300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl
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"wealth planner"
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Undisclosed
Singapore
- Leverage technology to continually learn, improve service delivery and maintain our leading edge best practices
- Minimum 2 years of experience in the non-life actuarial team or an actuarial consulting firm. Candidates with more experiences will be considered for a more senior level
- Newly or Nearly qualified with either the Institute and Faculty of Actuaries (UK), the Society of Actuaries (US) or the Institute of Actuaries of Australia ...
Posted
2 days ago
Undisclosed
Singapore
- Leverage technology to continually learn, improve service delivery and maintain our leading edge best practices
- Minimum 3 years of experience in the non-life actuarial team or an actuarial consulting firm. Candidates with more experiences will be considered for a more senior level
- Newly or Nearly qualified with either the Institute and Faculty of Actuaries (UK), the Society of Actuaries (US) or the Institute of Actuaries of Australia ...
Posted
2 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
SGD3,000 - SGD3,000 Per Month
Singapore
- Achieve individual sales targets and KPIs.
- Ensure accurate documentation and compliance with company procedures.
- Provide after-sales support and policy renewal follow-up. ...
Posted
19 days ago
Undisclosed
KL City
- Advanced financial modelling approaches and systems e.g., designing valuation and Asset Liability Management frameworks
- Strong analytical and problem-solving skills
- Strong drive to excel professionally, and to guide and motivate others ...
Posted
5 days ago
EVOLUTION RECRUITMENT SOLUTIONS PTE. LTD.
SGD6,000 - SGD6,000 Per Month
Singapore
- Develop sales strategies and ensure achievement of revenue and business targets
- Conduct client presentations and provide suitable insurance solutions based on customer needs
- Work closely with internal stakeholders on onboarding, policy servicing, and claims support ...
Posted
19 days ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Support sales team to provide excellent service to high net-worth clients to achieve client retention
- Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
- Minimum diploma required ...
Posted
2 days ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Support sales team to provide excellent service to high net-worth clients to achieve client retention
- Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
- Minimum diploma required ...
Posted
a day ago
Undisclosed
Singapore
- Collect and apply market and channel intelligence to identify and share product competitive gaps, service issues, business opportunities, and challenges with stakeholders.
- Provide technical guidance and support to Relationship Managers, sharing knowledge and encouraging others to do the same.
- Liaise between stakeholders and leadership teams on training and leads programs/initiatives. ...
Posted
a month ago
NEXTBEAT SINGAPORE PTE. LTD.
SGD8,000 - SGD8,000 Per Month
Singapore
- Design tailored insurance programs (freight, warehousing, credit) based on the company’s commodity trading and mining investment needs, addressing risks in cargo management and counterparty management.
- Optimize existing insurance programs and ensure their effective implementation using international insurance resources.
- Review insurance contract terms. ...
Posted
7 days ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Support sales team to provide excellent service to high net-worth clients to achieve client retention
- Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
- Minimum diploma required ...
Posted
8 days ago
Undisclosed
KL City
- Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, or equivalent; with strong sales record in banking or financial institution.
- At least 2 years of sales experience in financial services.
- Candidates with PCE Certificate (A, B and C) and CEILLI Licenses will have added advantage. ...
Posted
a month 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
SGD4,500 - SGD4,500 Per Month
Singapore
- Support sales team to provide excellent service to high net-worth clients to achieve client retention
- Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
- Minimum diploma required ...
Posted
10 days ago
Undisclosed
- Proficiency in market research and staying updated on financial trends and takaful product knowledge.
- Prior experience or knowledge in financial services, insurance or takaful is an advantage.
- Fluency in Bahasa Malaysia and English with additional languages being an asset. ...
Posted
a month ago
PLACEMENT PROFESSIONALS
SGD8,000 - SGD8,000 Per Month
Singapore
- Ensure timely and accurate submission of documentation in line with internal controls and regulatory requirements
- Conduct regular reviews and provide ongoing servicing to policyholders
- Collaborate with internal teams on client meetings, servicing, and case preparation ...
