144 Investment Advisor jobs in Malaysia

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs. Job Summary As an Investment Advisor, you’ll be responsible in providing comprehensive support to Relationship Manager in delivering tailored wealth solutions to high net worth clients, this includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing strategic allocation proposals and contributing to overall Assets Under Management (AUM) growth. Work to achieve business strategy and financial budget in terms of revenue targets and Assets Under Management (AUM) growth. Work to ideate and communicate house views on market outlook and actionable ideas and product solutions. Ensure daily morning huddle at branches to brief current market direction and investment solutions Manage clients’ investment through frequent and consistent portfolio review and advic Business Ensure proper and timely training for frontline prior to product/campaign launch. Work closely with distribution channels to provide coaching and improve frontline sales competenc Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force Our Ideal Candidate Bachelor Degree in Business Marketing/Finance/Economics & equivalent, CFP/CFA candidates or charter holders are added advantage. Preferred level of Experience: Minimum 5 years’ experience and 3 years in Marketing, Sales and Investors Advisory. Must be able to travel for conducting business. Self-motivated team player who is able to work under pressure and have high attention to detail. Good communication and interpersonal skills Role Specific Technical Competencies Portfolio Theory Asset Allocation Market Knowledge About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills,global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Provider Description Enabled SAP as service provider "route" is used for session stickiness "careerSiteCompanyId" is used to send the request to the correct data centre "JSESSIONID" is placed on the visitor's device during the session so the server can identify the visitor Provider Description Enabled LinkedIn

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Job Summary

About Wealth and Retail Banking

Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.

Job Summary

As an Investment Advisor, you’ll be responsible in providing comprehensive support to Relationship Manager in delivering tailored wealth solutions to high net worth clients, this includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing strategic allocation proposals and contributing to overall Assets Under Management (AUM) growth.

Strategy

• Work to achieve business strategy and financial budget in terms of revenue targets and Assets Under Management (AUM) growth.
• Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.
• Ensure daily morning huddle at branches to brief current market direction and investment solutions
• Manage clients’ investment through frequent and consistent portfolio review and advic

Business

• Ensure proper and timely training for frontline prior to product/campaign launch.
• Work closely with distribution channels to provide coaching and improve frontline sales competency

Risk Management

• Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms
• Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force

Our Ideal Candidate

• Bachelor Degree in Business Marketing/Finance/Economics & equivalent, CFP/CFA candidates or charter holders are added advantage.
• Professional Accreditation: FIMM (Federation of Investment Manager Malaysia), IPPC (Investor Protection Professional Certification), PKMC (Pasaran Kewangan Malaysia Certificate)
• Preferred level of Experience: Minimum 5 years’ experience and 3 years in Marketing, Sales and Investors Advisory.
• Must be able to travel for conducting business.
• Self-motivated team player who is able to work under pressure and have high attention to detail.
• Good communication and interpersonal skills

Role Specific Technical Competencies

• Portfolio Theory
• Asset Allocation
• Market Knowledge

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills,global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

#J-18808-Ljbffr

Job Summary

About Wealth and Retail Banking Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs. Job Summary As an Investment Advisor, you’ll be responsible in providing comprehensive support to Relationship Manager in delivering tailored wealth solutions to high net worth clients, this includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing strategic allocation proposals and contributing to overall Assets Under Management (AUM) growth. Strategy Work to achieve business strategy and financial budget in terms of revenue targets and Assets Under Management (AUM) growth. Work to ideate and communicate house views on market outlook and actionable ideas and product solutions. Ensure daily morning huddle at branches to brief current market direction and investment solutions Manage clients’ investment through frequent and consistent portfolio review and advic Business Ensure proper and timely training for frontline prior to product/campaign launch. Work closely with distribution channels to provide coaching and improve frontline sales competency Risk Management Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force Our Ideal Candidate Bachelor Degree in Business Marketing/Finance/Economics & equivalent, CFP/CFA candidates or charter holders are added advantage. Professional Accreditation: FIMM (Federation of Investment Manager Malaysia), IPPC (Investor Protection Professional Certification), PKMC (Pasaran Kewangan Malaysia Certificate) Preferred level of Experience: Minimum 5 years’ experience and 3 years in Marketing, Sales and Investors Advisory. Must be able to travel for conducting business. Self-motivated team player who is able to work under pressure and have high attention to detail. Good communication and interpersonal skills Role Specific Technical Competencies Portfolio Theory Asset Allocation Market Knowledge About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills,global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

#J-18808-Ljbffr

Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Title: Investment Advisor for Johor Bahru

