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200+ Financial Planner Jobs in Malaysia | Job Vacancies | August 2026 | Ricebowl
Showing 271 jobs results for
"financial planner"
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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
SGD8,000 - SGD10,000 Per Month
WFH
Bukit Merah
- Discuss areas such as protection, savings, investments and retirement planning
- Review clients' existing financial plans and recommend adjustments where appropriate
- Build and maintain long-term client relationships ...
Posted
15 days ago
MYR3,000 - MYR15,000 Per Month
TTDI Jaya
- Good interpersonal skills
- Sales and Marketing
- Recruiting new team members ...
Posted
15 days ago
SGD2,000 - SGD10,000 Per Month
Singapore
- Customer Service: Provide high-quality advisory experiences and excellent ongoing customer support.
- Experience: No prior experience is required; comprehensive training, mentorship, and closing assistance are provided.
- Regulatory Certifications: Candidates must pass 4 CMFAS exams before officially starting the role: ...
Posted
15 days ago
SGD3,500 - SGD5,000 Per Month
Singapore
- Delivering tailored financial advice and investment solutions to meet clients’ financial planning needs
- Building and maintaining strong relationships with assigned clients
- Providing a high-quality, personalized banking experience ...
Posted
16 days ago
SGD4,000 - SGD5,000 Per Month
WFH
Downtown Core
- Build and maintain long-term relationships with new and existing clients.
- Generate new business opportunities through networking, referrals, and prospecting activities.
- Review clients' financial portfolios regularly and provide ongoing advisory services. ...
Posted
16 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
16 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
16 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
16 days ago
Undisclosed
WFH
- 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
16 days ago
SGD4,000 - SGD10,000 Per Month
Singapore
- Work with clients to set and achieve long-term financial goals
- Develop personalized financial plans aligned with client objectives
- Review and update plans regularly to reflect changes in client circumstances ...
Posted
16 days ago
SGD3,000 - SGD3,500 Per Month
Singapore
- Are you a person with a passion for people, personal finance, and making a meaningful impact on others’ lives? If you’re driven, dynamic, and enjoy building relationships, we want you to join our Financial Advisor – a structured career pathway designed to help you develop the knowledge, skills, and confidence to build a successful career in financial advisory.
- This opportunity is ideal for individuals who enjoy engaging with people, are passionate about personal and financial growth, and want to build a long-term career in financial advisory – even with no prior experience in the industry.
- What You’ll Do: ...
Posted
16 days ago
SGD5,000 - SGD7,000 Per Month
Clementi
- Product Advisory: Recommend suitable solutions across investments, savings, and protection.
- Management: To manage a team of associates, to guide & teach. Assuring team KPI is met.
- Key Responsibilities
Posted
16 days ago
SGD4,000 - SGD5,000 Per Month
Singapore
- Timely month end and year end closing.
- Prepare month close workings and entries for all revenue items.
- Prepare and Posting of monthly Journal entries in Navision. ...
Posted
16 days ago
SGD5,000 - SGD10,000 Per Month
WFH
Bukit Merah
- Fresh graduates and career switchers
- Individuals looking to develop a long-term career in financial services
- Flexible working schedule to fit around your commitments ...
Posted
16 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
16 days ago
Undisclosed
- Monthly & Quarterly Contests (Gadgets & Cash Prize)
- Work flexibility (Time & Location)
- High Commission (6 years recurring for each policy) ...
Posted
19 days ago
PLACEMENT PROFESSIONALS
SGD4,000 - SGD4,000 Per Month
Singapore
- 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
19 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Recommend appropriate financial solutions, including insurance plans and investment-linked products.
- Establish and strengthen long-term client relationships through continuous engagement and regular reviews.
- Keep informed of market developments, financial products, and regulatory changes. ...
Posted
19 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Grow your client portfolio through networking, referrals, and personalised client engagement.
- Support clients after policy implementation through regular reviews and ongoing service to maintain satisfaction.
- Diploma / Degree holders (any discipline welcome) ...
Posted
19 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Flexible working arrangements with remote work opportunities
- Advanced tools and systems designed to support your success
- Competitive commission-based earning opportunities ...
Posted
19 days ago
Wealth Advisor (Full-time - Part-time - Freelance) Wealth Advisor (Full-time - Part-time - Freelance)
PLACEMENT PROFESSIONALS
SGD2,500 - SGD2,500 Per Month
Singapore
- Provide guidance on wealth planning, savings strategies, insurance coverage, and investment solutions.
- Create personalised financial plans based on clients’ goals and circumstances.
- Keep current with financial products, market developments, and regulatory updates. ...
Posted
19 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
20 days ago
SGD5,000 - SGD7,000 Per Month
WFH
Singapore
- Conduct regular financial reviews and offer ongoing support
- Grow your client network through referrals and professional networking
- Continuously enhance your financial knowledge and advisory skills ...
Posted
21 days ago
MYR3,000 - MYR10,000 Per Month
Damansara Utama
- Good interpersonal skills
- Sales and Marketing
- Recruiting new team members ...
Posted
21 days ago
Undisclosed
Hong Kong
- Liaise with legal, tax, and fiduciary professionals to implement effective wealth planning strategies.
- Facilitate connections between clients and external experts (tax advisors, lawyers, accountants, trustees) to deliver tailored solutions.
- Initiate and host wealth planning events for knowledge-sharing and business development. ...
Posted
22 days ago
Undisclosed
KL City
- Tracking OPEX and CAPEX, flagging deviations, and supporting budget allocation across teams
- Reviewing and improving financial processes to drive accuracy and reporting standards
- Developing reporting dashboards and providing ad hoc analysis to support management decisions ...
Posted
22 days ago
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