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3,900+ Wealth Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
显示3,918个工作的结果
"wealth"
不要错过任何 Wealth 的新工作机会
管理提醒
SGD3,000 - SGD3,000 每月
Singapore
- Conduct client meetings, presentations and financial needs discussions.
- Develop new business opportunities through networking, referrals and relationship building.
- Strengthen existing client relationships and identify opportunities to support clients' evolving wealth needs. ...
Posted
14 days ago
CO WEALTH ADVISORY GROUP PTE. LTD.
SGD4,000 - SGD4,000 每月
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
14 days ago
SGD15,000 - SGD23,000 每月
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
14 days ago
Undisclosed
KL City
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
14 days ago
SGD3,000 - SGD5,000 每月
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
14 days ago
SGD3,000 - SGD4,000 每月
Novena
- Identify opportunities to expand and deepen client relationships
- Minimum Diploma/Degree holders
- Minimum age 21 years old requirement ...
Posted
14 days ago
SGD4,000 - SGD10,000 每月
Singapore
- Analyse client risk profiles and align solutions accordingly
- Advise on insurance solutions as part of overall financial planning
- Support clients in achieving their financial goals through ongoing engagement ...
Posted
14 days ago
SGD4,000 - SGD10,000 每月
Singapore
- Prepare necessary materials, reports, and presentations for client review meetings.
- Para planner in closing sales and meeting sales targets.
- Handle the opening, closing, transferring, and maintenance of client accounts. ...
Posted
a month 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
5 days ago
Undisclosed
KL City
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
16 days ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
16 days ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
16 days ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
16 days ago
Undisclosed
Malaysia
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
16 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
8 days ago
SGD10,000 - SGD10,000 每月
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
8 days ago
SGD5,000 - SGD5,000 每月
Singapore
- Portfolio Construction & Management: Develop and implement investment strategies for clients, including solutions such as bespoke portfolio structures.
- Estate & Succession Advisory: Support clients in structuring assets for multi‑generational transfer, including the establishment of trusts to preserve wealth and legacy.
- Tax Planning & Optimisation: Design strategic tax efficient solutions to minimise liabilities and enhance clients’ long-term, after-tax outcomes. ...
Posted
17 days ago
Undisclosed
Singapore
- Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
- Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review.
- Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions. ...
Posted
a day ago
Undisclosed
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
3 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
4 days ago
MYR9,000 - MYR20,000 每月
- Build and maintain good relationships with clients.
- Provide ongoing consultation and follow-up services.
- Assist clients in working towards their long-term financial goals. ...
Posted
2 days ago
Great Eastern Financial Advisers Private Limited
Undisclosed
Singapore
- Relevant academic background in Finance, Business, Economics, or related disciplines is beneficial.
- Professional certifications (e.g., CFP, CFA, or equivalent local qualifications) are an advantage.
- Strong interpersonal, communication, and relationship management skills, with the ability to work ethically and comply with regulatory standards. ...
Posted
3 days ago
Undisclosed
Singapore
- Relevant academic background in Finance, Economics, Business, or a related field; professional certifications such as CFP, CFA, or equivalent are highly advantageous.
- Strong client relationship management and communication skills, with the ability to explain complex concepts clearly and operate with high ethical and professional standards.
- Track record in developing new business through networking and referrals, and comfort working in a regulated environment under MAS guidelines. ...
Posted
3 days ago
Undisclosed
- Relevant academic background in Finance, Economics, Business, or a related field is beneficial.
- Professional certifications (e.g., CFP or equivalent) and applicable regulatory licenses are an advantage.
- Demonstrated client relationship management skills, strong communication abilities, and a high level of integrity are essential. ...
Posted
4 days ago
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