100+ Financial Planner Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl
Showing 196 jobs results for
"financial planner"
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Job "financial planner"
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SGD2,000 - SGD2,000 Per Month
Singapore
- Educate clients on a range of financial products and services.
- Build and maintain strong client relationships through regular communication and follow-ups.
- Stay informed about investment trends, industry trends, regulations, and best practices. ...
Posted
22 days ago
SGD3,500 - SGD3,500 Per Month
Singapore
- A long‑term career runway with the freedom to scale your business at your own pace.
- Holistic training and development, including real case studies, product workshops, and ongoing mentorship.
- Access to a wide suite of solutions, enabling you to craft bespoke strategies for affluent and HNW clients. ...
Posted
22 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Build long-term client relationships
- Provide regular portfolio reviews and updates
- Recommend suitable solutions including: ...
Posted
22 days ago
SGD9,000 - SGD12,000 Per Month
WFH
Singapore
- Deputy Peer Wealth Planner
- Responsibilities
- – Working closely with the Client Services teams in order to provide guidance on complex trust structures, portfolio restructures and the preparation of technical correspondence. ...
Posted
22 days ago
Undisclosed
Singapore
- Preparation of trust-related documents for setting-up new fiduciary structures and
- implementing changes in the existing fiduciary structures in close collaboration with relevant Wealth Planning team members group-wide
- Liaising with client advisors (including lawyers, accountants and other advisors) in relation to client matters / structures, and reviewing / implementing written advice provided ...
Posted
22 days ago
MYR3,000 - MYR10,000 Per Month
Damansara Utama
- Good interpersonal skills
- Sales and Marketing
- Recruiting new team members ...
Posted
22 days ago
Promiseland Advisory
Undisclosed
- Employment Type: Full-Time
- Internship
- Fresh Graduates Welcome ...
Posted
23 days ago
Undisclosed
- Fresh Graduates Welcome
- About the Role
- We are looking for individuals who enjoy working with people and helping them make better financial decisions. ...
Posted
23 days ago
Investment Consultant (Welcome IC and RM candidates) Investment Consultant (Welcome IC and RM candidates)
PI Business Consulting Ltd
SGD2,800 - SGD2,800 Per Month
Singapore
- Providing businesses and individuals with sound advice regarding their financial planning and investments. Their duties include meeting with clients to establish their needs and obtain financial statements, using financial statements and legislation to develop financial plans to maximize profitability or reduce debts and researching investment opportunities for clients.
- Leading organisation in the industry, by providing professional & ethical financial services to impact lives. We are committed to value-add & grow with synergy; and to constantly seek personal growth, so as to realised the potential of individuals into MDRT whole persons
- Comprehensive training program (no experience needed) 1-to-1 mentorship from experienced leaders Attractive income structure + performance bonuses Clear career progression pathway Flexible working environment ...
Posted
23 days ago
Dormont Manufacturing Co
Undisclosed
Hong Kong
- Leading detailed financial and commercial analysis of businesses to identify key issues, challenges, opportunities and risks in financial advisory mandates.
- Taking a lead role in progressing Hong Kong and cross‑border insolvencies including receiverships, court liquidations and voluntary wind‑downs.
- Presenting findings clearly in client / court reports. ...
Posted
8 days ago
SGD3,000 - SGD4,000 Per Month
WFH
Alexandra
- About Straits Legacy Planners
- We're a group of agency units of Prudential Singapore. Our agency unit is built on one idea - that the way people view financial planning to be more honest, creative and timeless.
- At Straits Legacy Planners, we bring together individuals who value craftmanship in the provision of financial advice, clarity in financial planning, and sincerity in building relationships with clients. ...
Posted
24 days ago
Undisclosed
- To be responsible in updating Material Shortage Report, advise quantity order request and work closely with Buyer for raw material delivery date.
- To be responsible in issuing Material Issue Note ( MIN ) to Warehouse for preparing material for Production.
- To ensure work orders are completed in a timely, accurate manner. Monitor materials fulfillment and WIP utilization. ...
Posted
24 days ago
SGD3,000 - SGD5,000 Per Month
WFH
Downtown Core
- Growth Opportunities: Our unique approach has led to significant growth in our salesforce, and we want you to be part of it!
- Engage Prospects: Connect with leads through multiple channels to generate new sales opportunities.
- Understand Client Needs: Identify clients’ financial goals and recommend tailored solutions. ...
Posted
24 days ago
SGD4,000 - SGD5,500 Per Month
Singapore
- Develop and maintain investment policy statements and portfolio strategies aligned with clients’ goals.
- Deliver timely investment ideas, trade recommendations and market updates to Relationship Managers and clients.
- Support the buying and selling of securities in client accounts in line with approved investment strategies and objectives. ...
Posted
24 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
25 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
25 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
25 days ago
Undisclosed
- To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services.
- To proactively manage and build long term customer relationship.
- To provide good after-sales and conduct sales visits to potential customers within the vicinity. ...
Posted
25 days ago
MYR2,000 - MYR10,100 Per Month
- Basic komisyen bermula RM2,000-RM10,000
- Kerja dan masa fleksibel
- Komisyen di bayar 2x sebulan selama 6 tahun ...
Posted
a month ago
MYR2,000 - MYR10,100 Per Month
- Basic komisyen bermula RM2,000-RM10,000
- Kerja dan masa fleksibel
- Komisyen di bayar 2x sebulan selama 6 tahun ...
Posted
a month ago
MYR2,000 - MYR10,100 Per Month
- Basic komisyen bermula RM2,000-RM10,000
- Kerja dan masa fleksibel
- Komisyen di bayar 2x sebulan selama 6 tahun ...
Posted
a month ago
MYR2,000 - MYR10,100 Per Month
- Basic komisyen bermula RM2,000-RM10,000
- Kerja dan masa fleksibel
- Komisyen di bayar 2x sebulan selama 6 tahun ...
Posted
a month ago
Undisclosed
Singapore
- To offer Medical Social Worker assistance if patient express financial difficulties.
- To follow up on pending cases for financial counseling.
- To monitor and follow-up for ID documents, MT Consent Form, Letter of Guarantees, Medisave Authorization Form on innight patients. ...
Posted
a month ago
MYR3,000 - MYR4,500 Per Month
KL City
- To build relationships with bank customers and strengthen rapport for subsequent up-selling
- Engage in sales and marketing event at the bank to acquire new customer.
- Provide follow up on the policy servicing services to customer, i.e. payment mode, change in plans, trustee appointment, top-ups. ...
Posted
a month ago
MYR3,000 - MYR10,000 Per Month
KL City
- Good interpersonal skills
- Sales and Marketing
- Recruiting new team members ...
Posted
a month ago
MYR2,000 - MYR2,000 Per Month
- Coordinating and participating in events and trade shows to promote the company's products and services
- Analysing marketing data and reporting on the effectiveness of campaigns
- Providing support to the sales team by generating leads and supporting client relationships ...
Posted
a month ago
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