1,000+ Financial Planning Jobs - October 2026 - High Salaries

Showing 1,024 jobs results for "financial planning"
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  • Provide insights on investment opportunities to support business growth and sustainability.
  • Prepare, analyze, and present monthly, quarterly, and annual financial statements to management.
  • Partner closely with leadership to support strategic decision-making and expansion planning. ...
Posted
8 days ago
  • Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
  • Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
  • Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances. ...
Posted
8 days ago

Malaysia

  • Advise clients on a range of RHB Bank's products and services, including deposits, loans, unit trusts, insurance products, and other investment instruments.
  • Achieve individual and team sales targets and key performance indicators (KPIs) for product penetration and client acquisition.
  • Regularly review and update client portfolios to ensure alignment with their evolving financial situation and market conditions. ...
Posted
8 days ago
  • Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals  To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
  • Degree or Diploma holder
  • Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
8 days ago

Malacca City

  • Provide expert advice on wealth management, retirement planning, education funding, and estate planning.
  • Regularly review and update clients' financial portfolios, ensuring they remain aligned with their evolving needs and market conditions.
  • Maintain a high level of product knowledge across RHB Bank's full range of financial products and services. ...
Posted
8 days ago

Singapore

  • Financial Modeling & Decision Support — Build financial models for new initiatives and expansion projects (ROI, scenario planning, sensitivity analysis); support ad-hoc analysis requests from senior leadership.
  • Financial Control & Compliance — Support month-end closing (accruals, reconciliations), ensure compliance with internal controls and regulatory standards, and facilitate audit processes.
  • Bachelor's in Accounting, Finance, Economics or related field; CPA/ACCA/CFA a plus ...
Posted
8 days ago

Singapore

  • Strategic Client Advisory: Provide holistic, independent financial advice on wealth accumulation, protection, retirement, and legacy planning.
  • Portfolio Management & Review: Construct and manage sophisticated investment portfolios. Conduct regular, data-driven portfolio reviews and adjust strategies based on changing market conditions and client goals.
  • HNW & Legacy Planning: Engage with business owners and affluent families to provide expert advice on complex needs like succession planning, estate structuring, and trust solutions. ...
Posted
9 days ago

Singapore

  • Management Reporting & Performance Analysis
  • • Analyse actual results against budget, forecast, and prior year.
  • • Prepare business performance dashboards and recurring management reports. ...
Posted
9 days ago

Crystal International Group Limited

Hong Kong

  • Identify spending trends, risks, and opportunities, and support cost efficiency and productivity initiatives.
  • Develop financial models, business cases, scenario analyses, investment appraisals, and strategic project evaluations.
  • Support ERP, digital transformation, automation, and process improvement initiatives. ...
Posted
9 days ago

KUKA Robot Automation (Malaysia) Sdn Bhd

  • Budget Monitoring: Track actual results against budgets and forecasts, providing insights and recommendations to support business decisions.
  • Month-End Support: Partner with accounting and finance teams to ensure accurate financial reporting and timely month-end close activities.
  • Data Analysis & Insights: Extract, analyze, and interpret financial data to support strategic initiatives and operational improvements. ...
Posted
9 days ago

Singapore

  • Act as a central coordinator and challenger to finance teams in reviewing results across the region, KPI delivery and detailed risks & ops (R&O) management. Ensure Finance teams are aligned across all requirements to meet deadlines.
  • Responsible for total Brand Investment, ensuring GTR spends are aligned to Budget and Forecast are in line with planning cycles and deadlines.
  • Drive understanding of brand P&L health with partners and longer-term actions to balance growth in brand equity and mitigation of liquid surplus. ...
Posted
9 days ago

Singapore

Posted
9 days ago

Singapore

  • A strong drive and sense of ownership, with the motivation to take responsibility, follow through on commitments and continually strive for excellence.
  • Sharp analytical thinking and sound judgment, with the agility to tackle problems and develop practical solutions, and maintain high standards of quality.
  • An adaptable and self-starting approach, with the ability to thrive in dynamic environments, remain open-minded, and take initiative in managing multiple deliverables and shifting priorities effectively. ...
Posted
9 days ago
  • Acquire and retain new-to-bank (NTB) customers.
  • Participate in sales campaigns and community engagement.
  • Degree or Diploma in any field. ...
Posted
9 days ago

