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57 Personal Financial Consultant Jobs - August 2026 - High Salaries
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"personal financial consultant"
不要错过任何 Personal Financial Consultant 的新工作机会
管理提醒
支持聊天
申请这份工作后才能和雇主聊天。
MYR3,000 - MYR5,000 每月
- Manage and develop client relationships
- Build and lead your own team
- Build your own client portfolio ...
Jadilah pemohon terawal!
Posted
2 days ago
支持聊天
申请这份工作后才能和雇主聊天。
支持聊天
申请这份工作后才能和雇主聊天。
MYR3,500 - MYR6,000 每月
Jadilah pemohon terawal!
Posted
12 days ago
支持聊天
申请这份工作后才能和雇主聊天。
MYR3,500 - MYR5,000 每月
Fresh Graduates
Bandar Kuala Lumpur, WP Kuala Lumpur
靠近火车站
这家公司靠近火车站
- Achieving sales targets through dedicated efforts and professional service.
- Delivering exceptional customer service, ensuring client satisfaction and long-term trust.
- Competitive remuneration & Exclusive Annual Incentive Trips (Free) ...
communication skill
sales driven
所需技能
communication skill
sales driven
extrovert
active listening
Prospecting & lead sourcing
Negotiation & closing
Pipeline management
Presentation & pitching
Client Relationship Management
Objection handling
+8
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 ...
Posted
a month 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
20 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
20 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
20 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
19 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
18 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
18 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
18 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
18 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
18 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
17 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
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
12 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
12 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
12 days ago
SGD3,800 - SGD4,500 每月
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
11 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
10 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
10 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
10 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
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 ...
Posted
9 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
8 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
6 days ago
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