200+ Investment Advisory Jobs - June 2026 - High Salaries

Financial Planning Investment Advisory

KL City, WP Kuala Lumpur

Near Train Station

Build and maintain strong, long-term relationships with clients through regular communication, proactive follow-ups, and exceptional customer service, acting as their trusted financial partner.
Identify and pursue new business opportunities through networking, referrals, and targeted outreach, contributing to the growth of the client base and overall company revenue.
Stay abreast of market trends, economic conditions, and regulatory changes affecting the financial services industry, ensuring compliance with all relevant laws and company policies. ...

Be an early applicant!

Posted

14 hours ago

Wealth Planner

SYNERGY LIVING GROUP (SLG)

Undisclosed

Communication Problem-Solving

Fresh Graduates

Ipoh, Perak

Participate in structured training and development programs
Achieve personal performance and income targets
Continuously improve knowledge in financial products and advisory skills ...

Be an early applicant!

Posted

4 days ago

Growth Wealth Capital Sdn. Bhd.

MYR2,500 - MYR3,000 monthly

+Additional Compensation

Near Train Station

Manage and complete loan application documents.
Achieve sales targets consistently.

Posted

a month ago

Wealth Planner

Confidence Agency

MYR6,000 - MYR20,000 Per Month

Fresh Graduates

Near Train Station

Continuous Development: Stay updated on market trends and regulations, while actively participating in training to enhance your financial and sales expertise.
Compliance & Ethics: Adhere to all industry regulations and uphold high ethical standards.
Performance & Growth: Strive to meet and exceed sales targets, with opportunities to build your own agency. ...

Financial Planner Financial Planner

Posted

4 months ago

Growth Wealth Capital Sdn. Bhd.

MYR2,500 - MYR3,000 monthly

+Additional Compensation

Near Train Station

Manage and complete loan application documents.
Achieve sales targets consistently.

Wealth Advisor Wealth Advisor

Posted

a month ago

Growth Wealth Capital Sdn. Bhd.

MYR2,500 - MYR3,000 monthly

+Additional Compensation

Near Train Station

Manage and complete loan application documents.
Achieve sales targets consistently.

Financial Advisor Financial Advisor

Posted

a month ago

Chat Available

PWG Prestige Wealth

MYR2,500 - MYR10,000 Per Month

+Additional Compensation

Fresh Graduates

Communication Interpersonal skill

Near Train Station

Follow up with clients and provide ongoing support
Continuously upgrade your financial knowledge & skills
Understand clients' financial goals and life priorities ...

Posted

a month ago

Chat Available

Financial Planner Financial Planner

PWG Prestige Wealth

MYR2,500 - MYR10,000 Per Month

+Additional Compensation

Fresh Graduates

Communication Interpersonal skill

Near Train Station

Follow up with clients and provide ongoing support
Continuously upgrade your financial knowledge & skills
Understand clients' financial goals and life priorities ...

Posted

a month ago

Financial Advisor Financial Advisor

Growth Wealth Capital Sdn. Bhd.

MYR2,500 - MYR3,000 monthly

+Additional Compensation

Near Train Station

Manage and complete loan application documents.
Achieve sales targets consistently.

Private Banker Private Banker

Posted

a month ago

Chat Available

PWG Prestige Wealth

MYR2,500 - MYR10,000 Per Month

+Additional Compensation

Fresh Graduates

Communication Interpersonal skill

Near Train Station

Follow up with clients and provide ongoing support
Continuously upgrade your financial knowledge & skills
Understand clients' financial goals and life priorities ...

Posted

a month ago

Confidence Agency

MYR6,000 - MYR20,000 Per Month

Fresh Graduates

Near Train Station

Continuous Development: Stay updated on market trends and regulations, while actively participating in training to enhance your financial and sales expertise.
Compliance & Ethics: Adhere to all industry regulations and uphold high ethical standards.
Performance & Growth: Strive to meet and exceed sales targets, with opportunities to build your own agency. ...

Posted

4 months ago

Chat Available

SYNERGY LIVING GROUP (SLG)

Undisclosed

Communication Problem-Solving

Fresh Graduates

Ipoh, Perak

Participate in structured training and development programs
Achieve personal performance and income targets
Continuously improve knowledge in financial products and advisory skills ...

