300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl

Showing 325 jobs results for "wealth planner"

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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
MYR3,000 - MYR7,500 Per Month
  • Flexible Working Hours
  • Comprehensive Training Provided
  • Minimum education: SPM to Degree ...
Posted
5 days ago
MYR3,000 - MYR7,500 Per Month
  • Flexible Working Hours
  • Comprehensive Training Provided
  • Minimum education: SPM to Degree ...
Posted
5 days ago
MYR2,500 - MYR7,500 Per Month

Bandar Kinrara

  • Flexible Working Hours
  • Comprehensive Training Provided
  • Minimum education: SPM to Degree ...
Posted
8 days ago
MYR2,500 - MYR7,500 Per Month

Bandar Kinrara

  • Flexible Working Hours
  • Comprehensive Training Provided
  • Minimum education: SPM to Degree ...
Posted
8 days ago
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
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

EHP Leadership & Development Centre

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
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

JAJAN VIRAL WHOLESALES CITY SDN BHD

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

LV & Associates Consultant Sdn Bhd

MYR3,000 - MYR3,000 Per Month
  • Comprehensive Training Provided
  • Minimum education: SPM to Degree
  • Must have own transport ...
Posted
a day ago

RECRUIT SUCCESS PTE. LTD.

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
SGD3,300 - SGD5,200 Per Month

Singapore

Posted
14 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
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

BizLink Technology (S.E.A.) Sdn. Bhd.

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

RADICAL INTERNETWORK SDN BHD

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
SGD3,300 - SGD5,200 Per Month

Singapore

Posted
25 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

LV & Associates Consultant Sdn Bhd

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