Financial Advisor job vacancies in Finance / Banking / Insurance category in Selangor now available - March 2024 | Search for job vacancies , jawatan kosong in Jobstore Malaysia

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Total 13 financial advisor job vacancies in Finance / Banking / Insurance category in selangor

Financial Advisor

Full-time
Petaling Jaya, Selangor
Finance / Banking / Insurance
1 week ago

Optimum Life Planner Advisory was established in 2017 and it has been 6 years in Tokio Marine Life Insurance Malaysia Bhd. We always have kept this 5 words close to our career.
LOVE, PATIENCE, FOCUS, DESIRE and PASSION.
With our motto "We Plan, We Guide, We Protect".

Everyone has the responsibility of "LEAVE NO DEBTS BUT LOVE". -- Founder of Optimum Life Planner Advisory.

Business Partner (Financial & Insurance)

Full-time
Petaling Jaya, Selangor
Finance / Banking / Insurance
6 days ago

Optimum Life Planner Advisory was established in 2017 and it has been 6 years in Tokio Marine Life Insurance Malaysia Bhd. We always have kept this 5 words close to our career.
LOVE, PATIENCE, FOCUS, DESIRE and PASSION.
With our motto "We Plan, We Guide, We Protect".

Everyone has the responsibility of "LEAVE NO DEBTS BUT LOVE". -- Founder of Optimum Life Planner Advisory.

Financial Advisor / 財務顧問

Full-time
Petaling Jaya, Selangor
Finance / Banking / Insurance
3 weeks ago

Optimum Life Planner Advisory was established in 2017 and it has been 6 years in Tokio Marine Life Insurance Malaysia Bhd. We always have kept this 5 words close to our career.
LOVE, PATIENCE, FOCUS, DESIRE and PASSION.
With our motto "We Plan, We Guide, We Protect".

Everyone has the responsibility of "LEAVE NO DEBTS BUT LOVE". -- Founder of Optimum Life Planner Advisory.

Financial Intern - Part-time

Part-time
Puchong, Selangor
Finance / Banking / Insurance
3 weeks ago

公司的使命:创立百人卓越团队,共同达成人生目标,共创圆满人生。每年为1000家企业与家庭提供全方位财务规划。

公司的愿景:到2030年,协助10000家企业、家庭达到理想保障与传承;造就500名年轻伙伴迈向优质生活。

Financial Intern / 財務實習生 - Part-time

Part-time
Puchong, Selangor
Finance / Banking / Insurance
3 weeks ago

公司的使命:创立百人卓越团队,共同达成人生目标,共创圆满人生。每年为1000家企业与家庭提供全方位财务规划。

公司的愿景:到2030年,协助10000家企业、家庭达到理想保障与传承;造就500名年轻伙伴迈向优质生活。

Financial Planner

Full-time
Puchong, Selangor
Finance / Banking / Insurance
1 month ago

公司的使命:创立百人卓越团队,共同达成人生目标,共创圆满人生。每年为1000家企业与家庭提供全方位财务规划。

公司的愿景:到2030年,协助10000家企业、家庭达到理想保障与传承;造就500名年轻伙伴迈向优质生活。

Financial Intern - Part-time

Part-time
Puchong, Selangor
Finance / Banking / Insurance
1 month ago

公司的使命:创立百人卓越团队,共同达成人生目标,共创圆满人生。每年为1000家企业与家庭提供全方位财务规划。

公司的愿景:到2030年,协助10000家企业、家庭达到理想保障与传承;造就500名年轻伙伴迈向优质生活。

Financial Intern / 財務實習生 - Part-time

Part-time
Puchong, Selangor
Finance / Banking / Insurance
1 month ago

公司的使命:创立百人卓越团队,共同达成人生目标,共创圆满人生。每年为1000家企业与家庭提供全方位财务规划。

公司的愿景:到2030年,协助10000家企业、家庭达到理想保障与传承;造就500名年轻伙伴迈向优质生活。

Sales & Marketing, Executive (Financial)

Full-time
Petaling Jaya, Selangor
Finance / Banking / Insurance
1 month ago

Our company provides services to manage your wealth, investments and provides opportunity to be partners and associates with products, Upay/Upayme and etc..

We believe we can achieve more as a team and not as an individual while not diminishing the personalities, qualities and contribution of each individual member of our team. Coupled with the variety and rich backgrounds of our team, we are able to provide high level professional consultation to help clients find the appropriate solutions through insurance and investment planning hence achieve their goals and benchmarks. With this philosophy, we have grown to what we are today with a portfolio of both blue chip corporate clients and individuals who have entrusted us with the mandate to execute financial and wealth advisory services for their benefit. Teamworks wins! 

PRUVenture (Wealth Planner & Insurance / Takaful Advisor) / PRUVenture(財富規劃師和保險/回教保險顧問)

Full-time
Petaling Jaya, Selangor
Finance / Banking / Insurance
2 months ago

STS Advisory Prudential's Mission is to provide Financial Freedom and Peace of Mind for all Malaysians. We offer PRUVenture position with Financing Scheme & Training Support.

We adopt total financial planning approach on Wealth Creation, Wealth Protection and Wealth Accumulation. We welcome young and energetic individual to join our team to achieve your DREAMS and GOALS. Kindly email your resume for an interview session with us.

PRUVenture (Wealth Planner & Insurance / Takaful Advisor)

Full-time
Petaling Jaya, Selangor
Finance / Banking / Insurance
9 months ago

STS Advisory Prudential's Mission is to provide Financial Freedom and Peace of Mind for all Malaysians. We offer PRUVenture position with Financing Scheme & Training Support.

We adopt total financial planning approach on Wealth Creation, Wealth Protection and Wealth Accumulation. We welcome young and energetic individual to join our team to achieve your DREAMS and GOALS. Kindly email your resume for an interview session with us.

Financial Advisor - Life Insurance (High basic salary)

Full-time
Petaling Jaya, Selangor
Finance / Banking / Insurance
1 week ago
About UsBjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is t.....

Official account of Jobstore.

Life Insurance Advisor (High basic salary)

Full-time
Petaling Jaya, Selangor
Finance / Banking / Insurance
1 week ago
About UsBjak is focused on providing access to affordable and sustainable financial services for people in ASEAN. Headquartered in Malaysia, Bjak is t.....

Official account of Jobstore.

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Finance / Banking / Insurance

Frequently Asked Questions about Finance / Banking / Insurance

What are the different jobs in Finance?

Finance is a vast field with a range of opportunities that work within the public and private sector where are tasked with providing financial advice and managing related accounts administration. Some of the common tasks include analyse market trends, monitor financial details, prepare statements, research investments, forecast economic trends and review reports.


The financial service jobs comprised of finance manager, finance analyst, compliance manager, chief finance officer (CFO), corporate banking officer, financial controller, accountancy, investment banking, pensions, private banking and financial planning.

What does a Finance Manager do?

The role of finance manager is to analyse daily financial management and subsequently provide advice as well as guidance to upper management on future financial plans. Responsibilities include providing financial reports, develop projections for the firm’s finances, conduct evaluations for cost-reduction opportunities, oversee the operations of the finance department and liaise with auditors to ensure company finances is maintained.

What are the job responsibilities as an Account Executive?

The role of account executive is to act as an important liaison between an advertising agency and its clients. Responsibilities include working with account planners to devise a campaign, briefing the creative team on producing adverts, negotiating with clients, monitoring on the campaign’s progress, managing the account’s budget and invoicing the client.

What is a Finance Executive and the responsibilities?

The role of finance executive is to keep track of financial transactions, preparing financial reports, reviewing financial statements, preparing accounting ledgers and performing various financial tasks. Responsibilities include sharing financial reports with upper management, suggest ways of improving the company’s financial transactions and involved in preparing finance policies and processes for the company.

What are the roles of a Financial Planner?

The role of financial planner is to help clients manage their finances in areas including investments, cash flow, savings and debt management. Responsibilities include analysing client financial planning, examine financial opportunities, develop budgets for clients, help clients implement their plans, find prospective clients and build strong relationships to retain existing clients.

What is the Financial Consultant role?

The role of financial consultant is to provide guidance on investment decisions, cash management and daily company expenses. Responsibilities include assessing the company’s financial status, analyse investment plans, source capital expansion options, analyse market trends, manage tax payments, monitor financial procedures and review daily transactions to identify areas of improvement.

What are the duties and responsibilities of a Financial Advisor?

The role of financial advisor is to act as an intermediary between the company and customers. Responsibilities include providing strategic advice across a variety of financial products/services, assess client’s overall financial plan, guide clients towards a secure financial decision and comply with all industry rules as well as regulations.

What are the jobs available in the banking sector?

Bankers are employed by banks to manage the strategic and daily management of their branches. Responsibilities include assessing finance, process payments, withdrawals, authorise loans, develop business contacts, manage budgets and financial records.Job types include auditor, analyst, financial advisers, accountants, loan officers, bank tellers, and treasurers.

What are the duties and responsibilities of a Relationship Manager?

The role of relationship manager is to build and preserve trusting relationships with the customers. Responsibilities include understanding customer needs, resolve customer complaints effectively, promote high-quality customer service processes, approach potential customers to establish new relationships and gain solid knowledge of competitors.

What is the Business Analyst Executive role?

The role of business analyst executive is to conduct market analyses, review both product lines and the overall profitability of the business. Responsibilities include creating a detailed business analytics, budgeting, reporting, forecasting, financial modelling, variance analysis and defining business requirements as well as reporting them back to stakeholders.

What is a Credit Control Officer and the responsibilities?

The role of credit control officer is to oversee the collection of customer accounts while ensuring high satisfaction and loyalty. Responsibilities include creating procedures to ensure timely payments, monitor debtor balances, liaising with customers as well as internal personnel including the sales team.

What are the job responsibilities as a Compliance Officer?

The role of compliance officer is to ensure that the operations and business transactions following all relevant legal as well as internal rules. Responsibilities include developing an effective legal compliance program, proactively auditing processes and training employees.

What does a Treasury Manager do?

The role of treasury manager is to manage the organisation's financial aspects from cash management to corporate finance. Responsibilities include performing treasury management, assume responsibility for cash management procedures and managing the company’s investment activity.

What are the duties and responsibilities of a Unit Trust Consultant?

The role unit trust consultant is to help clients analyse their financial situation, establish their investment goals and propose an investment plan. Responsibilities include advising clients in building a well diversified unit trust investment portfolio, monitor clients’ investments potential returns, build a trusted relationship with clients by providing ethical and professional advisory services.

What is the Corporate Finance Manager role?

The role of corporate finance manager is to identify and securing acquisition deals as well as managing large monetary funds for financial products. Responsibilities include advise on how to meet targets investment capital, generate finance from shares, structure financial management, liaise with all parties involved in transactions and prepare legal documents as well as prospectus.

What types of jobs available in the Insurance industry?

The insurance field is a broad category that includes coverage on life, health, casualty, insurance brokers and social insurance. The jobs in this profession include actuary, claims adjuster, claims examiner, processing clerk, insurance investigator, sales agent and insurance underwriter.

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