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300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 328 jobs results for
"wealth planner"
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Manage Alert
SGD4,500 - SGD4,500 Per Month
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
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Health insurance
- Opportunities for promotion
- Parental leave ...
Posted
7 days ago
SGD6,000 - SGD9,000 Per Month
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
15 days ago
Up to 6,984.48 Per Month
- Performance-Based Income
- Flexibility
- Personal Development ...
Posted
4 days ago
Undisclosed
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
25 days ago
SGD9,000 - SGD9,000 Per Month
Singapore
- Drive awareness and adoption of wealth preservation, legacy planning, and protection solutions.
- Consistently update clients on the latest market trends and information regarding their portfolio
- Ensure all business activities comply with regulatory and internal governance requirements. ...
Posted
20 hours ago
Spidernet Recruitment Services
MYR3,500 - MYR10,000 Per Month
- Willingness to learn and grow
- Fresh graduates are welcome to apply
- Experience in sales, banking, insurance, financial services, or customer service is an added advantage ...
Posted
14 days ago
Financial Wealth Planner- Senior Financial Wealth Planner Financial Wealth Planner- Senior Financial Wealth Planner
ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD.
SGD5,000 - SGD10,000 Per Month
Serangoon
- Provide information and comparisons for clients to make informed decisions
- Building and maintaining long-term relationship with clients
- Developing own network with new and existing clients ...
Posted
a month ago
SGD10,000 - SGD10,000 Per Month
Singapore
- Drive awareness and adoption of wealth preservation, legacy planning, and protection solutions.
- Consistently update clients on the latest market trends and information regarding their portfolio
- Ensure all business activities comply with regulatory and internal governance requirements. ...
Posted
12 days ago
Undisclosed
Singapore
- 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
SGD9,000 - SGD9,000 Per Month
Singapore
- Drive awareness and adoption of wealth preservation, legacy planning, and protection solutions.
- Consistently update clients on the latest market trends and information regarding their portfolio
- Ensure all business activities comply with regulatory and internal governance requirements. ...
Posted
15 days ago
Great Eastern Financial Advisers (Jon Soh)
Undisclosed
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
a month ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Health insurance
- Opportunities for promotion
- Parental leave ...
Posted
a month ago
SGD9,000 - SGD9,000 Per Month
Singapore
- Drive awareness and adoption of wealth preservation, legacy planning, and protection solutions.
- Consistently update clients on the latest market trends and information regarding their portfolio
- Ensure all business activities comply with regulatory and internal governance requirements. ...
Posted
20 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
KL City
- Health insurance
- Opportunities for promotion
- Parental leave ...
Posted
a month ago
MYR2,500 - MYR12,000 Per Month
- Health insurance
- Maternity leave
- Opportunities for promotion ...
Posted
17 hours ago
MYR4,000 - MYR10,000 Per Month
Taman Bukit Serdang Seksyen 2
- Participate in marketing, prospecting and business development activities to expand your professional network.
- Enhance your communication, presentation, negotiation and interpersonal skills through real-world experience.
- Work closely with team members and leaders to achieve personal and team goals. ...
Posted
4 days ago
MYR4,000 - MYR10,000 Per Month
Taman Bukit Serdang Seksyen 2
- Participate in marketing, prospecting and business development activities to expand your professional network.
- Enhance your communication, presentation, negotiation and interpersonal skills through real-world experience.
- Work closely with team members and leaders to achieve personal and team goals. ...
Posted
13 days ago
Undisclosed
Malaysia
- Excellent Customer Service skills, including clear communication, active listening, and handling inquiries and concerns professionally.
- Relevant insurance licensing or certification as required by local regulations; prior experience in insurance or financial services is an advantage.
- Ability to work on-site in Klang, manage a client portfolio, and maintain organized records and follow-ups. ...
Posted
16 hours ago
MYR2,500 - MYR15,000 Per Month
- Follow up with prospective and existing clients
- Participate in team training, coaching and development sessions
- Build your own client network and portfolio ...
Posted
20 hours ago
MYR1,000 - MYR3,000 Per Month
- Participate in training and professional development programmes.
- Flexible working hours
- Hybrid working arrangement ...
Posted
18 days ago
MYR2,500 - MYR15,000 Per Month
- Follow up with prospective and existing clients
- Participate in team training, coaching and development sessions
- Build your own client network and portfolio ...
Posted
8 days ago
Undisclosed
- Identify protection gaps such as life, medical , critical illness,accident and income protection
- Recommend suitable insurance/ takaful solutions based on the clients’ needs and budget
- Explain benefits ,exclusions, premiums,coverage terms and policy conditions ...
Posted
18 days ago
Undisclosed
- Valid insurance license (or eligibility to obtain one) as required by local regulations.
- Comfort working remotely with reliable internet access and proficiency in digital communication tools.
- Strong communication and interpersonal skills, with the ability to explain complex concepts in clear, accessible language. ...
Posted
9 days ago
Undisclosed
KL 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
9 days ago
Undisclosed
- Excellent Customer Service skills, with the ability to communicate clearly and build long-term client relationships.
- Good interpersonal and negotiation skills, with a consultative and ethical approach to selling.
- Ability to work both independently and collaboratively in a hybrid environment (office and remote). ...
Posted
20 days ago
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