Personal Financial Consultant

Provide personalized financial planning advice to clients based on their financial goals and circumstances - Advise clients on managing debt, including strategies for paying off debt and refinancing options. - Writing, reviewing, editing and updating content for marketing materials. - Bringing creative ideas and innovative approaches to content creation to...

Position: Financial Consultant / Executive - (Bank) **Salary**: RM3000-RM3500 (Depends on the experience) As a Bancassurance Sales Representative, you'll play a vital role in helping clients achieve their financial goals and securing their future. You'll work in a fast-paced, dynamic environment and be responsible for building and maintaining relationships...

**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...

SKOP KERJA -Merancang pelan tindakan dan menerajui jualan bagi mencapai target jualan (gadai janji/ pembiayaan peribadi). - Melakukan pembentangan serta memberi khidmat rundingan atau cadangan yang bersesuaian dengan keperluan bisnes pelanggan. - Membina hubungan jangka panjang yang memberi keuntungan melalui servis khidmat pelanggan yang profesional dan...

**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...

Executive - Personal Financial Services Branch Sales (Personal Financial Consultant) **If you are looking to excel and make a difference, take a closer look at us...** **If you are looking to excel and make a difference, take a closer look at us...** **Responsibilities**: - Aggressively source and book new loans for the bank; - Solicit leads via...

You have the interest to: - Responsible for marketing Bancassurance products at bank branches. - To build relationships with bank customers for up-selling and providing professional personal financial advisory services. - Engage in sales and marketing event at the bank. - Provide follow up on the policy servicing services to customer, i.e. payment mode,...

You have the interest to: - Responsible for marketing Bancassurance products at bank branches. - To build relationships with bank customers for up-selling and providing professional personal financial advisory services. - Engage in sales and marketing event at the bank. - Provide follow up on the policy servicing services to customer, i.e. payment mode,...

A leading financial institution is hiring a Financial Services Consultant (FSC)! Key Responsibilities: - Market and sell financial products. - Achieve individual and branch sales targets. - Provide financial advice and ensure excellent client service. - Collaborate with managers on sales strategies. **Requirements**: - Diploma/Bachelor’s in a relevant...

Personal Banker - Personal Financial Services (Penang) **If you are looking to excel and make a difference, take a closer look at us...** **What's in it for you**: - Opportunity to fast track your career in Wealth Management. **Your Roles & Responsibilities**: - Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible...

Executive - Personal Financial Services (Personal Banker) **If you are looking to excel and make a difference, take a closer look at us...** **What's in it for you**: - Opportunity to fast track your career in Wealth Management. **Your Roles & Responsibilities**: - Solicit customers for Deposits, Insurance and Investment Products within BNMs Responsible...

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 Planner - Basic from RM2,800 - RM5,000 per month for Full Time position. - Min Diploma. - Age 28 - 45 Fresh Graduates are welcome. Job Scope of Financial Consultant for PruBSN Takaful : - To accumulate/finding/managing prospect list. - To present proposal and provide right advice to prospect. - To close deal and manage client's account/certificate....

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...

**"Are you overworked and underpaid?"** **"Want to triple your income in the next 3 years?"** **"Want to make a difference for yourself and others?"** **Explore more with us - We are more than your average financial services consultants. Using your knowledge and know-how, you will help others protect their present and secure their future. And along the...

Cognizant is seeking a Financials Principal Consultant to be based in Kuala Lumpur. As a Principal Consultant, you will guide clients through the transformation, implementation and operation phases of a Workday implementation. Additionally, you must have a technical aptitude and be capable of configuring the product to meet the business requirements and...

Executive - Personal Financial Services Telemarketing (Cards Portfolio) **If you are looking to excel and make a difference, take a closer look at us...** **Functional (job responsibilities)** - Engage customers for cross sell purpose via phone in promoting HLB credit cards / personal loan by using probing, qualifying and closing skills. - Generate...

Executive - Personal Financial Services Branch Sales (Personal Banker) **If you are looking to excel and make a difference, take a closer look at us...** PB JD 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...

If you are looking to excel and make a difference, take a closer look at us Functional (job responsibilities) - Implement the Bank’s Compliance frameworks, review and update policies and procedures to comply with legal and regulatory requirements for respective business units within PFS, as well as internal standards and guidelines. - Single point of...

A Financial & Wealth Advisor is a professional responsible for providing financial guidance and advice to clients to help them achieve their financial goals and make informed investment decisions. They assess a client's financial situation, develop customized financial plans, and provide ongoing support and recommendations to help clients build and manage...