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600+ Financial Consultant Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 696 jobs results for
"financial consultant"
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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
- 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
16 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
3 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
4 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Health insurance
- Opportunities for promotion
- Parental leave ...
Posted
3 days ago
SGD3,800 - SGD9,800 Per Month
WFH
Singapore
- Health insurance
- Parental leave
- Unlimited paid time off ...
Posted
6 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
18 days ago
Undisclosed
Malaysia
- 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
12 days ago
SGD3,500 - SGD3,500 Per Month
Singapore
- Continuously upgrade product knowledge and advisory competencies
- Strong interpersonal and customer service skills
- Self-driven, disciplined, and committed to long-term career growth ...
Posted
19 days ago
JUST RECRUIT SINGAPORE PTE. LTD.
SGD3,300 - SGD3,300 Per Month
Singapore
- Follow up on customer enquiries and applications.
- Achieve individual and team performance targets.
- Passion for sales and customer service. ...
Posted
12 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
19 days ago
Undisclosed
- 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
12 days ago
WINZ VENTURE PRIVATE LIMITED
Financial Consultant - Wealth Management Consultant Financial Consultant - Wealth Management Consultant
LUMINA GLOBAL ADVISORY OFFICE
SGD2,000 - SGD2,000 Per Month
Singapore
- We are a fast-growing financial advisory team in Singapore, committed to helping individuals and families achieve long-term financial security and wealth growth.
- Our advisers provide holistic financial planning solutions covering protection, wealth accumulation, investment, retirement, education planning and legacy planning.
- Whether you are an experienced financial adviser or someone looking for a rewarding career change, we welcome motivated individuals to join us. ...
Posted
3 days ago
CANWORKONE.SG EMPLOYMENT PTE. LTD.
SGD5,000 - SGD5,000 Per Month
Singapore
- Work alongside experienced estate planning and wealth specialists to deliver comprehensive financial solutions.
- Specialise in a fast-growing and high-value area of financial advisory.
- Structured training, mentorship, and continuous professional development. ...
Posted
3 days ago
Undisclosed
- Prior experience in banking sales, mortage sales, wealth management, or related financial services roles is preferred.
- Company Description
- EWA Asia Sdn Bhd is a personal wealth advisory firm that helps individuals and families define their financial goals and build sustainable wealth plans. ...
Posted
22 days ago
CANWORKONE.SG EMPLOYMENT PTE. LTD.
PATH INFOTECH PTE. LTD.
Undisclosed
Singapore
- Equip with basic analytics competency
- Production & Capacity Building
- Develop practical, sales-focused modules that improve advisory conversations ...
Posted
7 days ago
SGD3,800 - SGD9,800 Per Month
WFH
Singapore
- 1-on-1 Structured Mentorship: No prior industry experience? No problem! Get step-by-step training from Day 1 to set you up for success.
- Fast-Track Career Advancement: Clear, structured pathways for leadership and full-time career progression.
- Vibrant & Supportive Culture: Work with an energetic, tight-knit team that actively celebrates your wins! ...
Posted
7 days ago
SGD3,800 - SGD9,500 Per Month
WFH
Singapore
- Clear Career Progression: Full-time pathways and leadership growth for those ready to advance.
- Young, Vibrant & Collaborative Culture: Work alongside an energetic, supportive team that celebrates your wins!
- Proactive Client Outreach & Connection: Reach out to warm, in-house generated & provided leads and inquiries to introduce our services, spark meaningful conversations, and schedule initial consultations. (No cold door-knocking - all contacts are provided!) ...
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 ...
Posted
22 days 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
23 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
23 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
23 days ago
Undisclosed
- Advise clients on various RHB Bank Berhad products and services, ensuring suitability and alignment with their financial objectives.
- Monitor and review clients' financial portfolios regularly, providing updates and making adjustments as needed based on market conditions and client life changes.
- Generate new client leads and expand the client base through referrals, networking, and proactive engagement. ...
Posted
24 days ago
SGD3,800 - SGD4,500 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
25 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
- Build and expand a personal client portfolio by establishing trust and delivering consistent value
- Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention ...
Posted
5 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
25 days ago
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