Financial Advisor

2 weeks ago


Shah Alam, Selangor, Malaysia Harveston Capital Full time 80,000 - 120,000 per year

Company Description

Established in 2009, Harveston Capital is a holistic wealth management firm that operates Harveston Financial Advisory Sdn Bhd and Harveston Wealth Management Sdn Bhd. Both companies are approved by Bank Negara and the Securities Commission Malaysia, respectively. Over the past 15 years, we have provided wealth management services to individuals, families, and businesses. We help clients achieve their life goals through independent, customized, and integrated wealth management solutions, making us the preferred choice for our clients.

Role Description

This is a full-time hybrid role for a Financial Advisor based in Shah Alam, with some work-from-home flexibility. The Financial Advisor will be responsible for creating financial plans, providing financial advisory services, assisting clients with retirement planning, and managing investments. The Financial Advisor will meet with clients to understand their financial goals and develop tailored strategies to help achieve them.

Qualifications

  • Skills in Financial Planning and Finance
  • Experience in Retirement Planning and Investments
  • Proficiency in Financial Advisory
  • Excellent communication and interpersonal skills
  • Ability to work independently and in a hybrid work environment
  • Bachelor's degree in Finance, Economics, or a related field
  • Relevant certifications (e.g., CFP, CFA) are a plus
  • Experience in the wealth management industry is beneficial ( eg: insurance agent, unit trust consultant, banking industry)


  • Shah Alam, Selangor, Malaysia The Bee Full time 160,000 - 320,000 per year

    The BeeFull-time (Hybrid)RM4,000 – RM8,000 per month (base + performance incentives)About the RoleWe are expanding our financial services team and seeking ambitious individuals to grow with us. You'll work closely with clients on a wide range of solutions — from risk management to corporate consultation and alternative financing. This role offers...


  • Shah Alam, Selangor, Malaysia AIA Bee Malaysia Full time 40,000 - 80,000 per year

    The Bee Full-time (Hybrid)RM4,000 – RM8,000 per month (base + performance incentives)About the RoleWe are expanding our financial services team and seeking ambitious individuals to grow with us. You'll work closely with clients on a wide range of solutions — from risk management to corporate consultation and alternative financing. This role offers...


  • Shah Alam, Selangor, Malaysia Kossan Rubber Industries Berhad Full time 60,000 - 120,000 per year

    We are seeking a highly analytical and detail-oriented Corporate Finance Analyst to support the company's strategic financial planning, budgeting, and investment initiatives. The role involves preparing financial models, analyzing performance data, and supporting corporate exercises to ensure effective decision-making and sustainable business growth.Key...


  • Shah Alam, Selangor, Malaysia SAVVY TRAVEL & TOURS SDN BHD Full time 60,000 - 120,000 per year

    About the roleAs a Manager/Senior Executive, Finance Analyst at SAVVY TRAVEL & TOURS SDN BHD, you will play a crucial role in the company's financial reporting and analysis. This full-time position is based in Shah Alam, Selangor, and will involve providing strategic financial insights to support the company's growth and decision-making.Key...


  • Shah Alam, Selangor, Malaysia Mommyhana Creative Sdn Bhd Full time 60,000 - 120,000 per year

    Job Summary:We are seeking a detail-oriented and experienced Accountant to join our finance team and support the company's Initial Public Offering (IPO) process. The ideal candidate will be responsible for preparing accurate financial reports, ensuring compliance with accounting standards, and assisting in IPO-related documentation and due diligence.Key...

  • Senior Manager

    2 days ago


    Shah Alam, Selangor, Malaysia Pay Direct Technology Sdn Bhd (Betterpay) Full time 120,000 - 144,000 per year

    Key ResponsibilitiesInvestment Execution & Portfolio ManagementLead end-to-end investment processes including deal sourcing, due diligence, valuation, and transaction execution.Develop robust financial models, investment memos, and business cases to support investment decisions.Structure and negotiate term sheets, investor agreements, and financing...


  • Shah Alam, Selangor, Malaysia LEEDEN GASES SDN BHD Full time 120,000 - 240,000 per year

    Corporate Planning Manager(Shah Alam, Selangor - 15 mins from USJ, Puchong, Kota Kemuning & Putra Height)Responsibilities:• Responsible for driving the organisation's strategic planning processes, overseeing business performance analysis, and supporting decision-making for long-term growth.• Lead strategic initiatives, including budgeting, forecasting,...


  • Shah Alam, Selangor, Malaysia Pay Direct Technology Sdn Bhd (Betterpay) Full time 100,000 - 120,000 per year

    Key ResponsibilitiesInvestment Execution & Portfolio ManagementLead end-to-end investment processes including deal sourcing, due diligence, valuation, and transaction execution.Develop robust financial models, investment memos, and business cases to support investment decisions.Structure and negotiate term sheets, investor agreements, and financing...


