Total 503 financial advisor job vacancies in Malaysia

Responsibilities:

• Analyze clients' financial statuses.
• Examine and suggest financial opportunities.
• Develop sound plans and budgets for clients.
• Customize financial plans according to client's changing needs.
• Help clients implement their plans and carry out transactions.
• Present and provide suitable financial services.
• Find and approach prospective clients.
• Build strong relationships to retain existing clients.
• Maintain updated knowledge of regulations, practices, and financial services.

Requirements:

• Proven experience as a financial planner or similar role; experience in sales or customer service is an asset.
• Ability to analyze financial information and comply with regulations.
• Good ethics, with a customer-oriented attitude.
• Outstanding communication skills, with the ability to foster long-term relationships.
• Possess at least a Diploma in accounting, finance, business administration or relevant field

Perks & Benefits

• Commission and bonus
• Central location
• Flexible working hours
• Casual dress code
• Personal development opportunities
• One To One Products Training Will Be Provided

We are seeking highly motivated individuals to join our team at OLPA as Financial Advisors. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their financial future. You will provide comprehensive financial advice, develop customized financial plans, and recommend suitable financial products and services.

Highlight :

• High Basic Allowance provided 
• Hybrid work mode. Work-life balance with flexible working hours, manage your own schedule.
• Unlimited earning potential (Basic Allowance + Commission + Regular Cash Incentive + Yearly Bonus)
• Comprehensive training and Mentorship programs 
• High Opportunity for career advancement (Promote to Manager in 1 Year)
• Exciting rewards campaign for new joiner (free iPad / Travel etc) 

Job Responsibilities:

• Conduct thorough financial needs analysis to understand clients' financial goals and objectives.
• Develop personalized financial plans and strategies tailored to clients' unique circumstances.
• Educate clients on various financial products and services, including insurance, investments, and retirement planning.
• Build and maintain long-term relationships with clients, providing ongoing support and guidance.
• Keep up-to-date with industry trends, market developments, and regulatory changes.
• Meet or exceed sales targets and contribute to the growth and success of the agency.

Requirements:

• Full time or part time are welcome to apply
• Strong passion for helping others and making a positive impact on their financial well-being.
• Excellent communication and interpersonal skills.
• Proactive and self-motivated with the ability to work independently.
• High level of integrity, professionalism, and ethical conduct.
• Prior experience in sales or customer service is an advantage.
• Minimum SPM qualification or equivalent.
• Chinese Speaking is a must.

If you are ambitious, goal-oriented, and eager to build a successful career in the financial services industry, join our team at OLPA. Take the first step towards a rewarding future by sending your resume us. We look forward to welcoming you to our dynamic team!

Apply now to know more on our Attractive Commission Structure & current newjoin Campaign !

Note: Only shortlisted candidates will be contacted for an interview.

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Company trips

Overview :

We are seeking a dynamic and experienced Senior Account cum Admin Executive to join our team. This role requires a blend of financial acumen, administrative skills, and the ability to manage multiple tasks efficiently. The ideal candidate will be detail-oriented, organized, and possess strong communication skills. This position offers an exciting opportunity to contribute to the financial health and operational efficiency of our organization.

Responsibilities :

• Manage accounts payable and accounts receivable processes.
• Prepare and review financial statements, reports, and budgets.
• Ensure compliance with financial regulations and company policies.
• Maintain accurate and up-to-date financial records.
• Prepare monthly, quarterly, and annual financial statements for management review.
• Assist in the preparation of financial forecasts and projections.
• Oversee office administrative tasks, including managing schedules, correspondence, and supplies.
• Coordinate meetings, conferences, and travel arrangements.
• Assist in HR-related tasks such as onboarding, record-keeping.
• Maintain and update company databases and filing systems.
• Handle general office duties and provide support to team members as needed.
• Liaise with internal teams, external vendors, and clients to address financial and administrative needs.
• Communicate effectively with stakeholders to ensure timely and accurate information exchange.
• Collaborate with colleagues to streamline processes and improve operational efficiency.
• Serve as a resource for financial and administrative inquiries, providing guidance and support as required.

