200+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl
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"wealth planner"
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Job "wealth planner"
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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
14 days ago
Undisclosed
KL City
- Implementation of IFRS 17 from both a technical and non-technical actuarial standpoint
- Risk management
- Mergers & Acquisitions ...
Posted
14 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
15 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
16 days ago
MYR1,500 - MYR10,000 Per Month
Damansara Jaya
- Assist clients with application and documentation processes.
- Build and maintain long-term relationships with clients.
- Follow up on customer inquiries and provide after-sales service. ...
Posted
15 days ago
MYR2,000 - MYR10,000 Per Month
- To ensure customer satisfaction and provide excellent after-sales service
- To actively market and sell insurance products to all clients.
- Candidates must possess at least a SPM/Diploma/ Bachelor's Degree ...
Posted
16 days ago
MYR2,000 - MYR10,000 Per Month
- To ensure customer satisfaction and provide excellent after-sales service
- To actively market and sell insurance products to all clients.
- Candidates must possess at least a SPM/Diploma/ Bachelor's Degree ...
Posted
16 days ago
MYR2,000 - MYR5,000 Per Month
- Kejayaan terjamin dengan pendapatan Tanpa Had & Masa bekerja yang fleksible.
- Perniagaan yang boleh diwarisi
- Kelas Latihan efektif disediakan secara percuma oleh Agensi ...
Posted
17 days ago
MYR2,000 - MYR10,000 Per Month
Malaysia
- Adakah anda seorang yang bercita-cita tinggi, mahu meningkatkan pendapatan, mencari kerjaya yang fleksibel dan ingin memberi impak kepada masyarakat?
- Ikhwan Group Kemaman sedang mencari individu yang bersemangat untuk menyertai kami sebagai Perunding Takaful Profesional dan membina kerjaya dalam industri kewangan yang berkembang pesat di Malaysia.
- SKOP TUGAS Memberi Nasihat Kewangan & Perlindungan ...
Posted
17 days ago
MYR2,000 - MYR10,000 Per Month
Malaysia
- Develop your own client portfolio and personal business brand.
- Continuously improve your skills through training, coaching and leadership development programmes.
- Represent the values of professionalism, trust and integrity in every client interaction. ...
Posted
17 days ago
MYR2,000 - MYR5,000 Per Month
- To ensure customer satisfaction and provide excellent after-sales service
- To actively market and sell insurance products to all clients.
- Candidates must possess at least a SPM/Diploma/ Bachelor's Degree ...
Posted
17 days ago
MYR2,000 - MYR5,000 Per Month
Malaysia
- Azka Group is seeking a motivated and results-driven Insurance Consultant to join our team. This role involves providing tailored insurance solutions, advising clients on policies, and ensuring excellent customer service. If you have strong communication skills and a passion for helping people secure their financial future, we’d love to have you on board.
- Pay: RM2,000.00 - RM5,000.00 per month
- Benefits: ...
Posted
17 days ago
MYR2,000 - MYR5,000 Per Month
Malaysia
- Azka Group is seeking a motivated and results-driven Insurance Consultant to join our team. This role involves providing tailored insurance solutions, advising clients on policies, and ensuring excellent customer service. If you have strong communication skills and a passion for helping people secure their financial future, we’d love to have you on board.
- Pay: RM2,000.00 - RM5,000.00 per month
- Benefits: ...
Posted
17 days ago
Undisclosed
Singapore
- We are committed to growing our business and hiring the best talent in the market.
- Our focus is on maintaining our agile and entrepreneurial culture.
- Provide end-to-end oversight for the delivery of complex, large-scale initiatives ...
Posted
17 days ago
Howden Insurance Brokers Limited
Undisclosed
KL City
- Respond to incoming enquiries from clients, insurers and third parties.
- Ensure quotations, memorandum of insurance, and billings are correct and complete.
- Follow up with clients on premiums collection and address premium warranty due date. ...
Posted
17 days 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
19 days ago
BEATHCHAPMAN (PTE. LTD.)
SGD8,000 - SGD8,000 Per Month
Singapore
- Ensure compliance with regulatory requirements and industry standards
- Work closely with insurance underwriters to secure the best terms and coverage for clients
- Bachelor's Degree in Business or Finance ...
Posted
2 days ago
Undisclosed
KL City
- Support the design and execution of operating models, processes, and controls aligned to insurance regulatory and compliance requirements.
