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100+ Financial Planner Jobs in Malaysia | Job Vacancies | July 2026 | Maukerja
Showing 185 jobs results for
"financial planner"
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Manage Alert
Undisclosed
Singapore
- Candidates should possess strong Financial Planning and Financial Advisory skills to assess client needs and design comprehensive strategies.
- Candidates should possess solid Finance and Investments knowledge to analyze options and recommend suitable products.
- Candidates should possess expertise in Retirement Planning to help clients build sustainable income and long-term security. ...
Posted
8 days ago
Undisclosed
Singapore
- TEAMJRO is a purpose-driven organization guided by the philosophy of Inspire, Cultivate, Excel, with a focus on developing people and empowering financial confidence. The team delivers holistic financial planning supported by education, mentorship, and leadership development. Key areas of impact include financial literacy, retirement and healthcare planning, leadership development, talent growth, and community education. TEAMJRO measures success through the positive, long-term impact made in the lives of clients and communities. TEAMJRO operates as a group of agency units of Prudential Assurance Company Singapore.
- Role Description
- This is a full-time Financial Advisor role based in Singapore. The Financial Advisor will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored financial and retirement plans. The role includes advising on investments, insurance, and healthcare planning, as well as providing ongoing reviews to ensure strategies remain aligned with client objectives. The Financial Advisor will conduct educational sessions to improve financial literacy, participate in mentorship and leadership development initiatives, and maintain compliance with regulatory and company standards. Collaboration with internal teams and proactive relationship management will be key to supporting both individual clients and broader community outreach efforts. Training and exploration on various CRM tools to get insights that lead to better engagement and optimise client engagement workflow. Assist in client lifecycle journeys, touchpoints, and automated communications. ...
Posted
9 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
9 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
9 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
9 days ago
Undisclosed
KL City
- Verify the accuracy of revenue and cost reports to ensure all transactions are properly documented and comply with internal policies.
- Conduct spot checks on receiving, F&B outlets, and bar operations.
- Review menu pricing against food costs to ensure profitability. ...
Posted
9 days ago
MYR3,000 - MYR10,000 Per Month
Damansara Utama
- 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
10 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
10 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- University and college students looking to gain professional experience while studying
- Freelancers seeking an additional source of income
- Stay-at-home parents returning to the workforce or looking for flexible work ...
Posted
10 days ago
Undisclosed
- Candidates should possess strong Financial Planning skills, including client needs analysis and long-term goal setting.
- Candidates should possess skills in Investment Management and Investments to design and monitor diversified portfolios.
- Candidates should possess solid Finance knowledge, including basic tax, retirement, and risk management concepts. ...
Posted
11 days ago
SGD3,000 - SGD3,000 Per Month
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
11 days ago
Undisclosed
Singapore
- Strong foundation in Finance and Financial Advisory, with the ability to interpret financial data and provide objective recommendations.
- Proficiency in Financial Planning and Retirement Planning, including goal-setting, cash flow analysis, and long-term wealth strategies.
- Knowledge of Investments, including portfolio construction, risk management, and suitability assessment for different client profiles. ...
Posted
11 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
15 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
15 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
15 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
15 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
16 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
16 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
16 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
16 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
16 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
17 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
17 days ago
Undisclosed
Singapore
- Knowledge in Finance and Investments
- Excellent interpersonal and communication skills
- Ability to work both independently ...
Posted
17 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
17 days ago
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