Singapore

  • Prepare weekly Sales estimates for submission to Zone Finance s
  • Cross-Functional Teams and Support
  • Work with cross-functional teams and regional stakeholders to provide data-driven insights and manage operational and financials ...
Posted
9 days ago
  • · Other duties and responsibilities as and when requested by the Company.
  • Job Type: Internship
  • Pay: RM800.00 per month ...
Posted
10 days ago

Singapore

Posted
10 days ago
  • Support in finance projects/assignments
  • Bachelor's degree in Finance / Accountancy or equivalent
  • At least 3 to 5 years working experience in the related field ...
Posted
10 days ago

Singapore

  • Responsible for full set of accounting and finance related responsibilities
  • Review journal entries, AR/AP ageing and stock ageing.
  • Perform cash flow forecast ...
Posted
10 days ago

Singapore

  • Strategic Client Advisory: Provide holistic, independent financial advice on wealth accumulation, protection, retirement, and legacy planning.
  • Portfolio Management & Review: Construct and manage sophisticated investment portfolios. Conduct regular, data-driven portfolio reviews and adjust strategies based on changing market conditions and client goals.
  • HNW & Legacy Planning: Engage with business owners and affluent families to provide expert advice on complex needs like succession planning, estate structuring, and trust solutions. ...
Posted
10 days ago

Singapore

  • Prior experience in wealth management, financial advisory, or related financial services roles in Singapore is preferred, but not required as trainings and mentorship is provided.
  • Company Description
  • Avallis Financial Pte Ltd is an independent financial advisory firm in Singapore that has been serving clients since 1997. As a pioneer IFA, the firm provides objective and transparent advice across insurance, investments, and comprehensive financial planning. Avallis Financial focuses on empowering clients to make confident, well-informed financial decisions that align with their best interests. The organization values professionalism, integrity, and long-term relationships with both clients and team members. ...
Posted
10 days ago

Singapore

Posted
10 days ago

Hong Kong

Posted
10 days ago

Singapore

  • 5+ years in FP&A or corporate finance building rolling forecasts, variance bridges, and driver-based operating models for a growing company
  • Track record of producing board-ready p&l decks and monthly flux commentary memos that finance leadership can present without rework
  • Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
Posted
10 days ago

Singapore

  • 5+ years in FP&A or corporate finance building rolling forecasts, variance bridges, and driver-based operating models for a growing company
  • Track record of producing board-ready p&l decks and monthly flux commentary memos that finance leadership can present without rework
  • Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
Posted
10 days ago

Singapore

  • 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
  • Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow
  • Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
Posted
10 days ago

KL City

  • Automate data flows and system integrations between Oracle EPM and other enterprise platforms using SQL, Python, and related technologies.
  • Collaborate cross-functionally to gather requirements, validate assumptions, and ensure model integrity.
  • Continuously monitor and enhance forecasting performance through KPI tracking, variance analysis, and process optimization. ...
Posted
10 days ago

KL City

  • Meet and follow-up with potential customers after appointment and attending to customer’s request on the policy until it turns into production.
  • To review client insurance policies to identify insurance gap.
  • To assist to organize Banca event/day on weekly basis. ...
Posted
10 days ago
  • Tracks and reports on monthly P&L (e.g. PFME, TTS and FOE spend) - identify variances against budgets and forecasts, thoroughly investigates and diagnoses root causes, then takes appropriate action on material variances and escalate where needed.
  • Analyze the product portfolio to identify Value Destroyers, perform ROIC and cost optimization analysis on the business where needed.
  • As part of the MBS process, perform financial simulations and scenario analysis based on relevant assumptions, business inputs and strategy. ...
Posted
11 days ago