243 Wealth Associate jobs in Malaysia
Wealth Management Associate
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Feeling Stuck in a 9–5? Start a High-Income Career with Freedom & Growth
JS Wealth Planning Sdn. Bhd. is not your typical financial services company.
We're a dynamic, fast-growing firm looking for individuals who want to earn more, grow faster, and build a meaningful career helping others achieve financial freedom.
Who We're Looking For:
• Career changers or fresh grads wanting a breakthrough
• Good communication skills & positive mindset
• Self-driven, willing to learn and take responsibility
• Passion for helping others improve their financial future
What's in It for You?
• RM4,000–RM6,000 starting income
• Up to RM20,000/month with performance incentives
• Flexible hours – perfect for career shifters or fresh grads
• Full training provided – no finance background required
• 1-on-1 mentorship, supportive & positive team culture
• Clear career growth path from Associate to Leader
Job Description:
- Assist clients with financial planning applications and documentation
- Provide ongoing service and reviews to support long-term client relationships
- Attend weekly training and coaching sessions to build your skills and confidence
- Track and achieve monthly activity & performance targets (with guidance)
- Work with a team that encourages growth and supports you
Your Responsibilities:
• Build and maintain strong client relationships
• Provide tailored financial & protection solutions
• Learn and apply professional advisory skills
• Attend team meetings and personal development sessions
How to Apply:
Apply via JobStreet OR
Send your CV to
Limited slots available for August. Only shortlisted candidates will be contacted for interview.
Insurance and Assets Wealth Management Associate/Senior
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We are looking out for zealous and aspiring individuals who are keen on experiencing a diversified work culture in a growing international firm.
You will be expected to work closely with team members and under guidance from your superiors on audit engagements which may include planning, performing, and concluding the engagement. You will also work closely with clients and manages their expectations to further nurture on-going client relationships.
Responsibilities:
- Prepare and/or review of audit documentation for corporate governance and financial reporting
- Execute assigned engagement-related tasks in compliance with professional standards
- Propose resolutions to significant accounting and auditing issues
- Review information accompanying the assurance report in accordance with applicable framework
- Perform assurance engagements in compliance with professional standards, AML/KYC, MAS regulatory reporting and related compliance areas
Requirements:
- Diploma/Degree in Accountancy or equivalent professional qualification
- 1 - 3 years and 2 - 5 years of relevant experience will be considered for Associate and Senior role respectively
- Experience working on financial services engagements is a bonus, i.e., insurance, banks, payments, asset and wealth management, etc
- Experience working on regulatory audits, preferably on Singapore engagements is a plus
- Commendable analytic and technical skills
- Good communication and interpersonal skills
- Able to work independently as well as a team player
We regret to inform that only shortlisted candidates will be notified.
If you are searching for a challenging and rewarding career with attractive benefits and training opportunities, please click the "Apply Button" now.
The remuneration package will commensurate with your qualifications and experience.
Forvis Mazars Asia Pacific Services Sdn Bhd (formerly known as Mazars Asia Pacific Services Sdn Bhd) is a Malaysia incorporated company and a member firm of Forvis Mazars, an international Advisory and Accountancy Group that operates as a single integrated partnership. Operating in over 100 countries and territories around the world, we draw on the expertise of more than 50,000 professionals to assist clients of all sizes at every stage in their development. FMAPS supports the business operations of Forvis Mazars member firms in Asia Pacific and beyond in the delivery of services to clients.
Job Types: Full-time, Permanent
Benefits:
- Additional leave
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunities for promotion
- Professional development
- Work from home
Ability to commute/relocate:
- Kuala Lumpur: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- How would you rate your English language skills?
- What is your expected salary?
- How many years' experience do you have as an Audit ?
Work Location: In person
Financial Planning
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Job Description
- Identify levers of cost improvement via data analysis, benchmarking of metrics
- Propose action plan to capture and realise cost levers
- Monitoring and tracking key metrics relating to cost improvement including working closely with respective ops leads
- Involves in multiple initiatives across all SPX teams including First Mile, Sorting Centre, Line Haul & Last Mile
Requirements
- Currently pursuing a Bachelor's Degree in a relevant field such as Business, Engineering, or Supply Chain
- Strong analytical mindset and ability to work with data to derive insights
- Well-developed interpersonal and communication skills
- Detail-oriented and adaptable to changes in a fast-paced environment
Financial Planning
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Core Responsibilities
Maintain and enhance student and manpower dashboards to support operational and strategic decision-making.
Assist in preparing monthly rolling forecasts and variance analysis against the previous year, budget and prior forecast for the Group, including EXCO presentation decks.
Support the Group's annual budget, long-range plan, financial models and sensitivity analysis.
