40 Financial Planner Jobs in Kuala Lumpur - August 2026 - High Salaries
Showing 40 jobs results for
"financial planner"
in Kuala Lumpur
Chat Available
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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 ...
Be an early applicant!
Posted
21 days ago
Chat Available
Undisclosed
Fresh Graduates
Near Train Station
- - 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. ...
Be an early applicant!
Posted
6 days ago
Chat Available
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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 ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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 ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR600 - MYR800 Per Month
Near Train Station
- 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. ...
Be an early applicant!
Posted
18 days ago
Chat Available
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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 ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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 ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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 ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- 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. ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- 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. ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- 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. ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- 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. ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- 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. ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- 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. ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- 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. ...
Be an early applicant!
Posted
21 days ago
Chat Available
MYR1,000 - MYR1,100 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
- 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
25 days ago
MYR2,500 - MYR6,000 Per Hour
+Additional Compensation
Fresh Graduates
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- 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
Chat Available
MYR2,000 - MYR6,000 Per Month
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 - MYR9,000 Per Month
Hybrid • Fresh Graduates
Near Train Station
- 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
Chat Available
MYR2,000 - MYR4,000 Per Hour
+Additional Compensation
Fresh Graduates
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Sales Management
- Providing professional financial planning and wealth management solution to individuals, families or business owner.
- Training and guidance will be provided.
Posted
a month ago
Chat Available
MYR2,500 - MYR3,500 Per Month
+Additional Compensation
Fresh Graduates
Petaling, WP Kuala Lumpur
Near Train Station
- Stay abreast of market trends, industry developments, and regulatory changes affecting SME financing in Malaysia.
- 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. ...
Posted
a month ago
Chat Available
MYR2,500 - MYR6,000 Per Hour
+Additional Compensation
Fresh Graduates
KL City, WP Kuala Lumpur
Near Train Station
- 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
25 days ago
Chat Available
MYR2,000 - MYR6,000 Per Month
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
Undisclosed
Fresh Graduates
KL City, WP Kuala Lumpur
Near Train Station
- Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.
- 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. ...
Be an early applicant!
Posted
15 days ago