Personal Financial Consultant

5 months ago


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 shared commitment 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.
- 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.
- Ensure compliance with statutory and regulatory requirements such as FSA, iFSA, PDPA, AMLA, PCT, FEA, FATCA, CRS etc.
- Provide exceptional customer service.
- Manage customer enquiries and complaints.
- 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.
- Social commitment 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.
- Good communication and interpersonal skills.
- Able to work independently and in a team with mínimal supervision.
- Proactive and possesses can-do attitude.

Job ID JR101145


  • Financial Consultant

    5 months ago


    Kuala Lumpur, Malaysia GGG Capital Sdn. Bhd. Full time

    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...

  • Financial Consultant

    5 months ago


    Kuala Lumpur, Malaysia QuessGlobal (Malaysia) Sdn Bhd Full time

    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...


  • Kuala Lumpur, Malaysia GLOBAL I EXCEED MANAGEMENT SDN BHD Full time

    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...


  • 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...


  • 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...


  • Kuala Lumpur, Malaysia Hong Leong Bank Full time

    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...


  • Kuala Lumpur, Malaysia Agensi Pekerjaan Asia Recruit (Melaka) Sdn Bhd Full time

    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,...


  • Kuala Lumpur, Malaysia Pacific Founders Sdn Bhd Full time

    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

    5 months ago


    Kuala Lumpur, Malaysia Hong Leong Bank Full time

    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...


  • Kuala Lumpur, Malaysia Hong Leong Bank Full time

    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...


  • 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 Consultant

    5 months ago


    Kuala Terengganu, Malaysia SAR GROUP Full time

    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....


  • Kuala Lumpur, Malaysia AW Platinum Consultancy SDN BHD Full time

    **"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...


  • Kuala Lumpur, Malaysia Collaborative Solutions Full time

    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...


  • Kuala Lumpur, Malaysia Hong Leong Bank Full time

    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...


  • Kuala Lumpur, Malaysia Hong Leong Bank Full time

    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...

  • Etiqa Maybank

    5 months ago


    Kuala Lumpur, Malaysia Ace Venture Solutions Full time

    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...

  • Membership Consultant

    5 months ago


    Kuala Lumpur, Malaysia Life n Fitness Full time

    Life n Fitness is looking for Membership Consultants and Personal Trainers at the following clubs: 1. Life n Fitness EkoCheras 2. Life n Fitness Seventeen 3. Life n Fitness Bukit Bintang 4. Life n Fitness Bangsar Salary type: Full-time **Why we exist** At Life n Fitness, our higher purpose is to make fitness enjoyable for everyone. We believe that exercise...

  • Account Manager

    5 months ago


    Kuala Lumpur, Malaysia Atome Financial Full time

    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,...


  • Kuala Lumpur, Malaysia Hong Leong Bank Full time

    Executive - Personal Financial Services Telemarketing (Quality Assurance) **If you are looking to excel and make a difference, take a closer look at us...** **Job Description**: **Functional (job responsibilities)** - Perform sample checks for RCSA, CSA and other Compliance controls. - Maintain good housekeeping and assist with other matter related to...