Financial Advisor
4 weeks ago
Job Description: -Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling and referrals. -Distribute policy proceeds after a claim is submitted and approved. -Recommend risk management strategies that fit clients' personal risk profiles. -Prepare and present detailed reports on the progress of initiatives to management. -Complete administrative tasks including maintaining records and handling policy renewals. -Track insurance claim to ensure client and company satisfaction. -Describe the advantages and disadvantages of different policies to promote the sale of insurance plans. -Respond to clients' insurance-related questions and issues. Requirements: -Good in written and verbal communication skills. -Possess in diploma and degree in any field. -In-depth knowledge of the difference types of insurance plans including vehicle, home and business. -Outstanding interpersonal and negotiation skills. -Eager to learn new things. -Training will be provided. (Due to MCO, training will be in virtual)
SPM / O Level / SKM Level 1 / SKM Level 2 / SKM Level 3 or Equivalent
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Financial Tax Advisor
6 days ago
Petaling Jaya, Selangor, Malaysia Ingram Micro, Inc. Full timeJob OverviewThe Financial Tax Advisor position at Ingram Micro, Inc. involves providing expert financial and tax guidance to internal stakeholders. As a key member of the finance team, you will be responsible for analyzing financial and tax implications of company actions and developing strategies to minimize liability.
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Personal Financial Advisor
4 days ago
Petaling Jaya, Malaysia OA United Group Full time**Requirements**: Personal Financial Advisor-Sales& Telemarketing (Telesales) - Working Hour: 10am -7pm - Location : Sunway Mentari/Petaling Jaya - None/Have any working experience ( Training provided) - Entry level, junior / senior executive all are welcome - Debt solution advisory, financial planner **Responsibilities**: - To provide financial...
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Financial Services Advisor
1 day ago
Petaling Jaya, Selangor, Malaysia ACCA Careers Full timeJob SummaryAs a Financial Services Advisor, you will play a critical role in delivering high-quality financial risk management services to clients. Your expertise in derivatives valuation and market risk measurement will enable us to develop effective solutions to drive business growth.Key ResponsibilitiesCollaborate with cross-functional teams to deliver...
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Financial Advisor
3 weeks ago
Petaling Jaya, Malaysia CamdeusNoble Sdn Bhd Full time**Full Job Description** - Persuade, negotiate and push for payment arrangement. - Perform daily outbound call to notify customers of delinquent account regarding outstanding and overdue payment. - Effectively follow-up call to get payment from debtors. **Requirement** - Minimum requirements: - SPM without experience training will be provided. - Diploma...
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Corporate Financial Analyst
5 days ago
Petaling Jaya, Selangor, Malaysia ACCA Careers Full timeJob DescriptionAs a Senior Restructuring Advisor with ACCA Careers, you will play a key role in analyzing financial data to assess the viability of restructuring or insolvency solutions. You will work closely with senior management and legal advisors to develop effective solutions for clients.
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Financial Advisor
3 weeks ago
Petaling Jaya, Malaysia Max Dynamic Sdn Bhd Full time**Perks** - Incentives + Bonus Cash - Incentive Trips (Minimum 2) - Training and Mentorship Support Provided - Flexible Time **Responsibilities**: - Acquire, develop and maintain relationships with clients to provide sound financial advice. - Provide financial solutions to clients based on individual need. - Market protection products and cross sell to new...
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Insurance Industry Advisor
5 hours ago
Petaling Jaya, Selangor, Malaysia Saft Advisory Kota Damansara Full timeJob RequirementsTo succeed as a Takaful Advisor at Saft Advisory Kota Damansara, you will need to possess excellent communication and interpersonal skills. You should also have a strong understanding of Takaful products and services, as well as experience in the financial services industry.Key ResponsibilitiesProvide financial planning guidance to...
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Wealth Advisor
4 days ago
Petaling Jaya, Malaysia ATeam Advisory Full timeMin SPM qualification Age below 40 Profesional Training provided Can speak mandarin Willing to learn Preferably with some sales background Career advancement **Job Types**: Full-time, Part-time, Freelance Part-time hours: 40 per week **Salary**: Up to RM12,000.00 per month **Benefits**: - Flexible schedule - Opportunities for promotion -...
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Financial Advisor
3 weeks ago
Petaling Jaya, Malaysia Jca Wealth Services Full time**Requirements**: - Team Player - Good time-management skills - Great interpersonal and communication skills - Fresh graduate are encouraged to apply - Possess own transport - Fluent in English & Mandarin speaking - No work experience required **Responsibilities**: - Provide clients with specialist advice on how to manage their money - Ensuring that...
