200+ Financial Planner Jobs in Malaysia | Job Vacancies | August 2026 | Ricebowl
Showing 251 jobs results for
"financial planner"
Chat Available
Undisclosed
WFH • Fresh Graduates
Near Train Station
- Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities
- 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 ...
Be an early applicant!
Posted
2 days ago
MYR3,000 - MYR5,000 Per Month
- Manage and develop client relationships
- Build and lead your own team
- Build your own client portfolio ...
Be an early applicant!
Posted
5 days ago
MYR3,000 - MYR5,000 Per Month
- Manage and develop client relationships
- Build and lead your own team
- Build your own client portfolio ...
Be an early applicant!
Posted
9 days ago
Chat Available
MYR3,000 - MYR5,000 Per Month
- Manage and develop client relationships
- Build and lead your own team
- Build your own client portfolio ...
Be an early applicant!
Posted
9 days ago
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
a month ago
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
a month ago
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
a month ago
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
a month ago
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
11 days ago
Chat Available
MYR1,000 - MYR2,500 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
- Assist on financial planning
- Marketing financial products to clients
- Help to plan and design a proper financial products according to clients needs ...
Be an early applicant!
Posted
5 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
a month 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
a month 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
a month 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
11 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
23 days ago
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
a month 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
a month ago
Chat Available
Financial Consultant| No Experience Required (Mandarin Speaker)
MYR4,000 - MYR6,000 Per Month
+Additional Compensation
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
3 days ago
Chat Available
MYR400 - MYR2,000 Per Month
Near Train Station
- Understand customers' needs and provide suitable solutions.
- Achieve monthly sales targets and performance goals.
- Follow up with customers and close sales opportunities. ...
Be an early applicant!
Posted
19 days ago
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
a month ago
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
a month ago
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
a month ago
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
a month ago
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
a month ago
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
a month ago
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
a month ago
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
a month ago
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
a month ago
MYR2,500 - MYR3,000 monthly
+Additional Compensation
Near Train Station
- Manage and complete loan application documents.
- Achieve sales targets consistently.
Posted
2 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
a month ago