What Jobs are available for Investment Services in Malaysia?
Showing 91 Investment Services jobs in Malaysia
Executive, Financial Services
Posted 2 days ago
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Job Description
Perform month-end closing activities, including posting of journal entries.
Monitoring of premium receivable and claims receivables for impairment and recovery.
Responsible for payment processing, including verification, and ensuring payments are processed within the stipulated timeline and following company policies.
Perform bank reconciliations, follow-up, and resolution of open items.
Update and maintain fixed asset register, including posting of entries to the general ledger.
Update standard operating procedures for accounting activities as required.
Assist in the preparation of yearly Group Financial Budgets and Business Plan.
Analyse and report on current financial status.
Coordinate with Head of Company, Finance Manager and Head of Business Unit Team on long-term financial planning.
Compare anticipated and actual results and identify areas of improvement.
Review accounting transactions for data accuracy.
Maintain confidentiality of financial information and investment decisions.
Act as a true business partner by providing financial results to the operational division along with analysis support.
Proudly take a lead in the preparation of annual operating budgets and yearly audited financial statements.
Be the primary contact for the design and maintenance of the budgeting and reporting systems.
Take charge of the development and maintenance of activity costing rates used for profit analysis and be able to provide analysis in support of organisational initiatives.
To perform any other task as directed by the superior.
Requirements
Qualification: Degree or Diploma in Accounting/Finance or a relevant professional qualification.
Minimum 2 – 4 years of working experience in a similar capacity.
Proficient in a full set of accounting.
Self-starter who can work independently and work with all relevant internal teams and external parties if required.
Independent, and the ability to work under pressure with tight deadlines.
Facilitate and practice security, integrity and confidentiality of information.
Attention to fine details, highly analytical and compliance with accounting standards and practices.
A good team player with strong interpersonal skills, mature and able to communicate with all levels of personnel.
Able to work beyond the normal working hours.
Excellent interpersonal, oral and written communication skills.
Adaptable to rapid technology changes.
How to apply Candidates who meet the above requirements and qualifications must email a complete resume/CV containing personal information, the highest academic qualifications (including a copy of the relevant certificates), expected salary, and a passport-size photo to
ONLY SHORTLISTED CANDIDATES WILL BE NOTIFIED
Company Overview UiTM Holdings Sdn Bhd (UHSB) is a wholly-owned investment holding company of Universiti Teknologi MARA. Incorporated on 5 June 2007, UHSB presently manages 8 active subsidiaries with operations spanning across four business divisions namely Energy, Healthcare, Technology and Creative. UHSB acts as a link committed to transforming ideas into action and income generation into wealth creation, and is the gap‑bridging entity mandated to fulfil the wealth creation for UiTM to create investment opportunities and enhance the strategic positioning of the core businesses.
Perks and benefits Medical, Miscellaneous allowance, Dental Hospitalisation & Maternity Benefits, GTL/GPA Insurance
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Financial Services Advisor
Posted 3 days ago
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Job Description
This is a full‑time on‑site role for a Sales and Financial Consultant located in Kuantan. The Sales and Financial Consultant will be responsible for providing financial planning, retirement planning, and investment advice to clients. Daily tasks include analyzing financial data, developing financial strategies, and creating investment plans to meet client goals. The role also involves maintaining client relationships and staying updated with financial market trends. Qualifications
Skills in Financial Planning and Retirement Planning Knowledge of Investments and Finance Strong Analytical Skills Excellent communication and interpersonal skills Ability to work effectively in a team Minimum SPM with 2 years working experience Diploma or higher. Fresh graduates are highly encouraged to apply Aged 20 years and above (male or female) Well‑groomed and presentable Seniority level
Entry level Employment type
Full‑time Job function
Finance and Sales Industries
Insurance Referrals increase your chances of interviewing at Prudential BSN Takaful Berhad by 2x We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Consumer Financial Services
Posted 4 days ago
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Job Description
Company Background: We are representing our well-knownbanking clients in their search for a highly motivated and dynamic individual to join their team in the position of Consumer Financial Services. We are looking for a candidate who is passionate about delivering excellent customer service and contributing to the success of a leading bank in the region. Monday - Friday Annual Leaves, Medical Leave Performance bonus Medical Insurance Yearly bonus Job Description: To provide One-Stop and holistic banking solutions to our customers. Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engage with our wealth specialist, sensing the pulse of global economy, and in return offer your professional advice and appropriate financial solutions to our customers, and achieve your revenue target. Be Our Personal and Premier Banking Advocate and Acquire New Customer You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefit and inviting them to be part of the Personal / Premier Banking. Service - You are expected to proactively engage our customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner. Compliance You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others. Job Requirements: Diploma and above holder with experience in sales or service experience in the financial or service industry (e.g. of service are Airline, Telco, Hotel, Tourism). Fresh graduates are encouraged to apply. License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) is an added advantage. Possess strong interest in financial planning, investment, lending, and sales. Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills. Good social networking skill and able to deliver and maintain high quality of customer service. Multi-lingual will be an added advantage. Possesses own transport and willing to travel. Interested candidate may apply online or send your resume to Only shortlisted candidate will be notified
