600+ Financial Consultant Jobs in Malaysia | Job Vacancies | July 2026 | Ricebowl
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"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
25 days ago
Undisclosed
Singapore
- Equip with basic analytics competency
- Production & Capacity Building
- Develop practical, sales-focused modules that improve advisory conversations ...
Posted
10 days ago
Old Mutual South Africa
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
a month ago
Undisclosed
Singapore
- 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
18 days ago
Undisclosed
Malaysia
- 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
22 days ago
Undisclosed
Malaysia
- 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
23 days ago
MYR3,000 - MYR3,000 Per Month
Bandar Utama
- Comprehensive Training Provided
- Minimum education: SPM to Degree
- Must have own transport ...
Posted
a month ago
MYR3,000 - MYR3,000 Per Month
Bandar Utama
- Comprehensive Training Provided
- Minimum education: SPM to Degree
- Must have own transport ...
Posted
a month 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
23 days ago
Undisclosed
Malaysia
- 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
23 days ago
Undisclosed
Hong Kong
- Participate in finance technology-enabled modernization programmes to drive the finance modernization agenda, including multi-year programmes related to General Ledger and Reporting platform implementations
- Bachelor's degree in Accounting, Finance, Economics, Banking, Engineering or Informatics
- At least 2 years of consulting experience, demonstrating a solid understanding of finance operating models, processes and platforms/systems, and strong track record on management and implementation of related projects ...
Posted
6 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
a month ago
Undisclosed
- Develop and present customized financial plans and recommendations to clients, ensuring alignment with their goals.
- Monitor client portfolios and provide regular reviews, adjusting strategies as needed to adapt to changing market conditions and client circumstances.
- Maintain a strong understanding of RHB Bank's product offerings, policies, and procedures, as well as relevant financial regulations. ...
Posted
a month ago
MYR3,000 - MYR8,000 Per Month
Bandar Saujana Putra
- Attend professional training and development programs
- Conduct online and face-to-face consultations
- Participate in team meetings and business activities ...
Posted
15 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 ...
Posted
a month ago
Financial Consultant (International Business Focus) Financial Consultant (International Business Focus)
Great Eastern Financial Advisers Private Limited
Undisclosed
Singapore
- Entrepreneurial Rewards: A performance-based compensation structure that rewards your expertise, dedication, and the value you bring to your clients.
- Provide holistic financial planning and wealth management solutions to HNW/UHNW clients, ensuring high service delivery standards.
- Keep abreast of market trends and regulatory changes within the regional financial landscape to provide sound and compliant advice. ...
Posted
21 days ago
Undisclosed
- Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments.
- 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
a month ago
Undisclosed
- 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
23 days ago
Undisclosed
Malacca 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
23 days ago
Undisclosed
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
23 days ago
Undisclosed
Ampang Jaya Municipal Council
- 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
23 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
23 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
23 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
a month ago
Undisclosed
KL City
- Advise clients on suitable financial products and services offered by RHB Bank Berhad, ensuring alignment with their financial objectives.
- Monitor client portfolios and market trends, providing regular updates and recommendations to optimize financial performance and mitigate risks.
- Ensure full compliance with all internal policies, procedures, and relevant regulatory requirements in financial advisory services. ...
Posted
a month ago
Undisclosed
- 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
23 days ago
Undisclosed
Selangor, Malaysia
- 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 month ago
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