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600+ Financial Advisor Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 631 jobs results for
"financial advisor"
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Manage Alert
Undisclosed
Singapore
- Execute trades and implement portfolios in line with clients’ investment objectives, risk profiles, and approved strategies.
- Assess clients’ investment objectives, risk tolerance, time horizon, liquidity needs and return expectations.
- Develop and maintain investment policy statements and portfolio strategies aligned with clients’ goals. ...
Posted
3 days 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
4 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
4 days ago
Undisclosed
Singapore
- Individual is expected to maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulator. He/she should understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business.
- Extensive experience in investment advisory, portfolio management or sell-side global markets
- Highly disciplined and self-motivator with strong teamwork ...
Posted
4 days ago
SGD4,000 - SGD8,000 Per Month
Singapore
- Create and manage client investment portfolios
- Develop investment strategies aligned with client goals and risk profile
- Monitor and adjust portfolios as needed ...
Posted
4 days ago
Undisclosed
KL City
- 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 ...
Posted
4 days ago
Undisclosed
- 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 ...
Posted
4 days ago
Undisclosed
Malacca City
- Prepare and pro-actively execute sales plan, perform account opening, cross selling, up selling and engagement with customers for retention and referrals
- To maintain regular contacts with customers to develop relationship and deepen share of customers' wallet
- To drive NTB customer acquisition (wealth and retail customers) and customer experience to broaden the Bank's customer base
Posted
4 days ago
Undisclosed
Singapore
- Conduct regular financial reviews and provide ongoing client support.
- Assist clients in reviewing their financial plans as their needs and circumstances change.
- Utilize digital tools and platforms to support financial planning and client management. ...
Posted
4 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
- Build and expand a personal client portfolio by establishing trust and delivering consistent value
- Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention ...
Posted
4 days ago
SGD9,000 - SGD9,000 Per Month
Singapore
- Drive awareness and adoption of wealth preservation, legacy planning, and protection solutions.
- Consistently update clients on the latest market trends and information regarding their portfolio
- Ensure all business activities comply with regulatory and internal governance requirements. ...
Posted
4 days ago
Undisclosed
Singapore
- Passionate about helping others work toward their financial goals
- No prior experience required — training and mentorship are provided
- Structured training & mentorship ...
Posted
4 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Build long-term and trusted relationships with clients.
- Keep up to date with market development, investment products and other areas that can affect the market.
- Different proven platforms to be given to kickstart and advance in your career. ...
Posted
6 days ago
Undisclosed
- 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 ...
Posted
6 days ago
Undisclosed
- 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 ...
Posted
7 days ago
Undisclosed
Singapore
- Monitoring portfolio risk, performance, liquidity, and adherence to investment guidelines
- Participating in due diligence on asset managers, products, and private market opportunities
- Contributing to Jupiter’s global investment house view and participating in the investment committee ...
Posted
7 days ago
UPPER SPRING CONSULTING PTE. LTD.
SGD6,000 - SGD6,000 Per Month
Singapore
- Maintain a high standard of service quality and compliance.
- Conduct compliance activities to effectively manage the overall risk to the bank.
- Execute client’s instruction/trade accurately and timely. ...
Posted
8 days 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
8 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
8 days ago
MYR1,753.33 - MYR5,187.67 Per Month
WFH
KL City
- Are you comfortable meeting and communicating with client? Yes/No
- Are you willing to work in a performance-based environtment? Yes/No
- Why are you interested in building a career in financial services? ...
Posted
8 days ago
Undisclosed
KL City
- Recommend suitable financial products including savings accounts, investment funds, insurance, loans, and wealth management solutions.
- Educate clients on financial products and services, clearly explaining their features, benefits, and potential risks.
- Monitor client portfolios regularly and provide ongoing advice, performance reviews, and adjustments based on market conditions and client needs. ...
Posted
8 days ago
Undisclosed
- Provide personalized financial planning advice, including retirement planning, wealth management, and investment strategies.
- Monitor client portfolios and provide regular updates and recommendations based on market conditions and client objectives.
- Ensure compliance with all internal policies, procedures, and relevant regulatory requirements. ...
Posted
8 days ago
Undisclosed
- Advise clients on a range of RHB Bank's products and services, including deposits, loans, unit trusts, insurance products, and other investment instruments.
- Achieve individual and team sales targets and key performance indicators (KPIs) for product penetration and client acquisition.
- Regularly review and update client portfolios to ensure alignment with their evolving financial situation and market conditions. ...
Posted
8 days ago
Undisclosed
- Advise clients on various investment options, including unit trusts, fixed deposits, bonds, and other wealth management products, ensuring alignment with their financial objectives.
- Cross-sell and up-sell suitable banking products and services to existing clients based on identified needs.
- Monitor client portfolios regularly, providing updates, rebalancing advice, and performance reviews. ...
Posted
8 days ago
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