300+ Investment Advisory Jobs - August 2026 - Urgent Hiring
Showing 307 jobs results for
"investment advisory"
Unit Trust Consultant ( Utc )
Undisclosed
+Additional Compensation
WFH • Fresh Graduates
- Joining us as a UTC enables you to contribute towards the betterment of your investors’ financial future. Take pride in this noble career by empowering lives one at a time.
- Analyzes clients' financial situations and risk tolerance to create suitable unit trust investment plans
- Build diversified portfolios and provide continous financial advice and portfolio monitoring
Be an early applicant!
Posted
3 days ago
Financial Solutions Advisor
MYR2,500 - MYR4,000 Per Month
KL City, WP Kuala Lumpur
Near Train Station
- 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. ...
Be an early applicant!
Posted
4 days ago
MYR3,000 - MYR5,000 Per Month
- Build your own client portfolio
- Provide takaful and financial planning solutions
- Generate new business opportunities ...
Be an early applicant!
Posted
7 days ago
MYR3,000 - MYR5,000 Per Month
- Build your own client portfolio
- Provide takaful and financial planning solutions
- Generate new business opportunities ...
Be an early applicant!
Posted
10 days ago
Chat Available
MYR3,000 - MYR5,000 Per Month
- Build your own client portfolio
- Provide takaful and financial planning solutions
- Generate new business opportunities ...
Be an early applicant!
Posted
10 days ago
MYR2,000 - MYR30,000 Per Month
KL City, WP Kuala Lumpur
Near Train Station
- Provide practical financial advice to clients.
- Deliver holistic and professional financial services and solutions to help clients achieve their short-term and long-term financial goals.
- Build and maintain strong, long-term client relationships while delivering a high standard of service. ...
Be an early applicant!
Posted
12 days ago
Undisclosed
Fresh Graduates
- Create financial awareness among clients, including retirement planning, children’s education planning, personal financial goals planning, marriage fund planning, and more
- Analyse investors’ financial status and provide suitable solutions to help them achieve their long-term financial goals through Public Mutual’s products
- Ensure investors’ satisfaction by providing ethical and professional financial advisory services at all times ...
Be an early applicant!
Posted
2 days ago
MYR3,000 - MYR5,000 Per Month
- Build your own client portfolio
- Provide takaful and financial planning solutions
- Generate new business opportunities ...
Be an early applicant!
Posted
7 days ago
MYR3,000 - MYR5,000 Per Month
- Build your own client portfolio
- Provide takaful and financial planning solutions
- Generate new business opportunities ...
Be an early applicant!
Posted
10 days ago
Chat Available
MYR2,500 - MYR9,000 Per Month
Hybrid • Fresh Graduates
Near Train Station
- Receive comprehensive training through Next Gen Academy, bootcamps, and workshops
- Be mentored directly by certified leaders through structured fieldwork
- Gain practical experience in financial planning, wealth management, and sales ...
Be an early applicant!
Posted
3 days ago
Chat Available
Undisclosed
WFH • Fresh Graduates
Near Train Station
- Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
- Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
- Relationship Building: Build and maintain long-term, trusted relationships with clients. ...
Be an early applicant!
Posted
4 days ago
Undisclosed
Fresh Graduates
- Create financial awareness among clients, including retirement planning, children’s education planning, personal financial goals planning, marriage fund planning, and more
- Analyse investors’ financial status and provide suitable solutions to help them achieve their long-term financial goals through Public Mutual’s products
- Ensure investors’ satisfaction by providing ethical and professional financial advisory services at all times ...
Be an early applicant!
Posted
a month ago
Chat Available
MYR1,000 - MYR2,500 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
- Marketing financial products to clients
- Help to plan and design a proper financial products according to clients needs
- Assist on risk management ...
Be an early applicant!
Posted
11 days ago
Undisclosed
Fresh Graduates
Near Train Station
- - Understand clients' financial needs, goals and protection priorities.
- - Provide suitable Islamic financial and Takaful protection solutions based on clients' needs.
- - Conduct basic financial needs analysis and protection reviews for clients. ...
Be an early applicant!
Posted
13 days ago
Undisclosed
Fresh Graduates
Near Train Station
- - Understand clients' financial needs, goals and protection priorities.
- - Provide suitable Islamic financial and Takaful protection solutions based on clients' needs.
