Financial Advisor Jobs in Selangor - July 2026 - Urgent Hiring

Dekat Stesen Tren

Initiate and manage sales calls with potential customers.
Understands income eligibility for personal,mortgage,and business loans.
Handle customer questions and offer financial advice. ...

Posted

14 hours ago

Boleh Sembang

Thinq Wealth Consultancy & Services

Up to MYR10,000 Sebulan

Financial Planning Investment Management

Puchong, Selangor

Dekat Stesen Tren

Provide mortgage, loan and financial advises to offer best solution.
Establishing and maintaining strong customer relationship.
Close contacts with business partners. ...

Posted

6 days ago

Associate Financial Advisor Associate Financial Advisor

Finexuz Advisory

MYR3,000 - MYR10,000 Sebulan

Petaling Jaya, Selangor

Dekat Stesen Tren

Assists individuals with reaching financial objective, educational goals, retirement and estate planning, and make insurance/risk management recommendations for their clients.
Understand client’s financial objective and tailors strategies to the deadlines and priorities of clients.
Assesses clients on regular basis and may need to adjust recommendation from time to time. ...

Jadilah pemohon terawal!

Posted

10 years ago

Boleh Sembang

Associate Financial Advisor

Amazing Advisory Sdn Bhd

MYR3,000 - MYR10,000 Sebulan

+Pampasan Tambahan

Graduan Baru

Puchong, Selangor

Dekat Stesen Tren

You are in the Wealth Planning Industry, and giving a good and practical advise.
Providing advise on holistic and profesional wealth planning service.
Integrated one-stop services by profesional. ...

Financial Planning

Jadilah pemohon terawal!

Posted

2 days ago

Growth Wealth Capital Sdn. Bhd.

MYR2,500 - MYR3,000 monthly

+Pampasan Tambahan

Dekat Stesen Tren

Initiate and manage sales calls with potential customers.
Understands income eligibility for personal,mortgage,and business loans.
Handle customer questions and offer financial advice. ...

Posted

3 months ago

PWG Prestige Wealth

MYR2,500 - MYR5,000 Sebulan

+Pampasan Tambahan

Communication Interpersonal skill

Graduan Baru

Petaling Jaya, Selangor

Dekat Stesen Tren

Understand clients' financial goals and life priorities
Provide personalised advice on insurance, savings, investments & will writing
Build and maintain long-term client relationships ...

Jadilah pemohon terawal!

Posted

13 days ago

Wealth Advisor Wealth Advisor

PWG Prestige Wealth

MYR2,500 - MYR5,000 Sebulan

+Pampasan Tambahan

Communication Interpersonal skill

Graduan Baru

Petaling Jaya, Selangor

Dekat Stesen Tren

Understand clients' financial goals and life priorities
Provide personalised advice on insurance, savings, investments & will writing
Build and maintain long-term client relationships ...

Jadilah pemohon terawal!

Posted

13 days ago

Financial Officer Financial Officer

Repro Solution Sdn Bhd

MYR3,000 - MYR4,000 monthly

Experience with accounting systems such as AutoCount etc. Familiarity with financial reporting standards.

Graduan Baru

Puchong, Selangor

Dekat Stesen Tren

Handle daily accounting and finance operations.
Prepare and maintain full sets of accounts, financial statements, and reports.
Manage accounts payable (AP) and accounts receivable (AR). ...

Posted

a month ago

Financial Planner Financial Planner

Growth Wealth Capital Sdn. Bhd.

MYR2,500 - MYR3,000 monthly

+Pampasan Tambahan

Dekat Stesen Tren

Initiate and manage sales calls with potential customers.
Understands income eligibility for personal,mortgage,and business loans.
Handle customer questions and offer financial advice. ...

Wealth Advisor Wealth Advisor

Posted

3 months ago

Growth Wealth Capital Sdn. Bhd.

MYR2,500 - MYR3,000 monthly

+Pampasan Tambahan

Dekat Stesen Tren

Initiate and manage sales calls with potential customers.
Understands income eligibility for personal,mortgage,and business loans.
Handle customer questions and offer financial advice. ...

Investment Advisor Investment Advisor

Posted

3 months ago

Growth Wealth Capital Sdn. Bhd.

MYR2,500 - MYR3,000 monthly

+Pampasan Tambahan

Dekat Stesen Tren

Initiate and manage sales calls with potential customers.
Understands income eligibility for personal,mortgage,and business loans.
Handle customer questions and offer financial advice. ...

Posted

3 months ago

Madinah Group

MYR3,000 - MYR10,000 Sebulan

Kajang

Able to communicate in Bahasa Malaysia and English is a must
Good IT knowledge, Words Doc and Excel is an added value
Ability to work in a team environment ...

Posted

a month ago

AIA Bee Malaysia

Undisclosed

Candidates should possess strong skills in Financial Planning and Financial Advisory.
Candidates should possess solid knowledge and practical experience in Finance and Investments.
Candidates should possess expertise in Retirement Planning and related long-term financial strategies. ...

Posted

7 days ago

Madinah Group

MYR3,000 - MYR10,000 Sebulan

TTDI Jaya

Able to communicate in Bahasa Malaysia and English is a must
Good IT knowledge, Words Doc and Excel is an added value
Ability to work in a team environment ...

