200+ Financial Planner Jobs in Malaysia | Job Vacancies | August 2026 | Ricebowl

显示249个工作的结果 "financial planner"
不要错过任何 Financial Planner 的新工作机会
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
MYR2,000 - MYR4,000 每小时
+额外补偿
Fresh Graduates

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站
  • Sales Management
  • Providing professional financial planning and wealth management solution to individuals, families or business owner.
  • Training and guidance will be provided.
Posted
24 days ago
支持聊天
Undisclosed
Fresh Graduates
  • 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 ...
Will & Trust Communication
+1

最后机会申请此工作。

Posted
3 days ago
支持聊天
MYR2,500 - MYR3,500 每月
+额外补偿
Fresh Graduates

Petaling, WP Kuala Lumpur

靠近火车站
  • 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. ...
Financial Analysis Regulatory Compliance
+1
Posted
25 days ago
支持聊天
MYR2,500 - MYR6,000 每小时
+额外补偿
Fresh Graduates

KL City, WP Kuala Lumpur

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. ...
Lead Generation Negotiation Skills
+6
Posted
20 days 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 ...
Financial Planning Investment Management
+1
Posted
a month ago
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 ...
Communication Interpersonal skill
+6

最后机会申请此工作。

Posted
a month ago
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 ...
Communication Interpersonal skill
+6

最后机会申请此工作。

Posted
a month ago
支持聊天
MYR3,000 - MYR10,000 每月
+额外补偿
Fresh Graduates
  • Maintain up-to-date knowledge of Takaful products, industry trends, and regulatory requirements.
  • Meet or exceed sales targets by actively pursuing leads, conducting presentations, and closing deals.
  • Build and maintain strong relationships with customers to foster loyalty and generate referrals. ...
Any Skills Sales and Marketing
+1

最后机会申请此工作。

Posted
23 days ago
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 ...
Communication Interpersonal skill
+6

最后机会申请此工作。

Posted
a month ago
Undisclosed
Fresh Graduates

KL City, WP Kuala Lumpur

靠近火车站
  • 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. ...

最后机会申请此工作。

Posted
11 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
4 months ago
MYR3,000 - MYR10,000 每月

Malaysia

  • Good interpersonal skills
  • Sales and Marketing
  • Recruiting new team members ...
Posted
a month ago
MYR3,000 - MYR10,000 每月

Malaysia

  • Good interpersonal skills
  • Sales and Marketing
  • Recruiting new team members ...
Posted
13 days ago
MYR3,000 - MYR10,000 每月

Malaysia

  • Good interpersonal skills
  • Sales and Marketing
  • Recruiting new team members ...
Posted
24 days ago
HKD10,000 - HKD10,000 每月
WFH

Hong Kong

  • 醫療保險
  • 額外休息日
  • 工作內容: ...
Posted
23 days ago
MYR3,000 - MYR10,000 每月

Malaysia

  • Good interpersonal skills
  • Sales and Marketing
  • Recruiting new team members ...
Posted
22 days ago
MYR3,000 - MYR10,000 每月

Malaysia

  • Good interpersonal skills
  • Sales and Marketing
  • Recruiting new team members ...
Posted
11 days ago

EDUCARE HUMAN CAPITAL PRIVATE LIMITED

SGD2,000 - SGD6,000 每月
WFH

Serangoon

  • Develop personalised financial plans based on clients' goals and risk profiles.
  • Regularly review clients' financial portfolios and provide ongoing servicing.
  • Stay updated with market trends, financial products, and regulatory requirements. ...
Posted
8 days ago
SGD5,000 - SGD5,000 每月

Singapore

  • Work towards achieving personal sales goals and overall performance objectives.
  • Ensure all financial advisory and sales processes are conducted according to MAS requirements and internal company guidelines.
  • Continuously enhance product knowledge and keep informed of industry trends and market updates. ...
Posted
12 days ago
Undisclosed

Hong Kong

Posted
4 days ago

PROFESSIONAL INVESTMENT ADVISORY SERVICES (PIAS)

SGD3,000 - SGD15,000 每月
WFH

Singapore

  • Building and maintaining long-term client relationships
  • Conducting regular portfolio and financial plan reviews
  • Growing your client base through referrals, networking, seminars, and digital marketing ...
Posted
17 days ago

EDUCARE HUMAN CAPITAL PRIVATE LIMITED

SGD2,000 - SGD2,000 每月

Singapore

  • Develop personalised financial plans based on clients' goals and risk profiles.
  • Regularly review clients' financial portfolios and provide ongoing servicing.
  • Stay updated with market trends, financial products, and regulatory requirements. ...
Posted
21 days ago
SGD1,500 - SGD3,500 每月

Downtown Core

  • Needs Analysis: Conduct comprehensive financial reviews to identify client goals and recommend tailored "Protection First" solutions.
  • Relationship Management: Provide continuous support, ensuring clients remain confident in their financial journey.
  • Financial Stability: A basic allowance of up to $1,500/month plus uncapped commissions. ...
Posted
8 days ago
SGD4,000 - SGD8,000 每月
WFH

Bukit Merah

  • Build and maintain long-term relationships through regular portfolio reviews and proactive client engagement.
  • Educate clients on investment, protection, and wealth planning strategies to support informed financial decisions.
  • Monitor market developments and identify opportunities to enhance clients' financial portfolios. ...
Posted
9 days ago
Undisclosed

Hong Kong

  • AIA 提供穩健平台,強大業務及後勤支援,助您成就事業
  • 入職後退還執業資格考試費用
  • 全方位專業培訓及數碼培訓資源:全面培訓以裝備行業及產品知識、營運技巧、進階針對領袖及管理技巧提升 ...
Posted
11 days ago
SGD4,000 - SGD4,000 每月

Singapore

  • Build and maintain long-term relationships through regular portfolio reviews and proactive client engagement.
  • Educate clients on investment, protection, and wealth planning strategies to support informed financial decisions.
  • Monitor market developments and identify opportunities to enhance clients' financial portfolios. ...
Posted
14 days ago
SGD1,500 - SGD3,500 每月

Downtown Core

  • Needs Analysis: Conduct comprehensive financial reviews to identify client goals and recommend tailored "Protection First" solutions.
  • Relationship Management: Provide continuous support, ensuring clients remain confident in their financial journey.
  • Financial Stability: A basic allowance of up to $1,500/month plus uncapped commissions. ...
Posted
15 days ago
SGD4,000 - SGD4,000 每月

Singapore

  • Build and maintain long-term relationships through regular portfolio reviews and proactive client engagement.
  • Educate clients on investment, protection, and wealth planning strategies to support informed financial decisions.
  • Monitor market developments and identify opportunities to enhance clients' financial portfolios. ...
Posted
16 days ago
SGD5,000 - SGD12,000 每月

Bukit Merah

  • High Commissions + Incentives + Bonuses (Monthly Take Home of S$6,000 to S$8,000 or more)
  • Friendly and supportive environment
  • Personal Mentoring and Coaching Teams with current achievers ...
Posted
8 days ago