Qualifications :

• Diploma / Advanced Diploma / Higher Graduate Diploma / DVM / DKM Level 4 / DLKM Level 5 or Bachelor's degree in Accounting, Finance, Business Administration, or related field.
• Proven experience (3 years++) in accounting and administrative roles, preferably in a similar capacity.
• Strong analytical skills and attention to detail.
• Excellent organizational and time management abilities.
• Ability to prioritize tasks and work effectively under pressure.
• Excellent interpersonal and communication skills.
• Familiarity with relevant financial regulations and compliance standards.
• Certification such as CPA (Certified Public Accountant) or ACCA (Association of Chartered Certified Accountants) is a plus.

Benefits :

• Competitive salary and benefits package.
• Opportunities for professional development and growth.
• Positive and collaborative work environment.
• Flexible work arrangements may be available.

Job Overview

Oversee all financial control activities. Provide executive management with accurate and comprehensive financial information to guide effective policy making and financial strategizing with government regulations.

Job Description 

• Identify the key business initiatives, key result areas and improve the financial performance of the Group.
• Manage the financial system of the Group to ensure its effectiveness and efficiency in responding to the needs of the business.
• Coordinate the preparation and compile the budgets based on projected operating costs, targeted sources and application of funds.
• Summarize budget trends, analyzing deficiencies and reporting variances to executives.
• Monitor cash flow projection and perform monthly planning for the Group.
• Manage high-level financial relations with institutions, banks and agents.
• Supervise and manage the work of subordinates within the finance function and ensure the efficiency and timeliness of services rendered.
• Review group financial statements, group consolidation and quarterly announcements to ensure they are prepared accurately and in compliance with statutory listing requirements.
• Report financial data and statistics with constructive commentary on growth, financial strengths and weaknesses versus market performance to facilitate decision-making of the Board.
• Perform other related duties to benefit the mission of the organisation. 

Requirements

• Minimum Bachelor’s Degree in Accountancy/Finance.
• Minimum five (5) years of working experience in Financial Controller role on management level in relevant field.
• Preferably a chartered accountant and/or candidate who possess professional qualification (ACCA / CPA / ICAEW / MICPA etc.
• Strong leadership and communication skills. 

Perks & Benefits

• Nearby public transport
• Central location
• Personal development opportunities

Key Responsibilities:

• Overall responsible for all financial reporting, management accounting and timely submission of reports which comply to Financial Reporting Standards (MFRS) for consolidation as well as provide financial analysis for reporting to Board of Directors. 
• Prepare quarterly analytical review, commentary, and prospect to Board of Directors for decision making. 
• Manage group tax matters such as transfer pricing documentations, withholding tax, tax incentives, and tax estimation in compliance with local legislations
• Liaison with bankers, auditors, tax agents, com-sec, and statutory bodies / authorities. 
• Provide support on various initiatives and projects including organizational restructuring, mergers and acquisitions, investments, and others. 
• Analyse and review the performance of group and prepare detailed monthly report to the Executive Management. 
• Lead the group financial planning, budgeting, and forecasting processes. 
• Develop and oversee robust internal control system, standard operating procedures, and corporate governance to minimize risk and conduct regular audits to ensure integrity of financial system and controls within the group. 
• Drive and achieve KPIs for business, constantly finetune and monitor to ensure objectives are met. 
• Develop insightful business plans and strategies to support business growth and highlight financial implications of business, investment proposals, strategies, and decisions. 
• Quarterly reporting to Bursa and progress report to Board of Directors.

