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200+ Financial Planner Jobs in Malaysia | Job Vacancies | August 2026 | Ricebowl
Showing 270 jobs results for
"financial planner"
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Manage Alert
SGD3,000 - SGD10,000 Per Month
Singapore
- We are seeking a proactive Financial Consultant/ Manager to drive advisory solutions across both corporate (B2B) and individual (B2C) clients. You will deliver integrated strategies covering General Insurance and comprehensive Wealth Management Planning.
- Key Responsibilities
- B2B Advisory: Advise SME and corporate clients on commercial insurance (property, liability, keyman insurance, employee benefits, group medical, and business continuity planning). ...
Posted
3 days ago
SGD15,000 - SGD23,000 Per Month
Outram
- Facilitates introductions and referrals to approved external advisors and partners, trustee providers and onshore BDO trustees, in accordance with the Bank's policies, procedures and applicable regulatory requirements.
- Develops thought leadership and planning ideas, staying updated on regulatory, tax, and market developments relevant to wealth planning and philanthropy.
- Develops relevant client marketing pitch decks and internal training materials. ...
Posted
3 days ago
Undisclosed
Singapore
- Relevant professional certifications or licensing in financial advisory or insurance as required by Singapore regulations.
- Excellent analytical, numerical, and problem-solving abilities, with attention to detail and adherence to compliance standards.
- Clear and confident communication skills, with the ability to present complex information in an accessible and empathetic manner. ...
Posted
4 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
5 days ago
Undisclosed
KL City
- Excellent interpersonal and communication skills to build trust, explain complex financial concepts clearly, and maintain client relationships.
- Analytical and problem-solving abilities, with attention to detail and sound judgment in recommending solutions.
- Ability to work in an on-site, client-facing environment in WP. Kuala Lumpur, with strong time management and organizational skills. ...
Posted
5 days ago
Undisclosed
KL City
- Candidates should possess effective communication and interpersonal skills to explain complex concepts clearly and engage diverse clients.
- Candidates should possess strong analytical abilities, attention to detail, and the capacity to work independently in a remote environment.
- Relevant certifications or licenses in financial services or Takaful, and prior experience in financial advising or insurance, are beneficial. ...
Posted
5 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Contribute to the development of sales policies, procedures and training programmes to drive continuous improvement
- Minimum A Level / Local Full Time Polytechnic Diploma/ Private Diploma with more than 2 years duration / Bachelor/ Master’s Degree
- CMFAS Certified preferred. ...
Posted
6 days ago
SGD9,000 - SGD9,000 Per Month
Singapore
- Drive awareness and adoption of wealth preservation, legacy planning, and protection solutions.
- Consistently update clients on the latest market trends and information regarding their portfolio
- Ensure all business activities comply with regulatory and internal governance requirements. ...
Posted
6 days ago
MYR1,607.75 - MYR6,975.38 Per Month
- Advise clients on takaful, protection and financial planning solutions to support long-term financial security.
- Develop and manage a prospect pipeline through networking, referrals, cold calling and other business development activities.
- Conduct client reviews regularly to ensure existing financial plans remain aligned with clients’ changing needs and financial goals. ...
Posted
8 days ago
Undisclosed
Singapore
- Relevant academic background in finance, business, economics, or related fields; professional certifications (e.g., CMFAS, CFP, ChFC) are an advantage.
- Excellent communication, interpersonal, and client relationship management skills, with the ability to explain complex concepts in simple terms.
- High level of integrity, accountability, and commitment to regulatory compliance and ethical conduct. ...
Posted
8 days ago
Undisclosed
- Drive fit for purpose performance management with the business to ensure delivery of business objectives. Activities include business performance appraisal and latest estimates.
- Maximize use of Finance Operations in delivery of processes. In activities where FO and Finance Advisors act together to deliver, lead/initiate structural improvement projects and leave the accountability for delivery with the right accountable processes in FO.
- Brings new insights and proposals of high value activities to the Finance Manager who decides on the resource allocation. For example (in initiating digitalization projects and acting as a connector between Finance Operations and the business) ...
Posted
9 days ago
Undisclosed
KL City
- Ensure invoicing from the partners is broken into market, vertical, LOB, and channel detail by agent and productive hour. Use this to generate accurate reports for correct cross charging of services
- Validate these invoices against the services provided, ensuring the billed hours aligns to hours delivered. Integrate any contractual overlays like penalties into that billing and communicate with the partners
- Handle any escalations of payments to partners to ensure Pandora is meeting contractual payment terms and there are no risks to operations ...
Posted
9 days ago
SGD15,000 - SGD15,000 Per Month
Singapore
- Facilitates introductions and referrals to approved external advisors and partners, trustee providers and onshore BDO trustees, in accordance with the Bank's policies, procedures and applicable regulatory requirements.
