Financial Services Consultant
1 week ago
This Financial Services Consultant role involves promoting life-insurance products and working closely with customers to meet their financial goals. As a key member of our team, you will be responsible for promoting a range of life-insurance products and contributing towards the achievement of sales/revenue targets.
Key Responsibilities
- Plan and identify cross-selling/up-selling to increase customers' PHR and revenue.
- Set appointments, sales visitations, prospecting, and engagement with customers.
- Actively participate and collaborate with other sales personnel at the branch/region on sales activities/campaigns for customer acquisition and retention.
-
Financial Services Consultant
1 week ago
Ipoh, Perak, Malaysia ACCA Careers Full timeTax Consulting Assistant Job DescriptionWe are seeking a highly motivated and detail-oriented individual to fill the role of Tax Consulting Assistant. The successful candidate will provide tax advice to our corporate clients, preparing corporate tax computations and tax returns, and liaising with tax authorities.You will work closely with our tax consultants...
-
Personal Financial Consultant
4 weeks ago
Ipoh, Perak, Malaysia Nirvana Asia Full timePersonal Financial Consultant - Northern Region (Penang, Alor Setar, Ipoh)The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and Greater China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth...
-
Financial Services Professional
5 days ago
Ipoh, Perak, Malaysia TWY Search International (M) Sdn Bhd Full timeWe are seeking a Financial Services Professional to join our team at TWY Search International (M) Sdn Bhd. As a Personal Banker, you will be responsible for understanding customer's financial needs and concerns.Key Responsibilities:Provide right consultation to client's financial needs and other wealth products.Focusing on the walk-in customers and tapping...
-
Privilege Financial Consultant
3 weeks ago
Ipoh, Perak, Malaysia TIME's group Full timeAdd expected salary to your profile for insightsResponsibilities:Provide personalized financial consultation and advice to clients according to their financial goals and needs.Promote wealth solutions focusing on insurance, investment, and deposit products and services to retail clients.Increase client product holding through cross-selling on other financial...
-
Personal Financial Consultant
4 weeks ago
Ipoh, Perak, Malaysia Nirvana Asia Full timePersonal Financial Consultant - Northern Region (Penang, Alor Setar, Ipoh)The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia and Greater China. In Malaysia, our customer proposition caters to high net worth, premier and emerging affluent individuals through our premier private, wealth...
-
Financial Services Professional
5 days ago
Ipoh, Perak, Malaysia TWY Search International (M) Sdn Bhd Full timeLaunch Your Career in Banking with UsWe are seeking a talented and ambitious individual to join our team as a Banking Sales Executive.This full-time employment opportunity provides a stable income stream with basic salary, commission, incentives, and bonuses.The remuneration package also includes sales incentives, bonuses, and an incentive trip, offering you...
-
Financial Services Professional
2 weeks ago
Ipoh, Perak, Malaysia KPMG Malaysia Full timeKPMG Malaysia: A Hub for Financial ExcellenceWe are a leading provider of professional services offering a wide range of solutions to meet the evolving needs of our corporate clients.Our team of experts delivers effective tax compliance and advisory services to help our clients achieve their financial goals.Main Job AccountabilitiesPreparing and submitting...
-
Education Consultant Expert
1 week ago
Ipoh, Perak, Malaysia AUG Student Services Full timeJob OverviewWe are seeking a highly skilled Education Consultant to join our team at AUG Student Services. As an Education Consultant, you will play a vital role in counseling students, handling marketing activities, and building relationships with educational institutions and partners to promote education.This is a full-time position that requires strong...
-
Personal Financial Consultant
3 weeks ago
Ipoh, Perak, Malaysia OCBC Full timeCONSUMER FINANCIAL SERVICES (CFS)The Group Consumer Financial Services division serves almost 3 million customers across Singapore, Malaysia, Indonesia, and China. In Malaysia, our customer proposition caters to high net worth, premier, and emerging affluent individuals through our premier private, wealth management, and affluent banking propositions.We are...
-
Education Consultant
3 weeks ago
Ipoh, Perak, Malaysia AUG Student Services Full timeThis job is as an Education Consultant. You might like this job because you get to counsel students, handle marketing activities, and build relationships with educational institutions and partners to promote education.Location: IpohEmployment Type: Full-TimeJob DescriptionStudent Recruitment (On a day-to-day basis)To counsel and assist students to make...
