Jobs
Companies
Forums
300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 346 jobs results for
"wealth planner"
Never miss any updates for Wealth Planner jobs
Manage Alert
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
18 days ago
THE SUPREME HR ADVISORY PTE. LTD.
SGD2,000 - SGD2,000 Per Month
Singapore
- Acquiring and servicing new and existing customers
- Attend professional certification classes and courses.
- Develop and implement financial strategies for individuals and small businesses. ...
Posted
18 days ago
PERSOL SINGAPORE PTE. LTD.
SGD3,800 - SGD3,800 Per Month
Singapore
- Build and maintain long-term customer relationships through professional and personalized service.
- Ensure compliance with banking regulations, internal policies, and industry guidelines in all customer interactions.
- Uphold the Bank's service standards and values while delivering a positive customer experience. ...
Posted
18 days ago
PERSOL SINGAPORE PTE. LTD.
SGD4,000 - SGD4,000 Per Month
Singapore
- Achieve monthly customer acquisition targets through outbound prospecting and structured follow-ups.
- Build and grow your customer base through structured outreach activities, tele-prospecting initiatives and customer engagement programmes.
- Understand customers’ needs, financial goals and life stages, and recommend suitable banking, investment and insurance solutions in a clear and responsible manner. ...
Posted
18 days ago
MYR3,000 - MYR3,000 Per Month
- Comprehensive Training Provided
- Minimum education: SPM to Degree
- Must have own transport ...
Posted
18 days ago
Wealth Solutions Consultant (Basic-Comms)(No Exp Welcome) Wealth Solutions Consultant (Basic-Comms)(No Exp Welcome)
Great Eastern Financial Advisers Private Limited
Undisclosed
Singapore
- Diploma from a local polytechnic or equivalent
- Strictly no foreigners
- No experience welcome ...
Posted
19 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
22 days ago
MYR3,977.93 - MYR12,496.30 Per Month
KL City
- Analyze requirements and translate them into technical solutions.
- Develop, enhance, and maintain applications using .NET and SQL.
- Write and optimize MS-SQL queries, stored procedures, and database scripts. ...
Posted
23 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- - Collaborate with clients to set and achieve wealth objectives
- Provide investment advice and planning for wealth growth/protection:
- - Offer investment advice and strategies for wealth growth and protection ...
Posted
23 days ago
Undisclosed
KL City
- Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;
- Source and develop new customer leads through existing customer’s referrals;
- Handling Account Opening process including Debit Card issuance of acquired customers; ...
Posted
25 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- - Collaborate with clients to set and achieve wealth objectives
- Provide investment advice and planning for wealth growth/protection:
- - Offer investment advice and strategies for wealth growth and protection ...
Posted
25 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Attend investment training monthly, fully funded by company.
- Organize and Invite clients for investment events.
- Keeping abreast of current events, critical issues, and relevant news such as industry trends and market conditions.Remuneration Package & Benefits: ...
Posted
a month 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
a month 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
a month ago
Undisclosed
Singapore
- Serve as the client’s primary point of contact for all advisory and investment-related matters.
- Work closely with the investment, product, and marketing teams to refine targeting, campaigns, and onboarding journeys.
- Develop financial proposals, portfolio diagnostics, and implementation plans in line with client goals. ...
Posted
a month 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
a month 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
a month ago
SGD5,000 - SGD7,500 Per Month
Bukit Merah
- One-to-one mentorship and coaching from experienced consultants
- Sponsorship and support for required industry licensing examinations, subject to eligibility
- Professional development and industry-recognised certifications ...
Posted
a month ago
SGD5,000 - SGD12,000 Per Month
Bukit Merah
- Flexible working hours (results-focused environment)
- Structured training, onboarding, and licensing support
- 1-to-1 mentorship and ongoing coaching ...
Posted
16 days ago
Undisclosed
Singapore
- Provide technical guidance on fiduciary and wealth-planning matters, including relevant regulatory, tax and market developments, and conduct internal workshops and training where required.
- Support business growth by developing sales strategies, enhancing wealth-planning solutions and maintaining existing client relationships to achieve revenue targets across fiduciary and corporate services.
- Minimum 4–5 years of relevant experience in wealth planning, wealth structuring, trust and fiduciary services, private banking or a related HNW/UHNW advisory environment. ...
Posted
18 days ago
CANWORKONE.SG EMPLOYMENT PTE. LTD.
SGD5,000 - SGD5,000 Per Month
Singapore
- Work alongside experienced estate planning and wealth specialists to deliver comprehensive financial solutions.
- Specialise in a fast-growing and high-value area of financial advisory.
- Structured training, mentorship, and continuous professional development. ...
Posted
15 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Identify financial gaps through detailed client assessments and recommend appropriate wealth-building strategies
- Build and expand a personal client portfolio by establishing trust and delivering consistent value
- Cultivate a professional personal brand within the financial services industry to enhance client acquisition and retention ...
Posted
a day ago
Undisclosed
Singapore
- Develop process maps, governance models and delivery frameworks.
- Support programme assurance reviews and health checks.
- Facilitate workshops and stakeholder meetings. ...
Posted
a day ago
MYR1,753.33 - MYR5,187.67 Per Month
WFH
KL City
- Are you comfortable meeting and communicating with client? Yes/No
- Are you willing to work in a performance-based environtment? Yes/No
- Why are you interested in building a career in financial services? ...
Posted
20 hours ago
Browse Location:
More Location
Browse Company:
More Companies
Browse "wealth planner" Job By:
Browse "wealth planner" Job By: