300+ Investment Advisory Jobs - July 2026 - Urgent Hiring

Paparan 337 hasil carian kerja kosong untuk "investment advisory"
Jangan lepaskan peluang untuk kerja Investment Advisory terkini!
MYR2,000 - MYR4,000 Sebulan

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Promote and advise customers on suitable financial products and solutions based on their needs and financial goals.
  • Build and maintain strong relationships with new and existing customers.
  • Conduct sales activities through various channels, including referrals, networking, and customer engagement. ...

Jadilah pemohon terawal!

Posted
10 days ago
Boleh Sembang
Up to MYR10,000 Sebulan
Dekat Stesen Tren
  • Provide mortgage, loan and financial advises to offer best solution.
  • Establishing and maintaining strong customer relationship.
  • Close contacts with business partners. ...

Jadilah pemohon terawal!

Posted
a day ago
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Boleh Sembang
MYR2,500 - MYR4,000 Sebulan
+Pampasan Tambahan

KL City, WP Kuala Lumpur

Dekat Stesen Tren
  • Analyze clients' financial situations, including income, expenses, assets, and liabilities, to understand their financial goals and risk tolerance.
  • Develop personalized financial plans and investment strategies tailored to individual client needs, encompassing retirement planning, education savings, and wealth accumulation.
  • Provide expert advice on a range of financial products and services, including investments, insurance, mortgages, and other banking solutions, ensuring clients understand the features, benefits, and risks. ...
Financial Planning Investment Advisory
+8
Posted
2 days ago
Boleh Sembang
MYR4,000 - MYR10,000 Sebulan
Graduan Baru

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Support senior consultants in managing family office and wealth structuring engagements.
  • Assist in preparing client presentations, proposals, onboarding documents, and meeting materials.
  • Coordinate client onboarding, due diligence (KYC), and documentation processes. ...
Financial Planning Investment Management
+4
Posted
24 days ago
MYR2,000 - MYR8,000 Sebulan
+Pampasan Tambahan
Graduan Baru

40000 Shah Alam, Shah Alam

  • Develop and implement comprehensive financial plans for clients, aligning with their short-term and long-term goals.
  • Provide expert advice on Takaful products and other financial solutions, ensuring clients understand the benefits, features, and suitability for their specific needs and risk profiles.
  • Cultivate and maintain strong, long-term relationships with a diverse client base, acting as a trusted advisor and primary point of contact for all financial matters. ...
Verbal Communication Interpersonal skill
+8
Posted
9 days ago
MYR2,500 - MYR3,000 monthly
+Pampasan Tambahan
Dekat Stesen Tren
  • Initiate and manage sales calls with potential customers.
  • Understands income eligibility for personal,mortgage,and business loans.
  • Handle customer questions and offer financial advice. ...
Posted
3 months ago
MYR2,500 - MYR5,000 Sebulan
+Pampasan Tambahan
Graduan Baru
Dekat Stesen Tren
  • Understand clients' financial goals and life priorities
  • Provide personalised advice on insurance, savings, investments & will writing
  • Build and maintain long-term client relationships ...
Communication Interpersonal skill
+6

Jadilah pemohon terawal!

Posted
9 days ago
MYR2,500 - MYR5,000 Sebulan
+Pampasan Tambahan
Graduan Baru
Dekat Stesen Tren
  • Understand clients' financial goals and life priorities
  • Provide personalised advice on insurance, savings, investments & will writing
  • Build and maintain long-term client relationships ...
Communication Interpersonal skill
+6

Jadilah pemohon terawal!

Posted
9 days ago
Boleh Sembang
MYR2,000 - MYR2,500 Sebulan
+Pampasan Tambahan
Graduan Baru

KL City, WP Kuala Lumpur

Dekat Stesen Tren
  • Reach out to potential customers through calls and WhatsApp.
  • Introduce our financial solutions and understand customers' needs.
  • Generate qualified leads and schedule appointments for Financial Consultants. ...
Problem Solving Time Management
+2
Posted
14 days ago
Boleh Sembang
Up to MYR12,000 Sebulan
Graduan Baru
  • Develop and manage relationships with SMEs and corporate clients by promoting the company's financial and insurance solutions to achieve sales targets.
  • Identify and generate new business opportunities while building long-term partnerships with corporate clients.
  • Provide solutions related to Employee Medical BenefitsandGroup Insurance Programs. ...
Financial Planning Client Relationship Management
+1
Posted
17 days ago
MYR2,000 - MYR8,000 Sebulan
+Pampasan Tambahan
Graduan Baru

