300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl
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"wealth planner"
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Undisclosed
WFH
Singapore
- Actively drive business growth by identifying and acquiring new marine insurance clients locally, regionally, and internationally, leveraging existing relationships and networks
- Cultivate strong client relationships across Charterers Liability, Cargo, Hull & Machinery, P&I, and related marine insurance lines
- Closely collaborate with colleagues in our Singapore team and the global business development team based in Germany, ensuring seamless service delivery ...
Posted
23 days ago
MYR400 - MYR16,000 Per Month
KL City
- Conduct face-to-face or online consultations
- Prepare quotations and explain policy benefits clearly
- Assist clients with claims and policy servicing ...
Posted
a month ago
MYR3,600 - MYR16,000 Per Month
Malaysia
- Are you ambitious, people-oriented and serious about building a long-term career in financial planning & risk management?
- This is more than just a sales role. It's an opportunity to build your own income, personal brand and long-term business in the financial industry.
- As a Sales Executive (Takaful), you will play a key role in helping individuals and families plan, protect and secure their financial future through customised Family Takaful solutions. ...
Posted
24 days 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
24 days ago
AXA China Region Insurance Company Limited
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
11 days ago
ADECCO PERSONNEL PTE LTD
SGD3,500 - SGD3,500 Per Month
Singapore
- Channel Administration
- Conduct validation and appointment exercises in accordance to the business rules.
- Maintain registers of advisers with 3rd party licence ...
Posted
25 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
25 days ago
Telemarketing Executive (General Insurance Products) Telemarketing Executive (General Insurance Products)
Dah Sing Financial Group
Undisclosed
Singapore
- Support both technical and commercial discussions with partners and end customers.
- Build and maintain strong long-term relationships with distributors and key channel partners.
- Gather customer and partner feedback on product performance, pricing, compatibility, and market requirements. ...
Posted
25 days ago
Undisclosed
KL City
- Coordinate with technical leads, business analysts, and solution architects to ensure consistent and reliable integration across all workstreams
- Guide planning for system integration testing (SIT/UAT), interface validation, and operational readiness
- Identify integration risks and dependencies early, and facilitate timely mitigation in collaboration with stakeholders ...
Posted
a month ago
Undisclosed
台灣
- Provide a strategic cooperation model to effectively operate the channel/salesman.
- Achieve the company's business-related project tasks and performance.
- It is necessary to cooperate with the regular holiday rotation and domestic and foreign travel needs. ...
Posted
23 days ago
Undisclosed
KL City
- Coordinate with technical leads, business analysts, and solution architects to ensure consistent and reliable integration across all workstreams
- Guide planning for system integration testing (SIT/UAT), interface validation, and operational readiness
- Identify integration risks and dependencies early, and facilitate timely mitigation in collaboration with stakeholders ...
Posted
a month ago
Bancassurance Business Development Director-East Malaysia (Based at Kota Kinabalu) (candidate with experience in SME, insurance - direct sales marketing are encouraged to apply) Bancassurance Business Development Director-East Malaysia (Based at Kota Kinabalu) (candidate with experience in SME, insurance - direct sales marketing are encouraged to apply)
Great Eastern
Undisclosed
KL City
- Attend joint sales with Relationship Managers to maximize participation rate, closing ratio and sales target.
- Organize sales activities and events to create awareness for Bancassurance campaigns.
- Follow up on outstanding cases and ensure cases turn inforce. ...
Posted
11 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
a month 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
23 days 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
a month ago
Undisclosed
Singapore, 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
24 days 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
24 days ago
SGD3,500 - SGD3,500 Per Month
Singapore
- Manage ad hoc payment requests
- Ensure all payments are processed accurately and delivered within stipulated timelines
- Support process improvement initiatives to enhance operational efficiency ...
Posted
25 days ago
Telemarketing Executive (General Insurance Products) Telemarketing Executive (General Insurance Products)
Dah Sing Financial Group
Undisclosed
Hong Kong
- Please refer update JD
- Requirements
- Please refer update JD ...
Posted
20 days ago
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