Banking and Finance Advisor

2 weeks ago


Klang Municipal Council, Malaysia OCBC Full time

About Us:

At OCBC, we offer a unique opportunity for aspiring professionals to develop their skills and expertise in the field of consumer banking. Our Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia, and China, offering a comprehensive range of financial products and services.

As a Wealth Management Professional, you will work closely with our customers to understand their financial goals and provide tailored advice on our range of wealth management products and services. You will also have the opportunity to collaborate with internal teams to deliver seamless customer experiences.

Key Responsibilities:

  1. Develop and maintain strong relationships with customers.
  2. Provide expert advice on wealth management products and services.
  3. Conduct regular reviews to ensure customer needs are met.
  4. Collaborate with internal teams to deliver seamless customer experiences.

Requirements:

  • A Bachelor's degree from an accredited university or college.
  • Excellent communication and interpersonal skills.
  • Prior experience in sales or customer-facing roles.
  • Knowledge of wealth management products and services.
  • A valid driving license and own transportation.
  • Relevant certifications (PCE, CEILI, CUTE) are an added advantage.


  • Klang, Selangor, Malaysia MBSB Bank Berhad Full time

    Add expected salary to your profile for insightsWe're Hiring: Financial Advisor: Property Financing (Nationwide)Are you an active and sales-driven financial advisor with a passion for Property Financing and helping clients achieve their homeownership dreams? Do you have the expertise to generate mortgage sales, build strong client relationships, and deliver...


  • Klang, Selangor, Malaysia MBSB Bank Berhad Full time

    Add expected salary to your profile for insightsAre you a dynamic and results-driven financial advisor with a passion for Personal Financing and helping clients achieve their financial goals? Do you have the expertise to drive sales, build strong client relationships, and deliver tailored personal financing solutions? If so, we want YOU to join our team at...


  • Klang Municipal Council, Malaysia AFFIN Group Full time

    Key ResponsibilitiesPromote Personal Financing-i products to selected organizations and segments.Conduct product briefings, talks, and marketing activities at respective organizations.Proactively execute sales plans and manage potential customers.Participate in sales activities and prepare sales reports.Cross-sell bank products.Build close rapport with...


  • Klang, Selangor, Malaysia RHB Banking Group Full time

    Job SummaryWe are seeking an experienced Personal Banker Wealth to join our team. As a key member, you will be responsible for driving sales growth, managing customer relationships, and ensuring compliance with Bank's policies.Main ResponsibilitiesWe develop and execute sales plans for potential clients from Bank's leads and self-initiated leads, focusing on...


  • Klang Municipal Council, Malaysia Jobs Xpert Brilliant Sdn Bhd Full time

    Required Skills and Qualifications:Candidates must possess at least a LCCI, degree in Accounting, Banking, or Finance, or an equivalent qualification. Relevant experience of at least two to three years is required. Proficiency in Mandarin/Cantonese is an added advantage, particularly for dealing with China and Taiwan clients.


  • Klang Municipal Council, Malaysia AFFIN Group Full time

    Sales Consultant, Personal Financing (Nationwide)Create the future with Affin You too can make a difference.We continuously innovate to transform our financial services landscape - making banking better and easier. Join us at AFFIN, where the open minds meet and be inspired by a shared commitment to great work. You too can make a difference.Job...


  • Klang Municipal Council, Malaysia Career Horizons Full time

    Responsibilities:Overview day-to-day accounting activities such as Official Receipt (OR) and Payment Voucher (PV) issuance.Manage the cash flow and bank balances of the company.Review and approve monthly expenses, daily expenses, and vendor payments.Review AR Aging Report and take lead on the collections.Review and manage cash netting (intercompany...


  • Selayang Municipal Council, Malaysia JPMorganChase Full time

    ResponsibilitiesIdentify, assess, review, and pursue client profiles for sales opportunities across a broad range of corporate banking and financial products and services.Collaborate closely with credit underwriting team on client requirements and credit risk analysis, leading tasks on credit risk transactions, structuring, and documentation of credit...


  • Klang Municipal Council, Malaysia CIMB Full time

    Conduct customer profitability analysis and account strategy formulation with the help of product specialists, as required, for both existing and potential clients. Execute the account strategy plan including cross-selling activities or phase-out activities.Be the first-line primary contact person for the customer on all queries relating to credit, deposits,...