Be an early applicant!

Posted

a month ago

Chat Available

SYNERGY LIVING GROUP (SLG)

Undisclosed

Communication Problem-Solving

Fresh Graduates

Ipoh, Perak

Participate in structured training and development programs
Achieve personal performance and income targets
Continuously improve knowledge in financial products and advisory skills ...

Be an early applicant!

Posted

a month ago

Investment Advisory Intern Investment Advisory Intern

Wealth Asia LLP

SGD1,500 - SGD1,500 Per Month

Part Time, Full Time, Internship, Work from Home

WFH

Newton

Contribute to portfolio management activities by analyzing asset allocations and monitoring investment performance.
Help prepare client presentations and reports that clearly communicate complex financial concepts with clarity and professionalism.
Participate in client meetings to observe relationship management techniques and learn effective communication strategies. ...

Posted

4 days ago

Investment Advisory Intern Investment Advisory Intern

WEALTH ASIA LLP

SGD1,000 - SGD1,000 Per Month

Part Time, Full Time

Singapore

Conducting sales and support in meeting sales targets. Shadowing client meetings to record minutes and track follow-up actions (e.g., account opening, KYC documentation).Assisting in onboarding of clientsTrack sales performance data and incentive tiers for the teamWhy Join Us!
You will work in a dynamic environment under senior leadership. You will be guided fully and learn the art of persuasion, develop professional resilience, and build a high-value network of industry leaders. This role will enable you to learn how to solve real-world business problems and understanding the mechanics of financial, sales and investment strategies.

Posted

4 days ago

Investment Advisory Intern Investment Advisory Intern

Wealth Asia LLP

SGD1,500 - SGD1,500 Per Month

Internship, Full Time

Singapore

Contribute to portfolio management activities by analyzing asset allocations and monitoring investment performance.
Help prepare client presentations and reports that clearly communicate complex financial concepts with clarity and professionalism.
Participate in client meetings to observe relationship management techniques and learn effective communication strategies. ...

Posted

16 days ago

Analyst (Investment Advisory) Analyst (Investment Advisory)

SMTP CONSULT PTE. LTD.

SGD7,000 - SGD7,000 Per Month

Customer Experience Specialist, Investment Advisory Customer Experience Specialist, Investment Advisory

Singapore

Work with high efficiency, ownership, and attention to detail.
Collaborate in a team-based environment, learning from peers on each project.
Summarize research findings and draft deliverables under the supervision of a consulting manager. ...

Posted

17 days ago

Longbridge Singapore

Undisclosed

Wealth Advisor Wealth Advisor

Singapore

Retention & Growth: Cultivate client loyalty through proactive follow-ups and strategic product cross-recommendations.
Vibe Alignment: Maintain an approachable yet deeply professional demeanor that complements the cafe’s upscale, casual atmosphere.
Drive KPIs: Consistently meet and exceed individual and team targets for user acquisition, asset growth, and retention. ...

Posted

7 days ago

Confidence Agency

MYR6,000 - MYR20,000 Per Month

Fresh Graduates

Near Train Station

Continuous Development: Stay updated on market trends and regulations, while actively participating in training to enhance your financial and sales expertise.
Compliance & Ethics: Adhere to all industry regulations and uphold high ethical standards.
Performance & Growth: Strive to meet and exceed sales targets, with opportunities to build your own agency. ...

Financial Planner Financial Planner

Posted

4 months ago

Confidence Agency

MYR6,000 - MYR20,000 Per Month

Fresh Graduates

Near Train Station

Continuous Development: Stay updated on market trends and regulations, while actively participating in training to enhance your financial and sales expertise.
Compliance & Ethics: Adhere to all industry regulations and uphold high ethical standards.
Performance & Growth: Strive to meet and exceed sales targets, with opportunities to build your own agency. ...

Assistant VP (Investment Advisory) - CMB Wing Lung Bank Assistant VP (Investment Advisory) - CMB Wing Lung Bank

Posted

4 months ago

CMB Wing Lung Bank

Undisclosed

VP of Investment Advisory - DBS Bank (Hong Kong) Limited VP of Investment Advisory - DBS Bank (Hong Kong) Limited

Hong Kong

Manage investment sales activities
Full-time undergraduate or above, majoring in economics, finance, management, etc
More than 5 years of work experience ...

