Financial Advisor Jobs in Wp Kuala Lumpur - September 2026

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

17 days ago

Financial Advisor (loan) Financial Advisor (loan)

ASM BUSINESS ADVISORY SDN BHD

Full Time

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

14 days ago

Treasury Financial Control - Advisory Treasury Financial Control - Advisory

OCBC

Full Time

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

11 days ago

Assurance - Financial Accounting Advisory Services (Regulatory Reporting), Manager Assurance - Financial Accounting Advisory Services (Regulatory Reporting), Manager

ACCA Careers

Full Time

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

Assurance - Financial Accounting Advisory Services (FAAS) - Experienced Associate - Senior Associate Assurance - Financial Accounting Advisory Services (FAAS) - Experienced Associate - Senior Associate

EY

Full Time

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

2 days ago

Assurance - Financial Accounting Advisory Services (FAAS) - Manager Assurance - Financial Accounting Advisory Services (FAAS) - Manager

EY

Full Time

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

22 days ago

Assurance - Financial Accounting Advisory Services (Regulatory Reporting), Manager Assurance - Financial Accounting Advisory Services (Regulatory Reporting), Manager

EY

Full Time

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

21 days ago

EY

Full Time

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

24 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Full Time

KL City

Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management. ...

Posted

a day ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Full Time

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

Takaful Advisor Takaful Advisor

SAFT ADVISORY GROUP SDN BHD

Full Time, Work from Home

WFH

KL City

Flexible schedule
Opportunities for promotion
Professional development ...

Posted

9 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Full Time

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

9 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Full Time

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

9 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Full Time

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

11 days ago

Personal Wealth Executive Personal Wealth Executive

United Overseas Bank (UOB) Malaysia Berhad

Full Time

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

12 days ago

FP-A Sr. Advisor FP-A Sr. Advisor

Shell

Full Time

KL City

Lead integrated planning and forecasting: Own and coordinate planning, latest estimate and appraisal processes, ensuring assumptions, financial outcomes and business drivers are transparent, consistent and aligned with business strategy.
Drive performance management: Monitor financial and operational performance against targets/benchmarks, identify emerging risks and opportunities, and support timely interventions to drive competitive performance.
Provide business appraisal and decision support: Apply value and risk lenses to investment, portfolio, commercial and operational decisions, ensuring options are evaluated with sound financial logic and business judgement. ...

Posted

14 days ago

Takaful Advisor Takaful Advisor

AIA

Part Time

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

14 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Full Time

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

17 days ago

Protege - Finance Protege - Finance

Peluang Kristal Sdn Bhd

Full Time

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

a month ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Full Time

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

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Full Time

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

FP-A Advisor FP-A Advisor

Shell

Full Time

KL City

Deliver reporting and accounting activities: Execute reporting, accounting and analytical processes accurately and on time in accordance with established standards, governance requirements and service expectations.
Perform financial analysis and reporting: Analyse financial information, identify trends, investigate variances and provide insights that support business and finance decision-making.
Manage tactical projects and initiatives: Lead or contribute to reporting, information management and data-related projects that improve finance delivery and business outcomes. ...

Posted

8 days ago