300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl
Showing 332 jobs results for
"wealth planner"
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Job "wealth planner"
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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
Undisclosed
Malaysia
- Completing financial needs analysis,
- To follow-up with potential customers after appointment, closure and attending to customer’s request on the policy until it turn into production,
- To review client insurance policies to identify insurance gap, ...
Posted
9 days ago
Undisclosed
Kota Damansara
- Leadership incubation programs for future agency builders
- Client fact-finding & financial needs analysis
- Provide tailored insurance & Takaful solutions ...
Posted
2 days ago
Undisclosed
Singapore
- Collect and apply market and channel intelligence to identify and share product competitive gaps, service issues, business opportunities, and challenges with stakeholders.
- Provide technical guidance and support to Relationship Managers, sharing knowledge and encouraging others to do the same.
- Liaise between stakeholders and leadership teams on training and leads programs/initiatives. ...
Posted
2 days ago
Undisclosed
Malaysia
- Meet and follow-up with potential customers after appointment and attending to customer’s request on the policy until it turns into production.
- To review client insurance policies to identify insurance gap.
- To assist to organize Banca event/day on weekly basis. ...
Posted
a day ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Recommend suitable financial solutions including insurance and investment-linked products
- Build and maintain long-term client relationships through regular reviews
- Stay updated on financial markets, products, and regulatory requirements ...
Posted
a day ago
TALENT EDGE RECRUITMENT LLP
SGD3,300 - SGD3,300 Per Month
Singapore
- Actively listen and probe questions to accurately advise customise solutions based on customer's needs and requirements
- Proactively engage customers through our sales cycle and ensure prompt follow-up on every lead to achieve our sale target
- Effectively handle complaints at the first point of contact, aiming to resolve situations to customers' satisfaction ...
Posted
9 hours ago
MYR1,707.05 - MYR7,325.91 Per Month
- Sesiapa yang ingin Kerjaya baru, pendapatan yang lebih
- Diberi pendapatan bulanan dan Bonus Insentif dari company Etiqa Family Takaful Berhad bagi yang layak.
- Pendapatan bulanan (RM 1700 – RM 4500) ...
Posted
6 days ago
Undisclosed
Singapore
- Support and guide clients through digital and operational transformation, translating business needs into actionable solutions
- Own and manage workstream delivery, including planning, risks and dependencies, milestones and coordination across client and internal teams
- Engage confidently with senior client stakeholders, across in workshops, steering committees, and day-to-day advisory interactions ...
Posted
11 hours ago
MYR3,000 - MYR3,000 Per Month
- Deskripsi Jawatan
- Kami sedang mencari individu yang bermotivasi tinggi untuk menyertai pasukan kami sebagai Consultant Takaful. Anda akan membantu pelanggan merancang perlindungan kewangan dan takaful yang sesuai mengikut keperluan mereka.
- Tanggungjawab: ...
Posted
5 days ago
MYR3,000 - MYR3,000 Per Month
- Deskripsi Jawatan
- Kami sedang mencari individu yang bermotivasi tinggi untuk menyertai pasukan kami sebagai Consultant Takaful. Anda akan membantu pelanggan merancang perlindungan kewangan dan takaful yang sesuai mengikut keperluan mereka.
- Tanggungjawab: ...
Posted
5 days ago
MYR3,000 - MYR3,000 Per Month
- Deskripsi Jawatan
- Kami sedang mencari individu yang bermotivasi tinggi untuk menyertai pasukan kami sebagai Consultant Takaful. Anda akan membantu pelanggan merancang perlindungan kewangan dan takaful yang sesuai mengikut keperluan mereka.
- Tanggungjawab: ...
Posted
5 days ago
MYR3,000 - MYR3,000 Per Month
- Deskripsi Jawatan
- Kami sedang mencari individu yang bermotivasi tinggi untuk menyertai pasukan kami sebagai Consultant Takaful. Anda akan membantu pelanggan merancang perlindungan kewangan dan takaful yang sesuai mengikut keperluan mereka.
- Tanggungjawab: ...
