300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | September 2026

Maintain up-to-date knowledge of Takaful products, industry trends, and regulatory requirements.
Meet or exceed sales targets by actively pursuing leads, conducting presentations, and closing deals.
Build and maintain strong relationships with customers to foster loyalty and generate referrals. ...

Any Skills Sales and Marketing

Be an early applicant!

Posted

a month ago

Insurance Advisor Insurance Advisor

GT4 Consultant

MYR3,000 - MYR10,000 Per Month

Full Time

Fresh Graduates

Johor Bahru, Johor

Maintain up-to-date knowledge of Takaful products, industry trends, and regulatory requirements.
Meet or exceed sales targets by actively pursuing leads, conducting presentations, and closing deals.
Build and maintain strong relationships with customers to foster loyalty and generate referrals. ...

Any Skills Sales and Marketing

Be an early applicant!

Posted

a month ago

Chat Available

Insurance Advisor Insurance Advisor

GT4 Consultant

MYR3,000 - MYR10,000 Per Month

+Additional Compensation

Full Time

Fresh Graduates

Johor Bahru, Johor

Maintain up-to-date knowledge of Takaful products, industry trends, and regulatory requirements.
Meet or exceed sales targets by actively pursuing leads, conducting presentations, and closing deals.
Build and maintain strong relationships with customers to foster loyalty and generate referrals. ...

Any Skills Sales and Marketing

Posted

a month ago

Chat Available

Insurance Consultant Insurance Consultant

GT4 Consultant

MYR3,000 - MYR10,000 Per Month

+Additional Compensation

Full Time

Fresh Graduates

Johor Bahru, Johor

Maintain up-to-date knowledge of Takaful products, industry trends, and regulatory requirements.
Meet or exceed sales targets by actively pursuing leads, conducting presentations, and closing deals.
Build and maintain strong relationships with customers to foster loyalty and generate referrals. ...

Any Skills Sales and Marketing

Posted

a month ago

Chat Available

Internship For Insurance Associate Internship For Insurance Associate

SYNERGY LIVING GROUP (SLG)

MYR500 - MYR700 Per Month

+Additional Compensation

Internship

Fresh Graduates

Ipoh, Perak

Conduct preliminary research on market trends, competitor activities, and regulatory changes to support strategic decision-making.
Learn and apply company underwriting guidelines and claims procedures to assist in evaluating risks and processing claims.
Collaborate with team members on various projects and tasks, contributing to a positive and productive work environment. ...

Team Player Effective Communication

Be an early applicant!

Posted

a month ago

Chat Available

Takaful Advisor Takaful Advisor

GT 3 SOLUTION

Undisclosed

Full Time

Fresh Graduates

Johor Bahru, 81100

Conduct market analysis to identify new business opportunities and potential growth areas within the Takaful sector.
Collaborate with the sales team to enhance product knowledge and effectively communicate the value proposition of Takaful products.
Negotiate terms and conditions with clients, ensuring mutually beneficial agreements that align with Shariah compliance. ...

Takaful Knowledge Shariah Compliance

Be an early applicant!

Posted

a month ago

Wealth Planner Wealth Planner

BDO UNIBANK, INC. (SINGAPORE BRANCH)

SGD15,000 - SGD23,000 Per Month

Full Time

Outram

Facilitates introductions and referrals to approved external advisors and partners, trustee providers and onshore BDO trustees, in accordance with the Bank's policies, procedures and applicable regulatory requirements.
Develops thought leadership and planning ideas, staying updated on regulatory, tax, and market developments relevant to wealth planning and philanthropy.
Develops relevant client marketing pitch decks and internal training materials. ...

Posted

17 days ago

Wealth Planner Wealth Planner

PLACEMENT PROFESSIONALS

SGD15,000 - SGD15,000 Per Month

Full Time

Singapore

Facilitate introductions and referrals to approved external advisors and partners, trustee providers, and onshore trustees, in accordance with the Bank's policies, procedures, and applicable regulatory requirements.
Create thought leadership and wealth planning concepts while keeping abreast of regulatory, tax, and market developments relevant to wealth planning and philanthropy.
Develop appropriate client marketing pitch decks and internal training materials. ...

Posted

13 days ago

Wealth Planner Wealth Planner

Placement Professionals

SGD15,000 - SGD23,000 Per Month

Full Time

Singapore

Posted

13 days ago

Wealth Planner Wealth Planner

BDO UNIBANK, INC. (Singapore Branch)

SGD10,000 - SGD10,000 Per Month

Full Time

Singapore

Facilitates introductions and referrals to approved external advisors and partners, trustee providers and onshore BDO trustees, in accordance with the Bank's policies, procedures and applicable regulatory requirements.
Develops thought leadership and planning ideas, staying updated on regulatory, tax, and market developments relevant to wealth planning and philanthropy.
Develops relevant client marketing pitch decks and internal training materials. ...

