Personal Financial Consultant

4 hours ago

Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time 60,000 - 120,000 per year

Job Description

  • To achieve sales/revenue target assigned by the Bank and contribute towards growing the bank's portfolio/profitability and the achievement of the overall branch targets
  • To promote and professionally sell a range of retail products to existing and potential customers ie. Wealth products (UT, ASNB VP, PRS, Banca RP & GI, Direct Forex and NTW), Deposits (CASA/FD, Accounts Acquisition), Assets/Financing products (PF/PFi, ASB & Credit Cards) etc.
  • Participate in branch/region/bank (bank wide) sales & promotional activities and campaigns to achieve deliverables and to acquire, build and grow mass & mass affluent customer segments
  • Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals  To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base

Requirements:

  1. Degree or Diploma holder

  2. Have at least 2 years' experience preferably with Wealth and Banca products in any FIs

  3. Pleasant personality with excellent verbal and written communication skills

  4. Good interpersonal and relationship building skill

  5. Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio

  6. Sales and result oriented

  • Personal Financial Consultant CIMB

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia CIMB BANK BERHAD Full time 80,000 - 120,000 per year

    Company DescriptionCIMB Group is a leading focused ASEAN bank and a prominent corporate advisor. Headquartered in Kuala Lumpur, Malaysia, CIMB offers a wide range of services including consumer banking, commercial banking, investment banking, Islamic banking, and asset management products. As the fifth largest banking group by assets in ASEAN, CIMB employs...

  • Financial Advisory Consultant

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Forvis Mazars in Malaysia Full time 30,000 - 60,000 per year

    About the jobAre you ready to start your career in financial advisory?At Forvis Mazars in Malaysia, we are looking for a financial advisory consultant who is eager to learn and grow in the field of transaction services.What you will doContribute to Financial Advisory assignments, including transaction advisory, due diligence, business valuation, and...

  • Financial Services Consultant

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Qaizer Consultancy Full time 80,000 - 120,000 per year

    Company DescriptionQaizer Group is a leader in the financial services industry, operating under the new Agency Leaders Corporation (ALC) structure. The vision of "Changing Life Forever" drives our commitment to providing the highest standards of competency, service, and attention to clients and consultants. Qaizer Consultancy has branches in Kuala Lumpur and...

  • financial consultant

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia XPERT LEGACY SERVICES SDN BHD Full time 12,000 - 120,000 per year

    Client Outreach: Contact potential clients via phone to introduce and promote our range of financial services designed to help them secure loans from banks.Needs Assessment: Identify and understand client needs, providing detailed information on how our services can facilitate their loan approval process.Follow-Up: Follow up with potential clients to provide...

  • Financial Services Consultant

    6 hours ago

    Kuala Lumpur, Kuala Lumpur, Malaysia SmartHire by SEEK Full time 40,000 - 100,000 per year

    Our client is seeking for a Financial Services Consultant (FSC) to join their companyWhat you'll be doing?Product Expertise: Market and sell a diverse range of bancassurance life insurance products tailored to meet the needs of both existing and potential bank customers.Target Achievement: Contribute to individual and branch sales targets, driving success...

  • Sales Consultant

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia MAC ADVISORY SDN BHD Full time 40,000 - 80,000 per year

    Company DescriptionMAC ADVISORY SDN BHD, headquartered in Kuchai Lama, Kuala Lumpur, is a dedicated outsourced financial advisory company. Specializing in banking and loan solutions, we collaborate with various banks and financial service providers to meet diverse financing needs, including debt consolidation, personal loans, SME loans, and credit card...

  • Personal Banker

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Agensi Pekerjaan Achieve Career Consultant (M) Sdn Bhd (JTKSM 579) Full time 60,000 - 80,000 per year

    Attractive remuneration scheme - (sales incentive, bonuses, incentive trip)5 days working & follow banking hoursFresh graduates (mandarin speaker) are welcome to applyExperienced in sales are welcome to applyJob Locations : KL, SELANGOR, PERAK, PAHANG, TERENGGANU, KELANTAN, KEDAH, PULAU PINANG, SABAH, SARAWAK, JOHOR, NEGERI SEMBILAN, MELAKA,...

  • Software Tester

    4 hours ago

    Kuala Lumpur, Kuala Lumpur, Malaysia EBC Financial Group Full time 80,000 - 120,000 per year

    About UsEBC Financial Group – a global financial services provider headquartered in the dynamic city of London, we specialize in global financial investment, asset management and financial consulting. Our team consists of seasoned professionals and young talents who bring diverse perspectives and exceptional skills to the table. Since our establishment in...

  • Finance Executive

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia EBC Financial Group Full time 60,000 - 80,000 per year

    About UsEBC Financial Group – a global financial services provider headquartered in the dynamic city of London, we specialize in global financial investment, asset management and financial consulting. Our team consists of seasoned professionals and young talents who bring diverse perspectives and exceptional skills to the table. Since our establishment in...

  • Consultant Takaful Advisor

    2 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia AIA Malaysia Full time 120,000 - 150,000 per year

    Company DescriptionAIA Malaysia is a leading provider of comprehensive financial solutions, including Protection, Health, Personal Accident, Employee Benefits, General Insurance, Mortgage, Retirement, and Family Takaful products. With over 17,000 Life Planners, corporate sales teams, brokers, and exclusive bank partnerships, we ensure our customers can...