300+ Personal Finance Jobs in Malaysia | Job Vacancies | August 2026 | Maukerja

Showing 300 jobs results for "personal finance"
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MYR4,500 - MYR10,000 Per Month
Fresh Graduates
Near Train Station
  • Provide financial planning and insurance solutions to clients
  • Understanding client’s needs through fact finding
  • Build and maintain long-term client relationships through trust and professionalism. ...
Posted
3 months ago
MYR4,500 - MYR10,000 Per Month
Fresh Graduates
Near Train Station
  • Provide financial planning and insurance solutions to clients
  • Understanding client’s needs through fact finding
  • Build and maintain long-term client relationships through trust and professionalism. ...
Posted
3 months ago
MYR4,500 - MYR10,000 Per Month
Fresh Graduates
Near Train Station
  • Provide financial planning and insurance solutions to clients
  • Understanding client’s needs through fact finding
  • Build and maintain long-term client relationships through trust and professionalism. ...
Posted
3 months ago
MYR5,000 - MYR15,000 Per Month
Fresh Graduates
Near Train Station
  • • Provide financial planning and insurance solutions to clients
  • • Understand clients’ needs through effective fact-finding
  • • Build and maintain long-term client relationships based on trust and professionalism ...
Sales Client Relationship Management
+1
Posted
3 months ago
MYR5,000 - MYR15,000 Per Month
Fresh Graduates
Near Train Station
  • • Provide financial planning and insurance solutions to clients
  • • Understand clients’ needs through effective fact-finding
  • • Build and maintain long-term client relationships based on trust and professionalism ...
Sales Client Relationship Management
+1
Posted
3 months ago
MYR5,000 - MYR15,000 Per Month
Fresh Graduates
Near Train Station
  • • Provide financial planning and insurance solutions to clients
  • • Understand clients’ needs through effective fact-finding
  • • Build and maintain long-term client relationships based on trust and professionalism ...
Sales Client Relationship Management
+1
Posted
3 months ago
MYR5,000 - MYR15,000 Per Month
Fresh Graduates
Near Train Station
  • • Provide financial planning and insurance solutions to clients
  • • Understand clients’ needs through effective fact-finding
  • • Build and maintain long-term client relationships based on trust and professionalism ...
Sales Client Relationship Management
+1
Posted
3 months ago
MYR5,000 - MYR15,000 Per Month
Fresh Graduates
Near Train Station
  • • Provide financial planning and insurance solutions to clients
  • • Understand clients’ needs through effective fact-finding
  • • Build and maintain long-term client relationships based on trust and professionalism ...
Sales Client Relationship Management
+1
Posted
3 months ago
SGD1,000 - SGD1,000 Per Month

Singapore

  • Assist in preparing personal finance educational materials
  • Support client communication and engagement activities
  • Conduct basic research on financial literacy topics ...
Posted
14 days ago
Undisclosed

KL City

  • Assist Department Head in planning and executing Personal Financing product enhancement and new product development.
  • Working closely with stakeholders and project team in delivering project completion.
  • Perform all analysis, write-up and development of proposals, presentations, approval, workflow and polices for products. ...
Posted
13 days ago
SGD3,000 - SGD4,500 Per Month

Ang Mo Kio

  • Deliver customized financial and property solutions to businesses, property owners, and individuals to meet their specific needs
  • Leverage relationships with over 50 banking partners to secure competitive offers and financing options
  • Engage with clients to understand their requirements and provide effective, outcome-driven advice and solutions ...
Posted
10 hours ago
SGD3,000 - SGD3,000 Per Month

Singapore

  • Deliver customized financial and property solutions to businesses, property owners, and individuals to meet their specific needs
  • Leverage relationships with over 50 banking partners to secure competitive offers and financing options
  • Engage with clients to understand their requirements and provide effective, outcome-driven advice and solutions ...
Posted
a month ago
Undisclosed

Geylang

  • Personal Finance & Wealth Building
  • Protection & Investment Fundamentals
  • Financial Decision-Making ...
Posted
a month 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 day 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
18 hours 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
19 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
3 days ago
Undisclosed

Malacca 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
3 days ago
Undisclosed

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
3 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
3 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
3 days ago
Undisclosed

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
2 days ago
SGD3,800 - SGD4,500 Per Month

Singapore

  • Provide end-to-end financial advisory services to customers at the branch level
  • Promote and cross-sell a comprehensive range of wealth management products, including insurance, loans, unit trusts, and structured deposits
  • Adopt a consultative approach to understand clients’ needs and recommend suitable financial solutions ...
Posted
10 hours 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
6 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
6 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
7 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
7 days ago
Undisclosed
  • Develop and maintain strong relationships with individual clients, understanding their financial needs and aspirations.
  • Conduct thorough financial needs analysis to identify suitable banking, investment, insurance, and lending products.
  • Present and explain complex financial products and services clearly and concisely to clients. ...
Posted
7 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
8 days ago
Undisclosed

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
8 days ago

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