400+ Investment Advisory Jobs - July 2026 - High Salaries
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"investment advisory"
不要错过任何 Investment Advisory 的新工作机会
管理提醒
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
2 days ago
Undisclosed
KL City
- Optimize: Identify and prioritize opportunities for improving Finance operations through maximizing technology usage supported by emerging technology. Support clients in the implementation of improvement initiatives and monitor the success of these initiatives in delivering the intended outcomes
- Project Management: Support the project to deliver on time, on budget and on quality. Manage the relationship with key client stakeholders
- Business Development: Support business development activities, including preparing proposals to support the client ...
Posted
a day 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
a day 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
a day 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
a day ago
SGD3,000 - SGD5,000 每月
WFH
Downtown Core
- Growth Opportunities: Our unique approach has led to significant growth in our salesforce, and we want you to be part of it!
- Engage Prospects: Connect with leads through multiple channels to generate new sales opportunities.
- Understand Client Needs: Identify clients’ financial goals and recommend tailored solutions. ...
Posted
14 hours ago
Undisclosed
KL City
- Analyze customers’ reports and portfolios
- Provide professional and responsible recommendations
- Build long-term customer relationships based on trust ...
Posted
14 hours ago
Undisclosed
Singapore
- Candidates should possess excellent communication and interpersonal skills to explain complex concepts clearly and build trust with diverse clients.
- Candidates should possess strong ethical judgment and customer-focused mindset, with a commitment to regulatory compliance and professional standards.
- Candidates should possess good analytical and problem-solving skills, with attention to detail in documentation and portfolio review. ...
Posted
3 days ago
Undisclosed
Malacca 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
3 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
3 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
3 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
4 days ago
Undisclosed
Malaysia
- Relevant academic background in finance, economics, business, or a related field is beneficial.
- Good communication, interpersonal, and relationship-building skills, with the ability to explain complex concepts in simple terms.
- High level of integrity, professionalism, and commitment to regulatory and ethical standards. ...
Posted
4 days ago
Undisclosed
KL City
- Strong analytical, numerical, and problem-solving skills, with the ability to interpret financial data and market information.
- Excellent interpersonal and communication skills, with the ability to build trust and explain financial concepts clearly.
- Ability to work in an on-site, client-facing environment in Greater Kuala Lumpur, managing multiple client relationships responsibly. ...
Posted
4 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
4 days ago
SGD2,500 - SGD8,000 每月
Islandwide (Singapore)
- Advise on wealth management, savings, insurance, and investment solutions
- Develop personalized financial plans
- Stay updated on financial products, market trends, and industry regulations ...
Posted
5 days ago
Wealth Manager (New to industry - Career transition) Wealth Manager (New to industry - Career transition)
Summit Planners Titans (Manulife Financial Advisers Pte. Ltd)
SGD8,000 - SGD15,000 每月
Singapore
- Estate and legacy planning
- Proactively prospect and acquire new clients while nurturing lasting relationships
- Actively strengthen and deepen relationships with existing clients both onshore & offshore to build a strong foundation for sustained customer growth ...
Posted
6 days ago
Undisclosed
Singapore
- Mentoring and coaching PFCs by conducting continuing education for the sales representatives on Unit Trusts, investment fundamentals, portfolio allocation strategies, etc.
- Contributing towards regular investment publications (for example: newsletters, product summaries, investment recommendations) for distribution to clients.
- The candidate must have experience in Unit Trusts and portfolio allocation, with 3-5 years relevant experience in Investment Advisory, Investment Research, or the Sales of Financial Products at a Premier/Priority banking level. ...
Posted
6 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
6 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
6 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
6 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
7 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
7 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
7 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
7 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
7 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
7 days ago
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