800+ Financial Consultant Jobs in Malaysia | Job Vacancies | October 2026 | Maukerja - Page 6

Showing 864 jobs results for "financial consultant"
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  • 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
8 days ago

KL City

  • Proactively identify, acquire, and onboard new individual clients through various channels such as referrals, networking, and outreach activities.
  • Conduct comprehensive financial needs analysis and risk assessments to understand clients’ current financial position, future goals, and risk tolerance.
  • Develop and present tailored financial plans and investment strategies aligned with clients’ objectives. ...
Posted
8 days ago

Singapore

  • Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
  • Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
  • Acquire new businesses while maintaining current account portfolio ...
Posted
15 days ago

MANULIFE FINANCIAL ADVISERS PTE. LTD.

Singapore

  • Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution.
  • Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives.
  • Acquire new businesses while maintaining current account portfolio ...
Posted
15 days ago

KL City

  • 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
9 days ago
  • 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
10 days ago
  • 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
10 days ago

KL City

  • 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
10 days ago
  • Proactively engage with existing and potential clients to understand their financial needs, objectives, and risk appetite.
  • Conduct thorough financial needs analysis, including investment, insurance, savings, and loan requirements.
  • Develop and present tailored financial plans and recommendations to clients, covering a spectrum of RHB Bank's products such as deposits, loans, credit cards, unit trusts, insurance, and wealth management solutions. ...
Posted
11 days ago
  • Build and maintain strong relationships with individual clients, understanding their financial needs and aspirations.
  • Conduct in-depth financial needs analysis and develop tailored financial plans covering areas such as savings, investments, insurance, and retirement planning.
  • Recommend and cross-sell appropriate RHB Bank products and services, including deposits, loans, unit trusts, insurance, and other wealth management solutions. ...
Posted
11 days ago
  • 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
11 days ago
  • 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
12 days ago

Malaysia

  • Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
  • Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
  • Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management. ...
Posted
12 days ago
  • 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
13 days ago
  • 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
13 days ago

Global Financial Consultants Pte Ltd (GFC)

Singapore

  • Grow and manage a sizeable high-value client portfolio by identifying and engaging affluent international individuals from various countries (e.g. UK, Australia, France, Italy, Netherlands, Asian countries, etc).
  • Conduct in-depth financial assessments and develop customised wealth management plans.
  • Provide expert guidance on investment strategies, retirement planning, and risk management. ...
Posted
18 days ago

Singapore

  • Advisors Alliance Group (AAG) is a Singapore-based financial advisory group representing AIA Financial Advisers. The company provides holistic financial planning services, including insurance, wealth management, retirement, and estate planning, while equipping its advisors with comprehensive training and mentorship to deliver professional, client-centric financial solutions.
  • Join one of Singapore's leading financial advisory groups and gain valuable exposure to the financial services industry. As a Financial Consultant Intern, you will work alongside experienced financial consultants to develop practical skills in financial planning, client relationship management, and business development.
Posted
14 days ago
  • Proactively identify and engage with prospective clients to understand their financial needs and objectives.
  • Conduct thorough financial needs analyses, including investment, insurance, retirement, and estate planning.
  • Develop and present personalized financial plans and recommendations to clients, aligning with RHB Bank's product offerings. ...
Posted
14 days ago
  • Proactively identify and acquire new clients, expanding RHB Bank's customer base.
  • Conduct comprehensive financial needs analysis for individual clients, including reviewing their current financial situation, risk tolerance, and future aspirations.
  • Develop and present customized financial plans and solutions, including but not limited to investment products, insurance, loans, and other banking services, aligning with clients' objectives and RHB Bank's product offerings. ...
Posted
14 days ago
  • 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
14 days ago
  • Proactively identify and acquire new clients, expanding RHB Bank's customer base.
  • Conduct comprehensive financial needs analysis for individual clients, including reviewing their current financial situation, risk tolerance, and future aspirations.
  • Develop and present customized financial plans and solutions, including but not limited to investment products, insurance, loans, and other banking services, aligning with clients' objectives and RHB Bank's product offerings. ...
Posted
14 days ago

Singapore

  • Flexible working hours
  • Attractive Allowance (excluding commissions)
  • Uncapped commissions ...
Posted
19 days ago
  • Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
  • Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
  • Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management. ...
Posted
16 days ago

Singapore

  • Protection Planning
  • Critical Illness Planning
  • Retirement Planning ...
Posted
14 days ago

KL City

  • 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
17 days ago
  • Provide financial planning solutions to individuals and families
  • Advise clients on life insurance protection and investment strategies
  • Build and maintain long-term client relationships ...
Posted
2 days ago

Singapore

  • https://visionfinancialcareers.app/
  • Vision Financial is a team of financial consultants helping clients plan for their financial goals and protection needs. We value long-term client relationships and a working environment where consultants can learn from experienced colleagues, share knowledge and develop their practice.
  • About the opportunity ...
Posted
7 days ago

LV & Associates Consultant Sdn Bhd

  • Commission: RM5,000 – RM15,000/month (performance-based)
  • Annual Overseas Incentive Trips
  • Flexible Working Hours ...
Posted
18 days ago
  • Proactively identify and engage with prospective clients to understand their financial needs and objectives.
  • Conduct thorough financial needs analyses, including investment, insurance, retirement, and estate planning.
  • Develop and present personalized financial plans and recommendations to clients, aligning with RHB Bank's product offerings. ...
Posted
18 days ago

Malaysia

  • Proactively identify and engage with potential and existing clients to understand their financial needs and objectives.
  • Conduct comprehensive financial needs analysis, including assessing risk tolerance, investment horizons, and financial aspirations.
  • Develop and present personalized financial plans and recommendations covering areas such as savings, investments, insurance, retirement planning, and wealth management. ...
Posted
18 days ago