Posted

24 days ago

Wealth Planner Wealth Planner

BDO UNIBANK, INC. (Singapore Branch)

SGD15,000 - SGD15,000 Per Month

Full Time

Singapore

Facilitates introductions and referrals to approved external advisors and partners, trustee providers and onshore BDO trustees, in accordance with the Bank's policies, procedures and applicable regulatory requirements.
Develops thought leadership and planning ideas, staying updated on regulatory, tax, and market developments relevant to wealth planning and philanthropy.
Develops relevant client marketing pitch decks and internal training materials. ...

Posted

24 days ago

Wealth Planner Wealth Planner

BDO UNIBANK, INC. (Singapore Branch)

SGD5,000 - SGD5,000 Per Month

Full Time

Singapore

Facilitates introductions and referrals to approved external advisors and partners, trustee providers and onshore BDO trustees, in accordance with the Bank's policies, procedures and applicable regulatory requirements.
Develops thought leadership and planning ideas, staying updated on regulatory, tax, and market developments relevant to wealth planning and philanthropy.
Develops relevant client marketing pitch decks and internal training materials. ...

Posted

24 days ago

Wealth Planner Wealth Planner

Placement Professionals

SGD5,000 - SGD8,000 Per Month

Full Time

Singapore

Posted

12 days ago

Wealth Planner Wealth Planner

PLACEMENT PROFESSIONALS

SGD5,000 - SGD5,000 Per Month

Full Time

Singapore

Establish lasting client relationships through proactive servicing and consistent reviews.
Generate new business through referrals, networking and prospecting.
Collaborate with our marketing and events teams to deliver meaningful client experiences. ...

Posted

13 days ago

Wealth Planner Wealth Planner

BDO UNIBANK, INC. (Singapore Branch)

SGD5,000 - SGD10,000 Per Month

Full Time

Outram

Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to client’s mandates.
Monitors and reports the account performance, management and administration
Ensure compliance of accounts and account process to rules, regulations and laws ...

Posted

a month ago

WEALTH PLANNER WEALTH PLANNER

SYNERGY CONSULTANCY

MYR1,607.75 - MYR6,975.38 Per Month

Full Time, Part Time

Seremban

Advise clients on takaful, protection and financial planning solutions to support long-term financial security.
Develop and manage a prospect pipeline through networking, referrals, cold calling and other business development activities.
Conduct client reviews regularly to ensure existing financial plans remain aligned with clients’ changing needs and financial goals. ...

Posted

22 days ago

Wealth Planner Wealth Planner

New Heart Network (NHN) Agency

MYR1,800 - MYR1,800 Per Month

Part Time, Full Time

Kuching

Professional development
- Attend meetings, seminars and programs to learn about new products and services
- Calculate premiums and establish payment methods ...

Posted

9 days ago

Wealth Planner Wealth Planner

BDO UNIBANK, INC. (Singapore Branch)

SGD10,000 - SGD15,000 Per Month

Full Time

Outram

Monitors and reports the account performance, management and administration
Ensure compliance of accounts and account process to rules, regulations and laws
Ensures that risk exposures are within the Bank’s capacity to manage and that risks are consistent with its client’s respective risk profile and tolerance ...

Posted

a month ago

Wealth Planner Wealth Planner

BDO UNIBANK, INC. (SINGAPORE BRANCH)

SGD15,000 - SGD23,000 Per Month

Full Time

Outram

Posted

9 days ago

Singapore - Wealth Planner Singapore - Wealth Planner

BDO Unibank

Undisclosed

Full Time

Singapore

Facilitates introductions and referrals to approved external advisors and partners, trustee providers and onshore BDO trustees, in accordance with the Bank's policies, procedures and applicable regulatory requirements.
Develops thought leadership and planning ideas, staying updated on regulatory, tax, and market developments relevant to wealth planning and philanthropy.
Develops relevant client marketing pitch decks and internal training materials. ...

Posted

7 days ago

Internship Wealth Planner Internship Wealth Planner

New Heart Network Company

MYR600 - MYR600 Per Month

Internship

Malaysia

Posted

16 days ago

Private Bank - Wealth Planner Private Bank - Wealth Planner

Selby Jennings

Undisclosed

Full Time

Singapore

Stay abreast of legal, tax, regulatory, and industry developments impacting private clients.
Deliver technical training and thought leadership to Relationship Managers and internal stakeholders.
Represent the bank at client seminars, industry events, and strategic partner engagements. ...

Posted

8 hours ago

Wealth Planner - Private Bank Wealth Planner - Private Bank

Recruit Avenue Pte. Ltd.

SGD4,500 - SGD8,500 Per Month

Full Time

Singapore

Stay abreast of relevant legal, regulatory, tax and economic developments across key jurisdictions.
Support wealth planning sales targets and new business initiatives.
Apply sound commercial judgement when assessing client needs and structuring solutions. ...

Posted

8 days ago