87 Financial Consultant Jobs in Kuala Lumpur - July 2026

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显示87个工作的结果 "financial consultant" 在 Kuala Lumpur

不要错过任何 Financial Consultant 的新工作机会在 Kuala Lumpur

Internship For Financial Consultant Internship For Financial Consultant

366 Life Planners

MYR800 - MYR1,000 每月

实习

Fresh Graduates

KL City, WP Kuala Lumpur

靠近火车站

Build and maintain long-term client relationships through professional advisory service.
Provide structured after-sales service and policy review support.
Develop new client opportunities through networking, referrals, and relationship building activities. ...

Financial Planning

最后机会申请此工作。

Posted

a day ago

Part-Time Financial Consultant (Fresh Graduates Are Welcome to Apply!) Part-Time Financial Consultant (Fresh Graduates Are Welcome to Apply!)

366 Life Planners

MYR2,500 - MYR6,000 每小时

+额外补偿

兼职

Fresh Graduates

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站

Build and maintain long-term client relationships through professional advisory service.
Provide structured after-sales service and policy review support.
Develop new client opportunities through networking, referrals, and relationship building activities. ...

Financial Planning

最后机会申请此工作。

Posted

a day ago

Financial Services Consultant (Bancassurance) Financial Services Consultant (Bancassurance)

Agensi Pekerjaan Business Edge Personnel Services Sdn Bhd

MYR2,000 - MYR4,000 每月

全职

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站

Achieve individual sales targets and key performance indicators (KPIs).
Provide professional consultation on financial planning, protection, savings, and investment-related products.
Follow up on customer inquiries and applications to ensure a smooth onboarding process. ...

Insurance Takaful

最后机会申请此工作。

Posted

9 days ago

Financial Consultant Financial Consultant

JC Group Champion Sdn. Bhd.

MYR2,500 - MYR9,000 每月

全职, Hybrid

Hybrid • Fresh Graduates

Bangsar, WP Kuala Lumpur

靠近火车站

Build and manage client relationships while developing leadership capabilities
Progress into a long-term career path as a professional advisor and future agency leader
The Next Gen Advisor (NGA) Programme is a structured career launch designed to support aspiring financial advisors with monthly financial allowance, training, and mentorship. ...

Financial Planning Investment Management

Posted

8 months ago

支持聊天

Financial Advisor Financial Advisor

Advanced Advisory Group Sdn Bhd

MYR2,000 - MYR2,500 每月

+额外补偿

全职

Fresh Graduates

KL City, WP Kuala Lumpur

靠近火车站

Build and maintain strong customer relationships.
Follow up with prospects and convert them into appointments.
Achieve monthly sales and KPI targets.

Problem Solving Time Management

Posted

13 days ago

支持聊天

Financial Executive Financial Executive

Edaran Tan Chong Motor (Selatan) Sdn Bhd

MYR2,800 - MYR3,500 每月

全职

Batu, WP Kuala Lumpur

靠近火车站

Issue sales invoice, Manage e invoicing through myinvois portable.
Handle RHB online banking transactions, including intercompany payments and payroll transfers.
Liaise with Group Tax, Group Finance, Treasury, Group Secretarial, and Group Legal on finance-related matters. ...

Finance Account Management

Posted

2 days ago

支持聊天

Investment Advisor Investment Advisor

BBS Trust Int'l Limited

MYR4,000 - MYR10,000 每月

全职

Fresh Graduates

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站

Conduct research and compile information for family governance, succession planning, and structural planning exercises.
Liaise with clients, lawyers, tax agents, company secretaries, and internal teams to ensure smooth implementation of advisory solutions.
Prepare meeting minutes, follow-up action items, and maintain proper documentation records. ...

Financial Planning Investment Management

Posted

23 days ago

支持聊天

Financial Advisor Financial Advisor

BBS Trust Int'l Limited

MYR4,000 - MYR10,000 每月

全职

Fresh Graduates

Bandar Kuala Lumpur, WP Kuala Lumpur

靠近火车站

Conduct research and compile information for family governance, succession planning, and structural planning exercises.
Liaise with clients, lawyers, tax agents, company secretaries, and internal teams to ensure smooth implementation of advisory solutions.
Prepare meeting minutes, follow-up action items, and maintain proper documentation records. ...

Financial Planning Investment Management

Posted

23 days ago

Personal Financial Consultant Personal Financial Consultant

OCBC

Undisclosed

全职

Ampang

Your Opportunity Starts Here.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

19 days ago

Personal Financial Consultant - Cheras Personal Financial Consultant - Cheras

OCBC

Undisclosed

全职

Cheras

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 Financial ConsultantWhy 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

7 days ago

Personal Financial Consultant Personal Financial Consultant

OCBC

Undisclosed

全职

KL City

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

a day ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

全职

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

9 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

全职

KL City

Posted

11 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

全职

KL City

Provide ongoing financial advice and guidance, regularly reviewing client portfolios and recommending adjustments based on market conditions and life events.
Cultivate and maintain long-term client relationships through regular communication, exceptional service, and proactive follow-ups.
Achieve individual and team sales targets for various financial products and services. ...

