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700+ Financial Consultant Jobs in Malaysia | Job Vacancies | August 2026 | Maukerja
Showing 732 jobs results for
"financial consultant"
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Undisclosed
Singapore
- Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Wealth Management
- Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle.
- Ensure seamless customer experience from client application, medical to policy inception ...
Posted
23 days ago
MYR3,000 - MYR10,000 Per Month
Malaysia
- Able to communicate in Bahasa Malaysia and English is a must
- Good IT knowledge, Words Doc and Excel is an added value
- Ability to work in a team environment ...
Posted
23 days ago
Undisclosed
Singapore
- Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Wealth Management
- Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle.
- Ensure seamless customer experience from client application, medical to policy inception ...
Posted
23 days ago
Undisclosed
KL City
- We’re Hiring: Unit Trust Consultant (Malaysia)
- Looking for a career with flexibility, growth, and long-term rewards?
- If you enjoy working with people and want to build a meaningful career in finance, this could be for you. ...
Posted
23 days ago
SGD3,000 - SGD5,000 Per Month
WFH
Downtown Core
- Qualified leads provided: No need to reach out to friends or family.
- Permanent Role with Stability: Base allowance of up to $5,000 excluding commissions.
- Training and Support: Comprehensive training and mentoring to equip you with the skills you need to succeed. ...
Posted
24 days ago
SGD5,000 - SGD7,000 Per Month
WFH
Singapore
- Meet and connect with clients to understand their financial goals
- Provide personalized financial planning and protection solutions
- Build and maintain long-term client relationships ...
Posted
24 days ago
SGD8,000 - SGD12,000 Per Month
Singapore
- Build trusted relationships with clients and understand their financial goals
- Develop personalised wealth management and financial planning strategies
- Provide solutions in wealth accumulation, investment, protection, and retirement planning ...
Posted
24 days ago
MYR3,000 - MYR10,000 Per Month
Damansara Utama
- Able to communicate in Bahasa Malaysia and English is a must
- Good IT knowledge, Words Doc and Excel is an added value
- Ability to work in a team environment ...
Posted
24 days ago
Undisclosed
Singapore
- Perform financial planning exercise with clients as an individual producer and see through success of sales activities, managing the overall production numbers and achieving sales targets under the leadership of the Head of Business Development
- Manage inquiries and referrals from introducers, internal and external partners, follow through directly with the customer throughout the entire sales cycle.
- Ensure seamless customer experience from client application, medical to policy inception ...
Posted
24 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Be technically and professionally competent in a wide range of comprehensive financial services, with a focus on specialized services
- Provide advisory services on all wealth matters to clients
- Expand the client base and maintain strong relationships with existing clients ...
Posted
25 days ago
SGD3,500 - SGD3,500 Per Month
Singapore
- Project Management & WorkflowWorkflow Mastery: Play the role of a Project Manager, ensuring the smooth and accurate flow of client information to the internal Strategy and Creation teams.Timeline Accountability: Manage project deadlines and track the progress of individual deliverables across multiple concurrent projects.Documentation: Maintain accurate project trackers and documentation, ensuring all team members are working from the latest information.
- Client CommunicationRapport Building: Maintain consistent rapport with project-level client contacts.Material Preparation: Prepare materials for client meetings (e.g., agendas, presentations, reports) and develop clear meeting recaps.Expectation Management: Act proactively to manage client expectations regarding project scope and timelines.
- Internal AdvocacyProject Champion: Be the internal advocate for your clients’ needs. Ensure internal teams have the clear brief and resources necessary to successfully tell the brand’s story.Quality Support: Support the final review process, ensuring all deliverables meet the client’s original brief before final submission. ...
Posted
25 days ago
Undisclosed
Singapore
- Handle accounts payable, including invoice processing, staff claims and payment preparation
- Coordinate monthly payroll processing and handle salary and CPF payments
- Maintain accurate accounting records and perform day-to-day bookkeeping in Xero ...
Posted
25 days ago
Professional Investment Advisory Services Pte Ltd
Undisclosed
Singapore
- Elite Mentorship: Train directly under Edy Hartono, B.Eng, CFP, IBF Fellow (Senior Financial Services Director & past President of the Financial Planning Association of Singapore, 2018–2019).
