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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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Undisclosed
Singapore
- Provide tailored insurance and wealth planning solutions across life insurance, legacy planning, and wealth accumulation products
- Maintain a high standard of client servicing and relationship management
- Work closely with internal case management and operations teams to ensure smooth policy implementation and ongoing servicing ...
Posted
2 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
2 days ago
Undisclosed
KL City
- Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
- Provide excellent customer service and uphold professionalism to reflect Bank’s image
- Seek continuous improvement in the following areas to enhance job skills and competencies :- ...
Posted
2 days ago
Undisclosed
Singapore
- Client-centric skills including excellent interpersonal, verbal and written communication skills.
- Accreditations: RES5, CM-CIS, CM-LIP or CM-LIC, HI required.
- About Us ...
Posted
a day ago
PEOPLE PROFILERS PTE. LTD.
SGD3,600 - SGD3,600 Per Month
Singapore
- Open to experienced sales professionals from any industry as well
- Guidance and sponsorship for CMFAS certifications
- Clear career progression pathway ...
Posted
9 hours ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Up to $7500 monthly allowance
- Uncapped commission
- Lifetime passive income ...
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
4 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
5 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
5 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
6 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
6 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
6 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
7 days ago
Undisclosed
- To provide good after-sales and conduct sales visits to potential customers within the vicinity.
- Ensure adherence to the relevant policies, regulatory risk and compliance matters.
- Bachelor’s degree, in any field, from an accredited university / colleges. ...
Posted
7 days ago
Undisclosed
Malaysia
- To provide financial advisory, promote and cross-sell a comprehensive range of financial products and services.
- To proactively manage and build long term customer relationship
- To provide good after-sales and conduct sales visits to potential customers within the vicinity ...
Posted
7 days ago
Undisclosed
Malaysia
- To provide good after-sales and conduct sales visits to potential customers within the vicinity.
- Ensure adherence to the relevant policies, regulatory risk and compliance matters.
- Bachelor’s degree, in any field, from an accredited university / colleges. ...
Posted
7 days ago
Undisclosed
Singapore
- Keep track of the market trends and product updates in the industry
- Liaise with external service providers such as trust firms, corporate services, legal, tax consultants etc to structure wealth solutions to clients
- Ensure the process are aligned with regulatory requirements, company policies etc ...
Posted
7 days ago
Undisclosed
- 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
13 days ago
Undisclosed
- Relevant academic background in Finance, Economics, Business, or a related field is beneficial.
- Professional certifications (e.g., CFP or equivalent) and applicable regulatory licenses are an advantage.
- Demonstrated client relationship management skills, strong communication abilities, and a high level of integrity are essential. ...
Posted
14 days ago
SGD3,000 - SGD6,000 Per Month
Singapore
- Unable to sponsor work passes
- Diploma in a locally recognised polytechnic minimum or the equivalent of overseas
- No prior experience needed ...
Posted
14 days ago
MYR3,000 - MYR3,000 Per Month
- Comprehensive Training Provided
- Minimum education: SPM to Degree
- Must have own transport ...
Posted
15 days ago
Undisclosed
Singapore
- Keep track of the market trends and product updates in the industry
- Liaise with external service providers such as trust firms, corporate services, legal, tax consultants etc to structure wealth solutions to clients
- Ensure the process are aligned with regulatory requirements, company policies etc ...
Posted
15 days ago
SGD4,000 - SGD8,000 Per Month
Singapore
- Offer investment advice and strategies for wealth growth and protection
- Provide guidance on asset allocation, risk management, and wealth preservation
- Help clients navigate complex investment decisions ...
Posted
15 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
15 days ago
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