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
- Processing Takaful Application
- Follow-up on policy/certificate issuance
- Assisting clients with claims ...
Posted
18 days ago
MYR3,000 - MYR10,000 Per Month
Malaysia
- Good interpersonal skills
- Sales and Marketing
- Recruiting new team members ...
Posted
19 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
Undisclosed
KL City
- Strong interpersonal and communication skills to engage with clients and build lasting relationships.
- Sales, customer service, and negotiation skills to identify client needs and provide customized solutions.
- Analytical and problem-solving skills to assess financial options and develop suitable recommendations. ...
Posted
3 days 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
20 hours ago
Undisclosed
Singapore
- Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
- Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review.
- Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions. ...
Posted
6 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
20 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
15 hours 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
9 hours 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 hours ago
Undisclosed
- What We Provide
- * Online & physical training provided
- * 1 month on field sales activities coaching with mentor / senior sales colleague ...
Posted
20 days ago
Undisclosed
KL City
- Coordinate with technical leads, business analysts, and solution architects to ensure consistent and reliable integration across all workstreams
- Guide planning for system integration testing (SIT/UAT), interface validation, and operational readiness
- Identify integration risks and dependencies early, and facilitate timely mitigation in collaboration with stakeholders ...
Posted
5 days ago
SGD14,000 - SGD14,000 Per Month
Singapore
- Calculate dealing prices in accordance with Company pricing policies.
- Conduct in-depth analysis of the Gasoline market, including supply and demand dynamics and price trends etc.
- Keeping abreast of industry regulations and ensuring that all trading activities comply with applicable laws and guidelines. ...
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
2 days ago
Undisclosed
KL City
- ️ Responsibilities:
- • Handle customer inquiries via phone, email & chat
- • Provide excellent customer support and promote solutions/services ...
Posted
a day 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
20 days ago
Undisclosed
KL City
- 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
20 days ago
Undisclosed
KL City
- Strong communication and interpersonal skills
- Passion for helping people at different life stages
- Self-motivated and growth-oriented mindset ...
Posted
20 days ago
MYR2,500 - MYR8,000 Per Month
KL City
- Guide clients through the claims process and help them collect benefits when a claim is met.
- Uphold legal responsibilities, including loyalty, fairness, and honesty while acting in the best interest of the client and the insurer.
- Build and maintain strong relationships with clients through regular communication, policy reviews, and customer service.
Posted
21 days ago
Undisclosed
Singapore
- Support both technical and commercial discussions with partners and end customers.
- Build and maintain strong long-term relationships with distributors and key channel partners.
- Gather customer and partner feedback on product performance, pricing, compatibility, and market requirements. ...
Posted
9 days ago
ACCLAIM INSURANCE BROKERS PTE. LTD.
SGD4,500 - SGD4,500 Per Month
Singapore
- Requirement:
- · Possess Certificate in General Insurance or equivalent.
- · Minimum qualification level: Diploma or higher educations (We are able to accept ...
Posted
21 days ago
UNITED OVERSEAS INSURANCE LIMITED
SGD3,000 - SGD3,000 Per Month
Singapore
- Ensure all sales activities comply with MAS regulations and internal compliance standards.
- Maintain detailed records of calls and customer interactions in CRM systems.
- Participate in training sessions to enhance product knowledge and sales techniques. ...
Posted
10 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
23 days ago
Undisclosed
KL City
- Recognition and Rewards
- Ability to choose and fix your time.
- Weekly coaching ...
Posted
14 days ago
Undisclosed
KL City
- Collaborate with pre-sales resources, virtual sales teams, account managers, and executives to ensure timely responses to qualified, high-revenue leads and strategic account development.
- Prepare quotations, proposals, and contracts, working cross-functionally to finalize agreements and set delivery schedules.
- Follow up with customers to monitor satisfaction, uncover additional revenue opportunities, and nurture ongoing relationships. ...
Posted
13 days ago
MYR2,000 - MYR5,000 Per Month
- Menghadiri sesi latihan dan coaching.
- Waktu kerja flexible.
- Komisen dan Bonus tanpa had. ...
Posted
13 days ago
Undisclosed
- Guide clients through the claims process and help them collect benefits when a claim is met.
- Uphold legal responsibilities, including loyalty, fairness, and honesty while acting in the best interest of the client and the insurer.
- Build and maintain strong relationships with clients through regular communication, policy reviews, and customer service. ...
Posted
23 days ago
MYR2,000 - MYR5,000 Per Month
- Menghadiri sesi latihan dan coaching.
- Waktu kerja flexible.
- Komisen dan Bonus tanpa had. ...
Posted
14 days ago
MYR2,000 - MYR5,000 Per Month
- Menghadiri sesi latihan dan coaching.
- Waktu kerja flexible.
- Komisen dan Bonus tanpa had. ...
Posted
14 days ago
MYR2,000 - MYR5,000 Per Month
KL City
- Menghadiri sesi latihan dan coaching.
- Waktu kerja flexible.
- Komisen dan Bonus tanpa had. ...
Posted
14 days ago
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