300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl
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"wealth planner"
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Insurance Advisor-Sales Executive, Individual Insurance Renewal Team Insurance Advisor-Sales Executive, Individual Insurance Renewal Team
Pacific Prime Insurance Brokers Ltd
Undisclosed
Hong Kong
- Analyze market trends in the region, staying informed to make informed business decisions.
- Coordinate with internal support team to deliver smooth client experience.
- Tertiary education ...
Posted
11 days ago
Undisclosed
Hong Kong
- Maintain awareness of activities are complying with relevant guidelines
Posted
3 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Identify and acquire new SME clients with financing need
- Promote and advise on caveat loans and secured business lending solutions
- Assess clients’ financial situations and propose suitable loan structures ...
Posted
a month ago
Lv & Associates Consultant Sdn Bhd
LV & Associates Consultant Sdn Bhd
Lv & Associates Consultant Sdn Bhd
MYR2,500 - MYR7,500 Per Month
Bandar Kinrara
- Flexible Working Hours
- Comprehensive Training Provided
- Minimum education: SPM to Degree ...
Posted
8 days ago
LV & Associates Consultant Sdn Bhd
MYR2,500 - MYR7,500 Per Month
Bandar Kinrara
- Flexible Working Hours
- Comprehensive Training Provided
- Minimum education: SPM to Degree ...
Posted
8 days ago
Business Development Director (Manager) - Direct Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply) Business Development Director (Manager) - Direct Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply)
Great Eastern
Undisclosed
KL City
- Build and maintain strong relationships with key bank stakeholders to strengthen collaboration and referral pipelines.
- Conduct regular engagement sessions with bank partners to promote EB solutions and increase product awareness.
- Support bank-led SME initiatives, campaigns, and events to enhance visibility and referral generation. ...
Posted
6 days ago
Deputy-Business Development Director (AM to Manager) - Agency Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply) Deputy-Business Development Director (AM to Manager) - Agency Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply)
Great Eastern
Undisclosed
KL City
- Prepare and submit weekly activities updates and production performance reports in timely manner.
- Ensure adherence to the Credit Control Procedure (CCP) and related internal policies.
- Deliver product presentations and business proposals to prospective clients and agency partners. ...
Posted
6 days ago
MYR2,000 - MYR5,000 Per Month
- Manage after-sales support and maintain customer satisfaction.
- Participate in team meetings, training sessions, and company events.
- Minimum education: SPM or equivalent. ...
Posted
8 days ago
IPP Financial Advisers
SGD3,000 - SGD5,500 Per Month
Singapore
- Develop and maintain knowledge of financial planning concepts, products, and services.
- Provide administrative support, including client servicing, scheduling appointments and managing communications with clients.
- Participate in ongoing training and professional development opportunities. ...
Posted
15 days ago
Undisclosed
Hong Kong
- Candidates must be permitted to work in Hong Kong*
Posted
21 days ago
MYR1,453.33 - MYR5,778.37 Per Month
Subang Bestari
- Membina serta mengekalkan hubungan baik dengan pelanggan.
- Mencapai sasaran jualan yang ditetapkan.
- Berumur 25 tahun ke atas. ...
Posted
13 days ago
MYR3,000 - MYR3,500 Per Month
- Analyze sales trends and demand forecasts to optimize inventory planning.
- Track production progress and ensure orders are completed on time.
- Coordinate with production, warehouse, purchasing, and sales departments to ensure smooth operations. ...
Posted
a day ago
MYR3,000 - MYR3,000 Per Month
- Comprehensive Training Provided
- Minimum education: SPM to Degree
- Must have own transport ...
Posted
a day ago
SGD6,000 - SGD6,000 Per Month
Singapore
- Up to $6000 fixed monthly allowance
- Uncapped commission
- Lifetime passive income ...
Posted
5 days ago
Undisclosed
Singapore
- 8–12+ years of experience in wealth management, investment advisory, or client-facing / sales roles, with strong exposure to HNW clients and proven experience mentoring or leading advisory teams.
- Proven track record in client acquisition and AUM growth, with the ability to independently originate opportunities.
- Strong grounding in markets, financial products, and portfolio allocations, with the ability to engage in sophisticated investment discussions. ...
Posted
13 days ago
MYR4,500 - MYR16,000 Per Month
KL City
- Meet monthly and rolling production requirements in a regulated environment.
- Participate in leadership grooming, coaching, and advanced advisory training.
- Collaborate with team leaders to strengthen professional advisory capabilities. ...
Posted
18 days ago
MYR4,100 - MYR4,100 Per Month
KL City
- Manage client servicing, documentation, and follow-ups independently.
- Participate actively in academy training, coaching sessions, and performance reviews
- Young career starters or individuals exploring their first professional career (fresh graduates and those without prior working experience are welcome). ...
Posted
18 days ago
PERSOL SINGAPORE PTE. LTD.
SGD5,000 - SGD5,000 Per Month
Singapore
- Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
- Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
- Conclude sales through referrals from colleagues. ...
Posted
21 days ago
Undisclosed
- To be responsible in updating Material Shortage Report, advise quantity order request and work closely with Buyer for raw material delivery date.
- To be responsible in issuing Material Issue Note ( MIN ) to Warehouse for preparing material for Production.
- To ensure work orders are completed in a timely, accurate manner. Monitor materials fulfillment and WIP utilization. ...
Posted
21 days ago
MYR2,800 - MYR3,800 Per Month
KL City
- Support project forecasting, workload planning, and resource allocation activities.
- Assist in monitoring manpower, machinery, and material readiness before project commencement.
- Coordinate with internal departments, site teams, vendors, and stakeholders for project updates and planning inputs. ...
Posted
24 days ago
Undisclosed
Singapore
- Excellent communication, interpersonal, and relationship-building skills
- Ability to analyze complex financial data and present recommendations clearly
- Relevant certifications in finance or wealth management are advantageous ...
Posted
a month ago
MYR3,000 - MYR3,000 Per Month
Happy Garden
- Comprehensive Training Provided
- Minimum education: SPM to Degree
- Must have own transport ...
Posted
a month ago
MYR4,100 - MYR4,100 Per Month
KL City
- Manage client servicing, documentation, and follow-ups independently.
- Participate actively in academy training, coaching sessions, and performance reviews
- Young career starters or individuals exploring their first professional career (fresh graduates and those without prior working experience are welcome). ...
Posted
a month ago
MYR4,500 - MYR16,000 Per Month
KL City
- Meet monthly and rolling production requirements in a regulated environment.
- Participate in leadership grooming, coaching, and advanced advisory training.
- Collaborate with team leaders to strengthen professional advisory capabilities. ...
Posted
a month ago
Undisclosed
Singapore
- 8–12+ years of experience in wealth management, investment advisory, or client-facing / sales roles, with strong exposure to HNW clients and proven experience mentoring or leading advisory teams.
- Proven track record in client acquisition and AUM growth, with the ability to independently originate opportunities.
- Strong grounding in markets, financial products, and portfolio allocations, with the ability to engage in sophisticated investment discussions. ...
Posted
a month ago
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