600+ Financial Consultant Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl
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"financial consultant"
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Job "financial consultant"
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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
9 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
9 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
10 days ago
Undisclosed
- Educate clients on market trends, product features, and investment opportunities and risks.
- Provide ongoing financial advice and regular reviews of client portfolios to ensure alignment with their evolving needs and market conditions.
- Achieve individual sales targets and contribute to the team's overall business objectives. ...
Posted
10 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
10 days 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
10 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
Posted
11 days ago
Undisclosed
- Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
- Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
- Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances. ...
Posted
13 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
13 days ago
Undisclosed
- Provide expert advice on wealth management, retirement planning, education funding, and estate planning.
- Regularly review and update clients' financial portfolios, ensuring they remain aligned with their evolving needs and market conditions.
- Maintain a high level of product knowledge across RHB Bank's full range of financial products and services. ...
Posted
13 days ago
Undisclosed
- Educate clients on market trends, product features, and potential risks and benefits of various financial instruments.
- Monitor client portfolios regularly, recommending adjustments and optimizations based on market performance and evolving client needs.
- Achieve individual sales targets and contribute to the overall branch/bank's financial performance. ...
Posted
13 days 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
13 days 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
13 days ago
SGD3,800 - SGD3,800 Per Month
Singapore
- Tactful negotiations of contract with prospects
- Process documentations and keeping proper records.
- Planning for personal and corporate clients on risk and wealth management, succession and estate planning. ...
Posted
14 days ago
SGD8,000 - SGD8,000 Per Month
Singapore
- Tactful negotiations of contract with prospects
- Process documentations and keeping proper records.
- Planning for personal and corporate clients on risk and wealth management, succession and estate planning. ...
Posted
14 days ago
SGD3,500 - SGD3,500 Per Month
Singapore
- Delivering tailored financial advice and investment solutions to meet clients’ financial planning needs
- Building and maintaining strong relationships with assigned clients
- Providing a high-quality, personalized banking experience ...
Posted
5 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
15 days ago
Undisclosed
- Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
- Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
- Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances. ...
Posted
15 days ago
Undisclosed
- 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
6 days ago
Undisclosed
Singapore
- Are you a fresh graduate looking to start a career in the financial industry or an individual looking for a career switch? Despite them all, we are here to help you build the right experience and achieve your goals.
Posted
16 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
17 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
17 days ago
PINNACLE CONSULT PTE. LTD.
SGD5,000 - SGD5,000 Per Month
Singapore
- Collaboration: Working with team members to enhance sales performance and client engagement.
- Client Advisory: Assisting clients with financial planning, including retirement, estate planning, and tax minimization strategies.
- Portfolio Analysis: Reviewing client portfolios to recommend asset allocation changes in line with market conditions and risk tolerance. ...
Posted
11 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
18 days ago
Undisclosed
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
18 days ago
HOLISTIC VITALITY INTERNATIONAL PTE. LTD.
SGD4,000 - SGD4,000 Per Month
Singapore
- Fun Family Working Culture
- Friendly and Caring Work Environment
- Caring and Supportive colleagues who help each other to succeed ...
Posted
14 days ago
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