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Financial Services Consultant
5 hours ago
Petaling Jaya, Selangor, Malaysia Saft Advisory Kota Damansara Full timeJob OverviewThis is a full-time hybrid role at Saft Advisory Kota Damansara. As a Takaful Advisor, you will be responsible for providing expert guidance to clients on Takaful products and services.Key ResponsibilitiesProvide financial planning guidance to clients.Build long-term relationships with customers.Required Skills and QualificationsFinancial...
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Financial Business Development Manager
1 day ago
Petaling Jaya, Selangor, Malaysia Hunters International Sdn Bhd Full timeJob OverviewWe are seeking an experienced Finance Business Development Manager who can drive continuous improvement in financial processes, reporting, and analysis to enhance business performance and decision-making. The successful candidate will have at least 10 years of experience in business partnering, FP&A, or finance controlling from reputable MNCs.Key...
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Compliance Financial Advisor
2 days ago
Petaling Jaya, Selangor, Malaysia Link Compliance Full timeResponsibilitiesThe Senior Financial Planner will be responsible for:Supporting financial reporting and analysis for the SEA Regional teamParticipating in budget planning and consolidationIdentifying opportunities for process improvement and implementing changes to enhance efficiency and business performanceSkills and QualificationsTo be successful in this...
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Financial Analyst
3 weeks ago
Petaling Jaya, Malaysia Agensi Pekerjaan & Perundingcara Bright Prospect Sdn Bhd Full timeConduct comprehensive financial analysis to support day-to-day operational activities of the Business Unit, identifying discrepancies, unusual occurrences, and areas for enhancement. - Monitor and evaluate the budget, cash flow, Profit & Loss, and balance sheet of the Business Unit. - Validate and review documents submitted by Business Units for approval by...
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Personal Insurance Advisor
3 weeks ago
Petaling Jaya, Malaysia Max Dynamic Sdn Bhd Full time**Perks** - Incentives + Bonus Cash - Incentive Trips (Minimum 2) - Training and Mentorship Support Provided - Flexible Time **Responsibilities**: - Acquire, develop and maintain relationships with clients to provide sound financial advice. - Provide financial solutions to clients based on individual need. - Market protection products and cross sell to new...
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Personal Insurance Advisor
3 weeks ago
Petaling Jaya, Malaysia Max Dynamic Sdn Bhd Full time**Perks** - Incentives + Bonus Cash - Incentive Trips (Minimum 2) - Training and Mentorship Support Provided - Flexible Time **Responsibilities**: - Acquire, develop and maintain relationships with clients to provide sound financial advice. - Provide financial solutions to clients based on individual need. - Market protection products and cross sell to new...
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Strategic Financial Advisor Opportunity
4 days ago
Petaling Jaya, Selangor, Malaysia ACCA Careers Full timeKey Responsibilities:In this role, you will be responsible for:Understanding client requirements and problem statementsPerforming detailed quantitative analysis, including financial analysis and financial modelingParticipating in project teams and meetings with clients and other advisers/stakeholdersCommunicating with clients and third parties for gathering...
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Legal Advisor
1 week ago
Petaling Jaya, Malaysia Prestige Sports Sdn Bhd Full timeAssist Head of Department in all legal matters including but not limited to corporate advisory, litigation, dispute resolution and conveyancing - Assist to review, vet and draft contracts and other documentations assigned - ensuring company interests are protected, legal risks are minimized and compliance with all statutory and/or legal requirements - Assist...
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Financial Reporting Specialist
3 days ago
Petaling Jaya, Selangor, Malaysia AdrianYeo PLT Full timeJob OverviewWe are a boutique Chartered Accountant firm, AdrianYeo PLT, that provides the full range of services in audit, accounting, taxation and advisory for international and local clients. We pride ourselves in servicing high-growth SMEs, Multinationals, and high-net-worth individuals.The ideal candidate will have a strong understanding of accounting...
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Financial Advisor, Property Financing, Branch
4 weeks ago
Petaling Jaya, Malaysia MBSB Full timeJob Responsibilities - Plans, coordinates, implement marketing strategies to promote and develop new customer base for mortgage products. - Actively participates in roadshows, property fairs and sales launches at developers’ sites. - Maintain close business relationships with solicitors, housing developers, financial institutions and relevant...
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Financial Legacy Planner Advisor
4 weeks ago
Petaling Jaya, Malaysia Ezva Group Full time**Requirements**: - Minimum SPM - Looking for applicants with legal right to work in Malaysia - Internship are welcome - No experience require and will provide on-the-job training **Responsibilities**: Junior - Provide information to customer on financial product / investment plan / legacy planning - Make appointment with customer - Provide advise to help...