600+ Financial Consultant Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl

Showing 614 jobs results for "financial consultant"

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Great Eastern Financial Advisers Private Limited

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

LIONEL LIM & ASSOCIATES

SGD3,500 - SGD5,000 Per Month

Alexandra

Posted
8 days ago

Provision Wealth Advisory

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

PLACEMENT PROFESSIONALS

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

LIONEL LIM & ASSOCIATES

SGD3,500 - SGD5,000 Per Month

Alexandra

Posted
3 days ago

Great Eastern Financial Advisers Private Limited

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