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Financial Advisor Jobs in Wp Kuala Lumpur - September 2026 - Urgent Hiring
Showing 55 jobs results for
"financial advisor"
in Wp Kuala Lumpur
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Manage Alert
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
21 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
24 days ago
Undisclosed
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
2 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
6 days ago
MYR1,753.33 - MYR5,187.67 Per Month
WFH
KL City
- Flexible schedule
- Opportunities for promotion
- Professional development ...
Posted
9 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
10 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
10 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
11 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
12 days ago
Undisclosed
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
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
14 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
18 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
a month 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
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
Undisclosed
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
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
14 days ago
MYR3,500 - MYR8,000 Per Month
KL City
- Requirements:
- 1–3 years of experience in live streaming, digital entertainment, or talent management preferred.
- Excellent interpersonal and communication skills; capable of managing partners with patience and professionalism. ...
Posted
4 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
6 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
12 days 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
3 days 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
14 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
17 days ago
Undisclosed
KL City
- Review and advise on loan and transaction documents, including facility agreements and security documents.
- Review and negotiate amendments to facility letters, board resolutions, and corporate guarantees.
- Support transaction management activities for loan transactions alongside internal stakeholders and deal teams. ...
Posted
25 days ago
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