Finance & Account (F&A) Team Management

• Manage and develop a high-performing finance and accounting team and effective succession planning across the group.
• Review and fine tune all F&A positions Job Description, in order to be effective and efficient
• Develop leadership capability through coaching and mentoring N-1 to be effective People Managers
• Continuous improvement of team collaboration, internally and externally. 
• Lead, guide and achieve F&A KPIs at departmental and organization level. 

Requirements:

• Bachelor’s degree in finance, accounting, or preferably with professional accounting qualification (ACCA or equivalent).
• Minimum 15 year (s) of relevant working experience
• Strong knowledge and experience in financial reporting standards, Bursa Listing requirements, and group accounting practices for Public Listed Companies. 
• Must be a member of MIA (Malaysian Institute of Accountants)
• Excellent interaction ability with external auditors, Bursa and Advisory
• Excellent time management and organizational skills
• Strong interpersonal skills, ability to communicate and manage well at all levels of the organization
• Problem solver and ability to exercise sound judgement and make decisions based on accurate and timely analyses
• Strong leadership skills with confident and adaptability in a dynamic business growth environment
• High level of integrity and dependability with a strong sense of urgency and results-orientation
• Strong people management skills with abilities to develop and coach the F&A team

Perks & Benefits

• Central location
• Medical insurance
• Open culture
• Personal development opportunities

DXN Holdings Bhd is listed on Main Board of Bursa Malaysia (Code 5318), in Business since 1993. DXN Holdings Bhd is the investment holdings and management company of DXN Group. Based in Malaysia, with worldwide operations of 79 subsidiaries across 48 countries.

DXN is principally involved in the sales of health-oriented and wellness consumer products through a direct selling model. It operates a vertically integrated production facilities, right from research and development to cultivation, manufacturing, and distribution. DXN's other business activities that primarily serve to support their core business include conducting laboratory testing services for third parties, offering of lifestyle products, and operating cafe.

Under its massive expansion program, we are now seeking a diligent and experienced Beauty Advisor / Therapist to be based at Cyberjaya with an opportunity to develop a professional future career growth in the Group.

Responsibilities :

• Evaluating clients/members beauty needs by asking questions and performing skill analysis.
• Performing treatment techniques on clients/member face, hands, feets, back and hair.
• Explaining all treatment techniques.
• Cross sell beauty products when relevant.
• Make sure your work station is clean and sterilized at all times.
• Maintain good relationship with member client/member.
• Proven work experience as Beautician or similar position.
• Familiar with skin care therapies, facial and etc.
• Knowledge of beauty products and trends.
• Ability to provide personalized services based on each clients/member requirements.
• Able to work on weekend.
• Have a friendly attitude.
• Book appointments over the phone and serve walk in based on availability.
• Greet clients/member upon arrival.
• Maintain clients/member record.
  
  Requirements :
• Qualification certificate of any medical school or related to spa.
• Preferred skills of a massage therapist may include previous work experience, technical skills and soft skills.

Perks & Benefits

• Open culture
• Personal development opportunities

Welcome, where we believe in the transformative power of life insurance to secure futures and protect loved ones. As a Life Insurance professional, your journey with us is more than just a career – it's an opportunity to make a lasting impact on individuals and families across Malaysia.

Job Description

Client Consultation:
Conduct comprehensive consultations with clients to understand their financial goals and insurance needs.
Provide expert advice on life insurance products and guide clients in selecting appropriate coverage.

Sales and Business Development:
Generate leads through networking, referrals, and other prospecting activities.
Meet or exceed sales targets through effective sales techniques and relationship building.

Customer Service:
Ensure accurate and timely documentation of client interactions and policy details.
Provide ongoing customer service to policyholders, including addressing inquiries, processing policy changes, and offering support during claims processes.
Stay updated on industry trends, market conditions, and changes in life insurance products.
 

