Financial Planner Jobs in Kuala Lumpur - August 2026 - Urgent Hiring

Paparan 37 hasil carian kerja kosong untuk "financial planner" di Kuala Lumpur
Jangan lepaskan peluang untuk kerja Financial Planner terkini! di Kuala Lumpur
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Boleh Sembang
MYR2,500 - MYR9,000 Sebulan
Hybrid • Graduan Baru
Dekat Stesen Tren
  • Receive comprehensive training through Next Gen Academy, bootcamps, and workshops
  • Be mentored directly by certified leaders through structured fieldwork
  • Gain practical experience in financial planning, wealth management, and sales ...
Financial Planning Investment Management
+2
Posted
3 days ago
Boleh Sembang
MYR2,500 - MYR3,500 Sebulan

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
  • Developing tailored financial plans that address clients' short-term and long-term financial needs
  • Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Financial Planning Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
16 days ago
Boleh Sembang
MYR2,500 - MYR3,500 Sebulan

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
  • Developing tailored financial plans that address clients' short-term and long-term financial needs
  • Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Financial Planning Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
16 days ago
Boleh Sembang
MYR2,500 - MYR3,500 Sebulan

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
  • Developing tailored financial plans that address clients' short-term and long-term financial needs
  • Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Financial Planning Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
16 days ago
Boleh Sembang
Undisclosed
Graduan Baru
Dekat Stesen Tren
  • - Understand clients' financial needs, goals and protection priorities.
  • - Provide suitable Islamic financial and Takaful protection solutions based on clients' needs.
  • - Conduct basic financial needs analysis and protection reviews for clients. ...
Communication Interpersonal skill
+13

Jadilah pemohon terawal!

Posted
16 hours ago
Peluang tinggi
Boleh Sembang
MYR600 - MYR800 Sebulan
Dekat Stesen Tren
  • Assist in understanding clients’ financial needs and goals.
  • Support financial planning activities and preparation of client documents.
  • Assist in explaining basic financial products and services to clients. ...
Communication Skills Financial Analysis Skills
+1

Jadilah pemohon terawal!

Posted
13 days ago
Boleh Sembang
MYR2,500 - MYR3,500 Sebulan

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
  • Developing tailored financial plans that address clients' short-term and long-term financial needs
  • Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Financial Planning Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
16 days ago
Boleh Sembang
MYR2,500 - MYR3,500 Sebulan

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
  • Developing tailored financial plans that address clients' short-term and long-term financial needs
  • Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Financial Planning Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
16 days ago
Boleh Sembang
MYR2,500 - MYR3,500 Sebulan

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
  • Developing tailored financial plans that address clients' short-term and long-term financial needs
  • Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Financial Planning Client Relationship Management
+1

Jadilah pemohon terawal!

Posted
16 days ago
Boleh Sembang
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
16 days ago
Boleh Sembang
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
16 days ago
Boleh Sembang
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
16 days ago
Boleh Sembang
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
16 days ago
Boleh Sembang
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
16 days ago
Boleh Sembang
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
16 days ago
Boleh Sembang
MYR2,000 - MYR3,000 Sebulan

Cheras (Kuala Lumpur), WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial statuses.
  • Examine and suggest financial opportunities.
  • Develop sound plans and budgets for clients. ...
Financial Planning Communication
+1

Jadilah pemohon terawal!

Posted
16 days ago
MYR2,500 - MYR9,000 Sebulan
Hybrid • Graduan Baru
Dekat Stesen Tren
  • Receive comprehensive training through Next Gen Academy, bootcamps, and workshops
  • Be mentored directly by certified leaders through structured fieldwork
  • Gain practical experience in financial planning, wealth management, and sales ...
Financial Planning Investment Management
+2
Posted
9 months ago
Boleh Sembang
MYR1,000 - MYR1,100 Sebulan
+Pampasan Tambahan
Graduan Baru
Dekat Stesen Tren
  • Engage SME and individual clients to assess financial goals and recommend appropriate business loans, insurance coverage, and estate planning solutions.
  • Prepare and process loan applications, documentation, and supporting materials according to bank and institutional criteria.
  • Provide professional advice on life, medical, business, and general insurance products to ensure adequate financial protection for clients. ...
Financial Planning Risk Management
+2
Posted
19 days ago
MYR2,500 - MYR6,000 Sejam
+Pampasan Tambahan
Graduan Baru

