100+ Financial Planner Jobs in Malaysia | Job Vacancies | July 2026 | Maukerja
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Manage Alert
SGD1,500 - SGD3,500 Per Month
Downtown Core
- Year 1 (Foundation): Focus on mastering the "Power of 4" core protection products—Income, Critical Illness, Hospitalization, and Basic Savings.
- Year 2 (Specialization): Upskill into Legacy Planning and High-Net-Worth (HNW) strategies, moving from protection to generational wealth preservation.
- Strategic Engagement: Follow up with prospective leads interested in specialized corporate seminars, such as CPF optimization and estate planning. ...
Posted
5 days ago
SGD1,500 - SGD3,500 Per Month
Downtown Core
- Year 1 (Foundation): Focus on mastering the "Power of 4" core protection products—Income, Critical Illness, Hospitalization, and Basic Savings.
- Year 2 (Specialization): Upskill into Legacy Planning and High-Net-Worth (HNW) strategies, moving from protection to generational wealth preservation.
- Strategic Engagement: Follow up with prospective leads interested in specialized corporate seminars, such as CPF optimization and estate planning. ...
Posted
14 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Provide clients with professional advice on wealth management, insurance planning, and financial protection strategies.
- Assess clients’ financial needs and recommend suitable solutions aligned with their personal goals and objectives.
- Develop and nurture lasting client relationships through ongoing engagement, portfolio reviews, and continuous support. ...
Posted
23 days ago
MYR3,000 - MYR15,000 Per Month
Malaysia
- Proficient in both Bahasa Malaysia and English
- Basic computer literacy, including Microsoft Word and Excel
- Strong communication and interpersonal skills ...
Posted
a month ago
SGD1,500 - SGD3,500 Per Month
Downtown Core
- Year 1 (Foundation): Focus on mastering the "Power of 4" core protection products—Income, Critical Illness, Hospitalization, and Basic Savings.
- Year 2 (Specialization): Upskill into Legacy Planning and High-Net-Worth (HNW) strategies, moving from protection to generational wealth preservation.
- Strategic Engagement: Follow up with prospective leads interested in specialized corporate seminars, such as CPF optimization and estate planning. ...
Posted
21 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Monthly Sales Allowance starting from 3,000SGD* per month
- Sales Commission Based
- Sign-up Package of 2,000SGD* ...
Posted
6 days ago
SGD1,500 - SGD3,500 Per Month
Downtown Core
- Year 1 (Foundation): Focus on mastering the "Power of 4" core protection products—Income, Critical Illness, Hospitalization, and Basic Savings.
- Year 2 (Specialization): Upskill into Legacy Planning and High-Net-Worth (HNW) strategies, moving from protection to generational wealth preservation.
- Strategic Engagement: Follow up with prospective leads interested in specialized corporate seminars, such as CPF optimization and estate planning. ...
Posted
a month ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Understand the financial goals of clients and sell the appropriate investment, insurance or savings products to them, be it individuals or companies
- Provide excellent customer service and advisory experience
- Relationship building with clients ...
Posted
25 days ago
Undisclosed
- As 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. ...
Posted
12 days ago
Undisclosed
Singapore
- Candidates should possess strong skills in Financial Planning and Financial Advisory to develop tailored plans and provide professional recommendations.
- Candidates should possess solid Finance and Investments skills to analyze products, markets, and portfolio performance.
- Candidates should possess expertise in Retirement Planning to help clients prepare for long-term income and protection needs. ...
Posted
4 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Manage client wealth holistically:
- - Take a comprehensive approach to managing client wealth and investments
- - Consider all aspects of client financial situation and goals ...
Posted
4 days ago
DADACONSULTANTS PTE. LTD.
SGD4,000 - SGD4,000 Per Month
Singapore
- Assist in establishing and formalising end-to-end investment processes — from deal sourcing and evaluation through to execution and approval
- Support multi-asset portfolio construction and external manager selection and due diligence
- Monitor portfolio performance, track capital deployment, and prepare investment reporting ...
Posted
4 days ago
MYR2,000 - MYR2,000 Per Month
- Prepare and monitor daily settlement reports for e-commerce platforms, including Shopee, Lazada and TikTok to ensure the accuracy and completeness of transactions.
- Consolidate and prepare monthly settlement summary reports, including reconciliation of sales, collections, fees, and platform deductions.
- Assist in resolving the discrepancies related to wrong deliveries, missing items, failed transactions, refunds, and other order-related issues in collaboration with relevant stakeholders. ...
Posted
4 days ago
SGD3,000 - SGD5,000 Per Month
WFH
Downtown Core
- Prospective Leads Provided: No need to reach out to friends or family. We provide you with qualified leads, so you can focus on what you do best—financial planning.
- Permanent Role with Stability: Enjoy a base allowance with uncapped commissions.
- Training and Support: We offer comprehensive paid courses and training to equip you with the skills you need to succeed. ...
Posted
5 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Be technically and professionally competent in a wide range of comprehensive financial services, with a focus on specialized services
- Provide advisory services on all wealth matters to clients
- Expand the client base and maintain strong relationships with existing clients ...
Posted
5 days ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles.
- Conduct thorough analyses of clients' financial circumstances, investment preferences, and time horizons.
- Stay abreast of market trends, economic indicators, and investment opportunities. ...
Posted
5 days ago
SGD3,500 - SGD3,500 Per Month
Singapore
- Enjoy client-facing, sales-oriented roles
- Are motivated by incentives, recognition, and career progression
- Are eager to build a long-term career in banking and wealth management ...
Posted
5 days ago
MYR2,000 - MYR4,000 Per Month
- Forecast product demand based on sales trends, historical data, and market requirements.
- Prepare and maintain inventory replenishment plans to ensure optimum stock levels.
- Monitor stock movement, inventory turnover, and aging stock. ...
Posted
5 days ago
MYR3,000 - MYR10,000 Per Month
TTDI Jaya
- Able to communicate in Bahasa Malaysia and English is a must
- Good IT knowledge, Words Doc and Excel is an added value
- Ability to work in a team environment ...
Posted
6 days ago
Undisclosed
- Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth
- Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs
- Develop and execute sales strategies to achieve business targets and expand your customer base ...
Posted
6 days ago
Undisclosed
Singapore
- Knowledge in Finance and Investments
- Excellent interpersonal and communication skills
- Ability to work both independently ...
Posted
6 days ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Develop tailored portfolio strategies aligned with individual clients' investment objectives and risk profiles.
- Conduct thorough analyses of clients' financial circumstances, investment preferences, and time horizons.
- Stay abreast of market trends, economic indicators, and investment opportunities. ...
Posted
6 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Manage client wealth holistically:
- - Take a comprehensive approach to managing client wealth and investments
- - Consider all aspects of client financial situation and goals ...
Posted
6 days ago
Undisclosed
- Candidates should possess strong skills in Financial Planning and Financial Advisory.
- Candidates should possess solid knowledge and practical experience in Finance and Investments.
- Candidates should possess expertise in Retirement Planning and related long-term financial strategies. ...
Posted
7 days ago
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