37362 Retail Banking Regular Employee Office - Full Time 21 Aug 2025 About Wealth and Retail Banking Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs. Job Summary As an Investment Advisor, you’ll be responsible in providing comprehensive support to Relationship Manager in delivering tailored wealth solutions to high net worth clients, this includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing strategic allocation proposals and contributing to overall Assets Under Management (AUM) growth. Work to achieve business strategy and financial budget in terms of revenue targets and Assets Under Management (AUM) growth. Work to ideate and communicate house views on market outlook and actionable ideas and product solutions. Ensure daily morning huddle at branches to brief current market direction and investment solutions Manage clients’ investment through frequent and consistent portfolio review and advic Business Ensure proper and timely training for frontline prior to product/campaign launch. Work closely with distribution channels to provide coaching and improve frontline sales competency Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force Our Ideal Candidate Bachelor Degree in Business Marketing/Finance/Economics & equivalent, CFP/CFA candidates or charter holders are added advantage. Preferred level of Experience: Minimum 5 years’ experience and 3 years in Marketing, Sales and Investors Advisory. Must be able to travel for conducting business. Self-motivated team player who is able to work under pressure and have high attention to detail. Good communication and interpersonal skills Role Specific Technical Competencies Portfolio Theory Asset Allocation Market Knowledge About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills,global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Provider Description Enabled SAP as service provider "route" is used for session stickiness "careerSiteCompanyId" is used to send the request to the correct data centre "JSESSIONID" is placed on the visitor's device during the session so the server can identify the visitor Provider Description Enabled LinkedIn

#J-18808-Ljbffr

Exciting Career with Malaysia's Top Bank – Nationwide Opportunities!

Job Highlights:

Full-Time Employment Placement with Bank.

Basic Salary + Commission + Incentive + Bonuses

Attractive remuneration scheme (sales incentive, bonuses, incentive trip)

Annual leave, unlimited medical and insurance coverage

Professional Training and Career Growth.

Job Responsibilities:

Understanding customer's financial needs and concerns.

Provide right consultation to client's financial needs and other wealth products.

Focus on the walk-in customers and tap on into the bank’s database to promote banking products to the clients.

Job Requirements:

Fresh Graduates are welcome to apply.

Minimum SPM with 5 passes , preferably Diploma or Degree .

Preferably 1 to 3 years of experience in sales.

Unlock job insights

Salary match Number of applicants Skills match

Human Resources & Recruitment 11-50 employees

We are a Professional Recruitment Company based at Bangsar South. We have over 40 years of experience in the recruitment industries and have placed countless positions with our Clients. We are in search of the right talents who are passionate and aspire to be their best at what they do for our clients.

We are a Professional Recruitment Company based at Bangsar South. We have over 40 years of experience in the recruitment industries and have placed countless positions with our Clients. We are in search of the right talents who are passionate and aspire to be their best at what they do for our clients.

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.

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This job is an Operations Manager in investment management. You might like this job because you'll streamline processes, lead projects, and mentor a team, all while ensuring our financial operations run smoothly and efficiently!

As an Operations Manager, you will play a key role in the day-to-day operational processes supporting investment management activities. This role requires a strong understanding of back- and middle-office functions and the ability to collaborate across departments including finance, compliance, technology, and investment teams.

• Lead and coordinate the end-to-end onboarding process with custodians and clients - ensuring every account is opened seamlessly, every interaction professional, and every expectation exceeded.
• Oversee and execute accurate, timely cash and security transfers, keeping our financial operations frictionless and dependable.
• Manage daily trade and position reconciliations, swiftly spotting discrepancies and resolving them with precision and confidence.
• Partner with finance and fund administration teams on NAV calculations, performance attribution, and financial reporting - ensuring our numbers always tell the right story.
• Constantly challenge the status quo. Identify inefficiencies and bring fresh ideas to life through smart process improvements and automation.
• Be a key player in cross-functional projects, from tech upgrades to regulatory rollouts.
• Collaborate with our tech team to shape internal tools, automate workflows, and protect data integrity across systems.
• Guide, mentor, and uplift junior team members—fostering a culture of collaboration, ownership, and excellence.

Job Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, Engineering or equivalent.
• 3–5 years of relevant experience in an operations or middle-office role within the asset management or financial services industry.
• Proficient in Microsoft Excel (pivot tables, advanced formulas, lookups, etc.).
• Experience with VBA for process automation is preferred.
• Familiarity with RPA tools (e.g., UiPath, Blue Prism) is preferred.
• Strong understanding of fund structures (mutual funds, ETFs) and have a working knowledge of various asset classes including equities, fixed income, and alternatives.
• Analytical, resourceful, and meticulous - with a knack for solving problems others might overlook.
• Communicate clearly, confidently, and can simplify the complex when needed.
• Work well both independently and in team settings - capable of juggling multiple priorities without breaking a sweat.

