Current jobs related to Personal financial consultant - Kuala Lumpur, Kuala Lumpur - Affin Bank

  • Senior Financial Consultant

    3 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    **Job Opportunity:**We are seeking an experienced and qualified Senior Financial Consultant to join our esteemed team at Click and Connect Online Limited.The ideal candidate will have a minimum of 5 years of experience as a Financial Advisor in the wealth management industry, possessing industry-leading qualifications such as CFP, CFA, or other relevant...

  • Senior Financial Consultant

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    **Job Opportunity:**We are seeking a highly skilled Senior Financial Consultant to join our team at Click and Connect Online Limited. As a Senior Financial Consultant, you will play a crucial role in providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.Key...

  • SAP FICA Financial Consultant

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Krisvconsulting Services Pte Ltd Full time

    SAP FICA Functional ConsultantWe are seeking a highly skilled SAP FICA Functional Consultant to enhance our team's expertise in SAP FICA (Financial Contract Accounting) implementation and support. The ideal candidate will possess in-depth knowledge of SAP FICA and be responsible for designing and implementing FICA processes to optimize business operations...

  • Financial Services Specialist

    2 months ago

    Kuala Lumpur, Kuala Lumpur, Malaysia AE Finansure Services Full time

    Job SummaryWe are seeking a skilled Financial Services Specialist to join our team at AE Finansure Group. As a Loan Product Advisor, you will play a crucial role in helping clients achieve their financial goals by providing expert advice on bank loan and refinancing products.Key ResponsibilitiesDevelop and implement financial plans to meet clients' long-term...

  • Senior Financial Specialist

    3 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job Title: Senior Financial SpecialistAbout the Role:We are seeking an experienced Senior Financial Specialist to join our team at Independent Resourcing Consultancy Ltd. As a Senior Financial Specialist, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial...

  • High Net Worth Financial Advisor

    3 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Senior Wealth ManagerWe are looking for a skilled Senior Wealth Manager to join our team at Hebden Consulting. As a Senior Wealth Manager, you will be responsible for managing relationships with high-net-worth clients, creating personalized financial plans, and guiding clients towards financial success.Client Relationship Management: Build and maintain...

  • Financial Services Professional

    4 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    Independent Financial AdvisorWe are seeking an experienced and qualified Independent Financial Advisor to join our esteemed team at Independent Resourcing Consultancy Ltd.About the Role:Cultivate and maintain strong relationships with clients, offering expert financial advice and guidance.Conduct comprehensive assessments of clients' current financial...

  • Financial Reporting

    3 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia BASF Asia-Pacific Service Centre SB Full time

    We are a leading chemical company, with the best teams developing intelligent solutions for our customers, and for a sustainable future. We connect and develop people with diverse talents all over the world. For you, this means a variety of ways to progress. Not only your performance but also your personality matter to us, regardless of gender, age,...

  • Project Leader, Financial Institution Practice

    4 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Boston Consulting Group Full time

    Seeking experienced professionals to lead client engagements and develop innovative business strategies in the financial industry. Boston Consulting Group is a global management consulting firm that partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. With a legacy of developing...

  • Financial Reporting

    2 months ago

    Kuala Lumpur, Kuala Lumpur, Malaysia BASF SE Full time

    We are a leading chemical company, with the best teams developing intelligent solutions for our customers, and for a sustainable future. We connect and develop people with diverse talents all over the world. For you, this means a variety of ways to progress. Not only your performance but also your personality matter to us, regardless of gender, age,...

  • Financial Reporting

    4 months ago

    Kuala Lumpur, Kuala Lumpur, Malaysia BASF SE Full time

    We are a leading chemical company, with the best teams developing intelligent solutions for our customers, and for a sustainable future. We connect and develop people with diverse talents all over the world. For you, this means a variety of ways to progress. Not only your performance but also your personality matter to us, regardless of gender, age,...

  • Financial Accountant

    1 month ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Emerald Zebra Full time

    Financial Accountant Job DescriptionEmerald Zebra is seeking a highly skilled Financial Accountant to join our team. As a Financial Accountant, you will be responsible for managing month-end and year-end accounting processes for group entities, ensuring compliance with regulatory requirements across different jurisdictions, and collaborating with external...

  • Financial Services Professional

    1 month ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Independent Financial Advisor OpportunityWe are seeking an experienced and qualified Independent Financial Advisor to join our team at Click and Connect Online Limited in Kuala Lumpur, Malaysia.About the Role:Provide expert financial advice to clients, helping them achieve their financial goals and secure their financial futures.Build and maintain...

