200+ Financial Planner Jobs in Malaysia | Job Vacancies | August 2026 | Ricebowl
显示256个工作的结果
"financial planner"
支持聊天
Undisclosed
Fresh Graduates
靠近火车站
- - Explain Takaful solutions clearly and professionally to prospective clients.
- - Build and maintain long-term relationships with clients.
- - Follow up with prospective and existing clients professionally. ...
最后机会申请此工作。
Posted
a day ago
支持聊天
MYR2,500 - MYR9,000 每月
Hybrid • Fresh Graduates
靠近火车站
- Build and manage client relationships while developing leadership capabilities
- Progress into a long-term career path as a professional advisor and future agency leader
- The Next Gen Advisor (NGA) Programme is a structured career launch designed to support aspiring financial advisors with monthly financial allowance, training, and mentorship. ...
Posted
an hour ago
支持聊天
MYR2,500 - MYR3,500 每月
Bandar Kuala Lumpur, WP Kuala Lumpur
靠近火车站
- Monitoring and reviewing clients' financial plans regularly, making adjustments as needed
- Providing ongoing financial advice and support to clients, ensuring they feel confident in their financial decisions
- Maintaining detailed records and documentation for all client interactions ...
最后机会申请此工作。
Posted
16 days ago
支持聊天
MYR2,500 - MYR3,500 每月
Bandar Kuala Lumpur, WP Kuala Lumpur
靠近火车站
- Monitoring and reviewing clients' financial plans regularly, making adjustments as needed
- Providing ongoing financial advice and support to clients, ensuring they feel confident in their financial decisions
- Maintaining detailed records and documentation for all client interactions ...
最后机会申请此工作。
Posted
16 days ago
支持聊天
MYR2,500 - MYR3,500 每月
Bandar Kuala Lumpur, WP Kuala Lumpur
靠近火车站
- Monitoring and reviewing clients' financial plans regularly, making adjustments as needed
- Providing ongoing financial advice and support to clients, ensuring they feel confident in their financial decisions
- Maintaining detailed records and documentation for all client interactions ...
最后机会申请此工作。
Posted
16 days ago
支持聊天
MYR600 - MYR800 每月
靠近火车站
- Conduct research on financial products, market trends, and industry information.
- Support client follow-ups and maintain good customer relationships.
- Participate in training sessions to improve financial knowledge and professional skills. ...
最后机会申请此工作。
Posted
13 days ago
支持聊天
Up to MYR10,000 每月
靠近火车站
- Provide mortgage, loan and financial advises to offer best solution.
- Establishing and maintaining strong customer relationship.
- Close contacts with business partners.
Posted
a month ago
Wealth Planning Consultant
MYR2,500 - MYR5,000 每月
+额外补偿
Fresh Graduates
靠近火车站
- Follow up with clients and provide ongoing support
- Continuously upgrade your financial knowledge & skills
- Understand clients' financial goals and life priorities ...
最后机会申请此工作。
Posted
6 days ago
支持聊天
MYR2,500 - MYR3,500 每月
Bandar Kuala Lumpur, WP Kuala Lumpur
靠近火车站
- Monitoring and reviewing clients' financial plans regularly, making adjustments as needed
- Providing ongoing financial advice and support to clients, ensuring they feel confident in their financial decisions
- Maintaining detailed records and documentation for all client interactions ...
最后机会申请此工作。
Posted
16 days ago
支持聊天
Financial Consultant| No Experience Required (Mandarin Speaker)
MYR4,000 - MYR6,000 每月
+额外补偿
Fresh Graduates
Bayan Lepas, 11950
- Prepare quotations and assist with policy applications.
- Provide after-sales service and annual policy reviews.
- Participate in professional training and personal development programmes. ...
Posted
a day ago
支持聊天
MYR400 - MYR2,000 每月
靠近火车站
- Understand customers' needs and provide suitable solutions.
- Achieve monthly sales targets and performance goals.
- Follow up with customers and close sales opportunities. ...
最后机会申请此工作。
Posted
9 days ago
MYR2,500 - MYR3,000 monthly
+额外补偿
靠近火车站
- Manage and complete loan application documents.
- Achieve sales targets consistently.
Posted
a day ago
支持聊天
MYR2,000 - MYR3,000 每月
Cheras (Kuala Lumpur), WP Kuala Lumpur
靠近火车站
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
最后机会申请此工作。
Posted
16 days ago
支持聊天
MYR3,000 - MYR5,000 每月
Fresh Graduates
- Look for customers that have concern on legacy distribute their wealth.
- Set own sales performance
- Understand, Identify & Analyse client’s financial needs and concerns ...