Hiredly X, the headhunting team of Hiredly, makes headhunting accessible and affordable for every employer, no matter the size or industry.We help employers screen and source the best candidates through exclusive access to our job portal database.Assisted with AI, we make the headhunting process fast and accurate, allowing us to be competitive with our fees. #J-18808-Ljbffr

This job is an Operations Manager in investment management. You might like this job because you'll streamline processes, lead projects, and mentor a team, all while ensuring our financial operations run smoothly and efficiently! As an Operations Manager, you will play a key role in the day-to-day operational processes supporting investment management activities. This role requires a strong understanding of back- and middle-office functions and the ability to collaborate across departments including finance, compliance, technology, and investment teams. Lead and coordinate the end-to-end onboarding process with custodians and clients - ensuring every account is opened seamlessly, every interaction professional, and every expectation exceeded. Oversee and execute accurate, timely cash and security transfers, keeping our financial operations frictionless and dependable. Manage daily trade and position reconciliations, swiftly spotting discrepancies and resolving them with precision and confidence. Partner with finance and fund administration teams on NAV calculations, performance attribution, and financial reporting - ensuring our numbers always tell the right story. Constantly challenge the status quo. Identify inefficiencies and bring fresh ideas to life through smart process improvements and automation. Be a key player in cross-functional projects, from tech upgrades to regulatory rollouts. Collaborate with our tech team to shape internal tools, automate workflows, and protect data integrity across systems. Guide, mentor, and uplift junior team members—fostering a culture of collaboration, ownership, and excellence. Job Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, Engineering or equivalent. 3–5 years of relevant experience in an operations or middle-office role within the asset management or financial services industry. Proficient in Microsoft Excel (pivot tables, advanced formulas, lookups, etc.). Experience with VBA for process automation is preferred. Familiarity with RPA tools (e.g., UiPath, Blue Prism) is preferred. Strong understanding of fund structures (mutual funds, ETFs) and have a working knowledge of various asset classes including equities, fixed income, and alternatives. Analytical, resourceful, and meticulous - with a knack for solving problems others might overlook. Communicate clearly, confidently, and can simplify the complex when needed. Work well both independently and in team settings - capable of juggling multiple priorities without breaking a sweat. Hiredly X, the headhunting team of Hiredly, makes headhunting accessible and affordable for every employer, no matter the size or industry.We help employers screen and source the best candidates through exclusive access to our job portal database.Assisted with AI, we make the headhunting process fast and accurate, allowing us to be competitive with our fees. #J-18808-Ljbffr

Job Summary

Generates insights into a specific area of expertise (macro, markets, asset classes, regulatory etc.) based on data analysis. Articulates clear and actionable conclusions out of complex data sets.

Job Functions

• Retains and documents data analyses according to company’s policy
• Keeps abreast of latest and relevant advancements in area of expertise and in analysis tools

Job Accountabilities - Key Accountabilities

• Provides holistic objective interpretation of and conclusions from data, indicating solution options
• Masters analysis tools available in the industry
• Answers management’s data insights requests on their area of expertise
• Provides data & insights to management to enable analysis of potential issues
• Abides to quality standards of analysis and contributes in their collective definition
• Collaborates and supports local businesses on such standards and best practices
• Assesses the format, produces and enables reporting to effectively communicate insights.
• Proactively seeks information and network among peers, managers, experts across organizations and departments. Enables flow of information across co-workers and functions
• Explores, understands data, collects and combines data from different sources, compares and contrasts data to identify irregularities or patterns

Job Qualifications

Required:

• Bachelor's degree and 5 or more years of experience in the Investment Analysis area.

Preferred:

• Experience in working in financial sector is a strong advantage.
• CFA or equivalent qualification is an advantage.
• Strong analytical and planning skills.
• Ability to effectively manage changing priorities.
• Strong written and verbal communication skills.
• Capable of understanding and managing the investment related ad hoc tasks and projects.
• Capable of providing meaningful analysis related to the investment management.
• Ability to enhance efficiency.

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Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert:

Select how often (in days) to receive an alert:

Generates insights into a specific area of expertise (macro, markets, asset classes, regulatory etc.) based on data analysis. Articulates clear and actionable conclusions out of complex data sets.

Job Functions

• Retains and documents data analyses according to company’s policy
• Keeps abreast of latest and relevant advancements in area of expertise and in analysis tools

Job Accountabilities - Key Accountabilities

• Provides holistic objective interpretation of and conclusions from data, indicating solution options
• Masters analysis tools available in the industry
• Answers management’s data insights requests on their area of expertise
• Provides data & insights to management to enable analysis of potential issues
• Abides to quality standards of analysis and contributes in their collective definition
• Collaborates and supports local businesses on such standards and best practices
• Assesses the format, produces and enables reporting to effectively communicate insights.
• Proactively seeks information and network among peers, managers, experts across organizations and departments. Enables flow of information across co-workers and functions
• Explores, understands data, collects and combines data from different sources, compares and contrasts data to identify irregularities or patterns

Job Qualifications

Required:

• Bachelor's degree and 5 or more years of experience in the Investment Analysis area.

Preferred:

• Experience in working in financial sector is a strong advantage.
• CFA or equivalent qualification is an advantage.
• Strong analytical and planning skills.
• Ability to effectively manage changing priorities.
• Strong written and verbal communication skills.
• Capable of understanding and managing the investment related ad hoc tasks and projects.
• Capable of providing meaningful analysis related to the investment management.

#J-18808-Ljbffr