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300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 316 jobs results for
"wealth planner"
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Undisclosed
- Organizational and time-management skills to handle multiple leads, follow-ups, and client accounts in a fast-paced environment.
- Comfort with digital tools, CRM systems, and virtual meeting platforms to support hybrid work and remote client engagement.
- Ability to work both independently and collaboratively, with high levels of integrity and adherence to regulatory and ethical standards. ...
Posted
a month ago
Undisclosed
- Proficiency in business development and lead generation strategies
- Ability to analyze client needs and provide tailored financial solutions
- Self-motivated with excellent time management and organizational skills ...
Posted
12 days ago
SGD1,000 - SGD3,000 Per Month
Novena
- Prepare and present insurance proposals to clients.
- Perform follow-up calls and maintain ongoing client relationships.
- Conduct periodic policy reviews to ensure clients’ coverage aligns with their evolving needs. ...
Posted
20 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Follow up on enquiries, appointments, and policy applications.
- Achieve individual and team sales targets while delivering a positive customer experience.
- Fresh graduates are welcome to apply. ...
Posted
17 days ago
EA RECRUITMENT PTE. LTD.
SGD3,000 - SGD3,000 Per Month
Singapore
- Working hours: (Mon – Fri) 10am to 6pm
- Training Provided
- Source and identify potential candidates through social media, referrals, networking, and recruitment platforms ...
Posted
25 days ago
D L Resources Pte Ltd
Undisclosed
- Provide strategic guidance in client acquisition, relationship management, and portfolio development.
- Uphold strict compliance with regulatory requirements and professional governance standards.
- A clear recruitment and agency-growth plan is in place. ...
Posted
21 days ago
MYR2,000 - MYR2,200 Per Month
- Arrange appointments with clients
- Collect and organise customer information and documents
- Assist with insurance applications and submissions ...
Posted
a month ago
Undisclosed
George Town
- Build and maintain strong client relationships through regular reviews, updates and proactive communication
- Collaborate with internal teams including investment specialists, tax advisors and legal consultants to ensure holistic solutions
- Identify opportunities to expand services offered to existing clients and support business development initiatives ...
Posted
3 days ago
EA RECRUITMENT PTE. LTD.
SGD3,000 - SGD3,000 Per Month
Singapore
- Working hours: (Mon – Fri) 10am to 6pm
- Training Provided
- Source and identify potential candidates through social media, referrals, networking, and recruitment platforms ...
Posted
a month ago
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
12 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Support training and guidance for new staff on audit processes and compliance requirements
- Keep audit checks and procedures updated in line with regulatory and policy changes
- Contribute to process improvement initiatives, including automation and digitalisation of audit workflows ...
Posted
13 days ago
Undisclosed
Petaling
- Prepare loan applications and supporting documentation, ensuring accuracy and completeness
- Guide clients through the mortgage application process, answering queries and addressing concerns professionally
- Build and maintain a strong client database, fostering long-term relationships for repeat business and referrals ...
Posted
3 days ago
Deputy-Business Development Director (AM to Manager) - SME Channel (candidates with SME and group insurance sales experience are highly encouraged to apply) Deputy-Business Development Director (AM to Manager) - SME Channel (candidates with SME and group insurance sales experience are highly encouraged to apply)
Great Eastern
Undisclosed
KL City
- Build, maintain, and strengthen professional relationships with business partners, while ensuring a high standard of service excellence and customer experience.
- Support the planning and execution of corporate events, conduct employee briefing sessions, and present customer acquisition solutions to prospective corporate clients.
- To monitor seamless implementation, including policy enrolment, briefing, policy set up and billing issuance. ...
Posted
21 days ago
Undisclosed
KL City
- Design and lead sales campaigns and performance initiatives to improve intermediary engagement and accelerate new business growth.
- Collaborate closely with internal functions including Claims, Actuarial, Group Administration, and Operations to ensure aligned execution and superior customer outcomes.
- Maintain strong governance through proactive risk identification, regulatory compliance, and control enhancement, supporting sustainable growth. ...
Posted
a month ago
Undisclosed
Singapore
- Job description
- Job Title: Wealth Management Planner
- Job Type: Full-time ...
Posted
4 days ago
MYR3,000 - MYR7,500 Per Month
- Opportunities for promotion
- Parental leave
- WE’RE HIRING! ...
Posted
4 days ago
MYR3,000 - MYR10,000 Per Month
- Boleh belajar, menerima teguran dan arahan
- Mampu bekerja dalam pasukan
- Bertanggungjawab dan komited ...
Posted
13 days ago
MYR2,000 - MYR2,000 Per Month
- Flexible schedule
- Opportunities for promotion
- Professional development ...
Posted
15 days ago
HKD20,000 - HKD50,000 Per Month
Cheung Sha Wan
- Attractive Benefits (overseas convention, vocational training, medical insurance, etc…)
- Flexible Working Hours
- Utilising interpersonal skills to prospect new leads ...
Posted
3 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Generate new business opportunities through leads, referrals and customer engagement
- Build and manage your own customer portfolio
- Follow up actively with customers and convert opportunities into business ...
Posted
3 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- - Offer guidance on tax-efficient investment strategies
- Manage portfolios and conduct regular reviews:
- - Oversee client investment portfolios and make adjustments as needed ...
Posted
3 days ago
Undisclosed
KL City
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
a day ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Up to $7500 monthly allowance
- Uncapped commission
- Lifetime passive income ...
Posted
a day ago
Undisclosed
KL City
- Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
- Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
- Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...
Posted
3 days ago
PLACEMENT PROFESSIONALS
SGD5,000 - SGD5,000 Per Month
Singapore
- CMFAS-certified: RES5, M9, M9A, HI
- Singaporean or Singapore PR
- Excellent leadership, interpersonal and communication skills ...
Posted
4 days ago
Wealth Advisor (Full-time - Part-time - Freelance) Wealth Advisor (Full-time - Part-time - Freelance)
PLACEMENT PROFESSIONALS
SGD2,500 - SGD2,500 Per Month
Singapore
- Provide guidance on wealth planning, savings strategies, insurance coverage, and investment solutions.
- Create personalised financial plans based on clients’ goals and circumstances.
- Keep current with financial products, market developments, and regulatory updates. ...
Posted
4 days ago
SGD3,000 - SGD8,000 Per Month
Singapore
- Oversee client investment portfolios and make adjustments as needed
- Monitor market trends and rebalance portfolios to optimize performance
- Ensure portfolios align with client risk tolerance and investment objectives ...
Posted
4 days ago
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