Benefits:

*Financial support scheme*
*EDP Entrepreneur Development Program RM(2k-5k) monthly*
* PruVenture Manager RM(3k-10k) monthly and Fast track to be manager
6-year Multiple Commission & 3-year Incentive Bonus goes up to 6-figure income
Promotion to become a quality leader as Unit Manager and Agency Manager
Recognition Awards NAAPN and Incentive premier trip to oversea
Retirement Gratuity Benefit to the Agent and Agency Manager.
Legacy of business, income, and position will be beneficiary continue to Family Members.
Provided free training program / successful environment/coaching/platform 28 branches over Malaysia

Perks & Benefits

• Commission and bonus
• Flexible working hours
• Casual dress code
• Company trips
• Personal leave
• Personal development opportunities

• Monitor tax compliance and preparation of quarterly tax computation and estimates, quarterly defer tax computation, transfer pricing report preparation, SST, withholding tax, and in charge of annual tax review and submission to company tax agent and other tax related matters.
•   In charge of payments review and ensure completeness of documents and compliances for payment approval submission.
• Assist in preparation of financial statements and monthly management report with compliance to accounting standards (IFRS, MFRS) & company policies and statutory requirements.
• Assist in expense monitoring and Balance sheet reconciliation and review for all BS accounts.
• Assist in cashflow projection report for the month after month end closing.
• Provide support for completion of internal and external audit/tax reporting.
• Provide support for stock counts and fixed assets management.
• Assist in ensuring control and compliances to internal control procedures & policies and assist in updating SOP related to financial process.
• Support the Finance team to ensure smooth daily Account and Finance operations.
• Additional tasks/responsibilities as assigned periodically such as budgeting, forecasting, financial planning, project costing, cash flow management etc.

Perks & Benefits

• Free medical benefit for employee
• 5 days week
• Transport allowance
• Meal subsidy
• Free parking 

主要責任：

• 全面負責所有財務報告、管理會計並及時提交符合財務報告準則（MFRS）的報告以進行合併，並提供財務分析以向董事會報告。
• 準備季度分析審查、評論和前景，供董事會決策。
• 根據當地法規管理集團稅務事宜，例如轉讓定價文件、預扣稅、稅務優惠和稅務估算
• 與銀行家、審計師、稅務代理人、通訊安全和法定機構/當局聯絡。
• 為各種措施和專案提供支持，包括組織重組、併購、投資等。
• 分析和審查集團的績效，並向執行管理層準備詳細的月度報告。
• 領導集團財務規劃、預算和預測流程。
• 制定和監督健全的內部控制體系、標準作業程序和公司治理，以最大限度地降低風險，並進行定期審計，以確保集團內財務系統和控制的完整性。
• 推動並實現業務 KPI，不斷調整和監控以確保實現目標。
• 制定富有洞察力的業務計劃和策略，以支持業務成長，並強調業務、投資建議、策略和決策的財務影響。
• 向布爾薩提交季度報告並向董事會提交進度報告。

財務與會計 (F&A) 團隊管理

• 管理和發展一支高績效的財務和會計團隊以及整個集團的有效繼任計劃。
• 審查並微調所有 F&A 職位的職位描述，以確保有效和高效
• 透過輔導和指導 N-1 培養領導能力，成為高效的職能經理
• 持續改善內部和外部的團隊協作。
• 在部門和組織層面領導、指導和實現 F&A KPI。

要求：

• 財務、會計學士學位，或最好具有專業會計資格（ACCA 或同等學歷）。
• 至少 15 年相關工作經驗
• 在財務報告標準、證券交易所上市要求以及上市公司的集團會計實務方面擁有豐富的知識和經驗。
• 必須是MIA（馬來西亞會計師協會）會員
• 與外部審計師、布爾薩和諮詢機構的出色互動能力
• 優秀的時間管理和組織能力
• 強大的人際溝通能力，能夠在組織的各個層面進行良好的溝通與管理
• 問題解決者以及根據準確及時的分析進行合理判斷和做出決策的能力
• 強大的領導能力，在動態的業務成長環境中具有自信和適應能力
• 高度誠信和可靠，具有強烈的緊迫感和結果導向
• 強大的人員管理技能，能夠培養和指導 F&A 團隊