  • Shah Alam, Selangor, Malaysia TIME dotCom Berhad Full time 200,000 - 250,000 per year

    Reporting to:Head, Network OperationsPosition Overview:We are seeking an experienced SOC Manager to lead our Security Operations Centre (SOC). The ideal candidate combines strong people leadership with deep, hands-on expertise across multiple cybersecurity domains — including offensive security (penetration testing, red-teaming, vulnerability assessments,...

  • Sales Advisor

    7 days ago


    Shah Alam, Malaysia Imtiyaz Zil Itqan Shah Alam Full time

    Be a part of Undisputed No 1 Agency in Malaysia. As Profesional Advisors in financial industry. **Job Types**: Full-time, Part-time, Freelance, Internship Contract length: 12 months Pay: RM3,500.00 - RM15,000.00 per month Expected hours: No less than 25 per week **Benefits**: - Opportunities for promotion - Professional development - Work from...


  • Shah Alam, Malaysia UJI TEGUH R SDN BHD Full time

    We are seeking a **strategic and hands-on Chief Financial Officer (CFO)** to lead the financial direction of **Uji Teguh Group**. The CFO will be responsible for overseeing all financial planning, reporting, and risk management activities across the group’s operations. This role requires someone with strong leadership, financial discipline, and the ability...


  • Shah Alam, Malaysia SAFt Advisory (Branch Setia Alam) Full time

    **Company Description** SAFt Advisory is a professional financial consultancy based in Setia Alam, specializing in family and business takaful solutions under PRU BSN Takaful. We are dedicated to nurturing young talents through our **Elite Development Programme (EDP)** — a structured pathway designed for individuals passionate about financial education,...


  • Shah Alam, Malaysia Blueprint Planning Sdn Bhd Full time

    **About Us** Blueprint Planning is a leading financial planning specialist that is committed to helping our clients realize their financial aspirations. We provide tailored and holistic financial planning services to our clients both in Malaysia and abroad. Our financial advisors have the knowledge and experience to assist our clients in a wide range of...

  • Account Executive

    1 week ago


    Shah Alam, Malaysia Agensi Pekerjaan VR Excellent (M) Sdn Bhd Full time

    Our client, a respected food importer and distributor with over 50 years of excellence in the Malaysian market, is expanding their accounting team. **Location**: Glenmarie, Shah Alam **Responsibilities**: - Manage all aspects of accounting and financial operations. - Maintain accurate and reconciled accounting records. - Prepare timely monthly management...


  • Shah Alam, Malaysia Talent Houz Consulting & Services Full time

    **Job Title: Corporate Finance Manager** **Industry: Logistic & Warehouse** **Salary Range: RM100000-RM150000** **Location: Klang** **Responsibilities** - Work closely with business team and strategy team, provide optimized financial solution or advice to support business requirement by collaborating with cross functional teams when necessary. -...


  • Shah Alam, Malaysia Blueprint Planning Sdn Bhd Full time

    **About Us** Blueprint Planning is a leading financial planning specialist that is committed to helping our clients realize their financial aspirations. We provide tailored and holistic financial planning services to our clients both in Malaysia and abroad. Our financial advisors have the knowledge and experience to assist our clients in a wide range of...

  • Accounts Executive

    2 days ago


    Shah Alam, Malaysia Mega Fortris (Malaysia) Sdn Bhd Full time

    Performing day to day accounting operations for overseas companies - Key in and reconcile suppliers’ invoices - Prepare collection report and payment plan. Ensure supplier payment release according to the payment plan - Responsible to handle full set of accounts, timely preparation of financial and management reports, cash flow forecasting, reviewing and...

  • Sales Executive

    1 week ago


    Shah Alam, Malaysia SIREH EMAS MARKETING SDN BHD Full time

    To take charge sales showrooms and ensure showroom in good condition. - To approach walk-in customers, identify needs and recommend products and services. - To process sales transaction in showroom and liaise with financial institutions on financing facilities. - To deal with complaints or customer inquiries and provide customer service. To ensure high...

  • Service Advisor

    1 week ago


    Shah Alam, Malaysia Honda Tiong Nam Motor Sdn Bhd Full time

    We are a market leader in the automotive industry with a long history of business in Malaysia. Apart from this, we are Four-time winners of the Honda CEO Award, an award given annually to honour its dealers’ outstanding performances. We are looking for highly motivated, goal-driven, independent, and hands-on professionals to join the dynamic team at our...