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700+ Financial Consultant Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
显示707个工作的结果
"financial consultant"
不要错过任何 Financial Consultant 的新工作机会
管理提醒
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
25 days ago
SGD4,000 - SGD7,000 每月
Clementi
- Product Advisory: Recommend suitable solutions across investments, savings, and protection.
- Key Responsibilities
Posted
25 days ago
SGD3,500 - SGD5,000 每月
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
25 days ago
SGD4,000 - SGD4,000 每月
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
4 days ago
SGD3,000 - SGD3,000 每月
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
20 days ago
Financial Consultant (Mid-Career Switch Opportunity) Financial Consultant (Mid-Career Switch Opportunity)
PromiseLand Financial Advisory
Undisclosed
Singapore
- More control over your income growth
- More control over your career progression
- Passionate about helping clients achieve their financial goals. ...
Posted
7 days ago
HOLISTIC VITALITY INTERNATIONAL PTE. LTD.
SGD4,000 - SGD8,000 每月
Singapore
- Fun Family Working Culture
- Friendly and Caring Work Environment
- Caring and Supportive colleagues who help each other to succeed ...
Posted
24 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
a month 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
a month 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 month 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
a month ago
Undisclosed
- Achieve and exceed sales targets for various financial products, including deposits, unit trusts, insurance, and loans.
- Maintain a high level of product knowledge across all RHB Bank offerings and stay updated on market trends and financial regulations.
- Provide excellent customer service, addressing client inquiries, resolving issues, and building long-term, trust-based relationships. ...
Posted
a month ago
Undisclosed
Malacca City
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
- To maintain regular contacts with customers to develop relationship and deepen share of customers' wallet
- To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
Posted
a month ago
SAFT ADVISORY SETIA ALAM
HOLISTIC VITALITY INTERNATIONAL PTE. LTD.
SGD4,000 - SGD4,000 每月
Singapore
- Fun Family Working Culture
- Friendly and Caring Work Environment
- Caring and Supportive colleagues who help each other to succeed ...
Posted
a month ago
KIKIE WEALTH MANAGEMENT
HOLISTIC VITALITY INTERNATIONAL PTE. LTD.
SGD4,000 - SGD8,000 每月
Singapore
- Fun Family Working Culture
- Friendly and Caring Work Environment
- Caring and Supportive colleagues who help each other to succeed ...
Posted
24 days ago
SGD8,000 - SGD8,000 每月
Singapore
- Conduct effective negotiations and professional discussions with prospects to establish suitable solutions and agreements.
- Manage documentation processes and ensure accurate maintenance of client records.
- Provide comprehensive financial planning for individuals and corporations, covering risk management, wealth growth, succession strategies, and estate planning. ...
Posted
a month ago
SGD3,800 - SGD3,800 每月
Singapore
- Conduct professional negotiations and discussions with potential clients to establish suitable agreements.
- Process documentation accurately and maintain proper records.
- Provide financial planning solutions for both individual and corporate clients, focusing on risk management, wealth creation, succession, and estate planning. ...
Posted
a month ago
SGD4,000 - SGD4,000 每月
Singapore
- Build long-term and trusted relationships with clients.
- Keep up to date with market development, investment products and other areas that can affect the market.
- Different proven platforms to be given to kickstart and advance in your career. ...
Posted
12 days ago
KIKIE WEALTH MANAGEMENT
SB Muthu Agency (AIA)
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
a month ago
Undisclosed
KL City
- Service - You are expected to proactively engage our customers to establish a good relationship with customers to achieve a growing customer satisfaction in line with aim to improving over customer engagement score on a consistent manner.
- Compliance – You are to adhere diligently on all documentary and processes procedures and requirement. To ensure no lapses in control requirement and submit reports, both statutory and regulatory on a timely manner. To ensure zero defect in account opening, sales transactions execution, loan submission and others.
- Diploma and above holder with minimum 1 year sales or service experience in the financial or service industry (e.g. of service are Airline, Telco, Hotel, Tourism). ...
Posted
a month 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
a month ago
SGD4,000 - SGD4,000 每月
Singapore
- Build long-term and trusted relationships with clients.
- Keep up to date with market development, investment products and other areas that can affect the market.
- Different proven platforms to be given to kickstart and advance in your career. ...
Posted
5 days ago
Financial Consultant Trainee (Welcome Fresh Graduates) Financial Consultant Trainee (Welcome Fresh Graduates)
AMG Financial Group Limited
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