Posted
5 days ago
MYR3,000 - MYR3,000 Per Month
- Deskripsi Jawatan
- Kami sedang mencari individu yang bermotivasi tinggi untuk menyertai pasukan kami sebagai Consultant Takaful. Anda akan membantu pelanggan merancang perlindungan kewangan dan takaful yang sesuai mengikut keperluan mereka.
- Tanggungjawab: ...
Posted
5 days ago
MYR3,000 - MYR3,000 Per Month
- Deskripsi Jawatan
- Kami sedang mencari individu yang bermotivasi tinggi untuk menyertai pasukan kami sebagai Consultant Takaful. Anda akan membantu pelanggan merancang perlindungan kewangan dan takaful yang sesuai mengikut keperluan mereka.
- Tanggungjawab: ...
Posted
5 days ago
Undisclosed
Singapore
- Produce solutions to complex problems demonstrating in-depth knowledge of the subject matter and an ability to think independently and communicate such concisely.
- Mentor consultants and senior consultants to increase their industry-specific knowledge and practical experiences across insurance transformation.
- Conduct market and trend analyses to support the business in identifying strategic opportunities for growth. ...
Posted
5 days ago
Undisclosed
- Drive Agency Recruitment Programmes to strengthen and expand the agency force.
- Organize relationship enhancement activities to maintain strong engagement with agents and business partners.
- Conduct agency portfolio segmentation and identify opportunities for business growth. ...
Posted
7 days ago
MYR3,000 - MYR10,000 Per Month
- Good interpersonal skills
- Sales and Marketing
- Recruiting new team members ...
Posted
8 days ago
Undisclosed
KL City
- Report, track, and manage insurance claims.
- Attend on‑site visits to assess and understand damages when required.
- Liaise with internal and external stakeholders to ensure claims are handled promptly and accurately. ...
Posted
17 hours ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Financial Analysis: Presenting detailed financial summaries, investment reports, and income projections for clients.
- Client Relationship Management: Maintain and strengthen client relationships through regular reviews and adjustments to financial plans based on life changes.
- 24-months Trainee Program: Provides monthly allowance + commission, supporting you in the first 24 months of your career. ...
Posted
8 days ago
MYR3,000 - MYR10,000 Per Month
Damansara Utama
- Ability to work effectively in a team-oriented environment
- Minimum 5 passes in SPM
- Diploma or Degree holders are preferred ...
Posted
9 days ago
Undisclosed
KL City
- • Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, or equivalent; with strong sales record in banking or financial institution.• At least 3-4 years of sales experience in financial services are preferred• Candidates with PCE certificate ie ( A,B and C) and / CEILLI license are an added advantage.• Should possess an outgoing personality with good interpersonal & communication skills.
Posted
9 days ago
Undisclosed
KL City
- To work closely with the Area Managers and RMs to strategizing and identifying potential customers,
- Meeting/following up with clients,
- Offering specialized financial guidance and advice to RMs, ...
Posted
9 days ago
Undisclosed
Singapore
- Identify new business opportunities and manage a consistent pipeline to achieve growth objectives.
- Ensure all advisory activities and documentation strictly adhere to regulatory standards and internal policies.
- Proven track record in insurance sales or financial advisory services. ...
Posted
9 days ago
Undisclosed
Singapore
- Collaborate with internal teams and external partners to execute targeted marketing and sales strategies.
- Conduct regular and ad-hoc engagement sessions for advisers and partners to enhance product knowledge and sales effectiveness.
- Develop training materials and best practices for HNW insurance advisory. ...
Posted
9 days ago
RANDSTAD PTE. LIMITED
SGD3,200 - SGD3,200 Per Month
Singapore
- Identify new business opportunities and manage a consistent pipeline to achieve growth objectives.
- Ensure all advisory activities and documentation strictly adhere to regulatory standards and internal policies.
- Proven track record in insurance sales or financial advisory services. ...
Posted
9 days ago
SGD3,000 - SGD8,000 Per Month
WFH
Singapore
- Mentorship-focused development environment
- Opportunities to build advisory and communication skills
- Assist in supporting clients with wealth planning and protection needs ...
Posted
a month ago
Undisclosed
KL City
- Completing financial needs analysis,
- To follow-up with potential customers after appointment, closure and attending to customer’s request on the policy until it turn into production,
- To review client insurance policies to identify insurance gap, ...
Posted
10 days ago
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