100+ Financial Planner Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl
Showing 154 jobs results for
"financial planner"
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PERSOL SINGAPORE PTE. LTD.
SGD5,000 - SGD5,000 Per Month
Singapore
- Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
- Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
- Conclude sales through referrals from colleagues. ...
Posted
a month ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Achieve individual sales and performance targets.
- Ensure all advisory and sales activities comply with MAS regulations and company policies.
- Stay updated on product knowledge and market developments. ...
Posted
a month ago
SGD1,500 - SGD3,500 Per Month
Downtown Core
- Needs Analysis: Conduct comprehensive financial reviews to identify client goals and recommend tailored "Protection First" solutions.
- Relationship Management: Provide continuous support, ensuring clients remain confident in their financial journey.
- Financial Stability: A basic allowance of up to $1,500/month plus uncapped commissions. ...
Posted
a month ago
Undisclosed
Hong Kong
- Candidates must be permitted to work in Hong Kong*
Posted
a month ago
Undisclosed
Singapore
- Collaborate with cross-functional teams to ensure seamless delivery of end-to-end wealth management solutions
- Stay up-to-date with industry trends, regulations and best practices to enhance the client experience
- Minimum 3-5 years of experience in investment management or a related field within the financial services industry, worry not if you do not have experience cause we can train you ...
Posted
21 days ago
MYR3,000 - MYR10,000 Per Month
- Good interpersonal skills
- Sales and Marketing
- Recruiting new team members ...
Posted
3 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Build and maintain long-term client relationships through ongoing reviews.
- Keep up to date with market trends and industry developments.
- Participate in structured training, coaching, and professional development programmes. ...
Posted
3 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- - Provide integrated solutions for wealth management and planning
- Develop long-term financial plans:
- - Work with clients to set and achieve long-term financial goals ...
Posted
3 days ago
Undisclosed
Singapore
- Cultivate new business opportunities for fiduciary and corporate services by connecting with external partners and market intermediaries.
- Enhance the visibility and positioning of the Group’s wealth planning proposition across key client segments.
- Identify opportunities to promote complementary products and services across the Group. ...
Posted
3 days ago
Gravitas Recruitment Group (Global) Ltd
Undisclosed
Singapore
- .Business Growth: Partner with RMs to drive AUM and MIS product acquisition. This includes leading client meetings, crafting compelling investment proposals, and participating in marketing initiatives to deepen client relationships
- .Collaboration & Compliance: Work closely with internal Markets & Investment (MIS) teams to align on campaigns. Maintain strict adherence to all legal, regulatory, and internal compliance requirements, ensuring that all advice is rendered with a disciplined risk-controlled approach
- s.Experience: Minimum 10-15 years of working experience in similar capaci ...
Posted
3 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Expand your client base through referrals, networking, and personalised consultations.
- Provide post-sales support and regular policy reviews to ensure continued client satisfaction.
- Diploma / Degree holders (any discipline welcome) ...
Posted
4 days ago
Agensi Pekerjaan Alpha Alliance Sdn Bhd
Undisclosed
- Generate sales leads through networking adn referrals
- Achieve monthly sales target and business objectives.
- Ensure compliance with company and regulatory requitement. ...
Posted
5 days ago
Undisclosed
Singapore
- Motivation to learn financial advisory processes and regulatory compliance requirements.
- Currently pursuing or completed a degree in Finance, Economics, Business, or a related discipline.
- Familiarity with financial tools and software is advantageous. ...
Posted
5 days ago
MYR3,000 - MYR10,000 Per Month
- Good interpersonal skills
- Sales and Marketing
- Recruiting new team members ...
Posted
6 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- - Provide integrated solutions for wealth management and planning
- Develop long-term financial plans:
- - Work with clients to set and achieve long-term financial goals ...
Posted
6 days ago
Undisclosed
KL City
- Immediate joiners are welcome to apply.
- SPM and diploma with inbound and outbound banking sales experience can apply.
- Customer Service Experience. ...
Posted
7 days ago
PayNet (Payments Network Malaysia)
Undisclosed
KL City
- The organisation needs finance specialist who can partner effectively with divisions, challenge assumptionsm and translate number into practical business choices.
- Deliver planning, forecasting, and performance insight for assigned divisions, business areas, products, or initiatives.
- Act as a trusted finance partner to divisional stakeholders, helping them understand financial implications and decision trade-offs. ...
Posted
7 days ago
Undisclosed
Singapore
- If you’re someone who is driven, open to learning, and wants a career where your income and progression are directly tied to your efforts, this could be a path worth exploring.
- What you’ll get:
- → 1-to-1 mentorship & coaching ...
Posted
7 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Be ethical and trustworthy, maintaining at all times a high standard of integrity
- Be enterprising and industrious with a desire to establish a professional practice in wealth advisory and consulting
- Be a strategic thinker and problem solver with good interpersonal and relationship management skills ...
Posted
7 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- You grow in a focused team — without corporate politics
- Local Diploma and above
- Individuals seeking autonomy and uncapped income ...
Posted
7 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- - Provide integrated solutions for wealth management and planning
- Develop long-term financial plans:
- - Work with clients to set and achieve long-term financial goals ...
Posted
7 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- - Provide integrated solutions for wealth management and planning
- Develop long-term financial plans:
- - Work with clients to set and achieve long-term financial goals ...
Posted
8 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Expand your client base through referrals, networking, and personalised consultations.
- Provide post-sales support and regular policy reviews to ensure continued client satisfaction.
- Diploma / Degree holders (any discipline welcome) ...
Posted
9 days ago
Undisclosed
Singapore
- Milestone Wealth Management
- Role Description
- This is a full-time hybrid role for a Financial Advisor based in Singapore, with flexibility for remote work. The Financial Advisor will be responsible for providing personalized financial advice to clients, including financial planning, retirement planning, investment strategies, and wealth management. Daily tasks include assessing client goals, recommending tailored financial solutions, and staying updated on market trends and product offerings to ensure high-quality advice. The role also involves building and maintaining long-term client relationships to support financial growth and security. ...
Posted
9 days ago
SGD4,000 - SGD5,000 Per Month
WFH
Singapore
- Recommend suitable financial solutions based on clients' needs and objectives
- Monitor clients' financial progress and provide ongoing support
- Develop and expand your client network through referrals, networking, and business development activities ...
Posted
9 days ago
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