100+ Financial Planner Jobs in Malaysia | Job Vacancies | July 2026 | Maukerja
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"financial planner"
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SGD4,500 - SGD4,500 Sebulan
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
10 hours ago
SGD3,000 - SGD3,000 Sebulan
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
9 hours ago
MYR1,700 - MYR1,700 Sebulan
- Perancangan kewangan
- Perancangan hibah dan legasi
- Perlindungan perubatan (Medical Card) ...
Posted
3 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
6 days ago
SGD4,000 - SGD4,000 Sebulan
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
DADACONSULTANTS PTE. LTD.
SGD4,000 - SGD4,000 Sebulan
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
7 days ago
MYR2,000 - MYR2,000 Sebulan
- 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
7 days ago
SGD3,000 - SGD5,000 Sebulan
Kerja di Rumah
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
7 days ago
SGD3,000 - SGD3,000 Sebulan
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
7 days ago
SGD4,500 - SGD4,500 Sebulan
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
7 days ago
SGD3,500 - SGD3,500 Sebulan
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
7 days ago
Undisclosed
- Be part of one of the Best Wealth Management Bank.
- Have fun & be rewarded with monthly, quarterly and annual payout.
- To provide “one-stop” banking solutions to our customers. ...
Posted
8 days ago
MYR2,000 - MYR4,000 Sebulan
- 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
8 days ago
MYR3,000 - MYR10,000 Sebulan
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
8 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
8 days ago
Undisclosed
Singapore
- Knowledge in Finance and Investments
- Excellent interpersonal and communication skills
- Ability to work both independently ...
Posted
8 days ago
SGD4,500 - SGD4,500 Sebulan
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
8 days ago
SGD4,000 - SGD4,000 Sebulan
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
8 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
9 days ago
SGD2,000 - SGD2,000 Sebulan
Singapore
- Financial Advisory: Understand the short- and long-term financial goals of individual or corporate clients
- Product Matching & Sales: Recommend and sell appropriate investment, insurance, savings, or group employee benefit solutions.
- Relationship Management: Actively build, nurture, and maintain long-term relationships with clients to ensure retention and ongoing service. ...
Posted
9 days ago
SGD3,000 - SGD3,000 Sebulan
Singapore
- Understand clients’ financial goals and recommend suitable insurance and protection solutions.
- Build and maintain long-term relationships through professional advice and ongoing service.
- Educate clients on financial planning, risk management, and protection strategies. ...
Posted
9 days ago
SGD4,000 - SGD4,000 Sebulan
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
9 days ago
Undisclosed
- Positive in their thinking
- Able to manage oneself, team members and clients under high pressure environment in a professional manner
- Value the importance of being collaborative ...
Posted
13 days ago
Undisclosed
Singapore
- AIA Financial Consultant Opportunity (2026 Intake)
- I’m currently looking to work with a small group of individuals who are keen to explore a career in the financial services industry — with a clear income pathway, structured 1-to-1 mentorship, and strong growth potential.
- This is a full-time career opportunity, not just exposure. You’ll be guided step-by-step on how to build your own client base, develop real advisory skills, and progress towards becoming a leader of financial consultants. ...
Posted
13 days ago
SGD4,000 - SGD4,000 Sebulan
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
13 days ago
Undisclosed
- TMC International is seeking motivated individuals to join our team as Wealth Planners. No prior experience is required as full training and mentorship will be provided.
- As a Wealth Planner, you will work closely with clients to understand their financial goals and provide suitable financial planning and protection solutions. You will receive ongoing support, professional development opportunities, and guidance to build a rewarding career in the financial services industry.
- Work Location: Hybrid remote in Subang Jaya (47500)
Posted
14 days ago
MYR3,200 - MYR3,500 Sebulan
KL City
- Conduct thorough means assessments for patient access program applicants.
- Gather and analyze financial data, explaining assessment processes and eligibility criteria to patients.
- Offer compassionate guidance, addressing patient concerns and advocating for relevant financial assistance programs. ...
Posted
14 days ago
MYR3,000 - MYR15,000 Sebulan
Malaysia
- Proficient in both Bahasa Malaysia and English
- Basic computer literacy, including Microsoft Word and Excel
- Strong communication and interpersonal skills ...
Posted
14 days ago
Undisclosed
- Flexible schedule
- Free parking
- Maternity leave ...
Posted
14 days ago
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