300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl
Showing 312 jobs results for
"wealth planner"
Never miss any updates for Wealth Planner jobs
Activate Job Alert
Job "wealth planner"
Manage Alert
SGD9,000 - SGD9,000 Per Month
Singapore
- Deputy Peer Wealth Planner
- Responsibilities
- – Working closely with the Client Services teams in order to provide guidance on complex trust structures, portfolio restructures and the preparation of technical correspondence. ...
Posted
18 days ago
SGD3,500 - SGD8,500 Per Month
Singapore
- Holistic training and development, including real case studies, product workshops, and ongoing mentorship.
- Access to a wide suite of solutions, enabling you to craft bespoke strategies for affluent and HNW clients.
- Build and expand a pipeline of affluent clients through strategic business development. ...
Posted
17 days ago
Undisclosed
KL City
- Strong analytical, organizational, and time-management skills, with the ability to manage multiple clients and deadlines.
- Comfort working in a hybrid environment and using digital tools for client meetings, documentation, and portfolio reviews.
- Company Description ...
Posted
5 days ago
MYR1,500 - MYR2,000 Per Month
- Tanggungjawab Utama
- Memberi penerangan mengenai pelan perlindungan Takaful kepada pelanggan.
- Mengenal pasti keperluan kewangan dan perlindungan pelanggan berdasarkan situasi semasa mereka. ...
Posted
4 days ago
MYR3,000 - MYR10,000 Per Month
- Opportunities for promotion
- Parental leave
- Professional development ...
Posted
20 days ago
MYR4,500 - MYR16,000 Per Month
- Mengurus temujanji & follow-up pelanggan
- Umur 21 tahun ke atas
- Diploma / Ijazah (SPM dengan pengalaman dipertimbangkan) ...
Posted
22 days ago
MYR4,000 - MYR15,000 Per Month
- Mengurus temujanji & follow-up pelanggan
- Umur 18 tahun ke atas
- Diploma / Ijazah (SPM dengan pengalaman dipertimbangkan) ...
Posted
23 days ago
MYR3,000 - MYR10,000 Per Month
Damansara Jaya
- Maternity leave
- Parental leave
- Jawatan: Eexcutive Wealth Planner (Leadership role) ...
Posted
9 hours ago
MYR3,000 - MYR10,000 Per Month
Damansara Jaya
- Maternity leave
- Parental leave
- Jawatan: Eexcutive Wealth Planner (Leadership role) ...
Posted
9 hours ago
Ong Chin Hong Organisation
SGD1,500 - SGD1,500 Per Month
WFH
Singapore
- Exposure to both client-facing and analytical work
- Flexibility!
- Conduct detailed financial analysis and planning ...
Posted
23 days ago
SGD7,000 - SGD7,000 Per Month
Singapore
- Ensure compliance with regulatory requirements and industry standards
- Work closely with insurance underwriters to secure the best terms and coverage for clients
- Bachelor's Degree in Business or Finance ...
Posted
a month ago
MYR3,000 - MYR10,000 Per Month
KL City
- Professional development
- Vision insurance
- Khalifah Group was established in January 2009. The idea to form the organisation started when the Founder, Tuan Hj Bain, was promoted to Agency Manager with the promotion of 2 Unit Managers. In the beginning, the vision was to develop many leaders in Prudential, and the name "Khalifah Group" was chosen. Khalifah means Leader of its kind. ...
Posted
22 days ago
MYR3,000 - MYR10,000 Per Month
KL City
- Professional development
- Vision insurance
- Khalifah Group was established in January 2009. The idea to form the organisation started when the Founder, Tuan Hj Bain, was promoted to Agency Manager with the promotion of 2 Unit Managers. In the beginning, the vision was to develop many leaders in Prudential, and the name "Khalifah Group" was chosen. Khalifah means Leader of its kind. ...
Posted
22 days ago
PLACEMENT PROFESSIONALS
SGD10,000 - SGD10,000 Per Month
Singapore
- Advise clients on philanthropic initiatives, including setting up foundations, endowments, and donor-advised funds
- Collaborate with internal specialists such as tax, legal, and investment teams to deliver holistic solutions
- Identify and recommend curated investment opportunities aligned with clients’ financial objectives ...
Posted
11 days ago
MYR2,000 - MYR8,000 Per Month
KL City
- Opportunities for promotion
- Parental leave
- Professional development ...
Posted
22 days ago
Undisclosed
Ara Damansara
- Bonuses and Welcome bonus up to 80%
- Full time/Part time, Fresh grads and Career switchers are warmly welcomed
- Experience in sales, banking, customer service or financial services has higher chance ...
Posted
23 days ago
MYR1,000 - MYR12,000 Per Month
Malaysia
- Considering career transition
- Looking for flexible working arrangement
- Assist clients in financial & protection planning ...
Posted
23 days ago
Undisclosed
- Proven Customer Service skills, with a focus on relationship building, responsiveness, and handling inquiries or issues professionally.
- Excellent Communication skills, both verbal and written, with the ability to convey complex information in a clear and empathetic manner.
- Minimum diploma or bachelor’s degree in Business, Finance, Insurance, or a related field, or equivalent relevant experience. ...
Posted
7 days ago
MYR3,000 - MYR4,500 Per Month
KL City
- Maternity leave
- Opportunities for promotion
- Parental leave ...
Posted
6 days ago
MYR3,000 - MYR4,500 Per Month
KL City
- Maternity leave
- Opportunities for promotion
- Parental leave ...
Posted
6 days ago
Undisclosed
Malacca City
- Drive Banca sales productivity and Participation Rate of respective region/ centers using joint sales, coaching, customer profiling, organizing client events and training sessions
- To be the regional Banca champion for Banca sales initiatives and campaigns
- Manage and maintain Banca persistency above the threshold ...
Posted
11 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- + Highest Commissions of up to 50% of what you closed
- + Free Sales Overseas Trip
- + Quarterly Bonus (Don’t need to wait a year) ...
Posted
20 days ago
Browse Location:
More Location
Browse Company:
More Companies
Browse "wealth planner" Job By:
Browse "wealth planner" Job By: