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500+ Financial Advisory Jobs - July 2026 - High Salaries
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"financial advisory"
不要错过任何 Financial Advisory 的新工作机会
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Undisclosed
Hong Kong
- Conduct regular portfolio reviews with clients and addressing deficiencies promptly and effectively
- Positively represent and market the team to help attract growth in assets under management
- Regular consultation with Front representatives to be kept updated of clients’ needs/demands and take appropriate measures to fulfil them, where relevant ...
Posted
11 days ago
MYR2,500 - MYR3,000 每月
- Prospect and sell products to customers via benefit
- Liaise with customers on pre and post sales
- Engage and interact with customer face to face ...
Posted
17 days ago
SGD4,000 - SGD8,000 每月
Islandwide (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
25 days ago
Undisclosed
- Handling Account Opening process including Debit Card issuance of acquired customers;
- Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system;
- Facilitate HL Connect for new account opened to increase penetration rate HL Connect; ...
Posted
25 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
25 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
25 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
18 days ago
Undisclosed
- Handling Account Opening process including Debit Card issuance of acquired customers;
- Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system;
- Facilitate HL Connect for new account opened to increase penetration rate HL Connect; ...
Posted
25 days ago
MYR3,000 - MYR3,000 每月
Damansara Utama
- Comprehensive Training Provided
- Minimum education: SPM to Degree
- Must have own transport ...
Posted
a day ago
MYR2,000 - MYR10,000 每月
WFH
- A positive, supportive team culture with long-term vision
- SPM, Diploma, Bachelor's Degree or related field and above
- Sales, Business Development, and Relationship Management skills ...
Posted
18 days ago
MYR2,000 - MYR10,000 每月
WFH
- A positive, supportive team culture with long-term vision
- SPM, Diploma, Bachelor's Degree or related field and above
- Sales, Business Development, and Relationship Management skills ...
Posted
18 days ago
MYR2,000 - MYR10,000 每月
WFH
- A positive, supportive team culture with long-term vision
- SPM, Diploma, Bachelor's Degree or related field and above
- Sales, Business Development, and Relationship Management skills ...
Posted
18 days ago
MYR2,000 - MYR10,000 每月
WFH
- A positive, supportive team culture with long-term vision
- SPM, Diploma, Bachelor's Degree or related field and above
- Sales, Business Development, and Relationship Management skills ...
Posted
18 days ago
Undisclosed
Singapore
- Sales, advisory, or relationship management experience is an advantage
- Self-motivated and able to work independently
- Singapore Citizens and Singapore Permanent Residents (PRs) are encouraged to apply ...
Posted
19 days ago
SGD3,500 - SGD3,500 每月
Singapore
- Relevant academic background in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, CFA, CMFAS) are an advantage.
- Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
- High ethical standards, client-centric mindset, and commitment to regulatory compliance in Singapore. ...
Posted
6 days ago
SGD3,500 - SGD3,500 每月
Singapore
- Develop and deepen relationships with existing and new clients.
- Ensure diligence, integrity, and meticulous documentation for all sales and advisory processes, adhering to bank policies and regulations.
- Utilize branch networks, tele-consulting, and referrals to find new prospects. ...
Posted
6 days ago
SGD3,500 - SGD9,000 每月
WFH
Singapore
- Relevant academic background in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, CFA, CMFAS) are an advantage.
- Excellent interpersonal and communication skills, with the ability to explain complex financial concepts clearly.
- High ethical standards, client-centric mindset, and commitment to regulatory compliance in Singapore. ...
Posted
6 days ago
Undisclosed
Kampung Ladang
- 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
- Collaborate with internal teams (Product, Underwriting, Actuarial) to craft innovative insurance and wealth solutions.
- Maintain in-depth knowledge of the company’s product offerings and market trends to provide informed recommendations.
- Ensure all proposals comply with regulatory requirements and internal governance standards. ...
Posted
19 days ago
MYR3,000 - MYR3,000 每月
KL City
- Comprehensive Training Provided
- Minimum education: SPM to Degree
- Must have own transport ...
Posted
7 days ago
Great Eastern Financial Advisers Private Limited
Undisclosed
Singapore
- Relevant academic background in Finance, Accounting, Business, Economics, or related disciplines is preferred.
- Professional certifications (e.g., CFP, CFA, or equivalent local financial advisory licenses) are advantageous.
- Strong analytical, communication, and interpersonal skills, with the ability to present complex financial concepts in a clear and accessible manner. ...
Posted
8 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
a month 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
a month 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
a month 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
a month 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
a month 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
a month 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
a month ago
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