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200+ Financial Planner Jobs in Malaysia | Job Vacancies | August 2026 | Maukerja
Paparan 218 hasil carian kerja kosong untuk
"financial planner"
Jangan lepaskan peluang untuk kerja Financial Planner terkini!
Urus Pemberitahuan
SGD4,000 - SGD4,000 Sebulan
Singapore
- Develop wealth management strategies for clients:
- - Create tailored wealth management plans aligned with client goals
- - Consider all aspects of client wealth, including investments, taxes, and estate planning ...
Posted
a day ago
SGD6,000 - SGD6,000 Sebulan
Singapore
- Provide personalised financial advice on wealth accumulation, protection, retirement, investment, and legacy planning for individuals, business owners, and affluent clients.
- Develop investment strategies using a wide range of solutions, including unit trusts, investment-linked plans, structured investments, and diversified portfolios that align with each client's financial objectives and risk tolerance.
- Conduct ongoing portfolio reviews and recommend adjustments based on changing market conditions and clients' evolving financial goals, supported by HSBC's global investment research. ...
Posted
6 days ago
SGD4,800 - SGD7,800 Sebulan
Kerja di Rumah
Singapore
- Flexible schedule
- Professional development
- Work from home ...
Posted
7 days ago
Undisclosed
- To work closely with the Area Managers and Relationship Managers to strategizing and identifying potential customers.
- Offering specialized financial guidance and advice to Relationship Managers.
- Assessing clients’ financial portfolios, risk appetite and completing financial needs analysis for sound advisory. ...
Posted
9 days ago
Undisclosed
KL City
- To work closely with the Area Managers and Relationship Managers to strategizing and identifying potential customers.
- Offering specialized financial guidance and advice to Relationship Managers.
- Assessing clients’ financial portfolios, risk appetite and completing financial needs analysis for sound advisory. ...
Posted
9 days ago
Undisclosed
Kerja di Rumah
Philippines
- 20k - 50k Weekly Income
- Local & International Travel Incentives
- Monthly and Quarterly Performance Bonus ...
Posted
13 days ago
MYR1,855 - MYR5,534 Sebulan
- Mempromosikan produk takaful kepada individu, keluarga dan syarikat.
- Mencari dan membina rangkaian pelanggan baharu melalui pelbagai kaedah pemasaran.
- Memberi penerangan yang jelas mengenai manfaat, syarat dan terma produk takaful. ...
Posted
15 days ago
MYR1,855 - MYR5,534 Sebulan
- Mempromosikan produk takaful kepada individu, keluarga dan syarikat.
- Mencari dan membina rangkaian pelanggan baharu melalui pelbagai kaedah pemasaran.
- Memberi penerangan yang jelas mengenai manfaat, syarat dan terma produk takaful. ...
Posted
15 days ago
MYR1,807 - MYR5,909 Sebulan
- Mempromosikan produk takaful kepada individu, keluarga dan syarikat.
- Mencari dan membina rangkaian pelanggan baharu melalui pelbagai kaedah pemasaran.
- Memberi penerangan yang jelas mengenai manfaat, syarat dan terma produk takaful. ...
Posted
15 days ago
MYR1,807.88 - MYR5,909.22 Sebulan
- Mempromosikan produk takaful kepada individu, keluarga dan syarikat.
- Mencari dan membina rangkaian pelanggan baharu melalui pelbagai kaedah pemasaran.
- Memberi penerangan yang jelas mengenai manfaat, syarat dan terma produk takaful. ...
Posted
15 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
17 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
17 days ago
Undisclosed
- Ability to provide comprehensive Financial Planning and Wealth Management Services aligned with client objectives.
- Knowledge of Retirement Planning solutions and strategies tailored to different life stages.
- Understanding of Investments and Finance to analyze products, risks, and returns for clients. ...
Posted
2 days ago
SGD10,000 - SGD10,000 Sebulan
Singapore
- Engage and prospect new offshore clients referred by internal distribution partners.
- Identify new business opportunities and expand the firm’s presence within the affluent client segment.
- Conduct detailed FNA with clients and curate personalised recommendations & solutions. ...
Posted
a day ago
Great Eastern Financial Advisers Private Limited
Undisclosed
Singapore
- Candidates should possess strong skills in Financial Planning and Retirement Planning to design holistic, goal-based advisory solutions.
- Candidates should possess solid knowledge of Investments and Finance to analyze products, manage portfolios, and explain risk–return profiles clearly.
- Candidates should possess expertise in Wealth Management Services to deliver integrated advisory across insurance, investment, and protection needs. ...
Posted
4 days ago
SGD10,000 - SGD10,000 Sebulan
Singapore
- Engage and prospect new offshore clients referred by internal distribution partners.
