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600+ Financial Advisor Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 601 jobs results for
"financial advisor"
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Manage Alert
SGD3,000 - SGD12,000 Per Month
Central Business District
- Identify opportunities to acquire new clients across different market segments.
- Organise and participate in client engagement activities, investment seminars and networking events.
- Keep updated on market trends, economic developments and HSBC's suite of wealth solutions. ...
Posted
24 days ago
Undisclosed
Singapore
- Organizational and time-management skills to handle multiple client portfolios, meetings, and follow-ups efficiently.
- Resilience, professionalism, and a goal-oriented mindset, with a commitment to ethical conduct and regulatory compliance.
- Comfort with digital tools and office software for preparing reports, presentations, and maintaining records. ...
Posted
24 days ago
SGD3,800 - SGD3,800 Per Month
Singapore
- Apply diligence and integrity to ensure proper advisory procedures and meticulous documentation in compliance with the Bank's internal policies, business processes, and regulatory requirements
- Utilise a combination of the Bank's branch network, tele-consulting and referrals to meet and exceed individual sales targets
- Able to thrive in a fast-paced environment with a passion to excel in a career in the wealth management industry ...
Posted
24 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
Posted
24 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
24 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
24 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
24 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
24 days ago
Undisclosed
- Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly
- Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise
- A degree holder with at least 3 years of experience in banking, finance, or a related field ...
Posted
24 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
25 days 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
25 days ago
Undisclosed
台灣
- 確實遵守所有適用的標準作業程序和工作指導書。
- 遵循5S原則以完成每件工作任務。
- 根據作業指導書組裝零件、自主檢查及包裝產品以確保高品質水準。 ...
Posted
25 days ago
MYR1,740.73 - MYR5,920.14 Per Month
Senawang
- Menganalisis keperluan kewangan pelanggan dan mencadangkan pelan perlindungan yang bersesuaian.
- Membantu pelanggan dalam proses permohonan, dokumentasi dan penyerahan borang.
- Memberikan perkhidmatan selepas jualan yang berkualiti termasuk semakan polisi, pembaharuan dan bantuan tuntutan. ...
Posted
25 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
25 days ago
SGD3,000 - SGD10,000 Per Month
Singapore
- We are seeking a proactive Financial Consultant/ Manager to drive advisory solutions across both corporate (B2B) and individual (B2C) clients. You will deliver integrated strategies covering General Insurance and comprehensive Wealth Management Planning.
- Key Responsibilities
- B2B Advisory: Advise SME and corporate clients on commercial insurance (property, liability, keyman insurance, employee benefits, group medical, and business continuity planning). ...
Posted
25 days ago
Undisclosed
台灣
- 確實遵守所有適用的標準作業程序和工作指導書。
- 遵循5S原則以完成每件工作任務。
- 根據作業指導書組裝零件、自主檢查及包裝產品以確保高品質水準。 ...
Posted
25 days ago
MYR2,000 - MYR3,000 Per Month
Malaysia
- Memberi konsultasi berkaitan Takaful.
- Membina hubungan dengan pelanggan.
- Membantu pelanggan memilih pelan yang sesuai. ...
Posted
25 days ago
Undisclosed
Singapore
- Conducting financial consultations to understand clients' goals, priorities, and financial needs.
- Analyzing clients' income, expenses, assets, liabilities, insurance coverage, and investment portfolios.
- Recommending suitable wealth accumulation, protection, retirement, and legacy planning strategies. ...
Posted
25 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
25 days ago
Undisclosed
Singapore
- Transform each client experience into magical moments by creating a hand-crafted experience that makes the client feel confident and energized
- Create a long-term authentic bond with clients by making them feel the experience is truly about them
- Demonstrate active leadership on selling floor, to drive individual and team objectives and be accountable for sales results ...
Posted
25 days ago
Undisclosed
- 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
25 days ago
Undisclosed
- To provide good after-sales and conduct sales visits to potential customers within the vicinity.
- Ensure adherence to the relevant policies, regulatory risk and compliance matters.
- Bachelor’s degree, in any field, from an accredited university / colleges. ...
Posted
25 days ago
SGD5,000 - SGD7,500 Per Month
Bukit Merah
- One-to-one mentorship and coaching from experienced consultants
- Sponsorship and support for required industry licensing examinations, subject to eligibility
- Professional development and industry-recognised certifications ...
Posted
a month ago
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