-
Financial Services Consultant
3 weeks ago
Ipoh, Perak, Malaysia CIMB BANK BERHAD Full timeJob Highlights:Competitive remuneration & potential to earn where sky is the limitJob DescriptionTo promote and professionally sell a wide range of Bancassurance products to the Bank's customers.To ensure customer satisfaction and provide excellent after sales service.To act promptly on all leads and follow up activities.To achieve individual sales target...
-
Financial Services Coordinator
5 days ago
Ipoh, Perak, Malaysia Ipoh Auto City Full timeFinancial Services Coordinator RoleWe are looking for a highly organized and detail-oriented Financial Services Coordinator to support our finance team at Ipoh Auto City.The successful candidate will be responsible for coordinating daily financial tasks, including accounts payable, accounts receivable, and general ledger maintenance.Able to work effectively...
-
Unit Trust Consultant
3 weeks ago
Ipoh, Perak, Malaysia Public Mutual Berhad Full time5 days ago Be among the first 25 applicantsAbout the jobCompany Description: Helping investors create or build a Better Financial Future.Role Description: This is a part-time hybrid role as a Unit Trust Consultant at Public Mutual Berhad. The role allows for some remote work, providing flexibility in the work environment. As a Unit Trust Consultant, you will...
-
Financial Services Representative
6 days ago
Ipoh, Perak, Malaysia Hong Leong Bank Full timeAbout Our CompanyHong Leong Bank is a leading financial institution in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. We are committed to staying ahead of the curve and meeting the evolving needs of our customers.We are seeking a Financial Services Representative to join our team, who will be...
-
Financial Services Assistant
1 week ago
Ipoh, Perak, Malaysia KPMG in Malaysia Full timeTax Consulting Assistant RoleWe are seeking a talented Tax Consulting Assistant to join our KPMG Corporate Practice in Malaysia. The successful candidate will be responsible for assisting our team of experienced professionals in providing tax compliance and advisory services to corporate clients from diverse industries. This role offers an excellent...
-
Financial Services Sales Expert
5 days ago
Ipoh, Perak, Malaysia RHB Bank Full timeRole SummaryThis role requires an experienced Sales Consultant to promote Personal Financing (PF) products in Malaysia, achieving sales targets and contributing to the growth of the Bank.Responsibilities:Sales Strategy: Develop and execute sales plans to meet or exceed sales targets, identifying new business opportunities and maximizing existing...
-
Financial Services Representative
5 days ago
Ipoh, Perak, Malaysia Hong Leong Bank Full timeAbout the RoleThis is an exciting opportunity to join our team as a Financial Services Representative. As a key player in our sales team, you will be responsible for identifying business opportunities, building strong relationships with clients, and providing expert financial advice to help them achieve their goals.We are looking for a highly motivated...
-
Financial Services Coordinator
1 week ago
Ipoh, Perak, Malaysia SEKOLAH MENENGAH POI LAM (SUWA) Full timeAt SEKOLAH MENENGAH POI LAM (SUWA), we are seeking a highly skilled Financial Services Coordinator to join our team. This role is responsible for managing financial transactions, maintaining accurate financial records, and preparing financial reports.Key ResponsibilitiesManage financial transactions with precision and timeliness, including processing...
-
Financial Services Associate
1 day ago
Ipoh, Perak, Malaysia Established Firm Full timeAre you a detail-oriented and organized individual seeking a challenging role? We are looking for a highly skilled Financial Services Associate to join our team and provide exceptional support to our finance and administrative teams.Key Responsibilities:Financial Reporting: Prepare financial reports, statements, and reconciliations to meet regulatory...
-
Financial Services Representative
5 days ago
Ipoh, Perak, Malaysia J RECRUIT FIRM Full timeFinance Executive | Bank | Job DescriptionIn this exciting role as a Finance Executive, you will drive sales and promotion of bancassurance products, prioritize participation in sales and marketing events, and foster strong business relationships with customers to enhance up-selling activities.Company OverviewJ RECRUIT FIRM is a reputable financial...