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200+ Financial Planner Jobs in Malaysia | Job Vacancies | August 2026 | Ricebowl
Showing 242 jobs results for
"financial planner"
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Manage Alert
Undisclosed
- Knowledge of Insurance and takaful concepts to explain coverage options and benefits clearly.
- Strong interpersonal and communication skills, with the ability to build trust and maintain client relationships.
- Self-motivated, organized, and able to manage part-time schedules in a hybrid work environment. ...
Posted
17 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- - Collaborate with clients to set and achieve wealth objectives
- Provide investment advice and planning for wealth growth/protection:
- - Offer investment advice and strategies for wealth growth and protection ...
Posted
17 days ago
AMBITION GROUP SINGAPORE PTE. LTD.
SGD8,000 - SGD8,000 Per Month
Singapore
- Manage and follow up on prospective client opportunities
- Partner with Private Bankers through training, engagement and ongoing collaboration
- Keep bankers updated on relevant solutions and concepts for their clients ...
Posted
5 days ago
Undisclosed
Singapore
- Keep track of the market trends and product updates in the industry
- Liaise with external service providers such as trust firms, corporate services, legal, tax consultants etc to structure wealth solutions to clients
- Ensure the process are aligned with regulatory requirements, company policies etc ...
Posted
7 days ago
CANWORKONE.SG EMPLOYMENT PTE. LTD.
SGD5,000 - SGD12,500 Per Month
Singapore
- Work alongside experienced estate planning and wealth specialists to deliver comprehensive financial solutions.
- Specialise in a fast-growing and high-value area of financial advisory.
- Structured training, mentorship, and continuous professional development. ...
Posted
9 days ago
SGD6,000 - SGD15,000 Per Month
Singapore
- Conduct structured needs analysis and develop comprehensive financial plans
- Recommend appropriate strategies across protection, investment, and wealth planning
- Build, manage, and deepen long term client relationships ...
Posted
9 days ago
Undisclosed
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
10 days ago
Great Eastern Financial Advisers Private Limited
Undisclosed
Singapore
- Relevant academic background in finance, business, economics, or a related field; professional certifications (e.g., CFP, Chartered Financial Consultant) are an advantage.
- Strong analytical, interpersonal, and communication skills, with the ability to explain complex financial concepts in a clear, client-friendly manner.
- High level of integrity, adherence to regulatory requirements, and commitment to putting clients’ interests first. ...
Posted
10 days ago
Undisclosed
KL City
- Maintain strong client relationships while delivering high standards of service excellence.
- Stay updated on financial markets, economic trends, and regulatory requirements.
- Achieve assigned revenue and business targets within stipulated timelines. ...
Posted
11 days ago
SGD6,000 - SGD6,000 Per Month
Singapore
- Build lasting client relationships through continuous advisory support rather than one-time transactions.
- Expand your client network through referrals, networking opportunities, and HSBC's marketing and lead generation support.
- Deliver comprehensive financial planning solutions tailored to each client's unique needs. ...
Posted
21 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Learn about investments, protection, retirement, and wealth accumulation
- Conduct client reviews and provide ongoing support
- Develop your own client portfolio through networking and referrals ...
Posted
14 days ago
SGD4,800 - SGD7,800 Per Month
WFH
Singapore
- We're Hiring: Financial Adviser (No Experience Needed)
- We take people from zero. Seriously.
- ① Not "we'll train you" zero. We mean no finance background, no industry contacts, no idea where to even start — and we've still built some of the highest success rates in the industry, getting people to their first commission and beyond. ...
Posted
22 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
Undisclosed
- Strong interpersonal, communication, and relationship-building skills with a client-focused mindset.
- High level of integrity, professionalism, and adherence to regulatory and compliance standards.
- Relevant academic background in finance, business, economics, or related fields is beneficial. ...
Posted
17 days ago
Undisclosed
Singapore
- Participate in client meetings and contribute to the preparation and presentation of wealth planning proposals and recommendations
- Coordinate with the Group’s wealth planning team and relevant internal stakeholders to ensure consistency and alignment of wealth planning solutions
- Support the implementation of agreed wealth planning structures by working closely with clients, external advisers and internal stakeholders ...