40000 Shah Alam, Shah Alam

  • Develop and implement comprehensive financial plans for clients, aligning with their short-term and long-term goals.
  • Provide expert advice on Takaful products and other financial solutions, ensuring clients understand the benefits, features, and suitability for their specific needs and risk profiles.
  • Cultivate and maintain strong, long-term relationships with a diverse client base, acting as a trusted advisor and primary point of contact for all financial matters. ...
Verbal Communication Interpersonal skill
+8
Posted
9 days ago
Boleh Sembang
MYR4,000 - MYR10,000 Sebulan
Graduan Baru

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Support senior consultants in managing family office and wealth structuring engagements.
  • Assist in preparing client presentations, proposals, onboarding documents, and meeting materials.
  • Coordinate client onboarding, due diligence (KYC), and documentation processes. ...
Financial Planning Investment Management
+4
Posted
24 days ago
MYR2,000 - MYR8,000 Sebulan
+Pampasan Tambahan
Graduan Baru

40000 Shah Alam, Shah Alam

  • Develop and implement comprehensive financial plans for clients, aligning with their short-term and long-term goals.
  • Provide expert advice on Takaful products and other financial solutions, ensuring clients understand the benefits, features, and suitability for their specific needs and risk profiles.
  • Cultivate and maintain strong, long-term relationships with a diverse client base, acting as a trusted advisor and primary point of contact for all financial matters. ...
Verbal Communication Interpersonal skill
+8
Posted
9 days ago
Boleh Sembang
MYR4,000 - MYR10,000 Sebulan
Graduan Baru

Bandar Kuala Lumpur, WP Kuala Lumpur

Dekat Stesen Tren
  • Support senior consultants in managing family office and wealth structuring engagements.
  • Assist in preparing client presentations, proposals, onboarding documents, and meeting materials.
  • Coordinate client onboarding, due diligence (KYC), and documentation processes. ...
Financial Planning Investment Management
+4
Posted
24 days ago
MYR2,500 - MYR3,000 monthly
+Pampasan Tambahan
Dekat Stesen Tren
  • Initiate and manage sales calls with potential customers.
  • Understands income eligibility for personal,mortgage,and business loans.
  • Handle customer questions and offer financial advice. ...
Posted
3 months ago
MYR2,500 - MYR3,000 monthly
+Pampasan Tambahan
Dekat Stesen Tren
  • Initiate and manage sales calls with potential customers.
  • Understands income eligibility for personal,mortgage,and business loans.
  • Handle customer questions and offer financial advice. ...
Posted
3 months ago
MYR2,500 - MYR3,000 monthly
+Pampasan Tambahan
Dekat Stesen Tren
  • Initiate and manage sales calls with potential customers.
  • Understands income eligibility for personal,mortgage,and business loans.
  • Handle customer questions and offer financial advice. ...
Posted
3 months ago
SGD1,500 - SGD1,500 Sebulan
Kerja di Rumah

Newton

  • Assist in developing comprehensive financial plans tailored to clients’ needs, including estate planning, tax strategies, and investment management.
  • Support in conducting of sales and meeting sales targets.
  • Support senior advisors by conducting research on market trends, securities law updates, and new investment opportunities. ...
Posted
7 days ago
SGD1,000 - SGD1,000 Sebulan

Singapore

  • Your role is to assist Senior Wealth and Financial Director in identifying market opportunities, prospecting and closing sales as well as analyze how investment products fit into a client’s long-term protection and legacy planning.Job Description
  • Investment Research & AnalysisAnalyze financial products to assess their risk-return profiles.Conduct fundamental and quantitative research on various financial assets.Monitor global market trends and summarize their impact on client portfolios.Perform competitor analysis and benchmarking of different investment products.
  • Portfolio Support & ReportingAssist in the preparation of financial and investment proposal decks and monthly portfolio performance reviews.Assist in preparing financial portfolio summaries that consolidate a client's existing portfolio, coverage gaps, and investment performance.Draft investment proposals tailored to specific life stages (e.g., education planning for children or retirement legacy).3. Client & Sales Operation ...
Posted
10 days ago
Undisclosed

Singapore

  • Lead the due diligence process of investment products (funds, ILPs, structured products) in full compliance with MAS FAA requirements, including but not limited to suitability standards and product assessment obligations.
  • Maintain and update the Approved Product List (APL) in accordance with MAS expectations for ongoing monitoring, product suitability, and advisory controls.
  • Ensure product documentation, due diligence files, and internal assessments are aligned with MAS Notices ...
Posted
a month ago

