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...

Established in [Bangsar South], J-Recruit Recruitment Agency is a reputable firm seeking an experienced and ambitious Senior Financial Consultant.A competitive salary range of RM 10,000 - RM 22,000 per month will be offered to the successful candidate.Job Overview:The Senior Financial Consultant will play a pivotal role in managing and expanding a portfolio...

About the Role SWIFT provides a range of business and technical/supporting infrastructure consultancy services across SWIFT's customer base. The Associate Consultant operates in a simple to medium business and technical environment in a selected market supported by SWIFT in line with company priorities. Under the close supervision of more senior...

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...

**Responsibilities**: - Company Information- **Benefits**: - Benefits- Attractive basic salary + commission + incentive trip reward - 5 working days per week (Need to commit 1 Saturday in a month for company event) - Training provided - Examination sponsored by the company - Monthly customer leads & referrals are given for Financial Executive to fix...

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...

Job Responsibilities: - Handling new client leads on a daily basis and maintaining contact with clients to ensure high levels of client satisfaction. - Possess strong communication skills to conduct sales over the phone and provide products information with sales script. - Establish a good relationship with prospective clients to understand their needs and...

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...

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,...

**Personal Financing Consultant (Direct Sales)** **_Basic Salary: RM1,500 - RM2,000 (NEGOTIABLE ACCORDING TO EXPERIENCE & QUALIFICATION) _** - (BASIC PLUS COMMISSION (TO BE DISCUSSED DURING INTERVIEW SESSION)) _ **JOB RESPONSIBILITIES** - Drive sales and formulate action plans to achieve sales target (mortgage/ SPF) - Conduct presentations and provide...

**Requirements**: **Join Public Mutual for a life-changing career** **Live your dream Lifestyle** **People First Leading Forward** We are looking for dynamic, young and enthusiastic individuals who wish to start their career in the industry as unit trust consultants - Posses Degree Holder are encourage to apply - Open for Malaysian to apply - Open for...

**"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...

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...

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...

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...

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...

About Atome Financial - Headquartered in Singapore, Atome Financial is a consumer business unit under Advance Intelligence Group. The products under Atome Financial include: - Atome: A leading buy now pay later brand in Asia Pacific which is currently present in 10 markets and partners over 15,000+ top retailers. Key merchant partners include ZALORA,...