600+ Financial Advisor Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl

Showing 613 jobs results for "financial advisor"
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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
a month ago

Malaysia

  • Memberi konsultasi berkaitan Takaful.
  • Membina hubungan dengan pelanggan.
  • Membantu pelanggan memilih pelan yang sesuai. ...
Posted
a month ago

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
a month ago
  • 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
a month ago

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
a month ago
  • 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
a month ago
  • 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
a month ago

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

INNOVATION ORGANIZATION PTE. LTD.

Singapore River

Posted
a month ago
  • Advise clients on various financial products such as savings accounts, fixed deposits, unit trusts, insurance policies, loans, and wealth management solutions.
  • Build and maintain strong, long-term relationships with clients, providing ongoing financial guidance and excellent customer service.
  • Monitor and review client portfolios regularly, making adjustments as necessary to adapt to changing market conditions and client circumstances. ...
Posted
a month ago

Downtown Core

Posted
a month ago

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
a month ago

ST. JAMES'S PLACE (SINGAPORE) PRIVATE LIMITED

Singapore

  • Portfolio Construction & Management: Develop and implement investment strategies for clients, including solutions such as bespoke portfolio structures.
  • Estate & Succession Advisory: Support clients in structuring assets for multi‑generational transfer, including the establishment of trusts to preserve wealth and legacy.
  • Tax Planning & Optimisation: Design strategic tax efficient solutions to minimise liabilities and enhance clients’ long-term, after-tax outcomes. ...
Posted
a month ago

Hong Kong

Posted
3 days ago

Singapore

  • - Offer guidance on tax-efficient investment strategies
  • Manage portfolios and conduct regular reviews:
  • - Oversee client investment portfolios and make adjustments as needed ...
Posted
3 days ago
  • Support financial stewardship and controls: Ensure compliance with accounting policies, financial controls, reporting requirements and governance frameworks.
  • Resolve reporting and data issues: Investigate and address reporting, accounting and data-related challenges, applying sound judgement and root-cause analysis techniques.
  • Partner with stakeholders: Build effective working relationships with finance colleagues, business stakeholders and process owners to support reporting and accounting objectives. ...
Posted
2 days ago

KL City

Posted
2 days ago
  • - Candidate should be able to communicate and write in BC (due to business nature) , English and Bahasa Malaysia languages.
  • - Attitude: Eager for learning, Independent, Good follower, Good self- discipline.
  • Job description : ...
Posted
2 days ago

Singapore

  • - Offer guidance on tax-efficient investment strategies
  • Manage portfolios and conduct regular reviews:
  • - Oversee client investment portfolios and make adjustments as needed ...
Posted
2 days ago

Bukit Merah

Posted
2 days ago

KL City

  • Support financial stewardship and controls: Ensure compliance with accounting policies, financial controls, reporting requirements and governance frameworks.
  • Resolve reporting and data issues: Investigate and address reporting, accounting and data-related challenges, applying sound judgement and root-cause analysis techniques.
  • Partner with stakeholders: Build effective working relationships with finance colleagues, business stakeholders and process owners to support reporting and accounting objectives. ...
Posted
10 hours ago

Singapore

  • Develop new business through networking and referrals
  • Work towards individual and team goals
Posted
3 days ago

Singapore

  • • Build and entrench customer relationships, Manage customer queries, issues, feedback and complaints with appropriate advice
  • • Share our company Customer Propositions, encourage customers to deepen relationship and cross-sell other retail products
  • • Reach out to our client base with customer contacts provided by us ...
Posted
4 days ago

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

Singapore

  • Build client relationships through referrals, events, and warm outreach
  • Strong communication and willingness to learn
  • Coachable, consistent, and goal-driven ...
Posted
4 days ago

Singapore

Posted
4 days ago

Singapore

  • - Offer guidance on tax-efficient investment strategies
  • Manage portfolios and conduct regular reviews:
  • - Oversee client investment portfolios and make adjustments as needed ...
Posted
6 days ago

Singapore

  • Build client relationships through referrals, events, and warm outreach
  • Strong communication and willingness to learn
  • Coachable, consistent, and goal-driven ...
Posted
6 days ago

Singapore

Posted
6 days ago

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
7 days ago