- Oversee UAT planning and execution to ensure business scenarios are thoroughly tested and that system outcomes align with operational expectations.
- Act as a bridge between business stakeholders and technical teams to resolve issues and ensure clarity of requirements throughout the project lifecycle. ...
Posted
19 days ago
BEATHCHAPMAN (PTE. LTD.)
SGD5,000 - SGD5,000 Per Month
Singapore
- Ensure that all customer requests are handled in a timely and consistent manner
- Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
- Support sales team to provide excellent service to high net-worth clients to achieve client retention ...
Posted
2 days ago
SGD9,000 - SGD9,000 Per Month
Singapore
- The successful candidate will focus on maximizing channel revenue, managing distributor pipelines, and simultaneously embedding ACS deep within a premier key account to secure long-term design-wins and revenue growth.
- Key Responsibilities
- Channel Partner Management (ASEAN) ...
Posted
19 hours ago
Align Recruitment Pte. Ltd.
SGD6,000 - SGD8,000 Per Month
Central
- Job Responsibilities:
- Business Development & Account Management:
- - Develop and grow new business opportunities across General Insurance product lines. ...
Posted
9 hours ago
MYR2,000 - MYR5,000 Per Month
Malaysia
- Professional development
- Job Description
- Kami sedang mencari individu yang bermotivasi tinggi dan profesional untuk menyertai pasukan kami sebagai Ejen Takaful. Calon yang berjaya akan bertanggungjawab membantu pelanggan merancang perlindungan kewangan yang sesuai mengikut keperluan mereka. ...
Posted
8 days ago
BEATHCHAPMAN (PTE. LTD.)
SGD5,000 - SGD5,000 Per Month
Singapore
- Ensure that all customer requests are handled in a timely and consistent manner
- Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
- Support sales team to provide excellent service to high net-worth clients to achieve client retention ...
Posted
5 days ago
Undisclosed
Downtown Core
- Partnering with Aon Care's Third Party Administrator (TPA) and insurers to proactively manage potential blocking issues related to claims and Letters of Guarantee
- Mediating cases and issues promptly to prevent further customer concerns
- Coordinating and collecting required documents and information for Aon Care and insurers to evaluate claims assessments, and carrying out investigations for contestable or complex claims ...
Posted
8 days ago
SGD15,000 - SGD19,000 Per Month
Singapore
- Business Development: Identifying new business opportunities and expanding the company's market share in the Energy sector.
- Regulatory Compliance: Keeping abreast of industry regulations and ensuring that all trading activities comply with applicable laws and guidelines.
- Industry Knowledge: 10+ years of trading/broking experience in the Energy market is required. ...
Posted
6 days ago
Undisclosed
Singapore
- Partnering with Aon Care's Third Party Administrator (TPA) and insurers to proactively manage potential blocking issues related to claims and Letters of Guarantee
- Mediating cases and issues promptly to prevent further customer concerns
- Coordinating and collecting required documents and information for Aon Care and insurers to evaluate claims assessments, and carrying out investigations for contestable or complex claims ...
Posted
8 days ago
MYR3,500 - MYR5,000 Per Month
KL City
- Conduct client presentations and product briefings to explain coverage, benefits, exclusions, and plan options.
- Build and maintain strong professional relationships with clients, prospects, and business partners.
- Understand client needs and recommend suitable GHS insurance solutions based on their workforce profile and benefit requirements. ...
Posted
20 days ago
SGD15,000 - SGD15,000 Per Month
Singapore
- Business Development: Identifying new business opportunities and expanding the company's market share in the Energy sector.
- Regulatory Compliance: Keeping abreast of industry regulations and ensuring that all trading activities comply with applicable laws and guidelines.
- Industry Knowledge: 10+ years of trading/broking experience in the Energy market is required. ...
Posted
6 days ago
AON SINGAPORE PTE. LTD.
SGD5,000 - SGD5,000 Per Month
Singapore
- Partnering with Aon Care's Third Party Administrator (TPA) and insurers to proactively manage potential blocking issues related to claims and Letters of Guarantee
- Mediating cases and issues promptly to prevent further customer concerns
- Coordinating and collecting required documents and information for Aon Care and insurers to evaluate claims assessments, and carrying out investigations for contestable or complex claims ...
Posted
8 days ago
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