Financial Product Advisor
4 days ago
We are seeking a highly motivated and results-driven Financial Product Advisor to join our team at RHB Banking Group. As a key member of our sales team, you will be responsible for promoting various types of life-insurance products under the exclusive Bancassurance Partnership between RHB Bank and Tokio Marine.
Key Responsibilities- Promote and market a range of Tokio Marine's life-insurance products to our customers, including Whole Life Plan, Endowment Plan, Medical Plan, and Investment Linked Plan.
- Perform needs-based selling by understanding customers' financial goals, protection needs, saving, education, medical, and retirement saving.
- Brief and ensure customers understand the insurance plan features, charges, and prepare quotations and explanations of product disclosure.
- Assist customers in handling premium payments, policy inquiries, policy servicing, and claims-related matters.
As a Financial Product Advisor, you will have the opportunity to:
- Maintain regular contacts with customers to develop relationships for higher share of customers' wallet.
- Participate in branch/region/Bank sales activities and campaigns to achieve deliverables.
- Prepare and pro-actively execute sales plans for prospective customers from Bank's leads (LMS) and self-generated leads.
- Identify cross-selling/up-selling opportunities to increase customers' PHR and revenue.
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Insurance Financial Advisor
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia DNA Malaysia Full timeDNA Malaysia WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaCompany DescriptionDNA Malaysia is a financial advisory firm located in Sierra 16. Our mission is to manage the financial risk that individuals and households may face while pursuing their dreams. We believe that everyone deserves the opportunity to achieve their goals without worrying...
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Financial Services Advisor
16 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full timeWe are seeking a talented Financial Services Advisor to join our team at Unicorn Labuan Trust Ltd. As a Financial Services Advisor, you will be responsible for providing expert advice on wealth planning, financial planning, and offshore fund management.The ideal candidate will possess excellent analytical and problem-solving skills, as well as strong...
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Financial Service Advisor
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeJob OverviewAs a Financial Service Advisor, you will play a pivotal role in providing exceptional customer experiences, leveraging your expertise to deliver tailored solutions that meet the diverse financial needs of our clients. Your ability to build strong relationships and communicate effectively will be crucial in driving sales growth and expanding our...
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Insurance Product Advisor
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia DNA Malaysia Full timeDNA Malaysia is a leading financial advisory firm located in Kuala Lumpur. We pride ourselves on our mission to empower individuals and households to manage their financial risks effectively.This is a great opportunity to join a dynamic team that values innovation, teamwork, and continuous learning. As an Insurance Financial Advisor, you will be responsible...
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Financial Services Advisor
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Howden Insurance Brokers Limited Full timeWe are seeking a Financial Services Advisor to join our team at Howden Insurance Brokers Limited. This role is ideal for individuals with a passion for delivering exceptional customer service and a drive for excellence in the financial services industry.Key ResponsibilitiesDevelop relationships with Private Bankers and other Referral Sources within the EPC's...
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Strategic Financial Advisor
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Fatfish Ventures Sdn Bhd Full timeKey Skills and QualificationsTo be successful as a Strategic Financial Advisor, you will need to have a Bachelor's degree in Finance, Accounting, Economics, or a related field, and 3-5 years of experience in advisory or consulting, investment banking, venture capital, private equity, or a similar setting.You will be responsible for analyzing financial data...
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Financial Planning Advisor
4 days ago
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Executive Financial Advisor
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia SY LEE TAX SDN BHD Full timeSY LEE TAX SDN BHD is a leading provider of tax services, seeking a highly skilled Executive Financial Advisor to join our team.About the RoleThis is an exciting opportunity for a motivated individual to work in a dynamic environment, advising clients on tax strategies and planning. The successful candidate will possess excellent communication skills and be...
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Senior Financial Services Advisor
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia AmBank Group Full timeJob SummaryWe are seeking a highly motivated and results-driven Senior Financial Services Advisor to join our team in Cheras. As a key member of our sales team, you will be responsible for selling and promoting our products, achieving sales targets, and maintaining excellent customer relationships.About the RoleThis is an exciting opportunity to work with a...
