600+ Financial Planning Jobs - July 2026 - Urgent Hiring
Showing 621 jobs results for
"financial planning"
Chat Available
MYR2,500 - MYR3,000 Per Month
Fresh Graduates
Near Train Station
- Support social media content creation and posting (captions, photos/videos) across Instagram, Facebook, LinkedIn, and Xiaohongshu.
- Capture photos and videos during client appointments, training sessions, workshops, roadshows and company events for social media content.
- Take accurate and comprehensive meeting notes. ...
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Posted
15 hours ago
Chat Available
MYR650 - MYR1,000 Per Month
Fresh Graduates
- Attend training punctually and regularly write the learning report with the gain info
- Present the learning summary with the format of how the students practice in daily life and future .
- Demonstrate and doing survey to the public / friends to create awareness ...
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Posted
14 hours ago
Chat Available
MYR3,000 - MYR5,000 Per Month
Fresh Graduates
- Understand, Identify & Analyse client’s financial needs and concerns
- Assist client in achieving their financial goals through advisory methods
- Support customers in term of after sales service, provide update and consistently financial information ...
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Posted
14 hours ago
MYR2,000 - MYR2,900 Per Month
+Additional Compensation
Fresh Graduates
Ipoh, 30450
- Advise clients on suitable insurance policies based on their needs and financial circumstances.
- Assess client risk profiles and recommend appropriate coverage levels.
- Build and maintain strong relationships with clients, providing ongoing support and service. ...
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Posted
2 days ago
MYR5,000 - MYR6,000 Per Month
- Financial Statements Preparation: Supervise and review the preparation of monthly, quarterly, and annual financial statements, ensuring accuracy and compliance with accounting standards.
- Monthly Reconciliations and Reports: Review and approve monthly reconciliations and reports to ensure compliance with internal and external standards.
- Special Financial Reports: Prepare special financial reports by collecting, analyzing, and summarizing account information and trends, including Fixed Assets, Cash Flow, and Profit & Loss (PL) statements. ...
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Posted
a day ago
Customer Relationship Executive
MYR2,000 - MYR8,000 Per Month
+Additional Compensation
Fresh Graduates
40000 Shah Alam, Shah Alam
- Develop and implement comprehensive financial plans for clients, aligning with their short-term and long-term goals.
- Provide expert advice on Takaful products and other financial solutions, ensuring clients understand the benefits, features, and suitability for their specific needs and risk profiles.
- Cultivate and maintain strong, long-term relationships with a diverse client base, acting as a trusted advisor and primary point of contact for all financial matters. ...
Posted
2 days ago
Chat Available
MYR5,000 - MYR10,000 Per Month
Fresh Graduates
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Support senior consultants in managing family office and wealth structuring engagements.
- Assist in preparing client presentations, proposals, onboarding documents, and meeting materials.
- Coordinate client onboarding, due diligence (KYC), and documentation processes. ...
Posted
a day ago
MYR6,000 - MYR8,000 Per Month
KL City, WP Kuala Lumpur
Near Train Station
- Oversee the daily operations of the spa, salon, and wellness facilities.
- Monitor treatment quality and guest satisfaction.
- Ensure all guest interactions reflect luxury hospitality standards. ...
Posted
2 days ago
Chat Available
MYR9,000 - MYR10,000 Per Month
- Lead preparation and management of annual budget and monthly rolling forecasts
- Analyse financial data and performance metrics by strategic customer to deliver insights
- Prepare monthly financial reports and variance analysis by Business Unit ...
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Posted
16 hours ago
Chat Available
Financial Sales Consultant (Mandarin Speaker)
MYR2,000 - MYR12,000 Per Month
Fresh Graduates
- Develop and manage relationships with SMEs and corporate clients by promoting the company's financial and insurance solutions to achieve sales targets.
- Identify and generate new business opportunities while building long-term partnerships with corporate clients.
- Provide solutions related to Employee Medical BenefitsandGroup Insurance Programs. ...
Posted
2 days ago
MYR1,000 - MYR1,200 Per Month
+Additional Compensation
Fresh Graduates
KL City, WP Kuala Lumpur
Near Train Station
- 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. ...
Posted
12 days ago
Chat Available
MYR3,000 - MYR5,000 Per Month
+Additional Compensation
- Client Closing
- Revenue Focus
- Pipeline Building ...
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Posted
15 days ago
Chat Available
Finance Executive / Senior Executive (Mandarin Speaker Preferred)
MYR3,000 - MYR5,000 Per Month
Near Train Station
- Handle/assist the full set of group accounts and where applicable, and responsible for ensuring the closing of monthly and yearly accounts are carried out timely and accurately
- Keeping track and ensuring proper recording of all financial and accounting transactions.
- Responsible for daily, monthly & yearly routine of accounting operation (AP / AR / Invoicing / Customer Aging/ Payment Collection / Process payment) ...
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Posted
3 days ago
MYR3,000 - MYR5,000 monthly
Near Train Station
- Verify and review billing progress and ensure accurate classification of account code.
- Prepare weekly cash flow update on cash inflow & outflow position.
- Prepare and submit SST bi-monthly. ...