最后机会申请此工作。
Posted
a month ago
支持聊天
MYR2,500 - MYR3,500 每月
Bandar Kuala Lumpur, WP Kuala Lumpur
靠近火车站
- Monitoring and reviewing clients' financial plans regularly, making adjustments as needed
- Providing ongoing financial advice and support to clients, ensuring they feel confident in their financial decisions
- Maintaining detailed records and documentation for all client interactions ...
最后机会申请此工作。
Posted
16 days ago
支持聊天
MYR2,500 - MYR3,500 每月
Bandar Kuala Lumpur, WP Kuala Lumpur
靠近火车站
- Monitoring and reviewing clients' financial plans regularly, making adjustments as needed
- Providing ongoing financial advice and support to clients, ensuring they feel confident in their financial decisions
- Maintaining detailed records and documentation for all client interactions ...
最后机会申请此工作。
Posted
16 days ago
支持聊天
MYR2,000 - MYR3,000 每月
Cheras (Kuala Lumpur), WP Kuala Lumpur
靠近火车站
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
最后机会申请此工作。
Posted
16 days ago
支持聊天
MYR2,000 - MYR3,000 每月
Cheras (Kuala Lumpur), WP Kuala Lumpur
靠近火车站
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
最后机会申请此工作。
Posted
16 days ago
支持聊天
MYR2,000 - MYR3,000 每月
Cheras (Kuala Lumpur), WP Kuala Lumpur
靠近火车站
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
最后机会申请此工作。
Posted
16 days ago
支持聊天
MYR2,000 - MYR3,000 每月
Cheras (Kuala Lumpur), WP Kuala Lumpur
靠近火车站
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
最后机会申请此工作。
Posted
16 days ago
支持聊天
MYR2,000 - MYR3,000 每月
Cheras (Kuala Lumpur), WP Kuala Lumpur
靠近火车站
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
最后机会申请此工作。
Posted
16 days ago
支持聊天
Undisclosed
Fresh Graduates
George Town, Pulau Pinang
- Develop new business opportunities through networking, referrals, and client presentations
- Manage your own client portfolio while meeting individual and team performance goals
- Participate in regular team meetings, structured training, and development programs ...
最后机会申请此工作。
Posted
3 days ago
支持聊天
MYR2,000 - MYR3,000 每月
Cheras (Kuala Lumpur), WP Kuala Lumpur
靠近火车站
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
最后机会申请此工作。
Posted
16 days ago
MYR2,500 - MYR9,000 每月
Hybrid • Fresh Graduates
靠近火车站
- Build and manage client relationships while developing leadership capabilities
- Progress into a long-term career path as a professional advisor and future agency leader
- The Next Gen Advisor (NGA) Programme is a structured career launch designed to support aspiring financial advisors with monthly financial allowance, training, and mentorship. ...
Posted
9 months ago
支持聊天
MYR2,500 - MYR3,500 每月
+额外补偿
Fresh Graduates
- Negeri Sembilan
- Melaka
- Johor ...
Posted
5 days ago
支持聊天
MYR1,000 - MYR1,100 每月
+额外补偿
Fresh Graduates
靠近火车站
- Assist in developing and executing estate plans, including wills, trusts, and succession strategies, in collaboration with legal and financial partners.
- Maintain up-to-date knowledge of bank loan products, insurance plans, and estate planning tools.
- Coordinate with internal teams (finance, marketing, legal, audit) to ensure smooth client servicing and compliance. ...
Posted
20 days ago
支持聊天
Undisclosed
Fresh Graduates
George Town, Pulau Pinang
- Develop new business opportunities through networking, referrals, and client presentations
- Manage your own client portfolio while meeting individual and team performance goals
- Participate in regular team meetings, structured training, and development programs ...
最后机会申请此工作。
Posted
3 days ago
MYR2,500 - MYR6,000 每小时
+额外补偿
Fresh Graduates
Bandar Kuala Lumpur, WP Kuala Lumpur
靠近火车站
- Build and maintain long-term client relationships through professional advisory service.
- Provide structured after-sales service and policy review support.
- Develop new client opportunities through networking, referrals, and relationship building activities. ...
Posted
a month ago
支持聊天
MYR2,000 - MYR6,000 每月
Fresh Graduates
- Build long-term relationships to support life-stage financial needs
- Meet performance targets while prioritizing client interests
- Assess clients’ financial goals, risk tolerance, and current assets ...
Posted
a month ago
MYR2,500 - MYR3,000 monthly
+额外补偿
靠近火车站
- Manage and complete loan application documents.
- Achieve sales targets consistently.
Posted
4 months ago