- A Proven Blueprint: Our branch, Polaris Advisory Branch 1, has consistently developed industry-leading qualifiers, including MDRT, COT, and TOT achievers. You’ll learn the exact frameworks used by elite consultants.
- The Power of PIAS: Backed by Professional Investment Advisory Services Pte Ltd (PIAS)—a pioneering financial advisory firm licensed by MAS—you have access to an open-architecture platform. You can offer your clients holistic solutions across savings, investments, and protection. ...
Posted
a month ago
Undisclosed
Damansara Jaya
- Ability to provide holistic advisory services, including Financial Planning and Retirement Planning, tailored to individual client goals.
- Strong competency in Investments and Finance to design, analyze, and manage diversified portfolios responsibly.
- Experience delivering Wealth Management Services, including asset allocation, risk management, and long-term wealth preservation strategies. ...
Posted
a month ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Conduct fact-finding and detailed financial needs analysis to identify client objectives
- Provide banking and wealth management solutions aligned with client financial goals
- Maintain ongoing client relationships through regular portfolio reviews and updates ...
Posted
a month ago
Undisclosed
- Strong financial planning skills, including the ability to assess client needs and design comprehensive financial strategies.
- Knowledge of investment management and investments to construct and review client portfolios aligned with risk profiles and objectives.
- Solid understanding of finance principles to interpret financial data, prepare projections, and support sound recommendations. ...
Posted
a month ago
Undisclosed
Singapore
- Conducting in-depth financial needs assessments for clients to understand their investment objectives, risk tolerance, and financial situation
- Developing personalized investment strategies and financial plans tailored to each client's unique requirements
- Monitoring and reviewing client portfolios regularly, making adjustments as needed to ensure they remain aligned with their financial goals ...
Posted
a month ago
MYR3,000 - MYR10,000 Per Month
- Able to communicate in Bahasa Malaysia and English is a must
- Good IT knowledge, Words Doc and Excel is an added value
- Ability to work in a team environment ...
Posted
a month ago
Undisclosed
Singapore
- Singaporean or Singapore PR as we are unable to sponsor work visas
- Willing to explore a very new, and fulfilling, career path
- Prior finance experience, while advantageous, is not a prerequisite ...
Posted
a month ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Be technically and professionally competent in a wide range of comprehensive financial services, with a focus on specialized services
- Provide advisory services on all wealth matters to clients
- Expand the client base and maintain strong relationships with existing clients ...
Posted
a month ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Understand clients’ financial goals and recommend suitable insurance and protection solutions.
- Build and maintain long-term relationships through professional advice and ongoing service.
- Educate clients on financial planning, risk management, and protection strategies. ...
Posted
a month ago
SGD5,000 - SGD20,000 Per Month
WFH
Singapore
- Flexible schedule
- Professional development
- Job Title: Investment Advisory Partner ...
Posted
a month ago
MYR3,000 - MYR10,000 Per Month
TTDI Jaya
- Able to communicate in Bahasa Malaysia and English is a must
- Good IT knowledge, Words Doc and Excel is an added value
- Ability to work in a team environment ...
Posted
a month ago
SGD6,000 - SGD12,000 Per Month
WFH
Singapore
- Additional leave
- Flexible schedule
- Professional development ...
Posted
a month ago
Undisclosed
Singapore
- Experience in private banking or investment advisory
- Strong understanding of client risk profiling and portfolio management
- Knowledge of investment products and due diligence processes ...
Posted
a month ago
Undisclosed
Singapore
- Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile within the framework of the banks house view.
- Communicate on-house views to the respective marketing teams and work with product specialists for specific support and training
- Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews. ...
Posted
a month ago
MYR2,500 - MYR10,000 Per Month
- Performance-based income with RM5,000+ potential
- Flexible working arrangements
- Professional skills in investment, sales and communication ...
Posted
a month ago
SGD3,000 - SGD10,000 Per Month
WFH
Serangoon
- Flexible schedule
- Professional development
- Local Polytechnic Diploma (Required) ...
Posted
a month ago
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