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300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 339 jobs results for
"wealth planner"
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Manage Alert
MYR900 - MYR900 Per Month
WFH
Malaysia
- Opsyen Tambahan: Kerja hujung minggu
- Mod Kerja: Work From Home (fleksibel)
- Opportunities for promotion ...
Posted
24 days ago
MYR3,000 - MYR5,000 Per Month
Puncak Alam
- Provide professional after-sales service and policy reviews.
- Generate new business through referrals, networking, and marketing activities.
- Stay updated on Takaful products, industry trends, and regulatory requirements. ...
Posted
17 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- - Provide guidance on portfolio management and asset allocation
- Manage client portfolios and develop investment strategies:
- - Create and manage client investment portfolios ...
Posted
17 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
21 hours 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
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
SGD4,000 - SGD4,000 Per Month
Singapore
- - Provide guidance on portfolio management and asset allocation
- Manage client portfolios and develop investment strategies:
- - Create and manage client investment portfolios ...
Posted
19 days ago
SGD2,000 - SGD7,000 Per Month
Singapore
- We're not just looking for people to fill sales positions. We develop individuals who want to take on greater responsibility — from becoming a strong salesperson to eventually leading and developing your own team.
- Be part of a growing regional environment with opportunities for team events, exposure to different markets, and overseas experiences as you progress.
- You'll work alongside a team that values Grit, Respect, Excellence, Celebration and Trust, while learning from people who have already gone through the journey. ...
Posted
18 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
6 days ago
Undisclosed
Singapore
- - Provide guidance on portfolio management and asset allocation
- Manage client portfolios and develop investment strategies:
- - Create and manage client investment portfolios ...
Posted
19 days ago
Undisclosed
- Organizational and time-management skills to handle multiple clients, follow up consistently, and meet targets.
- Comfort with digital tools and online platforms for remote communication, presentations, and policy servicing.
- Minimum academic qualification of a high school diploma; a diploma or degree in business, finance, or related fields is an advantage. ...
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
18 hours ago
INNOVATION ORGANIZATION PTE. LTD.
SGD3,000 - SGD3,000 Per Month
Singapore
- Execute marketing campaigns across various channels, including events, roadshows and residential campaigns etc.
- Work collaboratively with the team to achieve campaign objectives and sales targets
- Build and maintain positive customer relationships ...
Posted
18 days ago
Undisclosed
KL City
- Drive the performance management rhythm by tracking financial targets, commercial metrics, and sales force productivity.
- Build and maintain performance dashboards to deliver actionable insights that accelerate portfolio and revenue growth.
- Maintain governance across leadership forums and review committees by managing meeting agendas, tracking action items, and ensuring timely execution. ...
Posted
2 days ago
SGD2,800 - SGD2,800 Per Month
Singapore
- To continuously think ahead and help to develop solutions to emerging problems
- To continuously suggest ways in improving the team as a whole
- To actively tele-market the Bank's products to customers to generate sales revenue ...
Posted
19 hours ago
Account Executive (General Insurance - Financial Risk Solutions) Account Executive (General Insurance - Financial Risk Solutions)
ACCLAIM INSURANCE BROKERS PTE. LTD.
SGD3,500 - SGD3,500 Per Month
Singapore
- Compliance & Administration: Maintain accurate policy records and ensure all placement files adhere strictly to MAS regulations and internal compliance standards.
- 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.
- Experience: 2–3 years of broking or underwriting experience, preferably with exposure to Financial Lines/Financial Risk Solutions and/or General Insurance (e.g. Industrial All Risks). ...
Posted
19 days ago
Placement Professionals
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
Undisclosed
KL City
- Drive monthly bancassurance participation rates and other productivity metrics to achieve or exceed the Key Performance Indicators (KPIs) set forth in the “Achieving Performance Excellence (APEX)” framework.
- Work closely with internal stakeholders such as RMs and branch teams, along with insurance service providers, to coordinate and support sales, service, client events, and marketing activities.
- Provide training and coaching to RMs to enhance their insurance knowledge and selling skills. ...
Posted
20 days ago
SGD4,000 - SGD5,500 Per Month
Singapore
- Job Scope:
- Identify and acquire new SME clients with financing need
- Assess clients’ financial situations and propose suitable loan structure ...
Posted
20 days ago
SGD2,800 - SGD2,800 Per Month
Singapore
- To continuously think ahead and help to develop solutions to emerging problems
- To continuously suggest ways in improving the team as a whole
- To actively tele-market the Bank's products to customers to generate sales revenue ...
Posted
13 days ago
Undisclosed
KL City
- Dedicated, innovative, resourceful, analytical and able to work under pressure
- Foster an efficient, innovative and team-oriented work environment
- Minimum 5 years of experience in the non-life actuarial team or an actuarial consulting firm. Candidates with more experience will be considered for Senior Manager position ...
Posted
14 days ago
SGD6,500 - SGD6,500 Per Month
Singapore
- Ensure full compliance with internal policies and MAS regulations
- Conduct timely policy reviews and ongoing client servicing
- Collaborate in team meetings, client presentations, and compliance reviews ...
Posted
15 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
Sern Lee Palm Oil Mill Sdn. Bhd.
MYR4,200 - MYR6,300 Per Month
KL City
- Review internal controls and compliance with company policies and SOPs.
- Prepare audit working papers and audit reports.
- Discuss audit findings and recommended corrective actions with relevant departments. ...
Posted
a month ago
MYR2,500 - MYR4,000 Per Month
- Attractive performance-based income
- Career advancement opportunities
- Recognition, incentives and overseas travel opportunities ...
Posted
24 days ago
Financial Services Associate (Big 4 Insurers)(Basic-Comms)(No Exp Welcome) Financial Services Associate (Big 4 Insurers)(Basic-Comms)(No Exp Welcome) Financial Services Associate (Big 4 Insurers)(Basic-Comms)(No Exp Welcome) Financial Services Associate (Big 4 Insurers)(Basic-Comms)(No Exp Welcome)
TAG PTE. LTD.
SGD3,000 - SGD3,000 Per Month
Singapore
- Diploma from a local polytechnic or equivalent
- Sg citizens and PRs only
- No experience welcome ...
Posted
a month ago
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