Posted

17 days ago

DBS Bank

Undisclosed

Operations Manager Operations Manager

Hong Kong

(A) Investment Sales Management & Support 1.Lead and drive sales performance of frontline sales to achieve overall sales and service targets assigned. 2.Develop sales strategies and business plans for cluster branch(es) with DH and Branch Managers to optimise sales capacity and effectiveness. 3.Conduct regular coaching, training, and market/product briefing to sales staff to enhance their functional competencies & professionalism in the course of interacting with customers. 4.Develop or source sales materials / scripts for sales staff to ensure a consistency in the information flow and enhance their sales efficiency. 5.Provide professional support and advice to both sales staff and customers through joint sales calls and regular portfolio review for customers with sales staff. 6.Perform regulated activities, Type 1 & 4 specified under the Securities & Futures Ordinance.
(B) Customer Experience Management & Product/Process Enhancement 1.Support branch(es) to provide superior service to investment customers in accordance with the Bank's required service standards. 2.Resolve complex enquiries and complaints. 3.Provide regular and timely feedback to product taskforce team on customer acceptability on new investment products, services and sales issues. 4.Participate in product development and process improvement projects & activities as assigned.
(C) Audit and Compliance Control 1)Ensure full compliance withboth external regulatory codes & guidelines, ordinance & internal compliance policies, standards, guidelines & procedures related to the course of investment selling and advisory. 2)Improve control and compliance quality on investment selling and operation through leadership, education, on-going monitoring & effective remedial actions. 3)Assist branch(es) to investigate and handle investment complaints according to the Bank's complaint handling & escalation procedures in a timely manner. 4)Strictly adhere the laid down governance framework of the bank. Comply with the registered capacity as well as any conditions imposed by the HKMA andother regulatory bodies.This includes compliance with the applicable requirements of theCode of Conduct for Persons Licensed by or Registered with the SFC ...

Posted

25 days ago

Centaline Investment Advisory Company Limited

Undisclosed

Leasing - Operations Officer Leasing - Operations Officer

Tsim Sha Tsui

Coordinate cross-team discussions and assist with execution of agreed actions and follow-ups
Setup and implement seamless investor communication mechanism, procedures and systems
Review and coordinate legal documents and agreements with internal and external stakeholders ...

Posted

12 days ago

Centaline Investment Advisory Company Limited

Undisclosed

Wealth Planning Manager Wealth Planning Manager

Tsim Sha Tsui

Prepare and process tenancy agreements, offer letters, and related lease documentation.
Maintain up-to-date room availability tracker and occupancy records.
Liaise with university partners, corporate clients, and leasing agents for referrals and pipeline management. ...

Posted

12 days ago

PROFESSIONAL INVESTMENT ADVISORY SERVICES (PIAS)

SGD3,000 - SGD3,000 Per Month

INVESTMENT ADVISOR INVESTMENT ADVISOR

Singapore

Create personalized financial strategies based on clients’ goals
Self-motivated and willing to learn
Good communication and interpersonal skills ...

Posted

a month ago

WHITE SOCIETY PTE. LTD.

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

2 days ago

Full Time, Work from Home

Alpha Wealth Financial Advisers Pte Ltd

SGD3,000 - SGD10,000 Per Month

WFH

Serangoon

Sales: 1 year (Preferred)
“Can a job be a passion/hobby and can a hobby/passion be a job?
This was what set the founder and creator of the Total Portfolio Advisory (TPA) approach thinking when he was deciding on where to pursue his interest in wealth management. ...

Posted

2 days ago

INVESTMENT ADVISOR INVESTMENT ADVISOR

WHITE SOCIETY PTE. LTD.

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

4 days ago

PLACEMENT PROFESSIONALS

SGD2,800 - SGD2,800 Per Month

Singapore

Identify and develop new business opportunities through networking, referrals, and outreach activities
Conduct regular financial reviews to ensure clients’ plans remain aligned with their evolving goals
Provide ongoing client support, including outside of standard working hours when required ...

Posted

4 days ago

PLACEMENT PROFESSIONALS

SGD9,000 - SGD9,000 Per Month