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200+ Personal Finance Jobs in Malaysia | Job Vacancies | August 2026 | Maukerja
Showing 264 jobs results for
"personal finance"
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Manage Alert
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
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
24 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
24 days ago
SGD1,000 - SGD2,500 Per Month
WFH
Singapore
- Assist in preparing personal finance educational materials
- Support client communication and engagement activities
- Conduct basic research on financial literacy topics ...
Posted
19 days ago
Undisclosed
Singapore
- Candidates should possess strong skills in Financial Planning and Personal Finance to analyze client needs and recommend appropriate strategies.
- Candidates should possess foundational knowledge in Finance and Financial Services to explain products clearly and support sound decision-making.
- Candidates should possess expertise in Retirement Planning to help clients prepare for long-term financial security. ...
Posted
24 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
25 days ago
Undisclosed
KL City
- Preparing the test cases & test data for Project/ enhancement/ fixes/ regression
- Executing the test cases for project/enhancement/ fixes/ regression
- Documentation of the test result & retest the defects ...
Posted
4 days ago
Undisclosed
KL City
- Define your future at Hong Leong Bank
- About Hong Leong Bank
- We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China. ...
Posted
4 days ago
Undisclosed
KL City
- Preparing the test cases & test data for Project/ enhancement/ fixes/ regression
- Executing the test cases for project/enhancement/ fixes/ regression
- Documentation of the test result & retest the defects ...
Posted
5 days ago
Undisclosed
KL City
- Test Preparation: Preparing test cases and test data for projects, enhancements, fixes, and regression testing.
- Execution: Executing test cases across all projects and system updates.
- Documentation: Documenting all test results for review. ...
Posted
5 days ago
Undisclosed
- To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers.
- To provide professional advice and on appropriate financial products based on customer needs.
- To ensure customer satisfaction and provide excellent after sales service. ...
Posted
7 days ago
Undisclosed
- To promote and professionally sell a wide range of Wealth, Loans & Bancassurance products to the Bank’s existing and potential customers.
- To provide professional advice and on appropriate financial products based on customer needs.
- To ensure customer satisfaction and provide excellent after sales service. ...
Posted
8 days ago
Undisclosed
KL City
- Regulatory Liaison, Policy & Implementation
- Serve as the primary liaison on regulatory compliance matters for respective business units within PFS, in close consultation with Group Compliance.
- Coordinate the Bank’s Compliance frameworks; regularly review and update policies, procedures, and Standard Operating Procedures (SOPs) to ensure strict alignment with legal, regulatory, and internal standards. ...
Posted
8 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
Undisclosed
KL City
- Undertaking the roles and responsibilities to project manage the implementation of products for Digital Banking platforms (Internet Banking, Mobile Banking or Branch Banking)
- Interpretation of business needs and translate them into application and operational requirements.
- Elicit requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, scenarios, business analysis, task and workflow analysis ...
Posted
11 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
a month 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
a month 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
a month ago
Undisclosed
KL City
- Meeting allocated funding target
- Identify and recruit potential new dealers from area under your care
- Develop and manage the relationship of car dealers assigned to you ...
Posted
3 days ago
Undisclosed
KL City
- Meet sales target by securing new quality loans in line with Management decision on the portfolio mix of products and customers;
- Maintain good business relationship with internal and external stakeholders;
- Ensure documents for loan application received from dealer / customer are in accordance to guidelines requirement; ...
Posted
2 days ago
Undisclosed
KL City
- Meeting allocated funding target
- Identify and recruit potential new dealers from area under your care
- Develop and manage the relationship of car dealers assigned to you ...
Posted
13 hours ago
Undisclosed
Singapore
- Achieve consistent sales performance
- Achieve new business and customer acquisition goals within the retail segment
- Provide dedicated client services to the branch’s clients ...
Posted
a month ago
Undisclosed
KL City
- Campaign / Initiatives Strategy & Execution:
- Design, launch, and manage comprehensive marketing campaigns and initiatives specifically aimed at driving digital product sales for the bank's digital banking platforms (www.hlb.com.my, hlislamic.com.my & HLB Connect App & website).
- Prepare detailed proposals and business cases, including objectives, strategies, mechanics, and budget recommendations, to secure approval for marketing campaigns and initiatives required to drive Digital User Acquisition and Engagement. ...
Posted
11 days ago
Undisclosed
Malaysia
- Utilize SQL, SAS, R, Python, and other analytical tools to design analyses and measure key metrics.Use data mining techniques and programming skills to build analytics models to identify business opportunities and improve predictive ability.Support product teams to identify acquisition and sales growth opportunities and develop strategies to increase sales, profitability, customer retention, and cross-sell through marketing campaigns & analytics.Translate business requirements into conceptual, logical, and physical data models. Must also understand and articulate the processes, concepts, and components of Leads, Channel & Campaign Management.
- If you are looking to excel and make a difference, take a closer look at us…
- Apply quantitative methods to manage and analyze large datasets, conduct analysis, formulate insights, and summarize findings for management. ...
Posted
11 days ago
Undisclosed
Malaysia
- Contact and re-solicit customers from cancelling their credit card based on the offer matrix.
- Perform outbound calls to customers who have the intention to cancel their credit cards.
- Understand customer's needs, negotiate, and convince the customer on the pricing terms in order to prevent them from leaving the bank. ...
Posted
11 days ago
Undisclosed
Malaysia
- Meet sales target by securing new quality loans in line with Management decision on the portfolio mix of products and customers;
- Maintain good business relationship with internal and external stakeholders;
- Ensure documents for loan application received from dealer / customer are in accordance to guidelines requirement; ...
Posted
11 days ago
Undisclosed
- Engage customers for cross sell purpose via phone in promoting HLB credit cards / personal loan by using probing, qualifying and closing skills.
- Generate additional leads through referrals for acquiring New-To-Bank customers.
- Cross sell and up sell to existing customers with an array of credit card portfolio products. ...
Posted
11 days ago
Undisclosed
- Engage existing customers via phone for cross-selling purposes, promoting HLB credit cards and personal loans utilizing effective probing, qualifying, and closing skills.
- Cross-sell and up-sell an array of credit card portfolio products to the existing customer base.
- Explain HLB product offerings and promotions, and pre-qualify customers based on specific credit criteria. ...
Posted
12 days ago
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