- - Conduct basic financial needs analysis and protection reviews for clients. ...
Be an early applicant!
Posted
13 days ago
Undisclosed
Fresh Graduates
Near Train Station
- - Understand clients' financial needs, goals and protection priorities.
- - Provide suitable Islamic financial and Takaful protection solutions based on clients' needs.
- - Conduct basic financial needs analysis and protection reviews for clients. ...
Be an early applicant!
Posted
13 days ago
Undisclosed
Fresh Graduates
Near Train Station
- - Understand clients' financial needs, goals and protection priorities.
- - Provide suitable Islamic financial and Takaful protection solutions based on clients' needs.
- - Conduct basic financial needs analysis and protection reviews for clients. ...
Be an early applicant!
Posted
13 days ago
Chat Available
MYR3,000 - MYR5,000 Per Month
- Build your own client portfolio
- Provide takaful and financial planning solutions
- Generate new business opportunities ...
Be an early applicant!
Posted
10 days ago
Chat Available
MYR2,000 - MYR30,000 Per Month
George Town, Pulau Pinang
- Provide practical financial advice to clients.
- Deliver holistic and professional financial services and solutions to help clients achieve their short-term and long-term financial goals.
- Build and maintain strong, long-term client relationships while delivering a high standard of service. ...
Be an early applicant!
Posted
19 hours ago
Chat Available
Undisclosed
Fresh Graduates
Near Train Station
- - Understand clients' financial needs, goals and protection priorities.
- - Provide suitable Islamic financial and Takaful protection solutions based on clients' needs.
- - Conduct basic financial needs analysis and protection reviews for clients. ...
Be an early applicant!
Posted
13 days ago
Chat Available
Undisclosed
Fresh Graduates
Near Train Station
- - Understand clients' financial needs, goals and protection priorities.
- - Provide suitable Islamic financial and Takaful protection solutions based on clients' needs.
- - Conduct basic financial needs analysis and protection reviews for clients. ...
Be an early applicant!
Posted
13 days ago
Chat Available
Undisclosed
Fresh Graduates
Near Train Station
- - Understand clients' financial needs, goals and protection priorities.
- - Provide suitable Islamic financial and Takaful protection solutions based on clients' needs.
- - Conduct basic financial needs analysis and protection reviews for clients. ...
Be an early applicant!
Posted
13 days ago
Chat Available
Undisclosed
Fresh Graduates
Near Train Station
- - Understand clients' financial needs, goals and protection priorities.
- - Provide suitable Islamic financial and Takaful protection solutions based on clients' needs.
- - Conduct basic financial needs analysis and protection reviews for clients. ...
Be an early applicant!
Posted
13 days ago
Chat Available
MYR2,000 - MYR30,000 Per Month
KL City, WP Kuala Lumpur
Near Train Station
- Provide practical financial advice to clients.
- Deliver holistic and professional financial services and solutions to help clients achieve their short-term and long-term financial goals.
- Build and maintain strong, long-term client relationships while delivering a high standard of service. ...
Posted
4 days ago
Chat Available
MYR2,000 - MYR30,000 Per Month
- Provide practical financial advice to clients.
- Deliver holistic and professional financial services and solutions to help clients achieve their short-term and long-term financial goals.
- Build and maintain strong, long-term client relationships while delivering a high standard of service. ...
Be an early applicant!
Posted
18 hours ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
- Developing tailored financial plans that address clients' short-term and long-term financial needs
- Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Be an early applicant!
Posted
a month ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
- Developing tailored financial plans that address clients' short-term and long-term financial needs
- Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Be an early applicant!
Posted
a month ago
Chat Available
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
- Developing tailored financial plans that address clients' short-term and long-term financial needs
- Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Be an early applicant!
Posted
a month ago
Chat Available
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Conducting in-depth client assessments to understand their financial goals, risk tolerance, and investment preferences
- Developing tailored financial plans that address clients' short-term and long-term financial needs
- Recommending appropriate investment and insurance products to help clients achieve their financial objectives ...
Be an early applicant!
Posted
a month ago
Chat Available
Financial Solutions Advisor
MYR2,500 - MYR4,000 Per Month
+Additional Compensation
KL City, WP Kuala Lumpur
Near Train Station
- 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. ...
Posted
17 hours ago