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300+ Investment Advisory Jobs - September 2026 - High Salaries
Showing 339 jobs results for
"investment advisory"
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Manage Alert
Undisclosed
Singapore
- Conduct portfolio reviews and identify opportunities to enhance existing portfolios
- Build and maintain strong, long-term client relationships
- Keep clients informed on relevant market developments and investment opportunities ...
Posted
4 days ago
Undisclosed
- Prepare and learn to get your required licenses and professional qualifications, fully supported by the company, to enable you to operate legally and competently in a frontline sales capacity.
- A Learner's Mindset: A strong aptitude and eagerness for continuous learning, adapting quickly to new information and industry changes.
- Objective Decision-Making: The ability to be comfortable to absorb information and make objective decisions that are data-driven and strategically sound. ...
Posted
6 days ago
Undisclosed
Singapore
- 3+ years total M&A experience with time as an Associate at a top firm (e.g. Goldman Sachs, Morgan Stanley, JPM, Evercore, Centerview, Lazard, PJT, Moelis, Guggenheim)
- Deep expertise in structured communication, storylining, and slide craftsmanship
- Expert-level PowerPoint and slide craftsmanship, with excellent written communication and attention to detail
Posted
6 days ago
Undisclosed
- Portfolio Tool; to work closely with portfolio team to review and updates portfolio template and model portfolio.
- Investment Performance Analysis ; to review bank’s investment portfolio exposure, to analyst client’s investment exposure and to provide suggestion in order to optimize client’s overall investment performance and to reduce overall bank’s investment exposure risk
- Client Communication ; to actively engage communication with internal and external clients via existing and new communication channel including short message, webinar, email and other written communication on areas relating to market and product update. ...
Posted
7 days ago
Undisclosed
KL City
- Analyze portfolio management framework to increase product holdings.
- Develop slides for weekly sales team and product meeting, credit roundtable meeting, RWM MC meeting etc.
- Support Wealth Lending Solutions Specialist Team and Product Management Team. ...
Posted
17 days ago
Undisclosed
KL City
- Conduct thorough financial needs analysis for clients, assessing their risk tolerance, investment objectives, and time horizons to develop suitable investment strategies.
- Prepare and present tailored investment proposals, market updates, and portfolio performance reports to clients in a clear and compelling manner.
- Stay abreast of global and local financial market trends, economic indicators, and regulatory changes to provide informed advice and anticipate client needs. ...
Posted
19 days ago
Undisclosed
Hong Kong
- WM IT
- Conduct & Control
- Client Life Cycle Management ...
Posted
a month ago
Undisclosed
Singapore
- 3+ years total M&A experience with time as an Associate at a top firm (e.g. Goldman Sachs, Morgan Stanley, JPM, Evercore, Centerview, Lazard, PJT, Moelis, Guggenheim)
- Deep expertise in structured communication, storylining, and slide craftsmanship
- Expert-level PowerPoint and slide craftsmanship, with excellent written communication and attention to detail
Posted
a month ago
Undisclosed
KL City
- Portfolio Tool; to work closely with portfolio team to review and updates portfolio template and model portfolio.
- Investment Performance Analysis ; to review bank’s investment portfolio exposure, to analyst client’s investment exposure and to provide suggestion in order to optimize client’s overall investment performance and to reduce overall bank’s investment exposure risk
- Client Communication ; to actively engage communication with internal and external clients via existing and new communication channel including short message, webinar, email and other written communication on areas relating to market and product update. ...
Posted
a month ago
SGD1,000 - SGD2,500 Per Month
Singapore
- Opportunity to understand financial markets and wealth management practices
- Supporting client acquisition activities
- Assisting in investment and wealth planning preparation ...
Posted
a month ago
Undisclosed
Singapore
- Your Opportunity Starts Here.Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Posted
2 days ago
Undisclosed
Singapore
- 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
- Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow
- Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
Posted
2 days ago
Undisclosed
Singapore
- Strong communication and interpersonal skills
- Ability to build and maintain client relationships
- Relevant certifications such as CFP (Certified Financial Planner) or equivalent are beneficial ...
Posted
a day ago
Undisclosed
Singapore
- Provided Training: Structured mentorship and comprehensive training to help you clear your CMFAS papers and master financial planning.
- Professional Development: Clear career progression pathways into management or specialized wealth advisory roles.
- Job Title: Investment Specialist ...
Posted
2 days ago
Undisclosed
Singapore
- Assist in managing client assets and identifying appropriate investment opportunities.
- Develop and maintain investment portfolios aligned with clients’ objectives and risk tolerance.
- Conduct regular client consultations and provide ongoing financial support. ...
Posted
2 days ago
MYR3,000 - MYR15,000 Per Month
- Ability to work effectively in a team-oriented environment
- Minimum 5 passes in SPM
- Diploma or Degree holders are preferred ...
Posted
2 days ago
MYR3,000 - MYR3,000 Per Month
- Provide guidance on estate and legacy planning.
- Build and maintain long-term client relationships.
- Develop your professional skills through training, coaching and mentorship. ...
Posted
2 days ago
Undisclosed
Singapore
- Prior experience in wealth management, financial advisory, or related financial services roles in Singapore is preferred, but not required as trainings and mentorship is provided.
- Company Description
- Avallis Financial Pte Ltd is an independent financial advisory firm in Singapore that has been serving clients since 1997. As a pioneer IFA, the firm provides objective and transparent advice across insurance, investments, and comprehensive financial planning. Avallis Financial focuses on empowering clients to make confident, well-informed financial decisions that align with their best interests. The organization values professionalism, integrity, and long-term relationships with both clients and team members. ...
Posted
2 days ago
Undisclosed
Singapore
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
- Responsibilities
Posted
2 days ago
Undisclosed
KL City
- Develop comprehensive investment strategies and asset allocations appropriate to individual client profiles.
- Coordinate the execution of investment strategies with appropriate products and services, ensuring seamless implementation.
- Proactively monitor client portfolios for performance, appropriateness, and new opportunities, making necessary adjustments to optimize returns. ...
Posted
a day ago
Undisclosed
Singapore
- 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
- Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow
- Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
Posted
a day ago
Undisclosed
Singapore
- 4+ years advising individual clients on household cash-flow planning, debt payoff scheduling, and retirement drawdown modeling
- Skilled at turning a client's scattered accounts and goals into a clear, goals-based financial plan they can actually follow
- Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
Posted
a day ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Prior experience in wealth management, financial advisory, or related financial services roles in Singapore is preferred, but not required as trainings and mentorship is provided.
- Company Description
- Avallis Financial Pte Ltd is an independent financial advisory firm in Singapore that has been serving clients since 1997. As a pioneer IFA, the firm provides objective and transparent advice across insurance, investments, and comprehensive financial planning. Avallis Financial focuses on empowering clients to make confident, well-informed financial decisions that align with their best interests. The organization values professionalism, integrity, and long-term relationships with both clients and team members. ...
Posted
19 hours ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Establish lasting client relationships through proactive servicing and consistent reviews.
- Generate new business through referrals, networking and prospecting.
- Collaborate with our marketing and events teams to deliver meaningful client experiences. ...
Posted
19 hours ago
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