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Financial Advisory Jobs in Federal Territory - October 2026 - Urgent Hiring
Showing 5 jobs results for
"financial advisory"
in Federal Territory
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Undisclosed
KL City
- Relationship Managers (RM) Briefing - Provide assigned RMs/branches/region with market updates and guidance on investment strategies (in line with the house views) as well as updates on changes to investment advisory processes.
- RM Coaching - Engage RMs proactively in discussions about advisory process, product and idea generation by interacting closely with the RMs, customers to ensure RMs are fully skilled to provide product and portfolio advice to their customers.
- Product and Service Briefing – Explain product and service features and market trends and news flow. Also provide market information such as new issue announcements and updates, new product presentation commentary to ensure RMs are fully up to date with all products. ...
Posted
13 hours ago
Undisclosed
KL City
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
11 days ago
Undisclosed
KL City
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
a month ago
Undisclosed
KL City
- Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
- To actively cross selling Banking/Financial products.
- Assess/evaluate and propose credit applications diligently. ...
Posted
a month ago
Undisclosed
KL City
- Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
- To actively cross selling Banking/Financial products.
- Assess/evaluate and propose credit applications diligently. ...
Posted
9 days ago
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