15 Financial Consultant Jobs in Perak - August 2026

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

9 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

全职

Ipoh

Achieve and exceed sales targets for various financial products, including deposits, unit trusts, insurance, and loans.
Maintain a high level of product knowledge across all RHB Bank offerings and stay updated on market trends and financial regulations.
Provide excellent customer service, addressing client inquiries, resolving issues, and building long-term, trust-based relationships. ...

Posted

13 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

全职

Ipoh

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

16 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

全职

Ipoh

Advise clients on various investment options, including unit trusts, fixed deposits, bonds, and other wealth management products, ensuring alignment with their financial objectives.
Cross-sell and up-sell suitable banking products and services to existing clients based on identified needs.
Monitor client portfolios regularly, providing updates, rebalancing advice, and performance reviews. ...

Posted

17 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

全职

Ipoh

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

Personal Financial Consultant (Upcoming Walk-In Interviews) Personal Financial Consultant (Upcoming Walk-In Interviews)

CIMB

Undisclosed

全职

Kuala Kangsar

To plan and implement sales activities related to branch products.
To act promptly on all leads and follow up activities.
To achieve individual sales target and contribute towards the achievement of the branch target. ...

Posted

13 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

全职

Ipoh

Acquire and retain new-to-bank (NTB) customers.
Participate in sales campaigns and community engagement.
Degree or Diploma in any field. ...

Posted

a month ago

Financial Consultant Trainee – Build Your Career With Madinah Group Financial Consultant Trainee – Build Your Career With Madinah Group

Madinah Group

MYR2,000 - MYR2,000 每月

兼职, 全职, 实习

Ipoh

Dengan pengalaman lebih 25 tahun dalam industri, Madinah Group telah membina komuniti profesional yang membantu ramai individu mencapai kejayaan.
Jika anda seorang yang bercita-cita tinggi dan mahu mengubah masa depan anda, inilah peluang anda.
Sertai Madinah Group hari ini dan mulakan perjalanan kejayaan anda! ...

Posted

19 days ago

Financial Services Consultant Financial Services Consultant

CIMB BANK BERHAD

Undisclosed

全职

Ipoh

Ability to work independently with minimum supervision.
Ability to deliver high quality customer service to external and internal customers.
Possess good interpersonal skills and able to actively interact with all levels of customers. ...

Posted

4 days ago