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600+ Finance Consultant Jobs - September 2026 - High Salaries
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"finance consultant"
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Undisclosed
- Monitor client portfolios and market trends, providing regular updates and adjustments to financial plans as needed.
- Educate clients on various financial products, market conditions, and investment strategies.
- Achieve sales targets and contribute to the overall growth of the retail banking segment. ...
Posted
9 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
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
9 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
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
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
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
Posted
10 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
11 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
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
Posted
13 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
13 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
13 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
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
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
- 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
Malacca City
- 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
14 days ago
Undisclosed
- Develop and present customized financial plans and recommendations to clients, ensuring alignment with their goals.
- Monitor client portfolios and provide regular reviews, adjusting strategies as needed to adapt to changing market conditions and client circumstances.
- Maintain a strong understanding of RHB Bank's product offerings, policies, and procedures, as well as relevant financial regulations. ...
Posted
19 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 ...
Posted
19 days ago
Undisclosed
- Advise clients on various RHB Bank Berhad products and services, ensuring suitability and alignment with their financial objectives.
- Monitor and review clients' financial portfolios regularly, providing updates and making adjustments as needed based on market conditions and client life changes.
- Generate new client leads and expand the client base through referrals, networking, and proactive engagement. ...
Posted
20 days ago
Undisclosed
- Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments.
- 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
20 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
Undisclosed
Singapore
- Excellent communication and interpersonal skills
- Diploma/A Levels
- Relevant certifications (e.g., CFP, CFA) are a plus ...
Posted
2 days ago
SGD7,000 - SGD10,000 Per Month
Singapore
- Stay updated on financial products and industry regulations
- Singaporeans Only
- Local Polytechnic Diploma or any Degree ...
Posted
2 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Minimum 21 years old (MAS FAA-N26 compliance)
- GCE 'A' Level / IB Diploma / Polytechnic Diploma or equivalent
- At Andrew Ang & Associates, we believe numbers mean nothing without high integrity. We don't just build some of the top performers; we breed ethical champions. ...
Posted
5 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- • Integrity and honesty
- • Hungry for success, willing to go the extra mile
- • Entrepreneurial mindset, a learner at heart ...
Posted
5 days ago
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