Financial Planning Jobs in Wp Kuala Lumpur - October 2026 - Urgent Hiring
Showing 214 jobs results for
"financial planning"
in Wp Kuala Lumpur
MYR2,500 - MYR5,000 Per Month
+Additional Compensation
56100 Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Provide expert financial advice and guidance to clients.
- Analyze client financial situations and develop personalized financial plans.
- Recommend suitable financial products and services based on client needs. ...
Be an early applicant!
Posted
2 days ago
Up to MYR16,000 Per Month
Near Train Station
- Understand clients’ financial and protection needs
- Provide suitable insurance and financial protection solutions to clients
- Build and maintain long-term client relationships ...
Posted
13 days ago
MYR2,500 - MYR5,000 Per Month
+Additional Compensation
56100 Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Provide expert financial advice and guidance to clients.
- Analyze client financial situations and develop personalized financial plans.
- Recommend suitable financial products and services based on client needs. ...
Posted
10 days ago
MYR900 - MYR1,000 Per Month
+Additional Compensation
Fresh Graduates
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- • Assist consultants in preparing mortgage loan applications
- • Help review basic customer documents and profiles
- • Follow up with clients for required documents ...
Be an early applicant!
Posted
3 days ago
MYR2,000 - MYR6,000 Per Month
Fresh Graduates
- 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 ...
Posted
a month ago
MYR2,500 - MYR3,000 Per Month
Near Train Station
- Handle daily administrative and office support tasks.
- Prepare, organise, and maintain company documents, records, and filing.
- Assist in preparing reports, letters, and other administrative documents. ...
Posted
a month ago
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. ...
Be an early applicant!
Posted
2 days ago
Undisclosed
Fresh Graduates
KL City, WP Kuala Lumpur
Near Train Station
- 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. ...
Be an early applicant!
Posted
a month ago
MYR3,000 - MYR4,800 Per Month
Fresh Graduates
KL City, 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 ...
Be an early applicant!
Posted
11 days ago
Undisclosed
Fresh Graduates
KL City, WP Kuala Lumpur
Near Train Station
- 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. ...
Be an early applicant!
Posted
a month ago
Up to MYR600 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Assist in reviewing and analysing clients' financial portfolios
- Support client meetings and observe professional consultations
- Perform administrative and reporting tasks ...
Be an early applicant!
Posted
2 months ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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 ...
Posted
23 days ago
Undisclosed
Fresh Graduates
Near Train Station
- - 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. ...
Be an early applicant!
Posted
2 days ago
MYR3,000 - MYR15,000 Per Month
Fresh Graduates
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Provide expert wealth advice tailored to help clients plan their financial future, offering solutions tailored to their unique needs and goals.
- Advise clients on Wealth, insurance, savings plans, investment opportunities, and retirement plans that suit their financial objectives.
- Drive your success by setting and achieving sales goals. The more you sell, the more you earn! ...
Posted
3 months ago
Undisclosed
Fresh Graduates
Near Train Station
- - 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. ...
Be an early applicant!
Posted
2 months ago
Undisclosed
Fresh Graduates
Near Train Station
- - 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. ...
Be an early applicant!
Posted
2 months ago
Undisclosed
Fresh Graduates
Near Train Station
- - 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. ...
Be an early applicant!
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
23 days ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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 ...
Posted
2 months ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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 ...
Posted
2 months ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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 ...
Posted
2 months ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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 ...
Posted
2 months ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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 ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR3,000 - MYR4,800 Per Month
Fresh Graduates
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
2 months ago