Financial Consultant

4 days ago


Petaling Jaya, Malaysia OTS RISK MANAGEMENT SDN BHD Full time

'¢ Assist people dealing with various personal financial issues. '¢ Identify and acquire new customers for financial products '¢ Analyze, determine and provide solutions to meet client's financial needs '¢ Proactively manage and build long term customer relationship '¢ Attend training and meeting.
The Company is principally engaged in insurance agency and related consultancy services.
Diploma / Advanced Diploma / Higher Graduate Diploma / DVM / DKM Level 4 / DLKM Level 5



  • Petaling Jaya, Malaysia The Pioneers Financial Services Full time

    Job Title: Financial Consultant (Fresh Grads & Mid Career Transition are Welcome!) Location: Malaysia, Kuala Lumpur , Permanent AGE: below 40 **Salary**: RM3,000 - RM10,000/month (excluding commission & incentives) Perks: Unlimited commission, incentive-based overseas trips, mentorship, flexible working environment. We believe your experience matters....


  • Petaling Jaya, Malaysia ATG Nexus Sdn Bhd Full time

    **Join Our Team as an ERP Financial Functional Consultant at ATG Nexus Sdn Bhd!** Are you a finance professional with a strong interest in technology and ERP systems? We are seeking a Financial Functional Consultant to become a vital part of our dynamic team. This position offers a unique opportunity to integrate your financial knowledge with advanced ERP...


  • Petaling Jaya, Malaysia Polymorph Enterprise Full time

    Our Client provides consultation on cloud solutions. They also specialise in cloud accounting software, ERP and HRM solutions such as QuickBooks Online, Oracle NetSuite and EmplX. To date, they have worked hand-in-hand with many companies in their digital transformation journey, from using manual/traditional on-premise solutions to assisting them in the...


  • Petaling Jaya, Selangor, Malaysia Promiseland Advisory Full time 48,000 - 80,000 per year

     Hybrid – Petaling Jaya, Selangor RM6,000 – RM10,000 (Base + Performance Incentives) Full-Time | Internship | Career Switch Opportunities Ability to communicate in multiple languages is an advantageAbout UsWe are a fast-growing team that uses AI-supported tools to help individuals understand their financial priorities and make better long-term...

  • Financial Consultant

    2 weeks ago


    Petaling Jaya, Malaysia Today Plus Full time

    Responsibilities: - Maintain Customer interaction and relationship building - Client onboarding and education - Analyse and evaluate client’s financial portfolio - Provide financial solution on education, legacy and retirement planning - Develop and maintain close relationships with clients - Deliver a high level of professional customer service to...

  • Financial Intern

    1 week ago


    Petaling Jaya, Malaysia Wish Team Advisory Full time

    **Job Scope** **_ Research & Analysis_** - Assist in analyzing financial data to forecast future trends. - Study market dynamics, competitors, and latest industry trends. - Prepare reports summarizing findings for senior consultants. **_Client Interaction & Support_** - Assist consultants during client meetings. - Help prepare client presentations and...

  • Sales Consultant

    2 weeks ago


    Petaling Jaya, Selangor, Malaysia The CEO Group Full time 40,000 - 80,000 per year

    Company DescriptionThe CEO Group is dedicated to being a leader in providing government servants with financial freedom through our syariah-compliant financial products. We have established collaborations with Kuwait Finance House and Coshare Holdings Berhad, a salary deduction agency approved by the Ministry of Finance and the National Accountant...

  • Sales Executive

    4 days ago


    Petaling Jaya, Malaysia Prudential BSN Takaful Consultant Full time

    **Requirements**: - Can Work From Home (Flexible Working Hour) - Part Time or Full time - Position available nationwide branches (Selangor, Kuala Lumpur, Kota Kinabalu, Sabah, Seremban, Negeri Sembilan, Johor Bharu, Pulau Pinang) - Ability to work independently and mobile - Good Interpersonal skill **Responsibilities**: - Proposing ideal solution to...

  • Financial Advisor

    2 weeks ago


    Petaling Jaya, Selangor, Malaysia Shazay & Associates Full time 4,000 - 8,000 per year

    Financial AdvisorLocation: Unit th Floor Block A, Damansara Intan No 1 Jalan SS20/ Petaling Jaya.Salary: RM2000 - RM5000Job Description :Provide financial advice and consultation to clients on insurance, investment, and savings plans based on their needs and financial goals.Build and maintain strong relationships with clients through regular follow-ups and...

  • Mortgage Consultant

    4 days ago


    Petaling Jaya, Malaysia ALC Platform Sdn Bhd Full time

    ALCP is a Financial Planning Consultancy Company founded by industry professionals who involve in various financial and non-financial products mainly to develop a neutral platform for all personnel to gather, learn, network and exchange information. Our primary goal is to build a strong, long-term partnership with each clientele by being a good listener who...