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4 Financial Advisor Jobs in Ipoh - August 2026 - High Salaries
Showing 4 jobs results for
"financial advisor"
in Ipoh
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MYR1,800 - MYR5,000 Per Month
- > age 21 and above
- > SPM / Diploma / Degree holders
- > Self - motivated and willing to learn ...
Posted
a month ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
a month 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
16 days ago
Undisclosed
- Your Opportunity Starts Here.
- This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.Personal Banking Relationship ManagerWhy JoinImagine building long-lasting relationships with customers, helping them achieve their financial goals, and growing your career with one of Asia's leading banks. As a Personal Banking Relationship Manager at OCBC, you'll have the opportunity to make a real difference in people's lives and drive business growth.How you succeedIt starts with understanding the needs and desires of our customers. You'll build strong relationships, identify opportunities, and provide tailored financial solutions to help them achieve their goals. By being proactive, responsive, and customer-focused, you'll drive sales growth, expand your network, and deliver exceptional customer experiences.What you do- Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth- Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs- Develop and execute sales strategies to achieve business targets and expand your customer base- 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 expertiseWho you are- A degree holder with at least 3 years of experience in banking, finance, or a related field- Strong communication and interpersonal skills, with the ability to build rapport with customers from diverse backgrounds- Proven sales and relationship-building skills, with a track record of achieving targets and growing customer relationships- Strong product knowledge, with the ability to provide expert advice on investment, insurance, and banking products- Self-motivated, proactive, and results-driven, with a strong focus on customer satisfaction and business growthWho we areAs Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.What we offerCompetitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Posted
17 days ago
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