  • Klang, Selangor, Malaysia MBSB Bank Berhad Full time

    About the RoleAs a Financial Advisor – Property Financing, you will play a critical role in driving revenue growth and positioning MBSB as a leading player in the market.Marketing Strategies: Develop and execute marketing plans to attract new customers for mortgage products.Sales Activities: Participate in roadshows, property fairs, and sales launches to...

  • Finance Executive

    3 weeks ago


    Klang Municipal Council, Malaysia ULTIMEAT Full time

    Finance Executive (Taman Klang Jaya) - Immediate StartUltimeat is searching for a talented and motivated Finance Executive to join our team in Taman Klang Jaya This is a great opportunity for someone who thrives in a fast-paced environment and enjoys contributing to the financial success of a growing company.Responsibilities:To prepare monthly group...


  • Klang Municipal Council, Malaysia OCBC Full time

    About Us:We are a leading consumer bank in Southeast Asia, serving almost 3 million customers across Singapore, Malaysia, Indonesia, and China. Our Group Consumer Financial Services division offers a comprehensive range of financial products and services to high net worth, premier, and emerging affluent individuals.As a Banking and Finance Advisor, you will...

  • Finance Manager

    2 weeks ago


    Klang Municipal Council, Malaysia Reeracoen Malaysia Full time

    The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization. You are comfortable handling large amounts of data, acting as a business partner, decision maker, and providing regular financial reporting.Job Purpose:To oversee the full spectrum of financial management, including strategic...

  • Finance Executive

    4 weeks ago


    Klang Municipal Council, Malaysia INTERPRESS PRINTERS SDN BHD Full time

    This job is for a Finance Executive who manages financial statements, accounts receivable/payable, budgeting, and process improvements. You might like this job because it offers a diverse range of responsibilities and opportunities for continuous improvement.RM 3300 - RM 4600Full-TimeFew hours agoJob DescriptionAssist with the preparation of financial...

  • Finance Executive

    4 weeks ago


    Klang Municipal Council, Malaysia IPP Malaysia Full time

    Responsibilities:To assist with the preparation of financial statements, management of accounts receivables, accounts payables, general ledger, bank reconciliation and cashflow management and forecasting;To assist with the Accounts Payable process to ensure all invoices are captured accurately and payments are managed effectively.To ensure the Accounts...

  • Finance Executive

    4 weeks ago


    Klang Municipal Council, Malaysia Fairwork Full time

    Responsible for administering the full spectrum of finance & accounting functions of Office Account.Prepare month-end closing and financial reports of the firm (profit & loss, balance sheet, lawyer's financial performance) within the set deadlines.Handle payroll and yearly statutory report (Form E, EA form).Support audit and tax requirements by preparing...


  • Klang Municipal Council, Malaysia Vinda SEA Full time

    About the PositionVinda SEA is seeking a highly skilled Senior Finance Analyst to join our team. The successful candidate will be responsible for developing and implementing tax strategies to minimize risk and maximize returns, while ensuring compliance with local regulations.Main ResponsibilitiesTax Planning and Compliance: Develop and implement tax...


  • Klang, Selangor, Malaysia Sedania Innovator Full time

    We are seeking a highly experienced Executive Financial Advisor to join our team at Sedania Innovator.About the RoleThis is an exceptional opportunity for a senior-level accountant to take on a challenging role within our finance team. The ideal candidate will have a strong background in accounting, experience in handling a full set of accounts, and be...


  • Klang Municipal Council, Malaysia Vinda SEA Full time

    Job DescriptionThis is a unique opportunity for a seasoned finance professional to join Vinda SEA as a Senior Finance Analyst. The ideal candidate will have a strong background in taxation, financial reporting, and cash management.ResponsibilitiesTax and Financial Planning: Develop and implement tax strategies to minimize risk and maximize returns, while...


  • Klang Municipal Council, Malaysia Westports Malaysia Full time

    The Senior Manager - Finance is a role responsible for managing the financial actions of the company. This includes tracking cash flow and financial planning as well as analyzing the company's financial strengths and weaknesses and proposing corrective actions. Also to ensure the company's financial reports are accurate and completed in a timely manner.KEY...