Financial Advisory Jobs in Federal Territory - October 2026 - Urgent Hiring

Showing 55 jobs results for "financial advisory" in Federal Territory
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KL City

  • Strategize and Plan: Establish Finance vision, strategy and operating model that are customer-centric and digital enabled to support enterprise aspirations and goals, qualify the case for change and design the transformation journey roadmap
  • Design and Implement: Design and implement finance delivery model and governance, encompassing end-to-end processes, incorporating accounting standards / policies and control requirements as well as emerging automation solutions, design the Finance Technology and Data landscape considering the overall enterprise technology and data architecture, talent skillsets and capabilities, organization structure and performance measurements; determine change impact, strategizing and executing enterprise-wide change management activities
  • Transition and Stabilize: Manage transition activities including planning training and knowledge transfer activities, business cut-over strategy and activities, facilitating business readiness criteria and providing post Go-Live support ...
Posted
11 hours ago

KL City

  • Strategize and Plan: Establish Finance vision, strategy and operating model that are customer-centric and digital enabled to support enterprise aspirations and goals, qualify the case for change and design the transformation journey roadmap
  • Design and Implement: Design and implement finance delivery model and governance, encompassing end-to-end processes, incorporating accounting standards / policies and control requirements as well as emerging automation solutions, design the Finance Technology and Data landscape considering the overall enterprise technology and data architecture, talent skillsets and capabilities, organization structure and performance measurements; determine change impact, strategizing and executing enterprise-wide change management activities
  • Transition and Stabilize: Manage transition activities including planning training and knowledge transfer activities, business cut-over strategy and activities, facilitating business readiness criteria and providing post Go-Live support ...
Posted
16 days ago

KL City

  • Analyse financial statements, cash flows, business performance and operating trends.
  • Conduct financial, market and commercial research to support client engagements.
  • Assist in the preparation of reports, presentations, proposals and other client deliverables. ...
Posted
10 hours ago

KL City

  • Candidates should possess strong knowledge and interest in Insurance and Finance, with the ability to understand protection, savings, and investment-related solutions.
  • Candidates should possess skills in Consulting, including needs analysis, solution recommendation, and providing clear, ethical guidance to clients.
  • Candidates should possess excellent Customer Service skills to build trusting relationships, handle inquiries, and support clients throughout the policy lifecycle. ...
Posted
7 days ago

KL City

  • Remuneration potential: RM3,000 — RM10,000+ monthly
  • Flexible working days & hours
  • Hybrid working environment ...
Posted
7 days ago
  • Provide professional financial planning and advisory services to clients.
  • Understand clients’ financial goals and recommend suitable financial solutions.
  • Assist clients with investment and wealth accumulation planning. ...
Posted
19 days ago

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
a month ago

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

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
18 days ago

I-MAX Financial Sdn Bhd

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
a month ago

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
21 days ago

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
a month ago

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
a month ago

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
a month ago

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
3 days ago

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

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
6 days ago

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
7 days ago

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
8 days ago
  • 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
12 days ago

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
15 days ago

KL City

  • Demonstrate agility and promote an environment of clarity
  • Learn about how business needs are changing
  • Spot and share opportunities where technology could make a difference ...
Posted
17 days ago

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
20 days ago

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
24 days ago
  • 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
a month ago

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
a month ago

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

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

KL City

  • Strategize and Plan: Establish Finance vision, strategy and operating model that are customer-centric and digital enabled to support enterprise aspirations and goals, qualify the case for change and design the transformation journey roadmap
  • Design and Implement: Design and implement finance delivery model and governance, encompassing end-to-end processes, incorporating accounting standards / policies and control requirements as well as emerging automation solutions, design the Finance Technology and Data landscape considering the overall enterprise technology and data architecture, talent skillsets and capabilities, organization structure and performance measurements; determine change impact, strategizing and executing enterprise-wide change management activities
  • Transition and Stabilize: Manage transition activities including planning training and knowledge transfer activities, business cut-over strategy and activities, facilitating business readiness criteria and providing post Go-Live support ...
Posted
4 days ago

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
2 months ago

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