Financial Advisory Jobs in Wp Kuala Lumpur - October 2026 - Urgent Hiring - Page 3

Showing 103 jobs results for "financial advisory" in Wp Kuala Lumpur
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KL City

  • Remuneration potential: RM3,000 — RM10,000+ monthly
  • Flexible working days & hours
  • Hybrid working environment ...
Posted
11 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
2 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
4 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
23 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
22 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
25 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
2 months 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
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
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

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

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

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

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
19 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
20 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
24 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
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
8 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

KL City

  • Membantu pasukan penasihat dalam menjalankan analisis dan penyelidikan berkaitan keperluan pelanggan.
  • Mengumpul, menyemak dan menganalisis data bagi mengenal pasti isu serta peluang penambahbaikan.
  • Menyediakan laporan, pembentangan dan dokumen cadangan untuk pelanggan. ...
Posted
14 hours ago

KL City

  • Relationship Managers (RM) Briefing - Provide assigned RMs/branches/region with market updates and guidance on investment strategies (in line with the house views) as well as updates on changes to investment advisory processes.
  • RM Coaching - Engage RMs proactively in discussions about advisory process, product and idea generation by interacting closely with the RMs, customers to ensure RMs are fully skilled to provide product and portfolio advice to their customers.
  • Product and Service Briefing – Explain product and service features and market trends and news flow. Also provide market information such as new issue announcements and updates, new product presentation commentary to ensure RMs are fully up to date with all products. ...
Posted
4 days ago

KL City

  • minimum diploma
  • Good Attitude
  • Willing to learn and enhance product knowledge, attending training that will be held in Kuala Lumpur ...
Posted
5 days ago

KL City

Posted
15 days ago

KL City

  • Commission: RM5,000 – RM15,000/month (performance-based)
  • Annual Overseas Incentive Trips
  • Flexible Working Hours ...
Posted
14 hours ago

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
15 days ago

KL City

  • Commission: RM5,000 – RM15,000/month (performance-based)
  • Annual Overseas Incentive Trips
  • Flexible Working Hours ...
Posted
15 days ago

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