4,300+ Wealth Jobs in Malaysia | Job Vacancies | August 2026 | Ricebowl

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Undisclosed

台灣

  • Conduct Customer Due Diligence (CDD) checks and validate lending limits and collateral requirements.
  • Prepare operational reports and ensure data accuracy and completeness.
  • Ensure timely and accurate execution of lending transactions and maintenance of related documentation. ...
Posted
13 days ago
Undisclosed

Singapore

  • Build and maintain a robust sales pipeline while ensuring accurate client activity tracking and reporting.
  • Cultivate strong relationships with Relationship Managers, Investment Counsellors, Product Gatekeepers, CIO offices, and other key decision-makers.
  • Conduct client meetings, investment presentations, portfolio reviews, and due diligence sessions. ...
Posted
8 days ago
SGD15,000 - SGD15,000 Per Month

Singapore

  • Collaborate with cross-functional teams to drive innovation and enhance the platform's capabilities, ensuring it remains competitive and responsive to evolving client needs
  • Provide thought leadership and subject matter expertise to guide the organization's wealth management initiatives
  • Manage a team of talented professionals, fostering a culture of excellence, collaboration, and continuous improvement ...
Posted
21 days ago
Undisclosed

Hong Kong

  • Conduct user research to identify user behaviours, motivations, pain points, and unmet needs
  • Translate qualitative and quantitative research findings into practical design recommendations and product improvements
  • Create user journeys, workflows, wireframes, prototypes, information architecture, and other experience-design deliverables ...
Posted
14 days ago
Undisclosed

Singapore

  • Process Analysis and Optimization: Analyze existing operational processes to identify inefficiencies, bottlenecks, and areas for improvement through digitalization.
  • Explore new ideas/new tools to address the key EPICs and perform first level functional validation of new ideas/new tools.
  • Provide directions and clarifications to project team during the development phase of the project to any queries pertaining to the FSD or BRD. Where necessary, re-engage business SMEs to revise requirements and/or for the acceptance of alternative solutions, due to design or implementation constraints encountered. ...
Posted
a month ago
SGD8,000 - SGD8,000 Per Month

Singapore

  • Lead the establishment and implementation of various fund structures, including Cayman funds, Singapore VCCs, and single-family office structures across different jurisdictions and asset classes.
  • Manage the end-to-end operational lifecycle of funds, including investor onboarding, subscription and redemption processing, periodic distributions, and NAV review processes.
  • Coordinate with internal teams such as Investment, Compliance, Finance, and Business Management, as well as external stakeholders including fund administrators, auditors, and legal advisers. ...
Posted
15 days ago
Undisclosed

Singapore

  • Develop and execute UAT test cases for applicable projects, ensuring completion within timelines.
  • Lead the team in supporting Wealth Management Operations users for post project system issues and tracking fixes.
  • Conceptualize, collate and analyze data for business support reporting and thematic project review with senior management members. ...
Posted
22 days ago
SGD14,000 - SGD14,000 Per Month

Singapore

  • • Be primarily responsible for a portfolio of trust structures.
  • • Partner with the Trust Administrators in the preparation, review and execution of documentation covering the relevant aspects of trust administration; including the onboarding of new trust structures and ongoing transactions including opening of new internal and external bank accounts, distributions, credit facilities, liquidations and transfers.
  • • Collaborate with the respective client facing teams, including Client Advisors and Wealth Advisors, to ensure timely and accurate communication with settlors, beneficiaries and professional advisors. ...
Posted
22 days ago
SGD5,000 - SGD5,000 Per Month

Singapore

  • Join a high-performing and supportive team
  • Multiple lead generation platforms provided – no obligation to approach friends or family
  • Support to help you secure your first few client cases and build confidence ...
Posted
22 days ago
SGD8,000 - SGD12,000 Per Month

Singapore

  • Otium Asia Pte Ltd is a recruitment agency. Our client is looking for a VP/SVP Fund Services.
  • This role is responsible for overseeing the setup, administration, and ongoing operational management of fund structures and single-family office arrangements across multiple jurisdictions. The position works closely with internal stakeholders and external service providers to ensure operational efficiency, regulatory compliance, and seamless client servicing while supporting the strategic growth of the Fund Services platform.
  • Key Responsibilities: ...
Posted
16 days ago
Undisclosed

Singapore

  • Identify acquisition opportunities and collaborate with the Bank’s internal stakeholders and external partners to drive quality acquisitions.
  • Develop and foster strategic tie ups with potential referral partners.
  • Actively engage partners to generate a consistent pipeline of prospects. ...
Posted
16 days ago
Undisclosed

台灣

  • Partner with business and technology stakeholders to deliver solutions across client onboarding, advisory workflows, investment order management, product processing, regulatory reporting, and servicing journeys.
  • Provide technology leadership across investment products, deposits, loans, treasury, trust-related services, family office, estate planning, and wealth succession capabilities.
  • Champion engineering excellence, Agile delivery, DevOps, automation, technology risk management, information security, change management, and continuous improvement. ...
Posted
16 days ago
Undisclosed

Hong Kong

  • Ensure alignment with enterprise data governance standards and regulatory expectations
  • Promote a data ownership and accountability culture across the organization
  • Organize and run quarterly Data Governance Committee meetings ...
Posted
16 days ago
SGD3,000 - SGD3,000 Per Month
WFH

Singapore

  • Typical monthly take‑home:
  • S$6,000–S$8,000+
  • Friendly, supportive, and collaborative environment ...
Posted
16 days ago
Undisclosed