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Financial Services Consultant
Posted 13 days ago
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Job Description
This is a full-time hybrid role for a Financial Services Consultant at Qaizer Consultancy. The Consultant will be responsible for providing financial services and consulting to clients, requiring analytical skills, finance expertise, and strong communication abilities. The role is based in WP Kuala Lumpur with the flexibility for some remote work. Qualifications
Analytical Skills and Finance expertise Experience in Financial Services and Consulting Ability to work independently and collaboratively Studies in Mass Communication, Marketing, Finance, Economics, Business, or related field Professional certifications (e.g., CFA, CPA) are a plus Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Qaizer Consultancy by 2x Get notified about new Financial Services Consultant jobs in
WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia . Financial Services Consultant (Nationwide)
WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 1 week ago
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Consumer Financial Services
Posted 16 days ago
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Job Description
Company Background: We are representing our well-knownbanking clients in their search for a highly motivated and dynamic individual to join their team in the position of Consumer Financial Services. We are looking for a candidate who is passionate about delivering excellent customer service and contributing to the success of a leading bank in the region. Monday - Friday Annual Leaves, Medical Leave Performance bonus Medical Insurance Yearly bonus Job Description: To provide One-Stop and holistic banking solutions to our customers. Offer Professional Wealth Advice - To be part of the leading wealth solutions team in the industry and supported by regional wealth panel. You will be constantly engage with our wealth specialist, sensing the pulse of global economy, and in return offer your professional advice and appropriate financial solutions to our customers, and achieve your revenue target. Be Our Personal and Premier Banking Advocate and Acquire New Customer You will be well involved in events and sales activities in line with the business direction and other sales initiatives. By engaging customers and prospects, you will be the ambassador of the bank to share on the benefit and inviting them to be part of the Personal / Premier Banking. Service - You are expected to proactively engage our customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner. Compliance You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others. Job Requirements: Diploma and above holder with experience in sales or service experience in the financial or service industry (e.g. of service are Airline, Telco, Hotel, Tourism). Fresh graduates are encouraged to apply. License and relevant certifications (PCE, MTA, FIMM, IPPC/PPKM etc) is an added advantage. Possess strong interest in financial planning, investment, lending, and sales. Strong understanding of both financial and non-financial markets as well as excellent communication and interpersonal skills. Good social networking skill and able to deliver and maintain high quality of customer service. Multi-lingual will be an added advantage. Possesses own transport and willing to travel. Interested candidate may apply online or send your resume to Only shortlisted candidate will be notified
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Financial Services Consultant
Posted 16 days ago
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Job Description
Recruiter@ Hiring for Permanent Sales Position in Banking industry. Opportunities for Fresh Graduates! 2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Sun Life Malaysia Assurance Berhad Responsibilities
To promote and professionally sell selected range of Bancassurance products to achieve sales target. To provide banks existing and potential customers professional advice on appropriate financial products based on customers need. To ensure customer satisfaction and provide excellent after sales service. To plan and to implement sales activities related to Bancassurance products. Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales Industries
Insurance
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Managing Consultant, Financial Services
Posted 11 days ago
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Job Description
Market Penetration:
Strategically market and distribute a full spectrum of the firm's private and third-party investment solutions throughout key global regions. Customized Advisory:
Serve as a trusted advisor, formulating and executing advanced, long-term wealth strategies that strictly match client risk profiles and financial aspirations. Sustainable Engagement:
Proactively build and maintain deep relationships with a varied client base, ensuring high levels of trust and satisfaction that lead to sustained asset growth and commitment. Qualifications
Track Record:
3-5 years of established success managing high-value client relationships and delivering advanced financial/investment planning services. Stakeholder Engagement:
Possesses outstanding communication and presentation skills essential for building trust and engaging effectively with sophisticated clientele. Performance Drive:
Proven ability to thrive
independently
in a highly competitive, fast-paced setting, consistently delivering results with impeccable professionalism. Benefits
Leadership Pipeline:
Offers a defined, long-term
career pathway
into
senior leadership
and increased responsibility. Exclusive Global Exposure:
Provides direct engagement with highly
complex investment strategies
and
inaccessible global alternative markets. Contact Joshua Joel Quote job refJN- Phone number
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Managing Consultant, Financial Services
Posted 13 days ago
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Job Description
Managing Consultant, Financial Services Join to apply for the
Managing Consultant, Financial Services
role at
Michael Page .
About Our Client We are working with a top-tier financial institution recognized for its resilient investment portfolio and commitment to performance. This licensed firm provides an exclusive environment where investment professionals gain direct exposure to global alternative assets and specialized private solutions.