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Provide holistic financial advisory solutions tailored to clients’ needs.
  • Conduct financial needs analysis and recommend suitable protection solutions.
  • Assist clients in insurance planning, wealth accumulation, retirement planning, and risk management. ...
Posted
a month ago
Boleh Sembang
MYR2,000 - MYR6,000 Sebulan
Graduan Baru
  • Assess clients’ financial goals, risk tolerance, and current assets
  • Recommend suitable financial products within regulatory guidelines
  • Monitor and adjust client portfolios as markets and goals change ...
Financial Planning Investment Management
+1
Posted
a month ago
Boleh Sembang
MYR2,000 - MYR4,000 Sejam
+Pampasan Tambahan
Graduan Baru

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Sales Management
  • Providing professional financial planning and wealth management solution to individuals, families or business owner.
  • Training and guidance will be provided. ...
Posted
23 days ago
Boleh Sembang
MYR2,500 - MYR3,500 Sebulan
+Pampasan Tambahan
Graduan Baru

Petaling, WP Kuala Lumpur

Dekat Stesen Tren
  • Meet SME clients to understand their financing needs, business objectives, and financial constraints in order to recommend appropriate loan products to clients.
  • Facilitate full loan application process from initiation paperwork to approval, and liaising with internal departments.
  • Ensure compliance with regulatory requirements and internal policies throughout the loan origination process. ...
Financial Analysis Regulatory Compliance
+1
Posted
24 days ago
Boleh Sembang
MYR2,500 - MYR6,000 Sejam
+Pampasan Tambahan
Graduan Baru

KL City, WP Kuala Lumpur

Dekat Stesen Tren
  • Engage SME and individual clients to assess financial goals and recommend appropriate business loans, insurance coverage, and estate planning solutions.
  • Prepare and process loan applications, documentation, and supporting materials according to bank and institutional criteria.
  • Provide professional advice on life, medical, business, and general insurance products to ensure adequate financial protection for clients. ...
Lead Generation Negotiation Skills
+6
Posted
19 days ago
Boleh Sembang
MYR2,000 - MYR6,000 Sebulan
Graduan Baru
  • Assess clients’ financial goals, risk tolerance, and current assets
  • Recommend suitable financial products within regulatory guidelines
  • Monitor and adjust client portfolios as markets and goals change ...
Financial Planning Investment Management
+1
Posted
a month ago
Undisclosed
Graduan Baru

KL City, WP Kuala Lumpur

Dekat Stesen Tren
  • New Client Acquisition – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
  • Investment Product Sales & Distribution – Market and distribute Apex Securities’ suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives.
  • Investment Advisory – Deliver tailored investment advice and comprehensive wealth solutions that align with each client’s financial objectives, risk profile, and investment preferences. ...

Jadilah pemohon terawal!

Posted
10 days ago
MYR2,000 - MYR3,000 Sebulan

KL City

  • Additional leave
  • Flexible schedule
  • Free parking ...
Posted
8 days ago
Undisclosed

KL City

  • Build process with the Work Force Management (WFM) team to ensure all yearly models and ongoing monthly adjustments to headcount and productive hours are integrated into the financial intake
  • Use WFM forecasting and contract pricing to build full fiscal year projections of cost for the BPO program and break that cost down into market, partner, vertical, etc. version in order to properly cross charge those services
  • Create and manage our global set of Purchase Orders (PO’s). This means using the approved financial models to request and create PO’s that reflect the exact forecasted cost. Interface with partners to ensure they understand the submission process and are linking the active PO’s in their filings. Track and report on PO transactions and net remaining balances and escalate any serious deviations of expected numbers to the WFM teams ...
Posted
2 days ago
Undisclosed

KL City

  • Building financial models and simulations to support strategic decisions and investment evaluation
  • Contributing to budgeting, forecasting, and planning cycles in close collaboration with business units
  • Acting as a key point of contact for financial and management reporting, ensuring accuracy and completeness ...
Posted
14 days ago
Undisclosed

KL City

  • PayNet’s scale and financial complexity require strong day‑to‑day financial judgment close to the business.
  • Divisions need reliable forward‑looking insight to make timely trade‑offs on cost, investment, and priorities.
  • This role exists to Financial Planning & Analysis (FP&A) discipline closer to divisional planning, performance conversation, and business decision-making. ...
Posted
20 days ago
Undisclosed

KL City

  • Use WFM forecasting and contract pricing to build full fiscal year projections of cost for the BPO program and break that cost down into market, partner, vertical, etc. version in order to properly cross charge those services
  • Create and manage our global set of Purchase Orders (PO’s). This means using the approved financial models to request and create PO’s that reflect the exact forecasted cost. Interface with partners to ensure they understand the submission process and are linking the active PO’s in their filings. Track and report on PO transactions and net remaining balances and escalate any serious deviations of expected numbers to the WFM teams
  • Ensure invoicing from the partners is broken into market, vertical, LOB, and channel detail by agent and productive hour. Use this to generate accurate reports for correct cross charging of services ...
Posted
22 days ago