Posted
24 days ago
Undisclosed
- Meet and follow-up with potential customers after appointment and attending to customer’s request on the policy until it turns into production.
- To review client insurance policies to identify insurance gap.
- To assist to organize Banca event/day on weekly basis. ...
Posted
24 days ago
Undisclosed
KL City
- Meet and follow-up with potential customers after appointment and attending to customer’s request on the policy until it turns into production.
- To review client insurance policies to identify insurance gap.
- To assist to organize Banca event/day on weekly basis. ...
Posted
24 days ago
Great Eastern Financial Advisers Private Limited
Undisclosed
Singapore
- Relevant academic background in Finance, Accounting, Business, Economics, or related disciplines is preferred.
- Professional certifications (e.g., CFP, CFA, or equivalent local financial advisory licenses) are advantageous.
- Strong analytical, communication, and interpersonal skills, with the ability to present complex financial concepts in a clear and accessible manner. ...
Posted
18 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
18 days ago
Wealth Planning Manager, Asset and Wealth Management firm Wealth Planning Manager, Asset and Wealth Management firm
AMETHYST ASIA PARTNERS PTE. LTD.
SGD8,000 - SGD8,000 Per Month
Singapore
- · Understand clients’ needs to provide bespoketrust and insurance solutions to them
- · Provide high quality advice to clients and ensuresmooth delivery
- · Keep track of the market trends and productupdates in the industry ...
Posted
21 days ago
Undisclosed
WFH
Philippines
- HMO for you and your qualified dependents
- Rewards and recognition
- College graduate of any 4-year course or 2nd-year college with 3 years of managerial experience ...
Posted
a month ago
Undisclosed
Singapore
- Candidates should possess experience providing Wealth Management Services, including advisory on savings, protection, estate, and legacy planning.
- Relevant academic background in Finance, Economics, Business, Accounting, or a related field; professional certifications (e.g., CFP, CFA, ChFC) are advantageous.
- Strong client-facing skills, including clear communication, relationship building, and the ability to explain complex concepts in accessible terms. ...
Posted
24 days ago
Undisclosed
Singapore
- Analytical mindset with the ability to evaluate diverse financial portfolios
- Exceptional organizational and prioritization skills to manage multiple client accounts
- Possession of relevant certifications (e.g., Certified Financial Planner or equivalent) is a plus ...
Posted
24 days ago
MYR1,855 - MYR5,534 Per Month
- Menganalisis keperluan kewangan pelanggan dan mencadangkan pelan perlindungan yang bersesuaian.
- Membantu pelanggan dalam proses permohonan, dokumentasi dan penyerahan borang.
- Memberikan perkhidmatan selepas jualan yang berkualiti termasuk semakan polisi, pembaharuan dan bantuan tuntutan. ...
Posted
a month ago
MYR1,855 - MYR5,534 Per Month
- Menganalisis keperluan kewangan pelanggan dan mencadangkan pelan perlindungan yang bersesuaian.
- Membantu pelanggan dalam proses permohonan, dokumentasi dan penyerahan borang.
- Memberikan perkhidmatan selepas jualan yang berkualiti termasuk semakan polisi, pembaharuan dan bantuan tuntutan. ...
Posted
a month ago
MYR1,807 - MYR5,909 Per Month
- Menganalisis keperluan kewangan pelanggan dan mencadangkan pelan perlindungan yang bersesuaian.
- Membantu pelanggan dalam proses permohonan, dokumentasi dan penyerahan borang.
- Memberikan perkhidmatan selepas jualan yang berkualiti termasuk semakan polisi, pembaharuan dan bantuan tuntutan. ...
Posted
a month ago
MYR1,807.88 - MYR5,909.22 Per Month
- Menganalisis keperluan kewangan pelanggan dan mencadangkan pelan perlindungan yang bersesuaian.
- Membantu pelanggan dalam proses permohonan, dokumentasi dan penyerahan borang.
- Memberikan perkhidmatan selepas jualan yang berkualiti termasuk semakan polisi, pembaharuan dan bantuan tuntutan. ...
Posted
a month ago
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