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600+ Financial Advisor Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 627 jobs results for
"financial advisor"
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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
9 days ago
Undisclosed
Singapore
- Ability to work effectively in a hybrid environment, demonstrating self-motivation, integrity, and collaborative teamwork.
- My client is a reputable firm in the financial industry, specialising in integrated wealth solutions that help clients plan, grow and manage their wealth. They are looking for motivated individuals to join their team as Wealth Advisors and build a career in wealth management and financial advisory.
- Role Description The Wealth Advisor is a full-time, hybrid role based in Singapore, with flexibility for some work-from-home arrangements. The role involves meeting with clients to understand their financial goals, conducting assessments of current portfolios, and developing comprehensive financial plans tailored to individual needs. Day-to-day responsibilities include advising on investment strategies, retirement planning options, and overall wealth management services while ensuring regulatory compliance and ethical standards. The Wealth Advisor will prepare and present recommendations, monitor client portfolios, provide ongoing reviews, and collaborate with internal teams to deliver high-quality, client-centric solutions. ...
Posted
9 days ago
Undisclosed
Singapore
- Serve as the client’s primary point of contact for all advisory and investment-related matters.
- Work closely with the investment, product, and marketing teams to refine targeting, campaigns, and onboarding journeys.
- Develop financial proposals, portfolio diagnostics, and implementation plans in line with client goals. ...
Posted
9 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
9 days ago
Sales - Marketing - Financial Consultant (Full Time - Part Time) Sales - Marketing - Financial Consultant (Full Time - Part Time)
SAFt Advisory (Branch Setia Alam)
MYR3,000 - MYR10,000 Per Month
- Work from home
- As a Sales & Marketing / Financial Consultant, you will be directly involved in client acquisition, advisory, and revenue generation. You will learn how to build a client base, close cases, and scale your income through structured training and mentorship under PRUVenture-i.
- If you’re looking for a comfortable, low-effort job — this is not it.If you want income growth, skills, and a real career path — keep reading. ...
Posted
9 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
9 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 days ago
SGD9,000 - SGD9,000 Per Month
Singapore
- · Providing specialised advice on insurance products and wealth planning aligned with client objectives and risk profiles.
- · Cultivating and maintaining strong, trust-based relationships with HNW clients and their families.
- · Build Great Eastern HNW business and establish strong referral relationships within Great Eastern and strategic partners. ...
Posted
9 days ago
Undisclosed
Singapore
- Client advisory / Relationship management
- Global Wealth Management
- Job Reference # ...
Posted
10 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Health insurance
- Opportunities for promotion
- Parental leave ...
Posted
10 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
10 days ago
Undisclosed
Singapore
- Assisting with incident response tasks as needed.
- Contributing to the overall effectiveness of our financial crime and digital business risk program.
- Currently pursuing an undergraduate degree, preferably in Business or Accounting. ...
Posted
16 days ago
Undisclosed
Singapore
- identifying and implement improvements to trust structures, processes, and client experience
- supporting UBS Trustees and act as key liaison with stakeholders and clients
- degree in Finance, accountancy, business or law ...
Posted
10 days ago
Undisclosed
Singapore
- Act as a key point of contact for clients, offering subject-matter expert advisory while fostering long-term relationships built on trust.
- Collaborate with internal stakeholders, both front and back offices, to ensure alignment and seamless execution of strategies.
- Lead and support investment team's other core functions and/or initiatives ...
Posted
10 days ago
Undisclosed
Singapore
- Job description
- Job Title: Financial Planner
- Job Type: Full-time ...
Posted
10 days ago
MYR3,500 - MYR4,500 Per Month
KL City
- Process customer transactions accurately and efficiently, adhering to all bank policies and regulatory requirements.
- Handle customer inquiries, resolve complaints, and provide excellent customer service to ensure high levels of satisfaction.
- Meet and exceed sales targets for various banking products and services. ...
Posted
10 days ago
Sales - Marketing - Financial Consultant (Full Time - Part Time) Sales - Marketing - Financial Consultant (Full Time - Part Time)
SAFt Advisory (Branch Setia Alam)
MYR3,000 - MYR10,000 Per Month
- Build, manage, and grow your own client portfolio
- Attend structured training, coaching, and performance reviews
- Consistently follow up leads and convert them into cases ...
Posted
11 days ago
Undisclosed
- Monitor client portfolios and market trends, providing regular updates and adjustments to financial plans as needed.
- Educate clients on various financial products, market conditions, and investment strategies.
- Achieve sales targets and contribute to the overall growth of the retail banking segment. ...
Posted
11 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
11 days ago
Undisclosed
- Educate clients on various financial products and services, ensuring they make informed decisions.
- Maintain strong relationships with clients through regular communication, reviews, and exceptional customer service.
- Achieve individual sales targets and contribute to the overall branch/team performance. ...
Posted
11 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
11 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
11 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
11 days ago
Undisclosed
Singapore
- Serve as the client's primary point of contact for all advisory and investment-related matters.
- Work closely with the investment, product, and marketing teams to refine targeting, campaigns, and onboarding journeys.
- Develop financial proposals, portfolio diagnostics, and implementation plans in line with client goals. ...
Posted
11 days ago
Wealth Manager - Training provided - Flexi-hour - Progressive Career Wealth Manager - Training provided - Flexi-hour - Progressive Career
THE FINANCIAL ASSEMBLY PTE. LTD.
SGD4,000 - SGD4,000 Per Month
Singapore
- Top-Tier Mentorship : Learn directly from high earners who have already cracked the code.
- Fast-Track Leadership : Clear pathway into management within 2–3 years based on results, not office politics.
- Help individuals and families grow, protect, and enjoy their wealth ...
Posted
11 days ago
Wealth Manager - Training provided - Flexi-hour - Progressive Career Wealth Manager - Training provided - Flexi-hour - Progressive Career
THE FINANCIAL ASSEMBLY PTE. LTD.
Undisclosed
Singapore
- Business risks (e.g. investment management, credit, payments etc.)
- Operational & Technology risk management
- Emerging technology ...
Posted
a month ago
Undisclosed
Singapore
- Strong business English skills - both writing and verbal
- Strong numerical and analytical skills
- Prior experience in working within regulatory compliance function, especially in banks, capital market services licensees or related professional firms / strong knowledge in banking operations and banking products and services will be an advantage ...
Posted
a month 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
12 days ago
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