Contribute to revenue growth initiatives, including preparing new product feasibility studies, analyzing program profitability, evaluating business segments and assisting in product pricing setting.
Partner with business units to provide timely financial insights on spend tracking, resource allocation, and ad hoc analyses to enable effective decision-making.
Review and monitor departmental purchase requisition and budget utilization by cost center.
Participate in the month-end close process, collaborating with Finance Leaders to review and validate results.
Support the Finance team in monthly closings, statutory reporting, audits and resolution of recurring issues.
Contribute to business performance reporting, analysis, and continuous improvement projects.
Perform other duties as assigned by management from time to time.
Education & Certification
· Bachelor's degree in Accounting, Finance, Economics, or related field.
· Professional certification such as ACCA, CPA, CIMA, or CFA is an advantage.
Work Experience
· Around 3–5 years of experience in financial planning and analysis or related finance roles, preferably in a corporate or multinational setting.
· Exposure to budgeting, forecasting, and financial modelling.
· Experience working cross-functionally and supporting stakeholders with analysis and reporting.
Niche Skillsets
· Proficiency in financial modelling and variance analysis.
· Working knowledge of ERP systems (Microsoft Dynamic Navision) and reporting tools (Power BI, Tableau) is preferred.
· Strong analytical, problem-solving, and presentation skills.
· Strong business partnering skills.
Financial Planning
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Job Responsibilities
- Analyze past results (weekly and monthly), perform variance analysis, identify trends, and make recommendations for improvements.
- Creates financial models bases on analyses to support organizational decision making.
- Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and Excel dashboards.
- Increase productivity by developing automated reporting/forecasting tools.
- Work closely with stakeholders to improve their department's performance.
- Work closely with the accounting team to ensure accurate financial reporting.
- Perform budgeting and rolling forecast of company's / department's performance.
- Performs other related duties as assigned.
Education & Qualification
Bachelor's degree in business, accounting, finance, or related field
Relevant Experience & Years of Service
Proven experience in the financial industry, fresh graduate is welcome to join
Technical Skills, Professional Knowledge & Competencies
- Proficiency with databases, and financial software applications
- Proficient in Word, Excel, Outlook, and PowerPoint.
- Strong analytical mind
- Attention to accuracy and detail required
Job Types: Full-time, Permanent
Pay: RM3, RM6,000.00 per month
Benefits:
- Maternity leave
- Opportunities for promotion
Work Location: In person
Financial Planning
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Financial Planning & Tax Manager (Hybrid) Multinational Manufacturer- Shah Alam/Klang/Subang Jaya/PJ
• Communicate with Country & Mill management on any implementation of business/financial processes and procedures and provide clarifications of the SOP requirements specifically related to Sales Order to Cash, Procure to Pay, Cash and Bank, Inventory Management and Fixed Assets (including CAPEX).
• Continuous monitoring over compliance of key procedural requirements (as per the SOP) to ensure all critical controls are working consistently and effectively.
• Regularly assess the efficiency of control systems and recommend effective improvements.
• Collaborate & coordinate with Country & Mill management to ensure the reported internal audit findings are resolved in all effective, efficient and timely manner at Mill level.
• Communicate and collaborate with all mills controllers for the compilation of data for HQ reporting purposes.
• Assisting AVP, Financial Controller with monthly reporting duties for submission/presentation to HQ.
• Assisting AVP, Financial Controller with the Budget process at the country level from initial creation and review through to shareholder approval of the annual budget. Manage the budget timetable to ensure a "bottom up" budget is built and reviewed with the respective Mill Management Team.
• To oversee and manage all tax matters including deferred taxation of the Group of companies including tax planning, compliance and reporting.
• Work and liaise with tax consultants in preparation of yearly Group of companies' Corporate Income Tax, tax estimation (CP204/CP204A) and Transfer Pricing documentations.
• Develop and maintain the group's compliance framework to ensure all internal practices adhere to applicable tax law and regulations.
• Business partnering (be updated latest changes of tax regulations, impact of new tax laws, regulations and rulings) and identify potential tax implications to the Group.
• Perform other tasks assigned by superior as needed or as business conditions change
Financial Planning
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Job Description
Support strategic planning through insightful analyses
- Assist in the preparation of management report with written narratives to support analysis and findings
- Perform financial modelling process to analyse proposals on financial and non-financial returns
- Extract insights from financial statements
- Evaluate corporate proposals
- Support management in review of corporate strategies/plans
- Analyzes profit-and-loss income statements and prepares reports and recommendations to management
- Creates financial models of "what if" scenarios for future business planning decisions in areas such as new product development, new marketing strategies, etc.
