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500+ Financial Advisory Jobs - July 2026 - High Salaries
Showing 590 jobs results for
"financial advisory"
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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
17 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
17 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
17 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
18 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
18 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
18 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
18 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
18 days ago
Undisclosed
Ampang Jaya Municipal Council
- 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
18 days ago
MYR3,200 - MYR3,500 Per Month
KL City
- Maintain confidential records, ensuring compliance with regulatory standards and program requirements.
- Ensure effective means assessments for program eligibility, monitoring success in addressing unique patient circumstances.
- Provide high-level support and satisfaction to patients in financial navigation, addressing inquiries promptly. ...
Posted
18 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
18 days ago
Undisclosed
- Provide excellent customer service and uphold professionalism to reflect Bank’s image
- Seek continuous improvement in the following areas to enhance job skills and competencies : Product knowledge / Selling skills / Market intelligence / Competitor’s check
- Malaysian Citizen ...
Posted
19 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
19 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
19 days ago
Undisclosed
- Provide excellent customer service and uphold professionalism to reflect Bank’s image
- Seek continuous improvement in the following areas to enhance job skills and competencies : Product knowledge / Selling skills / Market intelligence / Competitor’s check
- Comply to statutory requirement and sales compliance in relation to FSA, KYC, AMLA and all relevant internal policies & procedures and sales compliance Participate in strong teamwork and working relationship with colleagues at all times ...
Posted
19 days ago
PARADIGM RECRUITMENT PTE. LTD.
SGD3,500 - SGD3,500 Per Month
Singapore
- Internal Referral Conversion: Collaborate closely with Branch Services colleagues (such as bank tellers and customer service representatives) to actively convert walk-in customer referrals.
- Branch Activation: Capitalize on sales opportunities through scheduled customer events, financial review booths, and local branch engagement activities.
- Operational Integrity: Maintain highly detailed client records and documentation, processing new insurance applications and policy changes accurately and efficiently. ...
Posted
3 days ago
HSBC LIFE (SINGAPORE) PTE. LTD.
MYR1,855 - MYR5,534 Per Month
- 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
5 days ago
MYR1,855 - MYR5,534 Per Month
- 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
5 days ago
MYR1,807 - MYR5,909 Per Month
- 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
5 days ago
MYR1,807.88 - MYR5,909.22 Per Month
- 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
5 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
6 days ago
Undisclosed
KL City
- 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
6 days ago
Undisclosed
Singapore
- Contributing to the bottom-line of Premier Wealth through the accomplishment of profit and growth targets
- Maintaining a high standard of service quality and be compliant with the necessary rules and regulations at all times.
- 4 years' relevant banking experience and a consistent sales tracking record in financial products ...
Posted
20 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
20 days ago
SGD5,000 - SGD10,000 Per Month
WFH
Bukit Merah
- Assist clients with wealth accumulation, protection, retirement, education, and legacy planning.
- Review clients' financial plans regularly and provide ongoing support.
- Stay up to date with financial products, industry developments, and regulatory requirements. ...
Posted
6 days ago
SAL ADVISORY PTE. LTD.
SGD2,000 - SGD2,000 Per Month
Singapore
- You will provide personalised solutions in areas such as wealth accumulation, protection, and legacy planning.
- Key Responsibilities:
- * Build and grow your client portfolio through networking, referrals, and business development activities. ...
Posted
20 days ago
Undisclosed
KL City
- Perform Operation Expense analysis, provide meaningful insights to support cost management and decision‑making
- Perform gross margin analysis and provide insights on margin drivers
- Partner with Operations and Cost Accounting teams on product COGs analysis ...
Posted
20 days ago
Undisclosed
Singapore
- Assist in preparing and enhancing monthly, quarterly, and year-to-date performance reports, including Income Before Tax (IBT) and other key performance indicators for assigned desks.
- Analyze actuals vs budget/forecast, documenting commercial drivers, risks, and opportunities, and escalating key issues to the Manager, FP&A or senior advisors.
- Help bridge trading P&L (MTM) results to GAAP and segment reporting, coordinating with Accounting, Risk, and other stakeholders to resolve discrepancies and timing differences. ...
Posted
20 days ago
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