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Personal Finance Jobs in Ipoh - August 2026 - Urgent Hiring
Showing 12 jobs results for
"personal finance"
in Ipoh
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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
11 hours ago
Undisclosed
- Proactively identify and engage with potential and existing clients to understand their financial needs and aspirations.
- Conduct comprehensive financial needs analysis and develop personalized financial plans encompassing savings, investments, insurance, loans, and other banking products.
- Advise clients on suitable RHB Bank products and services, ensuring alignment with their financial objectives, risk tolerance, and life stages. ...
Posted
4 days ago
Undisclosed
- 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
8 days ago
Undisclosed
- 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
9 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
12 days ago
Undisclosed
- Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth
- Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs
- Develop and execute sales strategies to achieve business targets and expand your customer base ...
Posted
a month ago
Undisclosed
- 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
a month ago
Undisclosed
- If you are looking to excel and make a difference, take a closer look at us…
- Key Responsibilities: Drive the acquisition of new banking customers through aggressive lead generation and relationship building. This role focuses on achieving sales targets for core financial products while identifying cross-selling opportunities and ensuring all applications meet credit and regulatory standards.
- About Hong Leong Bank ...
Posted
7 days ago
Undisclosed
- Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth
- Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs
- Develop and execute sales strategies to achieve business targets and expand your customer base ...
Posted
23 days ago
Undisclosed
- As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
- Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
- We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. ...
Posted
24 days ago
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