- Review existing portfolios and policies to identify coverage gaps
5 days
800+ Finance Consultant Jobs - October 2026 - High Salaries
Showing 852 jobs results for
"finance consultant"
- Manage and complete loan application documents.
2 days
- Generate leads through networking, referrals, and prospecting
21 days
- Manage and develop client relationships
4 days
- Manage and develop client relationships
4 days
- Manage and develop client relationships
4 days
- • Support administrative tasks and data entry
21 days
- Assist clients in achieving their financial goals, such as investments, retirement planning, and wealth management.
28 days
- Manage and develop client relationships
4 days
- Prepare quotations and assist with policy applications.
5 days
- This is an internship role at My Wishes Integrated Services located in Greater Kuala Lumpur with the opportunity for some remote work. The Intern will be involved in financial planning, finance, retirement planning, communication, and financial services within the team, assisting on various tasks and projects.
6 days
- Effectively present and explain Takaful plans, highlighting benefits, terms, and conditions, and addressing client inquiries and concerns.
10 days
- Effectively present and explain complex Takaful and insurance product features, benefits, and terms to clients in a clear and understandable manner.
10 days
- • Support administrative tasks and data entry
21 days
- Basic salary is up to 25k
11 days
- Follow up consistently to convert prospects into clients
18 days
- Support the development of risk management strategies for life, medical, and general insurance.
17 days
- Build long-term relationships to support life-stage financial needs
30+ days
- Build business relationships with customers to strengthen rapport for up-selling activities
4 days
- Understand customers' needs and provide suitable solutions.
13 days
- Use SQL for data analysis, validation, reconciliation and troubleshooting.
3 days
- • Generate and follow up with potential leads through online and offline activities.
28 days
- Generate leads through networking, referrals, and prospecting
21 days
- Identify financial issues and possible solutions
28 days
- Manage and develop client relationships
4 days
- Build business relationships with customers to strengthen rapport for up-selling activities
4 days
- Manage and develop client relationships
4 days
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
25 days
- - Present clear, practical risk plans tailored to each client's needs
12 days
- Manage and develop client relationships
4 days