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Financial Advisor for Islamic Banking
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Maybank Full timeAbout MaybankMaybank is a leading financial institution in Malaysia, committed to delivering innovative and Shariah-compliant financial solutions to its clients.We are seeking a highly skilled Islamic Wealth Management Advisor to join our team, who can leverage their expertise to provide exceptional service to our clients.Possess a Bachelor's or Master's...
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Product Advisor
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OSREN Full timeJob DescriptionThe Product Advisor is a key member of the OSREN team, responsible for delivering exceptional customer service, driving sales, and supporting after-sales services. This role requires a strong ability to understand customer needs and provide tailored solutions.Main Responsibilities:Customer Service and SalesEngage with customers to understand...
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Corporate Solutions Advisor
7 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full timeJob Title: Corporate Solutions AdvisorJob DescriptionWe are seeking a Corporate Solutions Advisor to provide expert advice and deliver financial results in Kuala Lumpur, Malaysia.About Hong Leong BankWe are a leading financial institution in Malaysia with a strong focus on digital innovation and customer satisfaction.Key ResponsibilitiesEmbed sales culture...
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Offshore Trust Advisor
20 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Unicorn Labuan Trust Ltd. Full timeWP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaOffshore Trust AdvisorThis is a partnership Offshore Trust Advisor position at Unicorn Labuan Trust Ltd. The Offshore Trust Advisor will be responsible for wealth planning, financial planning, offshore fund management, and financial advisory tasks.QualificationsFinancial Planning and Finance...
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Product Advisor
6 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia OSREN Full timeOSREN WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaThe Product Advisor is responsible for providing exceptional customer service, facilitating sales, supporting after-sales services, including machine repair, and contributing to the overall success of the company by assisting customers in selecting and maintaining the right products and...
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Wealth Advisor
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob Overview:Skybound Wealth Management is seeking a highly skilled and motivated Wealth Advisor to join our team in Kuala Lumpur,Malaysia. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients. The ideal candidate will possess a strong...
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Kuala Lumpur, Kuala Lumpur, Malaysia OneConnect Financial Technology Full timeWe offer a mid-senior level role as a Regional Business Development Manager for Financial Institutions. You will be responsible for building strong relationships with decision makers in the financial services industry, achieving assigned productivity and revenue targets, and maintaining high customer satisfaction ratings that meet company...
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Life Insurance Advisor
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia AIA Malaysia Full timeAIA Malaysia seeks a talented individual to fill the role of Life Insurance Advisor, a critical position that requires a strong understanding of life insurance products and a passion for delivering exceptional customer experiences.About UsWe pride ourselves on being a leader in the financial services industry, with a strong presence across the region. Our...
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Wealth Management Advisor
16 hours ago
Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full timeWe're looking for a highly motivated Wealth Management Advisor to join our team at Standard Chartered Life and Careers. As a Wealth Management Advisor, you will be responsible for providing exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.About Wealth and Retail BankingWe serve...
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Financial Services Professional
3 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Skybound Wealth Management Full timeJob Overview:Skybound Wealth Management is a leading provider of financial services, seeking a highly skilled and motivated Wealth Advisor to join our team in Kuala Lumpur. As a Wealth Advisor, you will be responsible for providing comprehensive financial planning and investment advice to high-net-worth individuals, families, and corporate clients.The ideal...
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Senior Accounting Advisor
4 days ago
Kuala Lumpur, Kuala Lumpur, Malaysia Baltimore Aircoil Company Full timeWe are seeking a senior-level Senior Accounting Advisor to provide expert guidance on financial matters, including tax returns and annual audits.The successful candidate will have a strong background in accounting, taxation, and auditing, with a relevant degree and professional certifications.Collaborate with other departments to ensure accurate...