per Month
WFH
KL City
- Flexible schedule
- Opportunities for promotion
- Professional development ...
Posted
4 days ago
Undisclosed
KL City
- Proactively identify, acquire, and onboard new individual clients through various channels such as referrals, networking, and outreach activities.
- Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financial position, future goals, and risk tolerance.
- Develop and present tailored financial plans and investment strategies aligned with clients’ objectives. ...
Posted
4 days ago
Undisclosed
KL City
- To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
- To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
- Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments ...
Posted
4 days ago
Undisclosed
KL City
- To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
- To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
- Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments ...
Posted
5 days ago
MYR3,500 - MYR4,500 Per Month
KL City
- Acquire new individual customers and deepen relationships with existing clients through proactive engagement and needs-based selling.
- Identify customer financial needs and recommend suitable banking products and services, including deposits, loans, credit cards, investments, and insurance.
- Provide personalized financial advice and guidance to customers, assisting them in achieving their financial goals. ...
Posted
7 days ago
Undisclosed
KL City
- * Diploma dan ke atas
- , dan sentiasa terbuka untuk belajar ilmu mengenai takaful/ kewangan
- Post ni adalah jawatan separuh masa (part-time) dan hybrid, berpangkalan di WP. Kuala Lumpur di mana ada fleksibiliti untuk bekerja dari rumah juga. ...
Posted
9 days ago
Undisclosed
KL City
- To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
- To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
- Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments ...
Posted
12 days ago
MYR2,000 - MYR2,000 Per Month
KL City
- To handle full set of accounts including preparation of management report.
- To handle daily accounting functions and monthly closing activities including preparation and processing month end journals.
- To perform other duties and general administrative task as assigned ...
Posted
20 days ago
Undisclosed
KL City
- To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
- To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
- Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments ...
Posted
21 days ago
Undisclosed
KL City
- To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
- To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
- Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments ...
Posted
22 days ago
Undisclosed
KL City
- KL Izzgroup Irich is a dynamic and growing insurance agency committed to providing exceptional service and takaful insurance solutions to our clients. As a growing ace in the industry, we are seeking a motivated and results-driven individual to join our team as an Insurance Sales and Marketing Specialist.
- Responsibilities:
- Prospect and generate new business through various sales techniques. ...
Posted
25 days ago
Undisclosed
KL City
- To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
- To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
- Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments ...
Posted
a month ago
MYR3,977.93 - MYR12,496.30 Per Month
KL City
- Work on SilverLake Investments & Wealth applications and related investment/wealth management systems.
- Support release management activities, including release preparation, deployment coordination, and post-release validation.
- Perform quality assurance activities to ensure system changes meet functional and technical requirements. ...
Posted
a month ago
Undisclosed
KL City
- Managing clients’ wealth holistically, and ensuring their financial needs are handled efficiently, professionally and in a timely manner, in line with the CIMB Private Banking service standards.
- Develop and maintain a comprehensive understanding of clients’ financial standing, financial goals, and risk tolerance to ensure that investment strategies and advice for the clients are appropriately aligned.
- Understand and communicate to clients, the risk involved with financial and investment strategies. ...
Posted
a month ago
Undisclosed
- Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth
- Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs
- Develop and execute sales strategies to achieve business targets and expand your customer base ...
Posted
a month ago
MYR700 - MYR700 Per Month
- FINIVO Capital Management is one of the leading financial consulting company based in Kuala Lumpur, Penang and Johor Bharu. FINIVO specialized in designing a customized, comprehensive and integrated financial planning for individuals and small-medium-enterprise, in the scope of wealth protection, wealth accumulation and wealth distribution. We always believe in “FINIVO”, Finance-is very personal orientated. We insist do tailor make planning to all our clients.
- Job Requirement :
- - Minimum Diploma/ Bachelor Degree in Finance, Economics, Business Administration, Accounting, Marketing, Human Resource or other relevant fields. Other Diploma/ Bachelor Degree are encouraged to apply. ...
Posted
4 days ago
Undisclosed
KL City
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
9 days ago
MYR3,000 - MYR3,000 Per Month
KL City
- Commission: RM5,000 – RM15,000/month (performance-based)
- Annual Overseas Incentive Trips
- Flexible Working Hours ...
Posted
12 hours ago
Undisclosed
KL City
- Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
- To actively cross selling Banking/Financial products.
- Assess/evaluate and propose credit applications diligently. ...
Posted
7 days ago
Undisclosed
KL City
- Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
- To actively cross selling Banking/Financial products.
- Assess/evaluate and propose credit applications diligently. ...
Posted
a month ago
LV & Associates Consultant Sdn Bhd
MYR2,777.64 - MYR12,656.20 Per Month
KL City
- Commission: RM5,000 – RM15,000/month (performance-based)
- Annual Overseas Incentive Trips
- Flexible Working Hours ...
Posted
9 days ago
Undisclosed
KL City
- Provide expert and personalized investment advice to clients, including but not limited to wealth management, portfolio construction, asset allocation, and market insights.
- Proactively engage with existing clients to review their portfolios, understand evolving financial needs, and identify opportunities for cross-selling and up-selling RHB Bank's investment products and services.
- Identify and acquire new high-net-worth clients and corporate accounts, expanding the bank's client base and assets under management. ...
Posted
12 days ago
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