- Develops thought leadership and planning ideas, staying updated on regulatory, tax, and market developments relevant to wealth planning and philanthropy.
- Develops relevant client marketing pitch decks and internal training materials. ...
Posted
10 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Facilitates introductions and referrals to approved external advisors and partners, trustee providers and onshore BDO trustees, in accordance with the Bank's policies, procedures and applicable regulatory requirements.
- Develops thought leadership and planning ideas, staying updated on regulatory, tax, and market developments relevant to wealth planning and philanthropy.
- Develops relevant client marketing pitch decks and internal training materials. ...
Posted
10 days ago
SGD10,000 - SGD10,000 Per Month
Singapore
- Facilitates introductions and referrals to approved external advisors and partners, trustee providers and onshore BDO trustees, in accordance with the Bank's policies, procedures and applicable regulatory requirements.
- Develops thought leadership and planning ideas, staying updated on regulatory, tax, and market developments relevant to wealth planning and philanthropy.
- Develops relevant client marketing pitch decks and internal training materials. ...
Posted
10 days ago
MYR3,000 - MYR10,000 Per Month
- Good interpersonal skills
- Sales and Marketing
- Recruiting new team members ...
Posted
10 days ago
Excellent Wealth Management Ltd
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
10 days ago
Undisclosed
Singapore
- Facilitates introductions and referrals to approved external advisors and partners, trustee providers and onshore BDO trustees, in accordance with the Bank's policies, procedures and applicable regulatory requirements.
- Develops thought leadership and planning ideas, staying updated on regulatory, tax, and market developments relevant to wealth planning and philanthropy.
- Develops relevant client marketing pitch decks and internal training materials. ...
Posted
11 days ago
Undisclosed
- Relevant professional certifications (e.g., CFP, RFP, CFA level(s), or local regulatory licenses) are highly beneficial.
- Bachelor’s degree in Finance, Economics, Business, or a related discipline, or equivalent practical experience.
- Excellent analytical, numerical, and problem-solving skills, with attention to detail and regulatory compliance. ...
Posted
13 days ago
SGD10,000 - SGD10,000 Per Month
Singapore
- Drive awareness and adoption of wealth preservation, legacy planning, and protection solutions.
- Consistently update clients on the latest market trends and information regarding their portfolio
- Ensure all business activities comply with regulatory and internal governance requirements. ...
Posted
13 days ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Provide personalised advice on asset allocation, diversification, and investment selection.
- Cultivate and maintain strong client relationships, ensuring clear communication and trust.
- Collaborate with a team of professionals to implement and monitor portfolio strategies. ...
Posted
14 days ago
CO WEALTH ADVISORY GROUP PTE. LTD.
SGD4,000 - SGD10,000 Per Month
Bukit Merah
- A-Levels, Full 3-year Diploma or Degree holder.
- Experience in Sales, Marketing, Business Development, Relationship Management, or Account Management would be an advantage.
- Ambitious, results-driven, hardworking, able to work independently, meticulous, and coachable. ...
Posted
15 days ago
SGD10,000 - SGD15,000 Per Month
Outram
- Monitors and reports the account performance, management and administration
- Ensure compliance of accounts and account process to rules, regulations and laws
- Ensures that risk exposures are within the Bank’s capacity to manage and that risks are consistent with its client’s respective risk profile and tolerance ...
Posted
15 days ago
SGD5,000 - SGD10,000 Per Month
Outram
- Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to client’s mandates.
- Monitors and reports the account performance, management and administration
- Ensure compliance of accounts and account process to rules, regulations and laws ...
Posted
15 days ago
SGD10 - SGD10 Per Month
Singapore
- Looking to explore new career opportunities or gain valuable industry insights?
- Join our exclusive career talk and learn about current market trends, career development pathways, and opportunities across various industries.
- What You'll Get: ...
Posted
15 days ago
SGD3,000 - SGD10,000 Per Month
Bukit Timah
- Manage your own schedule effectively to maintain work-life balance while achieving individual performance goals
- Demonstrate a positive attitude and strong work ethic to contribute meaningfully to team and company success
- Minimum education: Local Diploma or Bachelor's Degree ...
Posted
15 days ago
SGD3,500 - SGD4,150 Per Month
Tanjong Pagar
- This role offers a structured training pathway designed to build strong fundamentals in banking, advisory, and client relationship management—making it suitable for candidates looking to develop a long-term career in wealth banking.
- Personal Wealth Executive (entry-level, structured training provided)
- Personal Wealth Manager (intermediate experience) ...
Posted
15 days ago
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