Professional Investment Advisory Services Pte Ltd

Undisclosed

Singapore

  • Conduct structured interviews and workshops with Branch Directors to uncover their leadership style, team culture, and core strengths
  • Facilitate brand discovery exercises to identify each branch's unique value proposition and the type of advisors they are best positioned to attract
  • Analyse and document findings in clear brand briefs for each participating branch ...
Posted
3 days ago
Undisclosed

Singapore

  • Financial Stability & Growth: Enjoy a Fixed Basic Salary (with CPF) plus attractive incentives and commissions.
  • Comprehensive Care: Full employee benefits to ensure you are well supported.
  • Accelerated Progression: Numerous opportunities for career advancement. ...
Posted
6 days ago

Professional Investment Advisory Services Pte Ltd

Undisclosed

Singapore

  • Post-Transaction Review Conduct BSC reviews of auditable transactions for each measurement quarter to ensure alignment with BSC standards and processes across entities
  • Client Engagement Perform BSC client call-backs, trigger/send/review client survey forms, and follow up on service recovery rectifications to ensure timely completion
  • Adviser & Branch Support Provide guidance to Financial Adviser Representatives and Branches on BSC-related matters, ensuring clarity and compliance ...
Posted
7 days ago

Professional Investment Advisory Services Pte Ltd

Undisclosed

Singapore

  • Elite Leadership: You will be personally developed under the mentorship framework of Edy Hartono, B.Eng, CFP, IBF Fellow (Senior Financial Services Director and former President of the Financial Planning Association of Singapore). Edy is highly passionate about building a professional team culture focused on strong ethics and sustainable growth.
  • Validated Success Engine: Under Edy's leadership, Polaris Advisory Branch 1 has consistently produced top-tier industry achievers, including MDRT, COT, and TOT qualifiers. You aren't guessing what works; you are plugging into a proven blueprint.
  • The Power of an Open Platform (PIAS): Backed by Professional Investment Advisory Services Pte Ltd (PIAS)—a pioneering, MAS-licensed firm with 25 years of heritage—you will have open-architecture access to market-wide solutions. You can genuinely put your client's needs first across savings, investments, protection, and retirement. ...
Posted
8 days ago

Professional Investment Advisory Services Pte Ltd

Undisclosed

Singapore

  • Oversee the preparation, maintenance and distribution of regular sales performance reports, including Annual Awards, MDRT qualification, Gross Revenue, financing schemes and incentive eligibility.
  • Manage the annual administration of MDRT matters, including
  • Verification and maintenance of supporting documents ...
Posted
10 days ago

Professional Investment Advisory Services Pte Ltd

Undisclosed

Singapore

  • Strong team management and leadership skills, with experience overseeing sales or advisory teams.
  • Excellent communication skills, including the ability to convey complex financial information clearly and build rapport with diverse stakeholders.
  • Proven customer service skills, with a commitment to delivering high-quality client experiences and maintaining long-term relationships. ...
Posted
12 days ago

Professional Investment Advisory Services Pte Ltd

Undisclosed

Singapore

  • Oversee the preparation, maintenance and distribution of regular sales performance reports, including Annual Awards, MDRT qualification, Gross Revenue, financing schemes and incentive eligibility.
  • Manage the annual administration of MDRT matters, including
  • Verification and maintenance of supporting documents ...
Posted
13 days ago

Professional Investment Advisory Services Pte Ltd

Undisclosed

Singapore

  • Support the identification and analysis of training needs arising from regulatory and compliance requirements for both new and existing representatives
  • Assist in assessing competency gaps and learning requirements across adviser segments
  • Gather feedback and training data to support continuous improvement initiatives ...
Posted
13 days ago

PROFESSIONAL INVESTMENT ADVISORY SERVICES (PIAS)

SGD3,000 - SGD15,000 Sebulan
Kerja di Rumah

Singapore

  • Provide holistic financial planning advice across protection, investments, retirement, CPF strategies, wealth structuring, education planning, and related advisory areas
  • Deepen existing client relationships through professional review, analysis, and long-term planning conversations
  • Broaden your advisory capabilities beyond product-specific recommendations ...
Posted
22 days ago

Professional Investment Advisory Services Pte Ltd

Undisclosed

Singapore

  • Post-Transaction Review Conduct BSC reviews of auditable transactions for each measurement quarter to ensure alignment with BSC standards and processes across entities
  • Client Engagement Perform BSC client call-backs, trigger/send/review client survey forms, and follow up on service recovery rectifications to ensure timely completion
  • Adviser & Branch Support Provide guidance to Financial Adviser Representatives and Branches on BSC-related matters, ensuring clarity and compliance ...
Posted
21 days ago