Analyse efficiency and effectiveness of resource allocation
- Analyse trends, possible improvements, areas of risks, financing and any key issues relating to the business
- Review the completeness of the financial accounts and cost accounting
- Support proposed improvement by providing analysis of operational efficiency
- Responsible to provide in depth analysis on the performance of HLMG OCs
- Generates forecasts and analyzes trends in sales, finance and other areas of business
- Performs economic research and studies of rates of return, depreciation and investments
- Researches economic progressions to assist the organization's financial planning
Support enhancements to business profitability and performance
- Consult with business units by providing the financial views for business plans, key performance indicators, and process development
- Support all business units with insights to make informed decisions towards achieving the company's objectives
- Perform the capital expenditure (CAPEX) evaluation on projects
- Evaluate and appraise investments, capital expenditures and financing of projects and provide guidance and recommendations
Strategise with business units on resource allocation and management
- Manage and monitor financial control systems
- Review and analyse working capital to achieve optimization
- Review, analyse and improve cost to achieve cost efficiency
- Review and analyse cost efficiency and its impact on value creation
- Assist in the development and implementation of strategies on sustainability and environmental cost accounting
Job Requirement
- Posses a Degree in Finance, Accounting or equivalent.
- At least 10 years and above of working experience.
- Well verse in Power BI is an added advantage.
- Display critical thinking capabilities and able to multitask.
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Financial Planning
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The Operation teams at Shopee covers the operational end-to-end process, from when the buyer searches for a product listed on the Shopee platform, to the moment the buyer receives the products. The team analyses and monitors operational KPIs across the region and conducts root cause analysis when operation performance fluctuates. The Operations team comprises Customer Service, Payment, Listings, Warehouse, Logistics, Seller Operations and Fraud.
Job Description:
- Identify levers of cost improvement via data analysis, benchmarking of metrics
- Propose action plan to capture and realise cost levers
- Monitoring and tracking key metrics relating to cost improvement including working closely with respective ops leads
- Involves in multiple initiatives across all SPX teams including First Mile, Sorting Centre, Line Haul & Last Mile
Requirements:
- Currently pursuing a Bachelor's Degree in a relevant field such as Business, Engineering, or Supply Chain
- Strong analytical mindset and ability to work with data to derive insights
- Well-developed interpersonal and communication skills
- Detail-oriented and adaptable to changes in a fast-paced environment
Financial Planning
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JOB RESPONSIBILITIES:
- Creating detailed budgets based on historical data and future projections.
- Collaborating with different departments to gather input and ensure alignment with strategic goals.
- Developing short-term and long-term financial forecasts.
- Utilizing quantitative methods and historical trends to predict future revenues and expenses.
- Comparing actual financial performance against budgets and forecasts.
- Analyzing the reasons for variances and providing insights to management.
- Preparing reports that summarize financial performance, trends, and forecasts for stakeholders.
- Presenting findings to senior management to inform strategic decision-making.
- Supporting long-term planning efforts by evaluating potential investments and capital allocation.
- Analyzing market trends and competitive landscape to guide strategic initiatives.
Financial Planning
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Key Accountabilities
- Lead financial planning cycles including annual budgets, quarterly forecasts, and long-term strategic planning for development and investment portfolios.
- Build and maintain dynamic financial models for property developments (residential, commercial, mixed-use) covering land acquisition, development costs, sales/rental income, funding structures, and exit strategies.
- Analyse project feasibility and returns (IRR, NPV, ROI) to support investment decisions and board approvals.
- Monitor and report on actual vs. budget performance at both the project and portfolio level, highlighting key drivers, risks, and opportunities.
- Develop and maintain dashboards and KPI reports to track asset performance, leasing activity, occupancy, cap rates, and returns.
- Partner with Development, Acquisitions, Asset Management, and Project Management teams to support business cases and investment memoranda.
- Conduct scenario and sensitivity analyses to evaluate the impact of market, cost, or timing changes on financial outcomes.
- Support funding and capital allocation strategies, including debt/equity structuring, drawdown schedules, and interest capitalization.
- Assist with investor reporting, valuations, lender covenants, and board presentations.
- Continuously improve FP&A processes and systems, ensuring timely and accurate financial reporting.
Job Specifications
- Qualification : Bachelor's degree in Finance, Accounting, Economics or Real Estate
- Experience : 5 years' experience in financial planning and analysis or corporate finance, preferably in property development, real estate investment, or real estate private equity
- Technical Skills : Strong understanding of real estate financial metrics, development project lifecycles, and investment underwriting
Core Competency
- Interpersonal & Communication Skills
- Analytical Thinking
- Focused & Deliver Result
- Customer Focused
- Continuous Learning