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4,000+ Wealth Jobs in Malaysia | Job Vacancies | October 2026 | Ricebowl
Showing 4,038 jobs results for
"wealth"
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SGD5,000 - SGD5,000 Per Month
Singapore
- Provide clients with relevant market insights, understand their financial objectives, and recommend suitable wealth management solutions.
- Conduct market research and analysis to identify potential opportunities, strengthen portfolio quality, and provide diversified solutions.
- Deliver financial planning and advisory services that are aligned with clients’ goals, preferences, and investment profiles. ...
Posted
23 days ago
Undisclosed
Singapore
- Provide premier clients with regular market updates, endeavouring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
- Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
- Provide financial planning and advisory services aligning to clients’ needs and investment profile ...
Posted
19 days ago
Undisclosed
Singapore
- Provide tailored insurance and wealth planning solutions across life insurance, legacy planning, and wealth accumulation products
- Maintain a high standard of client servicing and relationship management
- Work closely with internal case management and operations teams to ensure smooth policy implementation and ongoing servicing ...
Posted
19 days ago
Undisclosed
Singapore
- Provide premier clients with regular market updates, endeavoring to understand our clients’ financial needs and recommending appropriate wealth management products accordingly
- Perform market analysis to identify potential client leads and opportunities, ensuring portfolio quality and broad basing of solutions
- Provide financial planning and advisory services aligning to clients’ needs and investment profile ...
Posted
19 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 month ago
UOB Kay Hian (M) Sdn. Bhd.
Undisclosed
Kota Damansara
- Monitor transaction lifecycle and follow up on any discrepancies.
- Coordinate with counterparties to ensure smooth execution of transactions.
- Perform daily reconciliation of holdings, cash positions, and transactions. ...
Posted
19 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- - Offer guidance on tax-efficient investment strategies
- Manage portfolios and conduct regular reviews:
- - Oversee client investment portfolios and make adjustments as needed ...
Posted
19 days ago
SGD6,000 - SGD6,000 Per Month
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
19 days ago
SGD12,000 - SGD12,000 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
19 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
- Build and expand a personal client portfolio by establishing trust and delivering consistent value
- Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention ...
Posted
19 days ago
Undisclosed
KL City
- Build Wealth Segment Customer Value Propositions (CVP)s, through identification and forming of strategic partnerships and collaboration.
- Design and execute marketing strategies and plans that support key wealth portfolios and growth engines such as investments, insurance and premium deposit accounts.
- Custodian for wealth branding, driving the development, preservation and modern evolution of the wealth brand's positioning and visual identity across all platforms. ...
Posted
14 days ago
Undisclosed
Singapore
- Build and maintain a disciplined pipeline with clear conversion metrics and reporting.
- Collaborate with marketing, product, and channel teams to execute targeted acquisition campaigns.
- Recruit a new team of Relationship Managers (RMs), Assistant RMs (ARMs), and other frontline roles in line with the approved team structure and expansion plan. ...
Posted
24 days ago
Undisclosed
Singapore
- Achieved monthly acquisition targets through outbound prospecting and follow‑ups
- Build your customer base through structured outreach activities, tele‑prospecting initiatives and customer engagement programmes
- Understand customers’ needs, goals and life stages, and share suitable banking, investment and insurance solutions in a clear and responsible way ...
Posted
24 days ago
Undisclosed
Singapore
- Partner closely with Partners Group's growth marketing and sales teams to stay current on product offerings, portfolio developments, and private wealth market trends, and to ensure consistency across client-facing materials.
- Take ownership of ad hoc projects that support the broader growth and development of the team.
- Minimum 3 years of relevant experience and demonstrated success in a similar role in the financial industry. ...
Posted
24 days ago
Undisclosed
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
24 days ago
Undisclosed
Malaysia
- To provide good after-sales and conduct sales visits to potential customers within the vicinity.
- Ensure adherence to the relevant policies, regulatory risk and compliance matters.
- Bachelor’s degree, in any field, from an accredited university / colleges. ...
Posted
24 days ago
Undisclosed
- 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
24 days ago
Undisclosed
Malacca City
- To provide good after-sales and conduct sales visits to potential customers within the vicinity.
- Ensure adherence to the relevant policies, regulatory risk and compliance matters.
- Bachelor’s degree, in any field, from an accredited university / colleges. ...
Posted
24 days ago
Undisclosed
Singapore
- Build and maintain a disciplined pipeline with clear conversion metrics and reporting
- Collaborate with marketing, product, and channel teams to execute targeted acquisition campaigns
- Recruit a new team of Relationship Managers (RMs), Assistant RMs (ARMs), and other frontline roles in line with the approved team structure and expansion plan ...
Posted
24 days ago
Undisclosed
Singapore
- Prepare and review daily, monthly, management and regulatory reporting with accuracy and on-time submission.
- Drive operational efficiency through simplification, workflow streamlining and targeted automation to reduce manual effort and defects.
- Lead and support projects and system/process enhancements with global, regional and business partners, ensuring actions are completed to agreed scope and timelines. ...
Posted
14 days ago
Undisclosed
Singapore
- Investigate and resolve any discrepancies or issues that may arise during the transfer process
- Maintain accurate records and reports to ensure audit trails and compliance
- A degree in a relevant field, such as finance, accounting, or business administration ...
Posted
14 days ago
Undisclosed
KL City
- 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
a month 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
a month ago
Undisclosed
Singapore
- The Wealth Business Manager role carries both individual and team performance accountabilities, measured through clearly defined scorecards aligned to business outcomes, customer experience and risk standards.
- This role goes beyond hitting numbers, it’s about building people, developing capabilities, and creating a culture where good performance and good customer outcomes go hand in hand.
- Lead, coach and develop a team of Wealth Portfolio Specialists to drive strong tele consulting effectiveness, productivity and achievement of financial KPIs ...
Posted
2 days ago
AIA Financial Advisers
Undisclosed
Singapore
- Multiple cold market platforms (more than other companies) provided for you to bring in sales & excel in the role. No need to prospect friends and family if you don't wish to.
- Assistance will be provided to help close first few cases to form the foundation & give a headstart into the career.
- Career progression opportunities to rise up to senior consultant or lead a team/agency if you excel over time. ...
Posted
3 days ago
Undisclosed
Singapore
- Support Syfe Advisors with client portfolio allocation queries and prepare investment materials tailored to client requirements
- Partner with the Marketing team on client outreach and help scale advisory efforts through AI-driven automation
- Support KYC/AML compliance processes, including risk assessments and case management for Accredited Investor applications ...
Posted
3 days ago
Executive Director – Private Wealth - Fund Management Executive Director – Private Wealth - Fund Management
ARMOUR ASSET MANAGEMENT PTE. LTD.
Per Month
Singapore
- Originate suitable new client relationships through an established professional network, referrals and strategic partnerships.
- Develop a comprehensive understanding of each client’s investment objectives, risk appetite, liquidity requirements and broader family-wealth considerations.
- Act as a trusted adviser by providing portfolio reviews, investment perspectives and appropriate wealth-management solutions. ...
Posted
a day ago
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