300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl

Financial Planning Insurance Sales

Cheras, WP Kuala Lumpur

Near Train Station

Provide professional after-sales service
Build and manage your own client portfolio
Understand clients’ financial and protection needs ...

Be an early applicant!

Posted

7 days ago

Takaful Consultant Takaful Consultant

AIA Premier

MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station

Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.

Takaful Consultant Takaful Consultant

Be an early applicant!

Posted

17 days ago

Tan Siew Yen

MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station

Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.

Takaful Sales Consultant Takaful Sales Consultant

Be an early applicant!

Posted

17 days ago

AIA Premier

MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station

Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...

Takaful Planning Consultant Takaful Planning Consultant

Be an early applicant!

Posted

17 days ago

Tan Siew Yen

MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station

Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...

Takaful Agency Consultant Takaful Agency Consultant

Be an early applicant!

Posted

17 days ago

Tan Siew Yen

MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station

Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...

Takaful Consultant Takaful Consultant

Be an early applicant!

Posted

17 days ago

Prime Group

MYR3,000 - MYR5,000 Per Month

Seberang Jaya, Pulau Pinang

Manage and develop client relationships
Build and lead your own team
Build your own client portfolio ...

Sales

Be an early applicant!

Posted

11 days ago

Takaful Planning Consultant Takaful Planning Consultant

Prime Group

MYR3,000 - MYR5,000 Per Month

Seberang Jaya, Pulau Pinang

Manage and develop client relationships
Build and lead your own team
Build your own client portfolio ...

Sales

Be an early applicant!

Posted

11 days ago

Insurance Advisor Insurance Advisor

Gratitude Experience Sdn Bhd

Up to MYR16,000 Per Month

Financial Planning Insurance Sales

Cheras, WP Kuala Lumpur

Near Train Station

Provide professional after-sales service
Build and manage your own client portfolio
Understand clients’ financial and protection needs ...

Be an early applicant!

Posted

7 days ago

BDO UNIBANK, INC. (SINGAPORE BRANCH)

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

25 days ago

PLACEMENT PROFESSIONALS

Singapore

Facilitate introductions and referrals to approved external advisors and partners, trustee providers, and onshore trustees, in accordance with the Bank's policies, procedures, and applicable regulatory requirements.
Create thought leadership and wealth planning concepts while keeping abreast of regulatory, tax, and market developments relevant to wealth planning and philanthropy.
Develop appropriate client marketing pitch decks and internal training materials. ...

Posted

20 days ago

Placement Professionals

Singapore

Posted

20 days ago

Placement Professionals

Singapore

Posted

19 days ago

PLACEMENT PROFESSIONALS

Singapore

Establish lasting client relationships through proactive servicing and consistent reviews.
Generate new business through referrals, networking and prospecting.
Collaborate with our marketing and events teams to deliver meaningful client experiences. ...

Posted

20 days ago

BDO UNIBANK, INC. (SINGAPORE BRANCH)

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

3 days ago

BDO UNIBANK, INC. (SINGAPORE BRANCH)

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

3 days ago

BDO UNIBANK, INC. (SINGAPORE BRANCH)

WEALTH PLANNER WEALTH PLANNER

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

3 days ago

New Heart Network (NHN) Agency

WEALTH PLANNER WEALTH PLANNER

Kuching

driving license (Required)
· Attend meetings, seminars, and programs to learn about new products and services.
· Calculate premiums and establish payment methods. ...

Posted

3 days ago

SYNERGY CONSULTANCY

Full Time, Part Time

Seremban

Advise clients on takaful, protection and financial planning solutions to support long-term financial security.
Develop and manage a prospect pipeline through networking, referrals, cold calling and other business development activities.
Conduct client reviews regularly to ensure existing financial plans remain aligned with clients’ changing needs and financial goals. ...

Posted

a month ago

New Heart Network (NHN) Agency

Part Time, Full Time

Kuching

Professional development
- Attend meetings, seminars and programs to learn about new products and services
- Calculate premiums and establish payment methods ...

Posted

17 days ago

BDO UNIBANK, INC. (SINGAPORE BRANCH)

Singapore - Wealth Planner Singapore - Wealth Planner

Outram

Posted

16 days ago

BDO Unibank

Private Bank - Wealth Planner Private Bank - Wealth Planner

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

14 days ago

Selby Jennings

Financial Consultant (Takaful - Wealth Planner) Financial Consultant (Takaful - Wealth Planner)

Singapore

Stay abreast of legal, tax, regulatory, and industry developments impacting private clients.
Deliver technical training and thought leadership to Relationship Managers and internal stakeholders.
Represent the bank at client seminars, industry events, and strategic partner engagements. ...

Posted

8 days ago

KIKIE WEALTH MANAGEMENT

Part Time, Full Time

Banting

Health insurance
Opportunities for promotion
Parental leave ...

Posted

a day ago

Wealth Planner - Private Bank Wealth Planner - Private Bank

Recruit Avenue Pte. Ltd.

Private Bank Wealth Planner Private Bank Wealth Planner

Singapore

Stay abreast of relevant legal, regulatory, tax and economic developments across key jurisdictions.
Support wealth planning sales targets and new business initiatives.
Apply sound commercial judgement when assessing client needs and structuring solutions. ...

Posted

15 days ago

RECRUIT AVENUE PTE. LTD.

Financial Consultant (Takaful - Wealth Planner) Financial Consultant (Takaful - Wealth Planner)

Singapore

Stay abreast of relevant legal, regulatory, tax and economic developments across key jurisdictions.
Support wealth planning sales targets and new business initiatives.
Apply sound commercial judgement when assessing client needs and structuring solutions. ...

Posted

15 days ago

KIKIE WEALTH MANAGEMENT

Part Time, Full Time

Selayang

Health insurance
Opportunities for promotion
Parental leave ...

Posted

14 days ago

Internship Wealth Planner Internship Wealth Planner

New Heart Network Company

Internship

Malaysia

Posted

23 days ago

Life - Wealth Planner | AIA Malaysia Life - Wealth Planner | AIA Malaysia

Beyond Global Corp

Private Bank Wealth Planner Private Bank Wealth Planner

Petaling Jaya

Performance-Based Income
Flexibility
Personal Development ...

Posted

11 days ago

Recruit Avenue