Financial needs analysis jobs

Financial Advise AIFA: Everyday Banking (FAIS)

Absa Group · Posted Oct 28, 2026

Open

Vredendal, Western Cape, South Africa
2+ years

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Financial Advise AIFA: Everyday Banking (FAIS)

Absa Group · Posted Oct 28, 2026

Open

Vredendal, Western Cape, South Africa
2+ years

Apply with RefersoAI Apply on careers page

Senior Wealth Planning Specialist - Bancassurance (Nationwide)

HLB · Posted Oct 20, 2026

Open

Malaysia
Full-time · Senior
6–8 years

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Provide financial advice to clients on retirement planning, investing, education savings, and life insurance protection, generating leads and presenting customized financial proposals.

Responsibilities

Generate leads and meet with clients
Complete financial needs analysis
Present customized financial proposals
Strategize with Area Managers and Relationship Managers to identify potential customers
Follow up with potential customers after appointments

Requirements

Minimum Diploma in Finance or another related field
Nice to have: Certified CFP holder

Skills

Financial analysis Client relationship management Lead generation Financial needs analysis Insurance policy review

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Wealth Planning Specialist - Bancassurance

HLB · Posted Sep 28, 2026

Open

Kepong Baru, Selangor, Malaysia
On-site
Full-time · Senior
6–8 years

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The Wealth Planning Specialist provides financial advice to clients regarding retirement planning, investing, education savings, and life insurance while generating leads and performing financial needs analyses.

Responsibilities

Work closely with Area Managers and Relationship Managers to strategize and identify potential customers
Offering specialized financial guidance and advice to Relationship Managers
Assessing clients’ financial portfolios, risk appetite and completing financial needs analysis for sound advisory
Meet and follow-up with potential customers after appointment and attending to customer’s request on the policy until it turns into production
Review client insurance policies to identify insurance gap

Requirements

Diploma in Finance or another related field
Nice to have: Certified CFP

Skills

Financial advice Financial needs analysis Retirement planning Investing Life insurance Lead generation