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300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 332 jobs results for
"wealth planner"
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MYR2,000 - MYR10,000 Per Month
- Love meeting with new people and learn new things
- A quick thinker and generous
- Able to put oneself in client's shoes ...
Posted
22 days ago
MYR2,000 - MYR10,000 Per Month
- Love meeting with new people and learn new things
- A quick thinker and generous
- Able to put oneself in client's shoes ...
Posted
22 days ago
MYR2,000 - MYR10,000 Per Month
Malaysia
- Love meeting with new people and learn new things
- A quick thinker and generous
- Able to put oneself in client's shoes ...
Posted
22 days ago
HKD30,000 - HKD30,000 Per Month
WFH
Tsim Sha Tsui
- Develop and maintain cordial customer relationship and provide quality customer services
- Promote financial and investment products to customers base on their needs.
- Support the strategic planning for business expansion, including development of new customer segments, niche products, new markets and sales channels. ...
Posted
13 days ago
Undisclosed
Singapore
- Develop opportunities by demonstrating risk and insurance expertise and ability to help solve clients’ problems
- Engage with local and regional teams across solution lines and geography to bring the best of Aon to clients.
- Manage proposals and responses to tenders and develop quality presentations as needed, work with the relevant bid management in country and regional experts ...
Posted
13 days ago
SGD4,000 - SGD8,000 Per Month
Singapore
- Create and manage client investment portfolios
- Develop investment strategies aligned with client goals and risk profile
- Monitor and adjust portfolios as needed ...
Posted
15 days ago
SGD4,000 - SGD8,000 Per Month
Singapore
- Create and manage client investment portfolios
- Develop investment strategies aligned with client goals and risk profile
- Monitor and adjust portfolios as needed ...
Posted
15 days ago
Insurance Broker (General Insurance - Financial Risk Solutions) Insurance Broker (General Insurance - Financial Risk Solutions)
ACCLAIM INSURANCE BROKERS PTE. LTD.
Insurance Broker (General Insurance - Financial Risk Solutions) Insurance Broker (General Insurance - Financial Risk Solutions)
ACCLAIM INSURANCE BROKERS PTE. LTD.
SGD4,500 - SGD4,500 Per Month
Singapore
- Strategic Business Growth: Develop and execute strategies for new business acquisition, client retention, and cross-selling in line with company goals.
- Regulatory Compliance: Ensure all placement processes, team workflows, and documentation strictly follow MAS regulatory requirements and internal risk policies.
- Education & Certifications: Bachelor’s degree in Law/Computer Science or Information Technology/Accountancy or Business Administration/Banking & Finance/Risk Management/ or any other discipline. Mandatory Singapore regulatory certifications (e.g., CGI, BCP, ComGI) are also required. ACII or ANZIIF designations are highly advantageous. ...
Posted
24 days ago
Undisclosed
Singapore
- Entry-Level
- We are expanding our team and looking for motivated individuals to join us in an entry-level Sales & Marketing role. No prior experience is required — full training and support will be provided.
- What We Offer: ...
Posted
15 days ago
MYR2,000 - MYR3,000 Per Month
Malaysia
- Memberi konsultasi berkaitan Takaful.
- Membina hubungan dengan pelanggan.
- Membantu pelanggan memilih pelan yang sesuai. ...
Posted
24 days ago
MYR1,000 - MYR1,000 Per Month
- Assist clients with policy applications and after-sales service.
- Generate new leads through networking, referrals, and online platforms.
- Achieve individual sales targets and participate in team activities. ...
Posted
24 days ago
Undisclosed
Singapore
- Entry-Level
- We are expanding our team and looking for motivated individuals to join us in an entry-level Sales & Marketing role. No prior experience is required — full training and support will be provided.
- What We Offer: ...
Posted
16 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Achieve individual sales and performance targets.
- Ensure all advisory and sales activities comply with MAS regulations and company policies.
- Stay updated on product knowledge and market developments. ...
Posted
16 days ago
MYR3,000 - MYR8,000 Per Month
- Mengurus dokumentasi dan proses permohonan pelanggan.
- Menjalankan aktiviti pembangunan perniagaan dan jaringan profesional.
- Membina portfolio pelanggan serta mengekalkan hubungan jangka panjang. ...
Posted
24 days ago
Undisclosed
Singapore
- Ventures drives the financing and development of start-ups.
- Hands-on experience across core insurance functions (e.g., policy administration, claims, distribution/broker management, etc.), with the ability to understand business processes from the customer's perspective.
- Proven track record supporting business and technology transformation programmes, including operating model design, process reengineering, technology modernisation, and large-scale change initiatives. ...
Posted
24 days ago
Undisclosed
KL City
- Collaborate with pre-sales resources, virtual sales teams, account managers, and executives to ensure timely responses to qualified, high-revenue leads and strategic account development.
- Prepare quotations, proposals, and contracts, working cross-functionally to finalize agreements and set delivery schedules.
- Follow up with customers to monitor satisfaction, uncover additional revenue opportunities, and nurture ongoing relationships. ...
Posted
16 days ago
Undisclosed
KL City
- As part of our team, you’ll be involved in face-to-face customer engagement, roadshows, events, and promotional campaigns while learning from an experienced team.
- Your Day-to-Day
- • Meet and interact with customers from different backgrounds ...
Posted
17 days ago
Undisclosed
Singapore
- Excellent critical thinking and decision-making skills to make informed and timely investment choices.
- Strong communication and interpersonal skills to build and maintain relationships with clients and stakeholders.
- Proven ability to work independently in a remote working environment. ...
Posted
18 days ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Prepare product illustrations, comparisons, and supporting materials for client presentations.
- Review application forms and supporting documentation (including KYC/AML information and financial evidence) for completeness and accuracy, maintaining up-to-date records in CRM and workflow tools.
- Arrange medical examinations and coordinate underwriting requirements with insurers and third-party providers to support timely case decisions. ...
Posted
6 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
2 days ago
MYR5,000 - MYR8,000 Per Month
KL City
- Prepare weekly project status reports and presentation materials for management review.
- Maintain project trackers, action logs, risk and issue logs, and other project documentation.
- Highlight delays, blockers, and key concerns to the Program Manager. ...
Posted
3 days ago
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