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200+ 融资咨询 Jobs - September 2026 - High Salaries
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"融资咨询"
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Manage Alert
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
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
14 days ago
Undisclosed
Malaysia
- 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
14 days ago
Undisclosed
- Recommend suitable financial products including savings accounts, investment funds, insurance, loans, and wealth management solutions.
- Educate clients on financial products and services, clearly explaining their features, benefits, and potential risks.
- Monitor client portfolios regularly and provide ongoing advice, performance reviews, and adjustments based on market conditions and client needs. ...
Posted
14 days ago
Undisclosed
- Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
- Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
- Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances. ...
Posted
16 days ago
MYR2,000 - MYR3,000 Per Month
Malaysia
- Memberi khidmat selepas jualan termasuk bantuan berkaitan tuntutan.
- Membina dan mengekalkan hubungan baik dengan pelanggan.
- Requirements ...
Posted
3 days ago
MYR2,000 - MYR3,000 Per Month
Malaysia
- Memberi khidmat selepas jualan termasuk bantuan berkaitan tuntutan.
- Membina dan mengekalkan hubungan baik dengan pelanggan.
- Requirements ...
Posted
3 days ago
SGD1,000 - SGD3,000 Per Month
Novena
- Prepare and present insurance proposals to clients.
- Perform follow-up calls and maintain ongoing client relationships.
- Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs. ...
Posted
5 days ago
Undisclosed
- Provide expert advice on wealth management, retirement planning, education funding, and estate planning.
- Regularly review and update clients' financial portfolios, ensuring they remain aligned with their evolving needs and market conditions.
- Maintain a high level of product knowledge across RHB Bank's full range of financial products and services. ...
Posted
17 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Lead Support & Business Tools – Begin with a client base and established processes
- Work-Life Balance – Enjoy the flexibility to structure your own schedule
- Pathway to Leadership – Progress into management roles and build your own team ...
Posted
23 days ago
JUST RECRUIT SINGAPORE PTE. LTD.
SGD3,500 - SGD3,500 Per Month
Singapore
- Follow up on customer enquiries and applications.
- Achieve individual and team performance targets.
- Passion for sales and customer service. ...
Posted
9 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
18 days ago
MYR200 - MYR2,000 Per Month
WFH
- Assist clients throughout the application and policy servicing process.
- Deliver excellent customer service and after-sales support.
- Participate in company training, workshops, and professional development programs. ...
Posted
24 days ago
Finexis Advisory Pte Ltd
Undisclosed
Singapore
- Ensure client interactions are appropriate at all times, and reflected in a high quality of record-keeping and service standards
- Train consultants and ensure they comply with Fair Dealing as well as training and development requirements
- Assist in project management and coordinate events aligned with core activities of the company ...
Posted
11 days ago
Undisclosed
- Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
- Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
- Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances. ...
Posted
19 days ago
JUST RECRUIT SINGAPORE PTE. LTD.
SGD3,300 - SGD3,300 Per Month
Singapore
- Follow up on customer enquiries and applications.
- Achieve individual and team performance targets.
- Passion for sales and customer service. ...
Posted
12 days ago
SGD3,500 - SGD3,500 Per Month
Singapore
- Continuously upgrade product knowledge and advisory competencies
- Strong interpersonal and customer service skills
- Self-driven, disciplined, and committed to long-term career growth ...
Posted
19 days ago
SGD1,000 - SGD3,000 Per Month
Novena
- Prepare and present insurance proposals to clients.
- Perform follow-up calls and maintain ongoing client relationships.
- Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs. ...
Posted
12 days ago
Undisclosed
Malaysia
- Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly
- Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise
- A degree holder with at least 3 years of experience in banking, finance, or a related field ...
Posted
13 days ago
Undisclosed
- Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly
- Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise
- A degree holder with at least 3 years of experience in banking, finance, or a related field ...
Posted
13 days ago
Undisclosed
Malaysia
- 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
20 days ago
SGD10 - SGD10 Per Month
Singapore
- Looking to explore new career opportunities or gain valuable industry insights?
- Join our exclusive career talk and learn about current market trends, career development pathways, and opportunities across various industries.
- What You'll Get: ...
Posted
25 days ago
MYR200 - MYR2,000 Per Month
WFH
- Assist clients throughout the application and policy servicing process.
- Deliver excellent customer service and after-sales support.
- Participate in company training, workshops, and professional development programs. ...
Posted
25 days ago
SGD4,000 - SGD12,000 Per Month
Downtown Core
- Manage client investment portfolios and provide timely updates on market movements and conditions
- Build and maintain strong relationships with new and existing clients to foster business growth
- Perform due diligence, research, analysis, and documentation to support investment decisions ...
Posted
25 days ago
SGD2,000 - SGD10,000 Per Month
Singapore
- Customer Service: Provide high-quality advisory experiences and excellent ongoing customer support.
- Experience: No prior experience is required; comprehensive training, mentorship, and closing assistance are provided.
- Regulatory Certifications: Candidates must pass 4 CMFAS exams before officially starting the role: ...
Posted
25 days ago
SGD4,500 - SGD9,500 Per Month
Outram
- High level of integrity, attention to detail, and commitment to regulatory compliance and ethical standards.
- Ability to work independently and collaboratively in a hybrid environment, with strong time management and organizational skills.
- Prior experience in wealth management, financial advisory, or related financial services roles in Singapore is preferred, but not required as trainings and mentorship are provided. ...
Posted
25 days ago
Undisclosed
Singapore
- 1
- Actively prospect for new clients and develop meaningful relationships.
- Understand clients’ financial goals and recommend tailored solutions to meet their needs. ...
Posted
25 days ago
SGD5,000 - SGD7,000 Per Month
Geylang
- We are looking for exceptional individuals who can rise to the occasion and are looking to be different. If you think you make the cut, you are the one we are looking for!
- Elson Wong & Associates is an agency with Distinct Professionals Group (DPG), a group of agency units of Prudential Assurance Company Singapore (Pte) Ltd. Our Financial Consultants take a holistic approach in helping clients to manage their financial needs and goals.
- The Role: ...
Posted
25 days ago
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