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800+ Financial Consultant Jobs in Malaysia | Job Vacancies | October 2026 | Maukerja - Page 7
Showing 856 jobs results for
"financial consultant"
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Undisclosed
- 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
19 days ago
Undisclosed
Malacca City
- 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
19 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
10 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
10 days ago
Undisclosed
- 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
SGD5,000 - SGD5,000 Per Month
Singapore
- Structured coaching toward 4 core industry certifications
- A seat at the table in strategic planning sessions with senior managers
- Real-world exposure through joint fieldwork with experienced advisors ...
Posted
20 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
14 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
14 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
14 days ago
Undisclosed
- Proactively engage with new and existing clients to identify financial needs and provide personalized financial planning advice.
- Educate clients on various banking products and services, including savings accounts, investments, loans, insurance, and wealth management solutions.
- Conduct thorough financial needs analysis to understand client objectives, risk tolerance, and time horizons. ...
Posted
22 days ago
Undisclosed
- 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
22 days ago
SGD5,000 - SGD10,000 Per Month
Singapore
- Provide trusted financial advice to clients, helping them secure their future.
- Build long-term relationships and guide families and individuals toward financial security.
- Develop expertise in insurance, investments, and financial planning. ...
Posted
24 days ago
Undisclosed
- Build and maintain strong relationships with clients, understanding their financial needs, aspirations, and risk profiles.
- Conduct thorough financial needs analysis for clients, including income, expenses, assets, liabilities, and existing financial plans.
- Develop and present customized financial plans and solutions, encompassing savings, investments, insurance, loans, and wealth management products. ...
Posted
23 days ago
Undisclosed
- Job Description
- 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.
- 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. ...
Posted
23 days ago
Undisclosed
KL City
- 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
23 days ago
Undisclosed
- 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
24 days ago
Undisclosed
- 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
24 days ago
Undisclosed
Singapore
- Lead the implementation, customization, and optimization of Oracle ERP Financial Applications for public sector clients.
- Provide expert guidance on cash and accrual accounting practices in compliance with government financial regulations.
- Work closely with stakeholders to analyze business processes, define requirements, and design ERP solutions that enhance financial management and reporting. ...
Posted
14 days ago
Undisclosed
- 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
25 days ago
Undisclosed
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
25 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
- Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
- Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly ...
Posted
3 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
- Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
- Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly ...
Posted
4 days ago
Undisclosed
- 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
SGD3,000 - SGD3,000 Per Month
Singapore
- Prospecting and engaging potential clients
- Conducting client appointments and understanding financial needs
- Recommending suitable financial solutions based on client goals ...
Posted
9 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
- Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
- Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly ...
Posted
10 days ago
CANWORKONE.SG EMPLOYMENT PTE. LTD.
SGD5,000 - SGD5,000 Per Month
Singapore
- Advise individuals, families, and business owners on holistic wealth, estate, and succession planning.
- Build long-term client relationships through networking, referrals, and strategic partnerships.
- Conduct financial reviews and recommend tailored solutions for wealth protection, retirement, trusts, and legacy planning. ...
Posted
17 days ago
CANWORKONE.SG EMPLOYMENT PTE. LTD.
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