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200+ 融资咨询 Jobs - September 2026 - High Salaries
显示287个工作的结果
"融资咨询"
不要错过任何 融资咨询 的新工作机会
管理提醒
Undisclosed
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
5 days ago
Undisclosed
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
6 days ago
Undisclosed
KL City
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
6 days ago
Undisclosed
KL City
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
7 days ago
Undisclosed
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
7 days ago
Undisclosed
Malacca City
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
- To maintain regular contacts with customers to develop relationship and deepen share of customers' wallet
- To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
Posted
7 days ago
Undisclosed
- Achieve and exceed sales targets for various financial products, including deposits, unit trusts, insurance, and loans.
- Maintain a high level of product knowledge across all RHB Bank offerings and stay updated on market trends and financial regulations.
- Provide excellent customer service, addressing client inquiries, resolving issues, and building long-term, trust-based relationships. ...
Posted
7 days ago
Undisclosed
Singapore
- Maintain ongoing client relationships, ensuring long-term financial success.
- Stay ahead of market trends, financial regulations, and product innovations.
- Minimum 3 - 5 years of experience as a licensed Financial Adviser or in a senior wealth management role. ...
Posted
7 days ago
Undisclosed
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
9 days ago
MYR1,500 - MYR5,000 每月
- We are looking for motivated individuals to join our growing team as Financial Consultants under Etiqa Family Takaful and TA Investment.
- This opportunity is suitable for individuals who are interested in building a career in Financial Planning, Takaful, Investment and Wealth Management, with flexible working arrangements available for both full-time and part-time candidates.
- KEY RESPONSIBILITIES ...
Posted
18 days ago
Undisclosed
- Advise clients on a range of RHB Bank's products and services, including deposits, loans, unit trusts, insurance products, and other investment instruments.
- Achieve individual and team sales targets and key performance indicators (KPIs) for product penetration and client acquisition.
- Regularly review and update client portfolios to ensure alignment with their evolving financial situation and market conditions. ...
Posted
10 days ago
Undisclosed
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
10 days ago
Professional Investment Advisory Services Pte Ltd
Undisclosed
Singapore
- Holistic Wealth Architecture: Portfolio analysis, retirement modeling, and estate planning.
- Advanced Client Needs Analysis: Shifting from transactional sales to deep, life-stage advisory.
- Compliance & Ethics: Navigating MAS regulations, documentation, and industry best practices flawlessly. ...
Posted
10 days ago
Undisclosed
- Advise clients on various investment options, including unit trusts, fixed deposits, bonds, and other wealth management products, ensuring alignment with their financial objectives.
- Cross-sell and up-sell suitable banking products and services to existing clients based on identified needs.
- Monitor client portfolios regularly, providing updates, rebalancing advice, and performance reviews. ...
Posted
11 days ago
Undisclosed
KL City
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
11 days ago
Undisclosed
- Provide personalized financial planning advice, including retirement planning, wealth management, and investment strategies.
- Monitor client portfolios and provide regular updates and recommendations based on market conditions and client objectives.
- Ensure compliance with all internal policies, procedures, and relevant regulatory requirements. ...
Posted
11 days ago
SGD5,000 - SGD5,000 每月
Singapore
- A clear runway to a managerial role within 2 years
- A role that respects your time outside of work
- Reach out to and onboard new clients ...
Posted
11 days ago
Undisclosed
Singapore
- Organizational and time-management skills to handle multiple client portfolios, meetings, and follow-ups efficiently.
- Resilience, professionalism, and a goal-oriented mindset, with a commitment to ethical conduct and regulatory compliance.
- Comfort with digital tools and office software for preparing reports, presentations, and maintaining records. ...
Posted
12 days ago
SGD2,000 - SGD2,000 每月
Singapore
- Deliver tailored insurance and investment solutions to meet clients’ unique needs
- Establish and maintain long-term client relationships through periodic reviews and follow-ups
- Provide sound financial advice while adhering strictly to compliance and regulatory requirements ...
Posted
20 days ago
Undisclosed
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
- To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
Posted
12 days ago
Undisclosed
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
12 days ago
Undisclosed
- Educate clients on various financial products and services, ensuring they make informed decisions.
- Maintain strong relationships with clients through regular communication, reviews, and exceptional customer service.
- Achieve individual sales targets and contribute to the overall branch/team performance. ...
Posted
13 days ago
Undisclosed
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs ...
Posted
13 days ago
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