Job Description
Market Penetration: Strategically market and distribute a full spectrum of the firm's private and third-party investment solutions throughout key global regions.
Customized Advisory: Serve as a trusted advisor, formulating and executing advanced, long-term wealth strategies that strictly match client risk profiles and financial aspirations.
Sustainable Engagement: Proactively build and maintain deep relationships with a varied client base, ensuring high levels of trust and satisfaction that lead to sustained asset growth and commitment.
Qualifications
Track Record: 3-5 years of established success managing high-value client relationships and delivering advanced financial/investment planning services.
Stakeholder Engagement: Outstanding communication and presentation skills essential for building trust and engaging effectively with sophisticated clientele.
Performance Drive: Proven ability to thrive independently in a highly competitive, fast-paced setting, consistently delivering results with impeccable professionalism.
Benefits
Leadership Pipeline: Defined, long-term career pathway into senior leadership and increased responsibility.
Exclusive Global Exposure: Direct engagement with highly complex investment strategies and inaccessible global alternative markets.
Contact Joshua Joel
Quote job ref: JN-
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HPE Financial Services Controller
Posted 16 days ago
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Job Description
be fully vaccinated against COVID-19 by the employment start date where permitted by law. Exemptions based on medical, religious or other grounds will be processed and approved in accordance with local laws.**Standards of Business Conduct (SBC)**The Hewlett Packard Enterprise Standards of Business Conduct (SBC) embody the fundamental principles that govern our ethical and legal obligations to Hewlett Packard Enterprise. They pertain not only to our conduct within the company but also to conduct involving our customers, channel partners, suppliers and competitors.Read more about how we**Equal Opportunity Employer (EEO)**Hewlett Packard Enterprise provides equal employment opportunity to any employee or applicant without regard to sex, gender, color, race, ethnicity, religion, creed, national origin, ancestry, citizenship, age, marital status, sexual orientation, gender identity and expression, physical or mental disability, medical condition, pregnancy, protected veteran status, uniformed service status, familial status, genetic information, political affiliation, or any other characteristic protected by federal, state, or local law. Please click here: **.**If you’d like more information about your EEO right as an applicant under the law, please click here:**E-Verify**
**(US & PR only)**
HPE is an E-Verify employer. E-Verify is an Internet-based system that compares information from an employee's Form I-9, Employment Eligibility Verification, to data from U.S. Department of Homeland Security and Social Security Administration records to confirm the employment eligibility of all newly hired employees. For more information . You can also download the posters with information on legal rights and protection by clicking
and .**Accessibility**Hewlett Packard Enterprise is committed to working with and providing reasonable accommodation to qualified, differently abled individuals. If you need assistance in filling out the employment application or require a reasonable accommodation while seeking employment, please email Note: This option is reserved for applicants needing assistance/reasonable accommodation related to a disability.**Disclosure of Sensitive Personal Data**Please ensure the resume you submit to us does not include any sensitive personal data.
Sensitive personal data includes data revealing information about your racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership, health, sex life or sexual orientation.
To the extent the resume you submit does contain this type of personal data, you consent to the storing and processing of this data by HPE for the purpose of reviewing and managing your application.if applicable to the role you applied to, you must #J-18808-Ljbffr
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Branch head, Consumer Financial Services
Posted today
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Job Description
Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. By taking the time to truly understand people, we provide support, services, solutions, and career paths that meet their needs and desires. Today, we’re on a journey of transformation, leveraging technology and creativity to become a future-ready learning organisation. Our strategic ambition is to be Asia’s leading financial services partner for a sustainable future.
You are invited to build the bank of the future, innovate the way we deliver financial services, work in friendly, supportive teams, and build lasting value in your community. Your opportunity starts here.
What you do and who you are are described below. The definitive job description should be discussed with your manager.
Responsibilities
Lead and manage a team of banking professionals, providing coaching, guidance, and support to help them achieve their goals
Develop and implement business strategies to drive growth and development in the region
Build and maintain strong relationships with customers, colleagues, and stakeholders
Manage risk and compliance, ensuring all activities align with regulatory requirements and OCBC policies
Analyze business performance data, identify areas for improvement, and implement changes to drive growth and efficiency
Qualifications
A degree in a relevant field, such as business or finance
At least 5 years of experience in banking or a related field, with a proven leadership track record
Strong communication and interpersonal skills, with the ability to build and maintain relationships
Strategic thinking and problem-solving abilities to analyze complex data and make informed decisions
Strong leadership and management skills to inspire and motivate a team
What We Offer
Competitive base salary
A suite of holistic, flexible benefits
Community initiatives
Industry-leading learning and professional development opportunities
Commitment to equal opportunity and fair employment
Wellbeing, growth, and aspirations supported as part of our culture
Details
Seniority level: Director
Employment type: Full-time
Job function: Finance and Sales
Industries: Banking
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