4,100+ Wealth Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl

Showing 4,167 jobs results for "wealth"
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Hong Kong

Posted
19 days ago

Singapore

  • As a Financial Consultant, you'll meet with individuals and families to understand their financial goals and design tailored proposals using TAQWA's proven planning frameworks.
  • You'll build a sustainable client base through referrals, community networks, and Centres of Influence (COI) not cold calling and nurture those relationships so they grow stronger over time.
  • Alongside client work, you'll be developed on two tracks that move together: a personal growth track (income, MDRT-aligned milestones, leadership progression) and a client-mastery track (technical and advisory skill). ...
Posted
19 days ago

Singapore

  • Singapore-Focused Professional Development: Gain mastery of wealth solutions specifically relevant to Singapore's unique position as a global financial hub. Develop expertise in areas including CPF optimization, cross-border wealth planning, real estate investment strategies, and international portfolio management.
  • Digital-Forward Client Acquisition: Learn to leverage cutting-edge fintech platforms and social media strategies, particularly effective in Singapore's digitally connected community. Our proprietary client acquisition system provides a steady stream of qualified prospects while you build your personal brand.
  • Community of Achievement: Join a select group of professionals who share your ambition and drive. Our collaborative yet performance-oriented culture fosters healthy competition while providing the support network essential for sustainable success in Singapore's demanding financial services sector. ...
Posted
20 days ago
  • Promote cash management solutions (Bizsmart)
  • Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
  • To participate in sales campaigns and other promotional sales events ...
Posted
13 days ago

Singapore

  • You'll monitor MAS statutory filing deadlines and help ensure all regulatory and compliance obligations are met in a timely manner.
  • You'll be willing to serve as a Resident Manager and/or Director for Singapore client entities in the future, when required, and contribute to governance activities as a member of the Client Acceptance Committee.
  • Comprehensive remuneration and pension: motivating financial packages based upon market rates for your role and is proportionate to your qualifications, level of experiences and skills profile ...
Posted
14 days ago

Singapore

  • You are willing to work on a flexible schedule that includes weekends.
  • Candidates with more years of relevant financial advisory experiences will be considered for Senior Wealth Planning Manager or Deputy Team Head job position.
  • We offer attractive remuneration and a comprehensive benefits package. ...
Posted
15 hours ago
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
25 days ago
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
25 days ago

Singapore

  • Relevant academic background in Finance, Business, Economics, or a related field; professional certifications (e.g., CFP, CFA, CHFC) are an advantage.
  • Excellent interpersonal, communication, and client relationship skills, with the ability to work collaboratively in a team-oriented culture.
  • High level of integrity, commitment to regulatory compliance, and strong analytical and problem-solving capabilities. ...
Posted
20 days ago

Hong Leong Bank Berhad

  • Handling Account Opening process including Debit Card issuance of acquired customers;
  • Account maintenance after account opening (CASA, FD) to ensure accurate customer information is captured in system;
  • Facilitate HL Connect for new account opened to increase penetration rate HL Connect; ...
Posted
25 days ago

Hong Leong Bank Berhad

KL City

  • Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;
  • Source and develop new customer leads through existing customer’s referrals;
  • Handling Account Opening process including Debit Card issuance of acquired customers; ...
Posted
25 days ago
  • 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

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
20 days ago

Singapore

  • Sales, advisory, or relationship management experience is an advantage
  • Self-motivated and able to work independently
  • Singapore Citizens and Singapore Permanent Residents (PRs) are encouraged to apply ...
Posted
20 days ago

KL City

  • Drive Sales Growth: Develop and execute winning sales strategies, leveraging bank leads and your own network. Collaborate with branch and regional teams to acquire and retain loyal clients.
  • Build Lasting Relationships: Cultivate strong client relationships by offering personalized wealth solutions and identifying cross-selling opportunities that enhance their financial journey.
  • Stay on Track: Ensure compliance with bank policies and ethical sales practices, all while actively contributing to exciting campaigns and promotions. ...
Posted
25 days ago
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
a month ago

Bukit Merah

Posted
15 days ago

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
a month ago

Singapore

Posted
a month ago

Placement Professionals

Singapore

Posted
a month ago

Malaysia

  • 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
16 days ago

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
a month ago

Kota Damansara

  • Supervise rising transaction volumes and ensure smooth, accurate, and timely execution of all trades and instructions to Fund House.
  • Monitor operational risks and implement controls to maintain high service quality.
  • Support business expansion initiatives by ensuring operational readiness and scalability. ...
Posted
16 days ago

Singapore

  • Build client relationships through referrals, events, and warm outreach
  • Strong communication and willingness to learn
  • Coachable, consistent, and goal-driven ...
Posted
3 days ago

Singapore

  • Ensure that RMs adhere to the Bank’s International Wealth - Premier marketing guidelines.
  • Manage operations risk and ensure that the Bank’s operational standards and requirements are adhered to.
  • Adhere to all bank’s compliance standards. ...
Posted
3 days ago

Singapore

  • Open to experienced sales professionals from any industry as well
  • Guidance and sponsorship for CMFAS certifications
  • Clear career progression pathway ...
Posted
3 days ago

Singapore

  • • Build and entrench customer relationships, Manage customer queries, issues, feedback and complaints with appropriate advice
  • • Share our company Customer Propositions, encourage customers to deepen relationship and cross-sell other retail products
  • • Reach out to our client base with customer contacts provided by us ...
Posted
3 days ago

Singapore

  • Client Engagement & Acquisition: Acquire and build a sustainable client base, managing a portfolio of relationships and driving growth.
  • Holistic Financial Planning: Conduct in-depth financial reviews to understand client goals, risk tolerance, and financial situation. Develop and implement bespoke financial plans for protection, investment, and retirement.
  • Ongoing Service & Review: Proactively engage with clients on a regular basis, providing updates, conducting performance reviews, and ensuring their plans remain on track. ...
Posted
3 days ago

Singapore

  • - Offer guidance on tax-efficient investment strategies
  • Manage portfolios and conduct regular reviews:
  • - Oversee client investment portfolios and make adjustments as needed ...
Posted
3 days ago

Singapore

  • Client Engagement & Acquisition: Acquire and build a sustainable client base, managing a portfolio of relationships and driving growth.
  • Holistic Financial Planning: Conduct in-depth financial reviews to understand client goals, risk tolerance, and financial situation. Develop and implement bespoke financial plans for protection, investment, and retirement.
  • Ongoing Service & Review: Proactively engage with clients on a regular basis, providing updates, conducting performance reviews, and ensuring their plans remain on track. ...
Posted
2 days ago

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