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300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 327 jobs results for
"wealth planner"
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Manage Alert
MYR3,000 - MYR10,000 Per Month
- Recommend suitable protection plans based on clients' financial needs and financial goals.
- Participate in training, coaching and professional development programmes.
- Manage and follow up with propective clients in a professional manner. ...
Posted
15 days ago
MYR3,000 - MYR5,000 Per Month
KL City
- Follow up with existing customers
- Achieve volumes and targets
- Keep a track of completion activities and provide market information. ...
Posted
16 days ago
Undisclosed
Hong Kong
- About the Role
- The Developer Relations Lead will be responsible for building meaningful relationships with developers, engineers, technical founders, and technology communities.
- A major focus of the role will be developing and running hackathons, workshops, and technical community programmes. You will work closely with internal product, engineering, marketing, and events teams to create experiences that encourage developers to engage, experiment, and build. ...
Posted
16 days ago
Undisclosed
Singapore
- Build and maintain prompt versioning and change management infrastructure, tracking prompt changes across agent versions, evaluating behavioural impacts before production deployment, and maintaining rollback capability for agent configurations.
- Research and apply emerging techniques in context engineering and behaviour steering, including constitutional AI prompting, chain-of-thought elicitation, self-critique patterns, and structured output enforcement, translating research insights into production improvements.
- Design and operate evaluation frameworks for deployed agents, including automated evaluation suites assessing task completion accuracy, instruction-following fidelity, tool-calling correctness, edge-case handling, and adversarial robustness. ...
Posted
17 days ago
Undisclosed
Malaysia
- Bachelor’s degree (or higher) in Business, Finance, Risk Management, Insurance, Law, or a related field (or equivalent professional experience).
- 5+ years of professional experience in insurance (claims, underwriting, brokerage, actuarial support, risk management, compliance, or operations).
- Strong understanding of insurance fundamentals: policy structure (insuring agreement, definitions, conditions, exclusions), endorsements, limits/deductibles, and coverage triggers. ...
Posted
17 days ago
Undisclosed
Singapore
- Develop process maps, governance models and delivery frameworks.
- Support programme assurance reviews and health checks.
- Facilitate workshops and stakeholder meetings. ...
Posted
18 days ago
Placement Professionals
Placement Professionals
ABEAM CONSULTING (SINGAPORE) PTE. LTD.
SGD7,000 - SGD7,000 Per Month
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
19 days ago
PLACEMENT PROFESSIONALS
SGD7,000 - SGD7,000 Per Month
Singapore
- Support and guide clients through digital and operational transformation, translating business needs into actionable solutions
- Take ownership of workstream execution, covering planning, risk and dependency management, milestones, and coordination between client and internal teams
- Engage confidently with senior client stakeholders, across in workshops, steering committees, and day-to-day advisory interactions ...
Posted
19 days ago
Undisclosed
KL City
- Analyze clients' insurance needs and present suitable coverage options.
- Build and maintain strong relationships with clients to ensure customer satisfaction.
- Stay current on industry trends, product knowledge, and regulations. ...
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
5 days ago
Undisclosed
Singapore
- Develop process maps, governance models and delivery frameworks.
- Support programme assurance reviews and health checks.
- Facilitate workshops and stakeholder meetings. ...
Posted
20 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
6 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
19 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
7 days ago
*NEW* 6 Months Contract Business Development Support Manager - Insurance *NEW* 6 Months Contract Business Development Support Manager - Insurance
AMBITION GROUP SINGAPORE PTE. LTD.
SGD5,000 - SGD5,000 Per Month
Singapore
- Coordinate cases requiring underwriting, AML, operational or other internal reviews.
- Escalate potential bottlenecks and support timely resolution of cases.
- Work closely with Underwriting, New Business, AML, Product, Operations and other relevant teams on ongoing cases and business requirements. ...
Posted
2 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
17 hours ago
Undisclosed
Hong Kong
- 有IIQE1, 3牌優先, 有insurance經驗優先冇牌都可以試, 最緊要有心, 態度
- 有興趣可直接SEND CV 到6015 3893 或 電郵到 [email protected]
Posted
4 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
5 days ago
ADECCO PERSONNEL PTE LTD
SGD8,000 - SGD8,000 Per Month
Singapore
- Provide product training and guidance to enhance team knowledge and skills.
- Minimum 3 years of relevant banking sales experience.
- Confident in leading discussions and presenting solutions to clients. ...
Posted
5 days ago
Undisclosed
Malaysia
- Your Opportunity Starts Here.
- This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager.Banca AdvisorWhy JoinImagine being part of a team that helps high net worth individuals and families achieve their financial goals. As a Banca Advisor at OCBC, you'll have the opportunity to build long-term relationships with clients and provide them with tailored wealth management solutions. You'll be part of a team that is dedicated to delivering exceptional service and expertise.How you succeedTo succeed in this role, you'll need to take a client-centric approach, understanding their unique needs and goals. You'll work closely with our team of experts to develop and implement wealth management strategies that meet our clients' objectives. Building strong relationships and providing exceptional service will be key to your success.What you do- Manage a portfolio of high net worth clients, providing them with wealth management solutions and advice- Develop and implement investment strategies that meet our clients' objectives- Build and maintain relationships with clients, understanding their needs and goals- Collaborate with our team of experts, including investment specialists and financial planners- Stay up-to-date with market trends and developments, providing insights and advice to our clientsWho you are- A degree in a relevant field, such as finance or economics- At least 5 years of experience in wealth management or a related field- Strong knowledge of investment products and wealth management strategies- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients- A strong understanding of the financial services industry and market trends- A professional certification, such as CFP or CFA, is desirableWho we areAs Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation.But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future.We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here.What we offerCompetitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Posted
5 days ago
Undisclosed
Malaysia
- Your Opportunity Starts Here.Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
Posted
5 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
SGD2,000 - SGD4,000 Per Month
Singapore
- Sales and Marketing: 1 year (Preferred)
- We're looking for motivated and enthusiastic individuals to join our growing team as a Sales & Marketing Executive. [No prior experience is required, comprehensive training and mentorship will be provided.]
- What You'll Get: ...
Posted
6 days ago
Undisclosed
KL City
- Collaborate with our team of experts, including investment specialists and financial planners
- Stay up-to-date with market trends and developments, providing insights and advice to our clients
- A degree in a relevant field, such as finance or economics ...
Posted
6 days ago
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