Posted

15 days ago

Personal Financial Consultant - Bangsar Personal Financial Consultant - Bangsar

OCBC

Undisclosed

全职

KL City

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

14 hours ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

全职

KL City

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

11 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

全职

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

18 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

全职

KL City

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

18 days ago

Senior Personal Financial Consultant - Bangsar Senior Personal Financial Consultant - Bangsar

OCBC

Undisclosed

全职

KL City

To provide good after-sales and conduct sales visits to potential customers within the vicinity.
Ensure adherence to the relevant policies, regulatory risk and compliance matters.
Bachelor’s degree, in any field, from an accredited university / colleges. ...

Posted

18 hours ago

Personal Financial Consultant - Kepong Personal Financial Consultant - Kepong

OCBC

Undisclosed

全职

KL City

To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services.
To proactively manage and build long term customer relationship.
To provide good after-sales and conduct sales visits to potential customers within the vicinity. ...

Posted

a month ago

Senior Personal Financial Consultant - Bangsar Senior Personal Financial Consultant - Bangsar

OCBC

Undisclosed

全职

KL City

To provide good after-sales and conduct sales visits to potential customers within the vicinity.
Ensure adherence to the relevant policies, regulatory risk and compliance matters.
Bachelor’s degree, in any field, from an accredited university / colleges. ...

Posted

a month ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

全职

Kuala Lumpur City Centre

Posted

2 months ago

Financial Advisory Senior Consultant Financial Advisory Senior Consultant

Forvis Mazars In Malaysia

Undisclosed

全职

KL City

Manage, coach, and review the work of consultants and engagement team members, ensuring the timely delivery of high-quality working papers and client deliverables;
Work as part of a local team under direct supervision of a dedicated Manager, and participate in cross-border engagements in collaboration with other APAC Financial Advisory teams;
A minimum of 4 years of relevant professional experience in financial advisory, business valuation, transaction advisory, or external audit; ...

Posted

8 days ago

Financial Services Consultant (Bancassurance) Financial Services Consultant (Bancassurance)

Agensi Pekerjaan Business Edge Personnel Services Sdn. Bhd.

MYR2,000 - MYR4,000 每月

全职

KL City

Achieve individual sales targets and key performance indicators (KPIs).
Provide professional consultation on financial planning, protection, savings, and investment-related products.
Follow up on customer inquiries and applications to ensure a smooth onboarding process. ...

Posted

12 days ago

Financial Advisory Consultant (Valuation) Financial Advisory Consultant (Valuation)

Forvis Mazars In Malaysia

Undisclosed

全职

KL City

• Support business valuation engagements for various purposes, including financial reporting and transaction support.
• Assist in applying valuation approaches.
• Analyse historical financial performance, forecasts, cash flow, and key business drivers ...

Posted

16 days ago

Senior Consultant (Financial Planning - Analytics) Senior Consultant (Financial Planning - Analytics)

Cbs Corporate Business Solutions

Undisclosed

全职

KL City

Facilitate workshops with business stakeholders to gather requirements and define planning models.
Implement planning models aligned with financial structures
Translate finance and controlling requirements into SAC planning and analytics solutions. ...

Posted

a day ago

Senior Consultant (Financial Planning - Analytics) Senior Consultant (Financial Planning - Analytics)

Cbs Apac

Undisclosed

全职

KL City

Facilitate workshops with business stakeholders to gather requirements and define planning models.
Implement planning models aligned with financial structures
Translate finance and controlling requirements into SAC planning and analytics solutions. ...

Posted

a day ago

Senior Consultant (Financial Planning - Analytics) Senior Consultant (Financial Planning - Analytics)

Cbs APAC

Undisclosed

全职

KL City

Facilitate workshops with business stakeholders to gather requirements and define planning models.
Implement planning models aligned with financial structures
Translate finance and controlling requirements into SAC planning and analytics solutions. ...

Posted

a day ago

Management Consultant (Banking-Financial Service) Management Consultant (Banking-Financial Service)

Capco

Undisclosed

全职

KL City

Working on client site to deliver change initiatives for leading clients across financial services, including investment banking, retail banking, technology, wealth, and insurance.
Digital Transformation
Data Strategy, Data Management & Data Analytics ...

Posted

12 days ago

FSO - Strategy Consultant - Financial Services Industry FSO - Strategy Consultant - Financial Services Industry

EY

Undisclosed

全职

KL City

Value driver-based decision support - assisting the client to identify drivers of enterprise value, and translate those drivers into planning, reporting and decision support frameworks to support strategic and operational decision-making
Strong analytical and problem-solving skills
Dedicated, innovative, resourceful, analytical and able to work under pressure ...

Posted

3 days ago