59 Accounting Consultant jobs in Malaysia
Financial Consultant
Posted 4 days ago
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Job Description
LEVEL UP YOUR CAREER: THRIVE AS A FINANCIAL CONSULTANT WITH US!
Join our team of dynamic financial consultants and embark on a rewarding journey towards success. At our company, you'll thrive as part of our winning team. Take the next step in your career today and unlock your full potential with us!
Benefits:
- Competitive monthly allowance of up to $15k including additional incentives
- Elevate your communication and leadership skills
- Dive into the sea of networking opportunities, connecting you with potential leads
- Aspire to be one of our Financial Services Manager
- Enjoy exclusive overseas incentives trips as a high achiever
*Terms & Conditions Apply.
Commissions & Incentives are payable based on individual.
Description:
Join us as a Financial Consultant and be part of a team driven by sales and service excellence. We prioritise our clients' needs above all, engaging in consultative selling to provide comprehensive customised financial solutions with integrity. If you are a competitive individual passionate about standing out to thrive in this dynamic environment, join us in shaping financial futures with unwavering commitment.
About us:
At our company, where service comes first, always. We are not just financial consultants; we’re changemakers. With passion and determination, we’re shaping the industry for the better and making an impact that lasts.
Job Responsibilities:
- Acquire and manage a pool of clients’ insurance portfolios and maximise these opportunities for growth and success
- Cultivate long-lasting trustworthy relationships with clients
- Empower clients to achieve their dreams by guiding them through personalised financial planning
- Offer recommendations on insurance products that align with clients’ financial needs
Job Requirements:
- Candidates must be at least 21 years old as stipulated under MAS regulatory requirements (Notice FAA-N26)
- A full certificate in GCE 'A' Level,
- International Baccalaureate Diploma qualification,
- Diploma awarded by a Polytechnic in Singapore,
- or any other academic qualification which is equivalent to the above qualifications.
- Suitable for people who are looking for a mid-career switch, fresh grads are welcome!
- Must be Singaporean or Singapore PR
Approval code: AT05Apr24TG85
Wealth Coach LLP is a service firm supporting Andrew Ang & Associates, an agency unit of Prudential Assurance Company Singapore.
#J-18808-LjbffrFinancial Consultant
Posted 20 days ago
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Personal Financial Consultant
Posted 2 days ago
Job Viewed
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
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs
- Pleasant personality with excellent verbal and written communication skills
- Good interpersonal and relationship building skill
- Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
- Sales and result oriented
Personal Financial Consultant
Posted 2 days ago
Job Viewed
Job Description
Overview
Join to apply for the Personal Financial Consultant role at RHB Banking Group
Responsibilities- 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 i.e. 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
- Degree or Diploma holder
- Have at least 2 years experience preferably with Wealth and Banca products in any FIs
- Pleasant personality with excellent verbal and written communication skills
- Good interpersonal and relationship building skills
- Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
- Sales and result oriented
- Entry level
- Full-time
- Finance and Sales
Personal Financial Consultant
Posted 3 days ago
Job Viewed
Job Description
Responsibilities
- 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 i.e. 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
- Degree or Diploma holder
- Have at least 2 years experience preferably with Wealth and Banca products in any FIs
- Pleasant personality with excellent verbal and written communication skills
- Good interpersonal and relationship building skills
- Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
- Sales and result oriented
Personal Financial Consultant
Posted 3 days ago
Job Viewed
Job Description
Responsibilities
- 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 i.e. 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
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs
- Pleasant personality with excellent verbal and written communication skills
- Good interpersonal and relationship building skill
- Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
- Sales and result oriented
Personal Financial Consultant
Posted 4 days ago
Job Viewed
Job Description
Responsibilities
- 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 i.e. 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
- Degree or Diploma holder
- Have at least 2 years experience preferably with Wealth and Banca products in any FIs
- Pleasant personality with excellent verbal and written communication skills
- Good interpersonal and relationship building skill
- Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
- Sales and result oriented
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Financial Consultant Company
Posted 10 days ago
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Job Description
Overview
Join to apply for the Financial Consultant Company role at Monalisa Private Wealth Advisor (kl)
Monalisa Private Wealth Advisor (kl) provided pay rangeThis range is provided by Monalisa Private Wealth Advisor (kl). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range Job Responsibilities- Help client doubling EPF retirement money in unit trust product
- Assist the client in the long-term savings and protection products in the takaful
- Assist the client in writing
- Give the best service to the client
- Give all information about the unit trust or takaful products
- Aged 21 years and older
- Minimum SPM with credits in Mathematics, Bahasa Malay or English
- For those who have a higher education such as a Diploma or Degree are encouraged to apply
- Can work long hours and dedication
- With or without experience can apply
- You must be a timely, positive thinking, disciplined, proactive, can receive instructions and very adventurous
- Has own transportation
- Attractive commission scheme to generate each month $
- Time Flexible (can be made for part-time / full-time)
- Free holiday sponsored by the company
- Subsidies car / office
- BONUS monthly / yearly
- Training / materials will be provided
- Incentive bonus consistent
- Associate
- Part-time
- Finance
- Technology, Information and Internet
Referrals increase your chances of interviewing at Monalisa Private Wealth Advisor (kl) by 2x
Get notified about new Financial Consultant jobs in Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia .
Federal Territory of Kuala Lumpur, Malaysia 1 week ago
#J-18808-LjbffrPersonal Financial Consultant
Posted 11 days ago
Job Viewed
Job Description
Join to apply for the Personal Financial Consultant role at RHB Banking Group
Location: Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Responsibilities- 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 i.e. 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
- Degree or Diploma holder
- Have at least 2 years’ experience preferably with Wealth and Banca products in any FIs
- Pleasant personality with excellent verbal and written communication skills
- Good interpersonal and relationship building skill
- Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio
- Sales and result oriented
- Entry level
- Full-time
- Finance and Sales
Personal Financial Consultant
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the
Personal Financial Consultant
role at
RHB Banking Group Responsibilities
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 i.e. 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
Degree or Diploma holder Have at least 2 years experience preferably with Wealth and Banca products in any FIs Pleasant personality with excellent verbal and written communication skills Good interpersonal and relationship building skills Possess with CUTE & Banca/Takaful license and any other relevant licenses required for the portfolio Sales and result oriented Seniority level
Entry level Employment type
Full-time Job function
Finance and Sales
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