Posted
12 days ago
Undisclosed
KL City
- Implementation of IFRS 17 from both a technical and non-technical actuarial standpoint
- Risk management
- Mergers & Acquisitions ...
Posted
a month ago
Undisclosed
- Providing exceptional customer service and support throughout the sales process.
- Collaborating with internal teams to ensure flawless execution of sales strategies.
- Applying top-notch sales strategies and tools to effectively compete in the market. ...
Posted
12 days ago
Undisclosed
KL City
- Collaborate with our team of experts, including investment specialists and financial planners
- Stay up-to-date with market trends and developments, providing insights and advice to our clients
- A degree in a relevant field, such as finance or economics ...
Posted
22 days ago
Undisclosed
Singapore
- Produce solutions to complex problems demonstrating in-depth knowledge of the subject matter and an ability to think independently and communicate such concisely.
- Mentor consultants and senior consultants to increase their industry-specific knowledge and practical experiences across insurance transformation.
- Conduct market and trend analyses to support the business in identifying strategic opportunities for growth. ...
Posted
a month ago
BEATHCHAPMAN (PTE. LTD.)
SGD5,000 - SGD5,000 Per Month
Singapore
- Ensure that all customer requests are handled in a timely and consistent manner
- Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
- Support sales team to provide excellent service to high net-worth clients to achieve client retention ...
Posted
22 days ago
Undisclosed
KL City
- Strong commitment to drive for sales target.
- Great interpersonal skills with the ability to communicate to all parties.
- Team player, performance driven and mobile in area of services. ...
Posted
22 days ago
Undisclosed
Singapore
- Support and guide clients through digital and operational transformation, translating business needs into actionable solutions
- Own and manage workstream delivery, including planning, risks and dependencies, milestones and coordination across client and internal teams
- Engage confidently with senior client stakeholders, across in workshops, steering committees, and day-to-day advisory interactions ...
Posted
a month ago
ABEAM CONSULTING (SINGAPORE) PTE. LTD.
SGD7,000 - SGD7,000 Per Month
Singapore
- Support and guide clients through digital and operational transformation, translating business needs into actionable solutions
- Own and manage workstream delivery, including planning, risks and dependencies, milestones and coordination across client and internal teams
- Engage confidently with senior client stakeholders, across in workshops, steering committees, and day-to-day advisory interactions ...
Posted
a month ago
Undisclosed
Singapore
- We are partnering with a Singapore headquartered cutting-edge cybersecurity firm that specialises in helping organisations stay ahead of evolving cyber-threats by going beyond traditional vulnerability checks. Their approach includes automated, AI-powered threat simulations, ongoing exposure management, and comprehensive validation of detection and response capabilities. Due to business expansion, they are looking for a driven Sales Development Representative to build & scale pipeline engine across APAC.
- Responsibilities
- Reporting to the APAC Sales Director, the Sales Development Representative will be responsible for driving outbound prospecting efforts across the APAC region by identifying target accounts, engaging decision-makers through multi-channel outreach, qualifying leads against ideal customer profiles, and booking high-quality discovery meetings for the sales team. The role also involves managing pipeline data within the CRM, refining outreach strategies to improve conversion rates, and staying informed on cybersecurity trends to effectively position solutions and build credibility with prospects. ...
Posted
14 days ago
Undisclosed
Singapore
- Provide insurance advisory and technical support on Construction-related risks and policies
- Build and maintain strong relationships with clients, insurers, and internal stakeholders
- Ensure timely preparation of renewal reports, placement slips, and policy documentation ...
Posted
23 days ago
LSG INSURANCE PTE. LTD.
SGD4,000 - SGD8,000 Per Month
Singapore
- Prepare and deliver presentations to clients on financial planning and servicing existing clients and partners while addressing general ad-hoc and technical queries.
- Stay up to date with industry trends and regulatory changes to ensure compliance with MAS regulations, attend regular training sessions and seminars, and engage in marketing and training initiatives for partners.
- Work collaboratively with other team members to ensure client satisfaction and successful implementation of financial plans while continuously improving your skills and knowledge ...
Posted
24 days ago
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