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

Showing 4,173 jobs results for "wealth"
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SGD2,000 - SGD2,000 Per Month

Singapore

  • Acquiring and servicing new and existing customers
  • Attend professional certification classes and courses.
  • Develop and implement financial strategies for individuals and small businesses. ...
Posted
3 days ago
SGD10,000 - SGD13,000 Per Month

Singapore

  • Liaise between Front Office Sales and Compliance/CDD teams to facilitate onboarding of new clients and conduct rolling reviews
  • Collaborate with Relationship Managers to fulfill KYC requirements and meet with prospects or clients when necessary
  • Communicate extensively with FCC, Legal, Compliance, Operations, and Risk teams to ensure smooth onboarding and compliance processes ...
Posted
4 days ago
SGD3,300 - SGD5,200 Per Month

Singapore

Posted
a month ago
Undisclosed

Singapore

  • Meet annual goals / budgets set by manager for the team and self (if applicable)
  • Develop existing and new relationships
  • Adhere to client coverage framework. Know all clients in the team, as well as to engage all their clients on a regular basis ...
Posted
23 days 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
19 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
23 days ago
Undisclosed
  • Involve and implement operational & marketing activities of Premier Wealth Centre.
  • Handle all credit applications as well as the operational transactions within the permitted authority limit.
  • Be guided by Certified Financial Planner (CFP) rules and regulations in providing investment advisory to affluent customers. ...
Posted
7 days ago
SGD6,000 - SGD6,000 Per Month

Singapore

  • Maintain a high standard of service quality and compliance.
  • Conduct compliance activities to effectively manage the overall risk to the bank.
  • Execute client’s instruction/trade accurately and timely. ...
Posted
a month ago
Undisclosed

Hong Kong

  • Discretionary Portfolio Managers
  • Relationship Managers
  • Product briefings and ongoing fund updates ...
Posted
a month ago
Undisclosed

Singapore

  • Leverage technology to continually learn, improve service delivery and maintain our leading edge best practices.
  • Strong communications skills and evident working with people and teams from different ethnic backgrounds.
  • Possess strong interpersonal and teaming skills. ...
Posted
8 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
a month ago
Undisclosed

Hong Kong

  • Collaborate with stakeholders in PWM Asia and WM Australia on new account onboarding and post onboarding enhancements and implementation status
  • Develop KPIs to measure current state and impact of enhancements on improving new account onboarding and post onboarding process
  • Evaluate project performance post implementation and resolve any issues with stakeholders ...
Posted
7 days ago
SGD6,000 - SGD6,000 Per Month

Singapore

  • Build and manage a personal client portfolio with autonomy to grow business at your own pace
  • Participate in structured training programs and mentorship to develop advisory and leadership skills
  • Pursue leadership or specialist career tracks through continuous learning and professional development ...
Posted
a month ago
Undisclosed

Hong Kong

  • Review and challenge regulatory returns to ensure they meet HKMA/local standards before final submission.
  • Partner with Business Heads to translate complex financial data into actionable insights that drive strategic objectives.
  • Provide financial "stress-testing" and input for New Business Initiatives (NBI) and Project Approval Requests. ...
Posted
23 days ago
Undisclosed
  • Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly
  • Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise
  • A degree holder with at least 3 years of experience in banking, finance, or a related field ...
Posted
a month ago
Undisclosed

KL City

  • Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly
  • Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise
  • A degree holder with at least 3 years of experience in banking, finance, or a related field ...
Posted
a month ago
SGD5,000 - SGD10,000 Per Month
WFH

Bukit Merah

  • Assist clients with wealth accumulation, protection, retirement, education, and legacy planning.
  • Review clients' financial plans regularly and provide ongoing support.
  • Stay up to date with financial products, industry developments, and regulatory requirements. ...
Posted
a month ago
Undisclosed

Kowloon City

  • Supply timely market and product updates to both staff and customers
  • Work closely with the Wealth Management product teams and development team on new products, product enhancements and improvements in customer experience
  • Assist the frontline teams with all customer servicing needs and disputes in order to ensure seamless support is provided to our customers ...
Posted
16 days ago
Undisclosed

Singapore

  • Identify new market opportunities and customer segments within the area to support business growth.
  • Develop credible resources and platforms to empower sales teams for effective customer engagement and sales.
  • Actively participate in recruitment efforts to build a strong, capable sales team. ...
Posted
20 days ago
Undisclosed

Malaysia

  • Provide oversight of outsourcing and third-party arrangements to ensure compliance with regulatory and internal requirements.
  • Promote and strengthen a strong risk culture across the company by fostering risk awareness, accountability, and adherence to regulatory and internal risk management standards.
  • Develop and maintain compliance policies, procedures, and frameworks to ensure effective management of regulatory risks and compliance with applicable requirements. ...
Posted
a month ago
SGD5,000 - SGD5,000 Per Month

Singapore

  • • Processing of Corporate Actions income and events for SG and HK booking centres.
  • • Reconciliation with custodian payment advice, and to process payments to clients.
  • • Checking on custodian CA event notifications, and to generate client notifications for voluntary or mandatory events. ...
Posted
10 days ago
Undisclosed

Singapore

  • comfortable with complex excel worksheets
  • comply with all regulations, policies and standards, contributing to an effective risk culture
  • keep accurate, up-to-date client documentation to meet regulatory requirements ...
Posted
20 days ago
Undisclosed

Hong Kong

Posted
16 days ago
Undisclosed

Singapore

  • Ensure orders are properly executed and proceeded including but not limited to proper voice log, suitability & credit limit check
  • Capture executed deals in systems by cut-off time
  • Ensure accuracy of capture to avoid incidents and dealing errors ...
Posted
20 days ago
SGD4,500 - SGD4,500 Per Month

Singapore

  • Identify opportunities to grow assets under management and expand client relationships.
  • Support product management activities, including product design, pricing, lifecycle management, and portfolio reviews.
  • Support client onboarding, account maintenance, documentation, and other client servicing activities. ...
Posted
24 days ago
SGD5,000 - SGD8,000 Per Month

Outram

  • Consolidating clients’ responses for CA voluntary events, and to instruct custodian accordingly.
  • Liaising with custodian & front office for income & event queries.
  • Timely and accurate data entry for processing of all Incomes/Corporate events. ...
Posted
10 days ago
Undisclosed

Mong Kok

  • Ensure compliance of both general and anti-money laundering and anti-terrorist financing compliance controls in accordance with HSBC or regulatory standards and policies
  • Customer centric mind-set with commitment to deliver quality service
  • Self-motivated and adaptable to a service environment ...
Posted
16 days ago
Undisclosed

Singapore

  • Build and maintain relationships with internal stakeholders, clients, custodians, and external service providers to ensure seamless service delivery.
  • Drive process improvement and digital transformation by leveraging AI and automation to streamline workflows, improve efficiency, enhance decision-making, and support business growth.
  • Monitor operational performance through KPIs, reporting, and governance while leading strategic initiatives and fostering a culture of continuous improvement. ...
Posted
a month ago

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