Singapore

  • Identify acquisition opportunities and collaborate with the Bank’s internal stakeholders and external partners to drive quality acquisitions.
  • Develop and foster strategic tie ups with potential referral partners.
  • Actively engage partners to generate a consistent pipeline of prospects. ...
Posted
16 days ago
Undisclosed

Singapore

  • Participate in testing and quality assurance activities to ensure the successful delivery of technology solutions.
  • Assist in the preparation of project planning and documentation, including user manuals, training materials and client presentations.
  • Research emerging technologies and industry trends to provide insights and recommendations to the team. ...
Posted
16 days ago
SGD3,000 - SGD3,000 Per Month

Singapore

  • You see yourself as a companion on our clients’ journeys toward achieving their life goals. Given that no journey is ever the same, you take great care (and pride!) in tailoring your financial advice to meet each client’s unique needs and requirements.
  • You’re self-motivated, and always on the lookout for opportunities to grow – whether it is keeping up to date with industry trends, expanding your skill set, or building your network of customers through tele-prospecting, virtual or in-person interactions and customer outreach programmes. You are knowledgeable about the banks' products and services and can recommend financial planning solutions that address your customers' needs. With such drive and tenacity, it’s no surprise that you’re consistently meeting your personal goals and targets.
  • Last but not the least, you’re focused on building long-term relationships with our customers. It forms the foundation to all that you do. You seize every opportunity to excite new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures. ...
Posted
25 days ago
Undisclosed

Singapore

  • Ensure all cash and securities breaks are promptly investigated and follow up
  • Ensure all transfers instructions are processed in accordance the Bank’s operating guidelines and compliance to market requirements
  • Handle security transfers queries from FO and other stakeholders ...
Posted
12 days ago
Undisclosed

Singapore

  • Manage the relationships with new and existing affluent customers through professional consultative financial analysis.
  • Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers.
  • You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking ...
Posted
20 days ago
Undisclosed

Singapore

  • Ensure all cash and securities breaks are promptly investigated and follow up
  • Ensure all transfers instructions are processed in accordance the Bank’s operating guidelines and compliance to market requirements
  • Handle security transfers queries from FO and other stakeholders ...
Posted
12 days ago
Undisclosed

KL City

  • What You'll Do: Job Summary:We are seeking a Junior Developer (L2, 3-5 years) to support L3 Application Maintenance & Production Support for Investments & Wealth within the Core Banking domain. The role involves troubleshooting, resolving production issues, and maintaining wealth management applications running on MS-SQL databases and .NET platforms. The candidate should have SQL expertise, experience in .NET development, and exposure to DevOps practices.Key Responsibilities:Provide L3 support for Wealth Management/Advisory applications, including investment advisory solutions.Troubleshoot and resolve production issues, ensuring minimal business disruption.Develop and maintain applications using .NET and SQL on Windows/Open Systems.Work with DevOps tools to automate deployments and improve system reliability.Collaborate with stakeholders to analyze investment & wealth management requirements.Support database-related tasks on MS-SQL, including query optimization and stored procedures.Must-Have Skills:Strong .NET development skills for L3 support and maintenance.Proficiency in MS-SQL for handling database queries, optimization, and troubleshooting.Understanding of investment advisory services and wealth management solutions.Ability to analyze and resolve production support issues efficiently.Experience with DevOps practices and deployment automation.Good-to-Have Skills:Exposure to CI/CD pipelines, Jenkins, Bitbucket, or other DevOps tools.Familiarity with automation scripting for deployment and monitoring.Knowledge of financial services and wealth management processes.Qualifications:3-5 years of experience in .NET and SQL development within Wealth Management/Advisory applications.
  • Ready to make an impact? Apply now and let's grow together!
Posted
a month ago
TWD40,000 - TWD40,000 Per Month

台灣

  • 履歷表關閉狀態,仍可應徵工作!
  • 與企業連絡時,請告知「我是在yes123看到此則徵人訊息」,遵守求職禮儀、準時前往面試並留意求職安全。
  • 徵才說明 ...
Posted
23 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
a month ago
Undisclosed

Hong Kong

  • Responsibilities - Acquire new affluent customers and solicit business opportunities from GBA & Taiwan markets - Ensure the onboarding journey of new customer is smooth - Identify customer needs through discreet financial needs analysis and planning - Provide appropriate solutions and personalized service on a broad range of banking, insurance & investment products - Make cross referral of other consumer banking products to meet customers' investment goals and needs - Grow and maximize the revenue potential of these segment customers by building strong customer relationships and delivering differentiated solutions - Manage operational risk, observe relevant policies or guidelines and fulfil compliance requirements
  • Requirements - Degree holder, preferably in business or finance related discipline - Minimum 3 years' experience in selling investment and insurance products - Exposure to leadership experience can be consider a team lead role - Experience in handling offshore and GBA and/or Taiwan segment will be an advantage - Qualified to carry out Insurance and Investment regulated activities is a must - Sound knowledge of banking, wealth management and insurance products including equities, unit trust, bonds and treasury products - Strong business acumen, able to analyze and interpret business and financial data - Customer-focused with excellent communication and interpersonal skills - HKIB Certified Banker preferred - Fulfillment of requirements under the Enhanced Competency Framework preferred - Registered CI - CRWP (ECF-RWM) is preferred, CFP and CFA designation would be an advantage - Fluent in Mandarin, Cantonese and English are required - Relevant experience in dealing with overseas customers is required
  • Apply Now ...
Posted
a month ago
Undisclosed

Singapore

  • Provide guidance on insurance planning, investment planning, legacy planning and cash flow management
  • Build and maintain long-term relationships through regular portfolio reviews
  • Monitor clients’ financial progress and recommend adjustments based on life changes and market conditions ...
Posted
8 days ago

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