25 Retirement Planning Jobs - September 2026 - Urgent Hiring
Showing 25 jobs results for
"retirement planning"
MYR3,000 - MYR5,000 Per Month
- Build your own client portfolio
- Provide takaful and financial planning solutions
- Generate new business opportunities ...
Be an early applicant!
Posted
3 hours ago
MYR3,000 - MYR5,000 Per Month
- Build your own client portfolio
- Provide takaful and financial planning solutions
- Generate new business opportunities ...
Be an early applicant!
Posted
3 hours ago
Chat Available
Undisclosed
WFH • Fresh Graduates
Near Train Station
- Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
- Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
- Relationship Building: Build and maintain long-term, trusted relationships with clients. ...
Be an early applicant!
Posted
2 days ago
Chat Available
MYR3,000 - MYR5,000 Per Month
- Build your own client portfolio
- Provide takaful and financial planning solutions
- Generate new business opportunities ...
Be an early applicant!
Posted
3 hours ago
Financial Solutions Advisor
MYR2,500 - MYR4,000 Per Month
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. ...
Be an early applicant!
Posted
6 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 ...
Be an early applicant!
Posted
a month 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 ...
Be an early applicant!
Posted
a month 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 ...
Be an early applicant!
Posted
a month ago
Chat Available
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
a month ago
Chat Available
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
a month ago
Chat Available
MYR600 - MYR800 Per Month
Near Train Station
- Assist in promoting financial products and services to potential clients.
- Support sales activities including lead generation, client follow-ups, and presentations.
- Assist in identifying customer needs and recommending suitable financial solutions. ...
Be an early applicant!
Posted
a month ago
Chat Available
MYR600 - MYR800 Per Month
Near Train Station
- 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. ...
Be an early applicant!
Posted
a month ago
Chat Available
MYR600 - MYR800 Per Month
Near Train Station
- Assist in understanding clients’ financial goals and requirements.
- Support the team in providing suitable financial solutions based on client needs.
- Assist in explaining financial products and services to clients. ...
Be an early applicant!
Posted
a month ago
Chat Available
MYR600 - MYR800 Per Month
Near Train Station
- Assist in communicating with clients and understanding their financial needs.
- Support the team in introducing financial products and services to clients.
- Assist with client follow-ups and maintaining good customer relationships. ...
Be an early applicant!
Posted
a month ago
Chat Available
Undisclosed
WFH • Fresh Graduates
Near Train Station
- Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
- Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
- Relationship Building: Build and maintain long-term, trusted relationships with clients. ...
Be an early applicant!
Posted
8 days ago
Undisclosed
Fresh Graduates
George Town, Pulau Pinang
- Conduct consultations to understand clients' family, financial, and asset planning need.
- Educate clients on will and trust solutions to organize and protect their assets
- Build and maintain long-term client relationships through regular follow-ups and support ...
Be an early applicant!
Posted
9 days ago
Chat Available
Undisclosed
Fresh Graduates
George Town, Pulau Pinang
- Conduct consultations to understand clients' family, financial, and asset planning need.
- Educate clients on will and trust solutions to organize and protect their assets
- Build and maintain long-term client relationships through regular follow-ups and support ...
Be an early applicant!
Posted
17 days ago
Undisclosed
Fresh Graduates
George Town, Pulau Pinang
- Conduct consultations to understand clients' family, financial, and asset planning need.
- Educate clients on will and trust solutions to organize and protect their assets
- Build and maintain long-term client relationships through regular follow-ups and support ...
Be an early applicant!
Posted
17 days ago
MYR3,500 - MYR5,000 Per Month
Fresh Graduates
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Engaging potential customers through effective prospecting and outreach strategies.
- Driving new sales opportunities to promote financial products and identify customer segments for new sales.
- Understanding clients' unique financial needs and developing customized solutions. ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR3,500 - MYR5,000 Per Month
Fresh Graduates
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Engaging potential customers through effective prospecting and outreach strategies.
- Driving new sales opportunities to promote financial products and identify customer segments for new sales.
- Understanding clients' unique financial needs and developing customized solutions. ...
Posted
21 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
6 hours ago
Chat Available
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 monthly
+Additional Compensation
Near Train Station
- Initiate and manage sales calls with potential customers.
- Understands income eligibility for personal,mortgage,and business loans.
- Handle customer questions and offer financial advice. ...
Posted
4 months ago
MYR2,500 - MYR9,000 Per Month
Hybrid • Fresh Graduates
Near Train Station
- 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 ...
Be an early applicant!
Posted
10 months ago