600+ Financial Consultant Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl
Showing 614 jobs results for
"financial consultant"
Never miss any updates for Financial Consultant jobs
Activate Job Alert
Job "financial consultant"
Manage Alert
Undisclosed
Singapore
- Great Eastern Financial Advisers (GEFA), officially launched in 2011, has quickly become the largest financial advisory firm in Singapore, with over 5,000 consultants.
- As a wholly owned subsidiary of Great Eastern Holdings and an OCBC company, GEFA combines the expertise of a leading insurance provider with a financial advisory firm to offer a unique business model. Leveraging the resources and infrastructure of Great Eastern, GEFA provides clients access to a comprehensive range of insurance and investment solutions from more than 50 companies and fund managers.
- GEFA is committed to delivering tailored financial services and excellent customer care to meet the diverse needs of individuals and families. ...
Posted
11 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Lead Support & Business Tools – Begin with a client base and established processes
- Work-Life Balance – Enjoy the flexibility to structure your own schedule
- Pathway to Leadership – Progress into management roles and build your own team ...
Posted
10 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Singaporean or Singapore PR.
- Minimum 21 years old (compliance with MAS FAA-N26).
- GCE 'A' Level / IB Diploma / Polytechnic Diploma or equivalent. ...
Posted
10 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
8 days ago
MYR3,000 - MYR6,000 Per Month
WFH
Damansara Jaya
- Mentorship & Tools: We don't expect you to know everything on day one. We will provide you with cutting-edge investment and insurance analytical tools, and teach you the exact science of financial portfolio analysis.
- Analyse & Strategize: Learn to evaluate clients' financial portfolios using advanced analytical frameworks.
- Tailor Solutions: Advise and match the right financial products (wealth protection, life insurance, investment tools, education funds) to the right clients based on data, not guesswork. ...
Posted
5 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Offer recommendations on insurance products that align with clients’ financial needs
- Competitive monthly allowance of up to $15k + additional incentives.
- Elevate your communication and leadership skills ...
Posted
4 days ago
Undisclosed
Downtown Core
- A-Level Degree or Diploma
- Bachelor's degree in Finance, Economics, Business, or related field
- 21 Years Old and Above ...
Posted
a day ago
Undisclosed
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
2 days ago
Undisclosed
- 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
a day 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
a day ago
Undisclosed
- 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
8 hours ago
Undisclosed
- 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
8 hours 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
8 hours ago
Undisclosed
- 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
3 days ago
Undisclosed
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
3 days ago
Undisclosed
KL City
- Analyzes defects, issues from readiness reports and manages data deviations working with relevant stakeholders until resolution
- Drives data verification testing, executes assigned steps, supports local business data owner
- Design defects regarding global tools (e.g. load tools) resolution or escalation to global functional data owners Approves DMWs from an IT perspective ...
Posted
3 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
3 days ago
SGD3,800 - SGD3,800 Per Month
Singapore
- Build and nurture long-term relationships with customers, ensuring consistent engagement and follow-up
- Deliver quality after-sales service to enhance customer satisfaction and retention
- Management Track: Advancement towards leadership roles such as Branch Manager ...
Posted
4 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
4 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
5 days ago
SGD3,000 - SGD10,000 Per Month
Singapore
- Results-oriented go-getter who works well under pressure.
- Prepared to have flexible working hours that may include working on weekends.
- Candidates with more than 2 years of relevant financial advisory experiences and proven sales records will be considered for Senior Personal Financial Consultant position. ...
Posted
6 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
7 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
8 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
8 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
8 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
8 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
8 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
Browse Location:
More Location
Browse Company:
More Companies
Browse "financial consultant" Job By:
Browse "financial consultant" Job By: