Financial Consultant Jobs in Perak - June 2026

To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
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 ...

Posted

7 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

Full Time

Ipoh

Proactively identify and acquire new individual clients, expanding the bank's customer base.
Conduct thorough financial needs analysis for clients, understanding their current financial situation, goals, and risk tolerance.
Develop and present tailored financial plans and solutions, encompassing savings, investments, insurance, loans, and other relevant banking products. ...

Posted

10 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

Full Time

Ipoh

Develop and manage a portfolio of individual clients, fostering long-term relationships through proactive engagement and excellent service.
Conduct in-depth financial needs analysis for clients, identifying their current financial situation, risk tolerance, and short-term and long-term objectives.
Propose and present suitable financial products and services from RHB Bank's comprehensive offerings, including savings, investments, insurance, loans, and wealth management solutions. ...

Posted

10 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

Full Time

Ipoh

Promote and sell wealth, deposit, and financing products.
Execute sales plans and achieve revenue targets.
Cross-sell and up-sell products to existing customers. ...

Posted

13 days ago

Personal Financial Consultant - Taiping Personal Financial Consultant - Taiping

OCBC

Undisclosed

Full Time

Ipoh

To provide “one-stop” banking solutions to our customers.
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. ...

Posted

2 days ago

Personal Financial Consultant - Ipoh Personal Financial Consultant - Ipoh

OCBC

Undisclosed

Full Time

Ipoh

To provide “one-stop” banking solutions to our customers.
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. ...

Posted

2 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

Full Time

Ipoh

Proactively identify and acquire new individual clients, expanding the bank's customer base.
Conduct thorough financial needs analysis for clients, understanding their current financial situation, goals, and risk tolerance.
Develop and present tailored financial plans and solutions, encompassing savings, investments, insurance, loans, and other relevant banking products. ...

Posted

21 days ago

Personal Financial Consultant Personal Financial Consultant

RHB Banking Group

Undisclosed

Full Time

Ipoh

To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
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 ...

Posted

a month ago

Investment Advisor Investment Advisor

Standard Chartered

Undisclosed

Full Time

Ipoh

Work to achieve business strategy and financial budget in terms of revenue targets, AUM growth & profitability
Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.
Work with WM Investment Products to provide monthly actionable ideas and product solutions ...

Posted

11 days ago

Takaful Executive Consultant Takaful Executive Consultant

G22 Group

MYR2,000 - MYR10,000 Per Month

Internship, Full Time, Part Time

Ipoh

Required language(s) : Bahasa Malaysia, English
For Malaysian only
No experience is needed but candidates with sales, marketing and finance experience would be advantage ...

Posted

13 days ago

Takaful Executive Consultant Takaful Executive Consultant

G22 GROUP

MYR2,000 - MYR10,000 Per Month

Internship

Ipoh

Required language(s) : Bahasa Malaysia, English
For Malaysian only
No experience is needed but candidates with sales, marketing and finance experience would be advantage ...

Posted

13 days ago