津貼和福利

• 中心位置
• 醫療保險
• 開放文化
• 個人發展機會

德信控股有限公司在馬來西亞證券交易所主機板上市（代碼5318），自1993年開始營業。總部位於馬來西亞，在全球 48 個國家設有 79 家子公司。

德信主要透過直銷模式銷售健康消費品。它經營著從研發到種植、製造和分銷的垂直一體化生產設施。德信的其他業務活動主要用於支援其核心業務，包括為第三方提供實驗室測試服務、提供生活方式產品以及經營咖啡館。

根據其大規模擴張計劃，我們現在正在賽城尋找一位勤奮且經驗豐富的美容顧問/治療師，以便有機會在集團中發展專業的未來職業發展。

職責：

• 透過提問和進行技能分析來評估客戶/會員的美容需求。
• 對客戶/會員的臉部、手部、腳部、背部和頭髮進行治療技術。
• 解釋所有治療技術。
• 在相關時交叉銷售美容產品。
• 確保您的工作站始終清潔且經過消毒。
• 與會員客戶/會員保持良好的關係。
• 擁有美容師或類似職位的豐富工作經驗。
• 熟悉皮膚護理療法、臉部護理等。
• 了解美容產品和流行趨勢。
• 能夠根據每個客戶/會員的要求提供個人化服務。
• 週末可以上班。
• 保持友好的態度。
• 透過電話預約，並根據供應情況提供到府服務。
• 抵達時迎接客戶/會員。
• 維護客戶/會員記錄。
  
  要求 ：
• 任何醫學院或與水療相關的資格證書。
• 按摩治療師的首選技能可能包括先前的工作經驗、技術技能和軟技能。

津貼和福利

• 開放文化
• 個人發展機會

Job Scope 工作范围:

• Building relationship & network with stakeholders from various background.
  (与各种背景的利益相关者, 建立关系。)
• Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (负责为利益相关者, 提供有关风险管理、保险、遗嘱、信托、房产规划、投资等方面的咨询服务。)
• Engage in sales and marketing events. (参与销售和营销活动。)
• Provide follow up on the policy servicing services to customer, i.e: payment mode, change in plans, trustee appointment, top-ups, etc. (为客户提供保单服务的后续跟进，例如：付款方式、计划变更、受托人任命、增加投资额等。)
• Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供专业的财务咨询服务，根据利益相关者的要求进行协调。)
• Negotiating with stakeholders according to their requirements for contracts.
  (根据利益相关者的要求进行合同谈判。)

Requirement 需求:

• Applicable for Malaysian only (只限马来西亚公民)
• Diploma/ Degree/ Bach Degree (文凭/学位/学士学位)
• Part Time/Full Time/Fresh Graduates are encouraged to apply
  (兼职/全职/应届毕业生均可申请)
• Candidates with business, finance, sales & marketing background are welcome to apply (拥有商业、金融、销售和营销背景的候选人欢迎申请)

Perks & Benefits 福利待遇

• Basic + Commission and bonus (基本工资 + 佣金和奖金)
• Flexible working hours (灵活的工作时间)
• Training will be provided (提供培训)
• Regular team activities (团队活动)
• Company trips (公司旅行)
• Allowance (travel stipends, transportation, etc.)(津贴（旅行津贴、交通津贴等）)
• Personal development opportunities (个人发展机会)

Locations:

• Kuala Lumpur
• Batu Pahat (CFS)
• Penang (CFS)
• Kuantan (CFS)
• Johor Bahru (CFS)
• Miri (CFS)
• Tawau (CFS)
• Bintulu (CFS)
• Melaka (Insurance)

Key Responsibilities:

• Plan and conduct marketing activities for a diverse range of industries / customers for hire-purchase products, leasing facilities, trade finance, etc.
• Develop and maintain good relationships with existing customers, suppliers and vendors
• Conduct site visitation to customers, suppliers or vendors on a regular basis
• Compile financial data and market information to perform credit assessment and analysis
• Aggressively obtain new business opportunities to achieve assigned budget /target

Requirements

• Degree in Accounting, Finance, Marketing, Business Administration or equivalent
• Diploma holder with relevant experience in Marketing will also be considered
• Strong analytical mind, observant and good communication skills
• Mature personality with right attitude, ability to work independently and good interpersonal skills
• Fresh graduates are encouraged to apply as comprehensive training will be provided.
• Possess a valid driving license

Perks & Benefits

• Employee equity
• Commission and bonus
• Personal leave
• Open culture
• Personal development opportunities

地點：

• 吉隆坡
• 峇株巴轄 (CFS)
• 檳城 (CFS)
• 關丹 (CFS)
• 新山 (CFS)
• 美里 (CFS)
• 鬥湖 (CFS)
• 民都魯 (CFS)
• 馬六甲（保險）

主要責任：

• 為不同產業/客戶策劃及進行分期付款產品、租賃設施、貿易融資等行銷活動。
• 與現有客戶、供應商和銷售商發展並維持良好的關係
• 定期對客戶、供應商或銷售商進行實地考察
• 整理財務數據和市場資訊以進行信用評估和分析
• 積極獲取新的商機以實現指定的預算/目標

要求

• 會計、金融、行銷、工商管理或同等學歷
• 具有行銷相關經驗的文憑持有者也將被考慮
• 較強的分析能力、觀察力及良好的溝通能力
• 性格成熟，態度端正，有獨立工作能力和良好的人際溝通能力
• 鼓勵應屆畢業生申請，因為我們將提供全面的培訓。
• 擁有有效的駕駛執照

津貼和福利

• 員工股權
• 佣金和獎金
• 事假
• 開放文化
• 個人發展機會

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Fresh graduates and those looking for a mid-career switch are welcome too!

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking and prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Flexible Working Hours: Suitable for students.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field
• Result-oriented & highly-motivated
• Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory!

Work-life balance, essential financial knowledge, attractive remuneration

This role offers flexible work arrangement, equipping you with essential knowledge on financial planning, along with attractive remuneration. Fret not, training and mentorship will be provided. Connect with us and explore a fulfilling career in financial advisory.

Fresh graduates and those looking for a mid-career switch are welcome too!

A Day in The Life of a Financial Advisor:

• Client Networking: Establish and grow a strong client base through networking and prospecting.
• Financial Strategy Development: Understanding your clients’ financial situations and goals to devise strategies that cater to their needs.
• Insurance and Financial Advisory: Provide a holistic approach on insurance and financial planning in areas such as retirement, education, and investments supported by our comprehensive product suite.
• Financial Analysis: Prepare and present financial summaries, investment reports, and income projections for clients.
• Client Relationship Management: Build strong relationships through regular reviews to adapt clients’ financial plans to life changes.

Benefits & Rewards:

• Tailored Training: Gain essential CMFAS certifications and skills through structured courses, with mentoring from experienced and dedicated consultants.
• Attractive Rewards: Embrace our 'work hard, play hard' work ethos, with incentives for top performers.
• Attractive Income Structure: Earn attractive income through a multi-layered incentive system, including commissions, performance incentives, annual bonuses, and exclusive incentive trips.
• Mentorship from Success Stories: Guided by mentors who began their successful careers as students, including one who earned S$90K/month during their days at NUS.
• Flexible Working Hours: Suitable for students.
• Student Funding Programme: Benefit from our corporate financing scheme specifically designed for university students, supporting you in the first 24 months of your career.

Qualifications:

• Singaporean / Singapore PR preferred
• Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Degree in any field
• Result-oriented & highly-motivated
• Strong interpersonal skills with a passion to serve

Apply now and kickstart your career in financial advisory!