Posted
3 days ago
Chat Available
MYR15,000 - MYR20,000 Per Month
+Additional Compensation
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Build and maintain strong relationships with high-net-worth clients by understanding their financial goals, risk appetite, and investment preferences.
- Provide comprehensive wealth planning solutions, including retirement planning, estate planning, tax optimization, and customized investment strategies tailored to clients’ needs.
- Manage and grow clients’ investment portfolios by identifying and recommending suitable opportunities across various asset classes, including equities, fixed income, and alternative investments. ...
Posted
8 days ago
Chat Available
Takaful Agent Part time / Fulltime
MYR2,000 - MYR6,000 Per Month
Fresh Graduates
Near Train Station
- Educating clients on Shariah-compliant risk-sharing (Tabarru’).
- Assessing client needs and financial goals.
- Recommending suitable Takaful products. ...
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Posted
3 days ago
Undisclosed
KL City, WP Kuala Lumpur
Near Train Station
- Coordinate the activities of the assigned client(s) with respect to:
- Information
- Report production ...
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Posted
a month ago
Chat Available
MYR1,000 - MYR2,500 Per Month
Near Train Station
- Marketing financial products to clients
- Help to plan and design a proper financial products according to clients needs
- Assist on risk management ...
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Posted
17 days ago
MYR6,000 - MYR10,000 monthly
Near Train Station
- Consolidation of the group’s financial results on the quarterly and yearly basis.
- Prepare cash flows projections or planning for the group.
- Prepare annual reports and prepare any other group reporting when required. ...
Posted
2 days ago
Chat Available
Senior Executive, Financial Analyst
MYR3,000 - MYR5,000 Per Month
Near Train Station
- Monitor and analyze monthly financial and business performance across retail, e-commerce, live commerce, and marketplace channels.
- Conduct sales, margin, profitability, and expense analysis to support management decision-making.
- Identify business risks, opportunities, and performance gaps, and recommend actionable solutions. ...
Posted
4 days ago
MYR9,500 - MYR12,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Manage the full spectrum of accounting and finance operations, including Accounts Payable (AP), Accounts Receivable (AR), General Ledger (GL), Cash Flow, Fixed Assets, and Bank Reconciliation.
- Prepare and maintain accurate monthly, quarterly, and annual financial statements in accordance with applicable accounting standards.
- Ensure timely month-end and year-end closing of accounts. ...
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Posted
20 hours ago
Chat Available
MYR4,000 - MYR5,000 Per Month
Near Train Station
- Collaborate with clients to understand their vision, needs, and budget for interior design projects, translating their ideas into functional and aesthetically pleasing spaces.
- Develop detailed space plans, concept designs, and 3D renderings using AutoCAD and other relevant software to present design proposals to clients.
- Select appropriate materials, finishes, furniture, and fixtures, considering factors such as durability, cost, aesthetics, and sustainability. ...
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Posted
a day ago
Chat Available
MYR5,000 - MYR10,000 Per Month
Near Train Station
- Develop and execute national parts business strategy aligned with Principal and Malaysia market plan.
- Drive genuine parts penetration and reduce grey/parallel parts usage.
- Support new dealer network expansion with structured parts programs. ...
Posted
a day ago
MYR7,500 - MYR8,500 Per Month
KL City, WP Kuala Lumpur
Near Train Station
- Oversee the day-to-day accounting operations, including accounts payable, accounts receivable, general ledger, and bank reconciliations of the companies in the group.
- Prepare and analyse monthly, quarterly, and annual financial statements, ensuring they are accurate and comply with relevant accounting standards and regulations
- Manage the month-end and year-end closing processes, ensuring all accounts are reconciled and adjusted appropriately ...
Posted
4 days ago
Wealth Planning Consultant
MYR2,500 - MYR5,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
- Understand clients' financial goals and life priorities
- Provide personalised advice on insurance, savings, investments & will writing
- Build and maintain long-term client relationships ...
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Posted
2 days ago
Chat Available
Financial Solutions Advisor
MYR2,500 - MYR4,000 Per Month
+Additional Compensation
KL City, WP Kuala Lumpur
Near Train Station
- Analyze clients' financial situations, including income, expenses, assets, and liabilities, to understand their financial goals and risk tolerance.
- Develop personalized financial plans and investment strategies tailored to individual client needs, encompassing retirement planning, education savings, and wealth accumulation.
- Provide expert advice on a range of financial products and services, including investments, insurance, mortgages, and other banking solutions, ensuring clients understand the features, benefits, and risks. ...
Posted
3 days ago
MYR2,500 - MYR5,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
- Understand clients' financial goals and life priorities
- Provide personalised advice on insurance, savings, investments & will writing
- Build and maintain long-term client relationships ...
Be an early applicant!
Posted
4 days ago
Chat Available
MYR2,000 - MYR5,000 Per Hour
+Additional Compensation
Fresh Graduates
- To provide financial consultancy services to clients
- To help the clients find suitable loans from bank, insurance planning
- Trust planning ...
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Posted
19 days ago
MYR3,000 - MYR4,800 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Achieve individual sales targets and contribute towards the achievement of the branch targets
- Focus on the walk-in customers and tap on into the bank’s database to promote banking products to the clients
- Conduct fact finding, need analysis for clients and ensure prompt advise and solutions are offered to clients ...
Posted
8 days ago