Posted

6 days ago

Madinah Group

MYR3,000 - MYR15,000 Sebulan

TTDI Jaya

Proficient in both Bahasa Malaysia and English
Basic computer literacy, including Microsoft Word and Excel
Strong communication and interpersonal skills ...

Posted

24 days ago

Madinah Group

MYR3,000 - MYR10,000 Sebulan

TTDI Jaya

Able to communicate in Bahasa Malaysia and English is a must
Good IT knowledge, Words Doc and Excel is an added value
Ability to work in a team environment ...

Posted

19 days ago

Madinah Group

MYR3,000 - MYR10,000 Sebulan

Kajang

Able to communicate in Bahasa Malaysia and English is a must
Good IT knowledge, Words Doc and Excel is an added value
Ability to work in a team environment ...

Posted

12 days ago

Madinah Group

MYR3,000 - MYR15,000 Sebulan

Damansara Utama

Proficient in both Bahasa Malaysia and English
Basic computer literacy, including Microsoft Word and Excel
Strong communication and interpersonal skills ...

Posted

12 days ago

Hong Leong Bank

Undisclosed

Petaling

If you are looking to excel and make a difference, take a closer look at us…
Key Responsibilities and Accountabilities
Functional (Job Responsibilities)• 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.• Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).Organizational (Organizational Responsibilities)• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.Jobholder RequirementsEducation/Qualification• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements. ...

Posted

8 days ago

Hong Leong Bank

Undisclosed

Executive - Personal Financial Services (Sales Advisor, Credit Processing) Executive - Personal Financial Services (Sales Advisor, Credit Processing)

Banting

If you are looking to excel and make a difference, take a closer look at us…
Key Responsibilities and AccountabilitiesFunctional (Job Responsibilities)• 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.• Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).Organizational (Organizational Responsibilities)• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.Jobholder RequirementsEducation/Qualification• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.Experience• Wealth Executive: 0 - 2 years of sales experience in financial services.• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.Special Skills• Strong analytical and problem-solving skills with a focus on financial planning.• Excellent communication and interpersonal skills to build trust with high-net-worth clients.• Proactive, self-starting attitude with a strong drive for results.
About Hong Leong Bank ...

Posted

12 days ago

Hong Leong Bank Berhad

Undisclosed

Meet sales target by securing new quality loans in line with Management decision on the portfolio mix of products and customers;
Maintain good business relationship with internal and external stakeholders;
Ensure documents for loan application received from dealer / customer are in accordance to guidelines requirement; ...

Posted

16 days ago

Hong Leong Bank

Undisclosed

Takaful Advisor Takaful Advisor

Klang

If you are looking to excel and make a difference, take a closer look at us…
Key Responsibilities and AccountabilitiesFunctional (Job Responsibilities)• 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.• Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.• Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).Organizational (Organizational Responsibilities)• Building and maintaining close relationships with relevant stakeholders and supporting internal functions.• Adhere to department Standard Operating Procedures (SOP) in complying with audit, compliance, and regulatory guidelines.• Perform other responsibilities or projects assigned under the Group or Bank’s initiatives.Jobholder RequirementsEducation/Qualification• Minimum a Bachelor’s Degree or its equivalent in Finance, Banking, Business Management, or a relevant field.• Required certifications: PCE (Life/General), CEILLI, and FIMM/IPPC (Unit Trust/Banca) as applicable to the license requirements.Experience• Wealth Executive: 0 - 2 years of sales experience in financial services.• Senior Wealth Executive / Associate Wealth Manager: 3 years and above of relevant experience in wealth management or priority banking.Special Skills• Strong analytical and problem-solving skills with a focus on financial planning.• Excellent communication and interpersonal skills to build trust with high-net-worth clients.• Proactive, self-starting attitude with a strong drive for results.
About Hong Leong Bank ...

Posted

a month ago

AIA

Undisclosed

PROTEGE Finance PROTEGE Finance

Client advisory and interpersonal skills, including the ability to build trust, explain complex concepts clearly, and maintain long-term client relationships.
Sales and business development capabilities, such as prospecting, networking, presenting solutions, and working towards defined performance targets.
Financial literacy and analytical skills to conduct needs-based assessments, understand Takaful and insurance products, and provide appropriate recommendations. ...

Posted

16 hours ago

Farm Fresh Digital Sdn Bhd

MYR2,000 - MYR2,000 Sebulan

Petaling Jaya

Prepare and monitor daily settlement reports for e-commerce platforms, including Shopee, Lazada and TikTok to ensure the accuracy and completeness of transactions.
Consolidate and prepare monthly settlement summary reports, including reconciliation of sales, collections, fees, and platform deductions.
Assist in resolving the discrepancies related to wrong deliveries, missing items, failed transactions, refunds, and other order-related issues in collaboration with relevant stakeholders. ...

Posted

4 days ago

Hong Leong Bank Berhad

Undisclosed

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

4 days ago

Hong Leong Bank Berhad

Undisclosed

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

5 days ago

Hong Leong Bank Berhad

Undisclosed

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

5 days ago

Hong Leong Bank Berhad

Undisclosed

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

5 days ago

Hong Leong Bank Berhad

Undisclosed

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

6 days ago

Hong Leong Bank Berhad

Undisclosed