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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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
3 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
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
4 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
4 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
5 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
5 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
5 days 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
5 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
5 days 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
5 days 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
5 days ago
MYR3,000 - MYR3,700 Per Month
- Experience with accounting software (e.g., QuickBooks, SAP, Tally).
- Proficient in Microsoft Excel and other office tools.
- Attention to detail with excellent organizational skills. ...
Posted
5 days ago
Undisclosed
Malaysia
- 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
5 days ago
Professional Investment Advisory Services
SGD9,000 - SGD15,000 Per Month
WFH
Downtown Core
- Transparency of commission scheme and tactical
- Career progression
- Health Insurance & Medical Benefits ...
Posted
5 days ago
Undisclosed
Singapore
- Client Acquisition and Retention
- Asset Growth and Protection
- Provision of client focused solutions ...
Posted
5 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
5 days ago
Undisclosed
KL City
- 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
5 days ago
Undisclosed
KL City
- 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
5 days ago
SGD4,000 - SGD5,000 Per Month
Newton
- Support clients with policy servicing and financial planning
- Provide ongoing consultation and customer support
- Stay updated on financial products, market trends, and regulations ...
Posted
5 days ago
Undisclosed
KL City
- 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
5 days ago
MYR3,000 - MYR10,000 Per Month
Malaysia
- Good interpersonal skills
- Sales and Marketing
- Recruiting new team members ...
Posted
5 days ago
SGD5,000 - SGD9,000 Per Month
Singapore
- > Leads Provided
- > Recurring Passive Income
- Would you like to be an Insurance Adviser to help insure people and make good money at the same time? ...
Posted
5 days ago
SGD3,000 - SGD5,000 Per Month
WFH
Downtown Core
- Growth Opportunities: Our unique approach has led to significant growth in our salesforce, and we want you to be part of it!
- Engage Prospects: Connect with leads through multiple channels to generate new sales opportunities.
- Understand Client Needs: Identify clients’ financial goals and recommend tailored solutions. ...
Posted
5 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
5 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
5 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
5 days ago
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