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600+ Financial Consultant Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 673 jobs results for
"financial consultant"
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Manage Alert
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
MYR2,000 - MYR3,000 Per Month
Malaysia
- Memberi khidmat selepas jualan termasuk bantuan berkaitan tuntutan.
- Membina dan mengekalkan hubungan baik dengan pelanggan.
- Requirements ...
Posted
5 days ago
Undisclosed
- 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
11 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
11 days ago
Professional Investment Advisory Services Pte Ltd
Undisclosed
Singapore
- Holistic Wealth Architecture: Portfolio analysis, retirement modeling, and estate planning.
- Advanced Client Needs Analysis: Shifting from transactional sales to deep, life-stage advisory.
- Compliance & Ethics: Navigating MAS regulations, documentation, and industry best practices flawlessly. ...
Posted
12 days 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
12 days ago
Undisclosed
- Provide personalized financial planning advice, including retirement planning, wealth management, and investment strategies.
- Monitor client portfolios and provide regular updates and recommendations based on market conditions and client objectives.
- Ensure compliance with all internal policies, procedures, and relevant regulatory requirements. ...
Posted
12 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
12 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- A clear runway to a managerial role within 2 years
- A role that respects your time outside of work
- Reach out to and onboard new clients ...
Posted
13 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Direct mentorship from experienced practitioners and industry leaders
- Exposure to real client campaigns and portfolio review processes
- Opportunity to take part in overseas incentive trips ...
Posted
13 days ago
JUST RECRUIT SINGAPORE PTE. LTD.
SGD3,500 - SGD3,500 Per Month
Singapore
- Follow up on customer enquiries and applications.
- Achieve individual and team performance targets.
- Passion for sales and customer service. ...
Posted
11 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
14 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
14 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
14 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
14 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
14 days ago
Finexis Advisory Pte Ltd
Undisclosed
Singapore
- Ensure client interactions are appropriate at all times, and reflected in a high quality of record-keeping and service standards
- Train consultants and ensure they comply with Fair Dealing as well as training and development requirements
- Assist in project management and coordinate events aligned with core activities of the company ...
Posted
13 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
15 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
15 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
15 days ago
Undisclosed
Singapore
- Maintain ongoing client relationships, ensuring long-term financial success.
- Stay ahead of market trends, financial regulations, and product innovations.
- Minimum 3 - 5 years of experience as a licensed Financial Adviser or in a senior wealth management role. ...
Posted
20 days ago
SGD1,000 - SGD3,000 Per Month
Novena
- Prepare and present insurance proposals to clients.
- Perform follow-up calls and maintain ongoing client relationships.
- Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs. ...
Posted
14 days ago
MYR2,000 - MYR3,000 Per Month
Malaysia
- Memberi khidmat selepas jualan termasuk bantuan berkaitan tuntutan.
- Membina dan mengekalkan hubungan baik dengan pelanggan.
- Requirements ...
Posted
5 days ago
SGD1,000 - SGD3,000 Per Month
Novena
- Prepare and present insurance proposals to clients.
- Perform follow-up calls and maintain ongoing client relationships.
- Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs. ...
Posted
7 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
17 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Health insurance
- Opportunities for promotion
- Parental leave ...
Posted
5 days ago
SGD3,800 - SGD9,800 Per Month
WFH
Singapore
- Health insurance
- Parental leave
- Unlimited paid time off ...
Posted
8 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
18 days ago
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