- Identify new business opportunities and expand the firm’s presence within the affluent client segment.
- Conduct detailed FNA with clients and curate personalised recommendations & solutions. ...
Posted
4 days ago
Wealth Planning Manager, Asset and Wealth Management firm Wealth Planning Manager, Asset and Wealth Management firm
AMETHYST ASIA PARTNERS PTE. LTD.
SGD8,000 - SGD8,000 Sebulan
Singapore
- Our client is an asset management firm that they alsoprovide wealth advisory solutions to their HNWI clients. As the business continues to grow, they arelooking for a Wealth Planning Manager to join the team. The position is based in Singapore.
- Key responsibilities:
- · Work with relationship managers, investment specialistsand external service providers to provide wealth solutions such as Trusts and Fiduciary,Estate Planning, Insurance protection, cross-border wealth preservation etc toclients ...
Posted
6 days ago
Undisclosed
KL City
- We are currently looking for 10 candidates who are willing to be trained to be Sales Teammates, with a minimum increment of 20% from the last drawn salary, excluding commission. Upon completing the training program, a managerial position is guaranteed. Let me know if you are open to exploring more on this vacancy. Thank you.
Posted
8 days ago
Undisclosed
Singapore
- Candidates should possess strong communication skills, with the ability to analyze client needs and create comprehensive, goal-based plans.
- Candidates should possess Retirement Planning expertise, including designing sustainable income strategies and long-term protection solutions.
- Candidates should possess solid Investments and Finance knowledge, with familiarity in asset allocation, risk assessment, and portfolio management. ...
Posted
9 days ago
Undisclosed
Singapore
- Expertise in Financial Planning, Retirement Planning, and Wealth Management Services to guide clients toward achieving their financial goals
- Strong understanding of Investments and Finance to develop informed strategies and impactful financial solutions
- Excellent interpersonal, communication, and relationship-building skills ...
Posted
9 days ago
MYR3,000 - MYR3,000 Sebulan
- Sebagai perundingan kewangan, anda akan membantu masyarakat Malaysia dalam merancang perlindungan kewangan melalui pelan takaful yang patuh syariah
- memberi penerangan tentang kepentingan perlindungan takaful kepada pelanggan
- Membantu pelanggan merancang perlindungan kewangan yang sesuai ...
Posted
22 days ago
LUNA RESEARCH GROUP PTE. LTD.
SGD4,000 - SGD4,000 Sebulan
Singapore
- Advise clients on retirement planning — income strategies, CPF/SRS optimisation, wealth accumulation and drawdown — and on legacy and estate planning as their needs evolve
- Run in-depth financial needs analyses covering how a client's wealth is built, protected, drawn down, and eventually passed on
- Build and deepen long-term relationships with clients and their families ...
Posted
22 days ago
SGD3,500 - SGD3,500 Sebulan
Singapore
- Strong skills in Financial Planning and Retirement Planning to design and implement holistic client strategies.
- Solid understanding of Investments and Finance to analyze products, markets, and portfolio performance.
- Experience providing Wealth Management Services, including portfolio reviews, risk assessment, and goal-based advisory. ...
Posted
15 days ago
Undisclosed
Ampang Jaya Municipal Council
- 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
23 days ago
SGD3,500 - SGD9,000 Sebulan
Kerja di Rumah
Singapore
- Strong skills in Financial Planning and Retirement Planning to design and implement holistic client strategies.
- Solid understanding of Investments and Finance to analyze products, markets, and portfolio performance.
- Experience providing Wealth Management Services, including portfolio reviews, risk assessment, and goal-based advisory. ...
Posted
15 days ago
Undisclosed
Ampang Jaya Municipal Council
- 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
23 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
17 days ago
Great Eastern Financial Advisers Private Limited
Undisclosed
Singapore
- Candidates should possess strong skills in Financial Planning and Retirement Planning to design holistic, goal-based advisory solutions.
- Candidates should possess solid knowledge of Investments and Finance to analyze products, manage portfolios, and explain risk–return profiles clearly.
- Candidates should possess expertise in Wealth Management Services to deliver integrated advisory across insurance, investment, and protection needs. ...
Posted
17 days ago
Undisclosed
Singapore
- Strong skills in Financial Planning and Retirement Planning to design and implement holistic client strategies.
- Solid understanding of Investments and Finance to analyze products, markets, and portfolio performance.
- Experience providing Wealth Management Services, including portfolio reviews, risk assessment, and goal-based advisory. ...
Posted
18 days ago
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Cari Kerja "financial planner" Berdasarkan:
Cari Kerja "financial planner" Berdasarkan: