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200+ Personal Finance Jobs in Malaysia | Job Vacancies | August 2026 | Maukerja
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"personal finance"
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Manage Alert
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
- 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
14 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
14 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
14 days ago
Undisclosed
- 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
3 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
14 days ago
Undisclosed
KL City
- Deep dive into our bank products & channel to understand how the business is run.
- Identify gaps in current workflow and implement smarter and faster ways to achieve business goals through data driven insights.
- Act as the primary subject matter expert for the team, moving them away from general processing toward specialized product knowledge. ...
Posted
3 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
3 days ago
Undisclosed
- 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
- 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
- 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
15 days ago
Undisclosed
KL City
- Manage marketing campaigns (new to bank customer and existing to bank customers with cross-selling, top ups etc),
- Manage product development, product management and portfolio management in achieving business objectives and goals.
- Develop high yield products that comply with BNM guidelines and the Bank’s compliance requirements. ...
Posted
6 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
15 days ago
Undisclosed
KL City
- 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. ...
Posted
15 days ago
Undisclosed
Malaysia
- Product Innovation & Digital Transformation
- Revenue Growth: Spearhead the development of income-generating products and value-added services aligned with the Bank’s long-term business objectives.
- AI Integration: Architect AI and digital self-service solutions to provide 24/7 customer support, enhancing engagement and reducing operational friction. ...
Posted
6 days ago
Undisclosed
KL City
- Product manager for Affluent & Co-Brand credit cards segment. Responsibilities include end-to-end management; development and growth of the products – P&L management, flow of acquisition for all bankwide sales channels of the products, design/improvise new initiatives to better serve customers’ needs.
- This role must be comfortable to working in an agile environment, across multiple teams and working with all levels within or out of the organization, including with/on digital enhancements/transitions from the Bank to get results independently.
- This role will be responsible in assisting the Payments Product Manager to develop and grow the issuing payments products for the affluent & Co-Brand segment including lifecycle from end-to-end. This involves direct vendor management, streamlining operational workflows, and serving as the lead for resolving complex credit card-related issues to ensure seamless service delivery. ...
Posted
16 days ago
Undisclosed
- 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
16 days ago
Undisclosed
- If you are looking to excel and make a difference, take a closer look at us…
- 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. ...
Posted
16 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
10 days ago
Undisclosed
KL City
- Supporting the Website team in maintaining content updates into the bank's website
- Supporting the Connect marketing team in running digital marketing campaigns which includes doing research, writing communication & preparing reports
- Involved in campaign brainstorms and ideation ...
Posted
14 days ago
Undisclosed
- Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches, road show and any other sales activities to achieve sales targets.
- To actively cross selling Banking/Financial products.
- Assess/evaluate and propose credit applications diligently. ...
Posted
2 days 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
14 days ago
Undisclosed
Malaysia
- Aggressively source and book new loans for the bank.
- Responsible to meet monthly targets and minimum standard of performance.
- Develop and maintain strong relationship with current and new customer. ...
Posted
2 days ago
Undisclosed
Malaysia
- 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
14 days ago
Undisclosed
KL City
- Review PFS credit policy to ensure compliance to regulatory requirement and the Bank’s lending direction for growth whilst maintaining asset quality.
- Perform portfolio analysis and continues portfolio management to strengthen credit portfolio performance.
- Contribute to digital and AI transformation initiative by leading/ supporting system enhancement projects for credit evaluation in relation to credit risk/ policy across all products. ...
Posted
5 days ago
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