600+ Financial Advisor Jobs in Malaysia | Job Vacancies | July 2026 | Ricebowl
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"financial advisor"
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Job "financial advisor"
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Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
21 hours ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
21 hours ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
19 hours ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
3 days ago
SGD15,000 - SGD15,000 Per Month
Singapore
- Partner with clients to create personalised wealth strategies that align with their financial goals and aspirations.
- Conduct regular reviews of investment portfolios and engage clients in ongoing financial planning discussions.
- Work together with internal experts and external partners to deliver complete and tailored wealth solutions. ...
Posted
2 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Develop and strengthen long-term client relationships through regular engagement and reviews.
- Keep informed of market trends, industry updates, and evolving financial solutions.
- Prepare and communicate suitable financial recommendations based on clients’ goals. ...
Posted
2 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Follow up with clients to confirm details, understand requirements, and ensure all matters are properly addressed.
- Build and maintain strong, professional, and trusted relationships with clients.
- Perform detailed analysis of financial information to identify patterns, opportunities, and areas requiring improvement. ...
Posted
2 days ago
Undisclosed
KL City
- Proactively ensure that financial strategies for client portfolios are kept current and reviewed regularly.
- Establish credibility and trust, maintaining the highest standards of personal and professional integrity at all time.
- Set goals and prioritize activities to maximize business growth and client satisfaction. ...
Posted
2 days ago
Undisclosed
- Handling Account Opening process including Debit Card issuance of acquired customers;
- Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system;
- Facilitate HL Connect for new account opened to increase penetration rate HL Connect; ...
Posted
2 days ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
2 days ago
Undisclosed
KL City
- Handling Account Opening process including Debit Card issuance of acquired customers;
- Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system;
- Facilitate HL Connect for new account opened to increase penetration rate HL Connect; ...
Posted
2 days ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
2 days ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
2 days ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
2 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- - Provide guidance on portfolio management and asset allocation
- Manage client portfolios and develop investment strategies:
- - Create and manage client investment portfolios ...
Posted
9 hours ago
SGD4,000 - SGD4,000 Per Month
Singapore
- - Collaborate with clients to set and achieve wealth objectives
- Provide investment advice and planning for wealth growth/protection:
- - Offer investment advice and strategies for wealth growth and protection ...
Posted
9 hours ago
SGD4,000 - SGD4,000 Per Month
Singapore
- - Offer guidance on tax-efficient investment strategies
- Manage portfolios and conduct regular reviews:
- - Oversee client investment portfolios and make adjustments as needed ...
Posted
9 hours ago
SGD4,000 - SGD4,000 Per Month
Singapore
- - Provide integrated solutions for wealth management and planning
- Develop long-term financial plans:
- - Work with clients to set and achieve long-term financial goals ...
Posted
9 hours ago
Premier Wealth Adviser (High-Net-Worth and Affluent clients) Premier Wealth Adviser (High-Net-Worth and Affluent clients)
CO WEALTH ADVISORY GROUP PTE. LTD.
SGD4,000 - SGD4,000 Per Month
Singapore
- A Levels, Full Diploma (3 years) or Degree holder.
- Experience in Sales, Marketing, Business Development, Client Engagement, Relationship Management, or Account Management would be an advantage.
- Self-driven, results-oriented, hardworking, able to work independently, meticulous, and coachable. ...
Posted
9 hours ago
SGD3,500 - SGD3,500 Per Month
Singapore
- Maintain proper advisory standards and documentation while following internal procedures, business guidelines, and relevant regulatory requirements.
- Minimum diploma
- Results-oriented, dynamic and self-driven ...
Posted
11 hours ago
SGD6,000 - SGD6,000 Per Month
Singapore
- Fully sponsored certifications
- Exciting Convention Destinations for qualifiers yearly
- Provide comprehensive wealth management and financial solutions to both corporate and individual clients. ...
Posted
12 hours ago
SGD10,000 - SGD10,000 Per Month
Singapore
- Support mandate-related solutions, including discretionary mandates, advisory portfolios, model portfolios, and customized investment strategies.
- Prepare investment proposals, portfolio reviews, market updates, client presentations, and due diligence materials.
- Monitor client portfolios and provide timely updates on market developments, portfolio performance, and risk positioning. ...
Posted
10 hours ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Provide personalised advice on asset allocation, diversification, and investment selection.
- Cultivate and maintain strong client relationships, ensuring clear communication and trust.
- Collaborate with a team of professionals to implement and monitor portfolio strategies. ...
Posted
8 hours ago
SGD4,000 - SGD10,000 Per Month
Islandwide (Singapore)
- - Provide integrated solutions for wealth management and planning
- Develop long-term financial plans:
- - Work with clients to set and achieve long-term financial goals ...
Posted
3 days ago
SGD15,000 - SGD15,000 Per Month
Singapore
- Builds market share; able to enhance client asset size over time.
- Fully competent in advising clients on investment products and services.
- Actively involved in new business development; able to anticipate and capitalize on business opportunities. ...
Posted
3 days ago
SGD8,000 - SGD8,000 Per Month
Singapore
- Conduct effective negotiations and professional discussions with prospects to establish suitable solutions and agreements.
- Manage documentation processes and ensure accurate maintenance of client records.
- Provide comprehensive financial planning for individuals and corporations, covering risk management, wealth growth, succession strategies, and estate planning. ...
Posted
4 days ago
SGD15,000 - SGD30,000 Per Month
Islandwide (Singapore)
- Builds market share; able to enhance client asset size over time.
- Fully competent in advising clients on investment products and services.
- Actively involved in new business development; able to anticipate and capitalize on business opportunities. ...
Posted
4 days ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
4 days ago
Undisclosed
KL City
- Analyze clients' insurance needs and present suitable coverage options.
- Build and maintain strong relationships with clients to ensure customer satisfaction.
- Stay current on industry trends, product knowledge, and regulations. ...
Posted
4 days ago
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