  • Financial Advisor

    3 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    About the Role:As a Senior Independent Financial Planner at Independent Resourcing Consultancy Ltd, you will play a key role in providing expert financial guidance to clients, helping them achieve their financial objectives and secure their financial futures.Key Responsibilities:Collaborate with clients to understand their financial goals and develop...

  • SAP CO Consultant

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia ITHR 360 Consulting FZE Full time

    **SAP CO Consultant Role Overview**We are seeking an experienced SAP CO Consultant to join our team at ITHR 360 Consulting FZE. As a key member of our team, you will be responsible for providing expert-level support in SAP Controlling module, including cost center accounting, profitability analysis, product costing, and internal orders.**Key...

  • Strategic Loan Consultant

    1 month ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Glints Full time

    Principal Business ConsultantWe are seeking a seasoned Principal Business Consultant to lead strategic consulting initiatives in the loan and deposit domain. As a trusted advisor, you will work closely with our clients to understand their business needs and provide expert guidance.Key Responsibilities:Act as a strategic advisor to clients in the loan/deposit...

  • Energy Consultant

    2 months ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Nexant Inc. Full time

    About NexantECAWe are a leading advisory company specializing in the energy and chemicals sectors. Our mission is to help clients navigate the transition to a more sustainable future.Our team is passionate about chemistry and its role in solving global challenges. We are committed to delivering high-quality work and fostering a culture of collaboration and...

  • Financial Services Professional

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Role SummaryWe are seeking a highly skilled and experienced Financial Services Professional to join our team at Click and Connect Online Limited. As a key member of our wealth management team, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.About...

  • SAP FICA Functional Consultant

    4 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Krisvconsulting Services Pte Ltd Full time

    SAP FICA Functional ConsultantKrisvconsulting Services Pte Ltd is seeking a highly skilled SAP FICA Functional Consultant to lead the implementation and support of FICA processes.Key Responsibilities:Analyze business requirements and design FICA solutions to meet financial accounting needs.Configure and implement SAP FICA modules, including contract...

  • SAP FICO Financial Systems Consultant

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Oxydata Software Full time

    Job SummaryOxydata Software is seeking a highly skilled Business Function Implementation Lead to lead the implementation of SAP FICO financial systems. The ideal candidate will have advanced proficiency in SAP FI CO Finance and excellent business process implementation skills.Key ResponsibilitiesPlan and lead the implementation of SAP FICO financial systems...

Personal financial consultant

3 months ago

Kuala Lumpur, Kuala Lumpur, Malaysia Affin Bank Full time
Personal Financial Consultant (Nationwide)Create your future with Affin You too can make a difference. Join us at AFFIN, where the open minds meet and be inspired by a sharedmitment to great work. Here, you don't just stay at the forefront of the industry - you can make a difference too. Job Description ACCOUNTABILITIES

  • Achieve PFC ASB Financing, Smart Money, Education Financing, Personal Financing, ASNB Variables, Bancassurance & Banca Takaful, Credit Card targets as assigned.
  • Achieve branch business referral target as assigned.
  • Execute sales plan and strategies to achieve the targets assigned.
  • Scrutinize customers and applications to prevent fraud and losses.
  • Processing and submission of new loan applications to Consumer Credit Department (CCD).
  • Follow up with CCD for approval, acceptance and disbursement process.
  • Consumer Operation Department (COD) for after sales services and credit related matters.
  • Identify potential customers to cross sell the Bank's products and services.
  • Ensurepliance with statutory and regulatory requirements such as FSA, i FSA, PDPA, AMLA, PCT, FEA, FATCA, CRS etc.
  • Provide exceptional customer service.
  • Manage customer enquiries andplaints.
  • Provide trainings/ briefing on products in BM's absence.
  • To lead the branch in promotional activities and campaigns for Loan, Wealth, Bancassurance and Takaful during BM's absence.
  • To manage and undertake ad-hoc assignments as assigned by Management from time to time.
  • Socialmitment activities involvement (CSR).
  • To ensure highest standard of branch housekeeping and workstation. REQUIREMENTS
  • Bachelor's Degree or Diploma in any relevant discipline.
  • Minimum 2 years' experience in sales and marketing for banking products.
  • Possess relevant product licenses is an advantage.
  • Possess strong sales and marketing acumen.
  • Goodmunication and interpersonal skills.
  • Able to work independently and in a team with minimal supervision.
  • Proactive and possesses can-do attitude. Job ID JR101145