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300+ Wealth Planner Jobs in Malaysia | Job Vacancies | August 2026 | Maukerja
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"wealth planner"
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MYR2,500 - MYR7,500 Per Month
Puncak Alam
- Flexible schedule
- Opportunities for promotion
- Professional development ...
Posted
20 days ago
Account Executive (General Insurance - Financial Risk Solutions) Account Executive (General Insurance - Financial Risk Solutions)
ACCLAIM INSURANCE BROKERS PTE. LTD.
SGD3,500 - SGD3,500 Per Month
Singapore
- Client & Portfolio Support: Service day-to-day corporate client accounts, draft risk profiles, prepare policy documentation, and assist in coverage reviews and renewals.
- Underwriting Engagement: Liaise directly with local underwriters in the Singapore market to gather quotes, negotiate terms, and compare coverage options.
- Business Growth Support: Assist senior brokers in preparing client presentations, tender documents, and cross-selling proposals to meet team revenue targets. ...
Posted
7 days ago
Undisclosed
KL City
- Provide need-based bancassurance advisory to customers, ensuring insurance solutions align with their financial goals and risk profiles.
- Support RMs in closing insurance sales through joint sales efforts and direct sales closure.
- Take ownership of end-to-end direct sales closure, ensuring a smooth and efficient customer experience. ...
Posted
8 days ago
Undisclosed
KL City
- Provide need-based bancassurance advisory to customers, ensuring insurance solutions align with their financial goals and risk profiles.
- Support RMs in closing insurance sales through joint sales efforts and direct sales closure.
- Take ownership of end-to-end direct sales closure, ensuring a smooth and efficient customer experience. ...
Posted
8 days ago
MYR3,000 - MYR10,000 Per Month
- 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
21 days ago
BEATHCHAPMAN (PTE. LTD.)
SGD8,000 - SGD8,000 Per Month
Singapore
- Prospect new business through sales and marketing activities & identify cross selling opportunities whenever possible
- Develop and maintain relationships with clients and understand their insurance needs
- Provide clients with sound advice on insurance products and recommend suitable solutions ...
Posted
10 days ago
Undisclosed
Malaysia
- Strong interpersonal, communication, and client relationship-building skills.
- Ability to explain financial and Takaful concepts clearly to diverse clients.
- Detail-oriented approach to documentation, policy servicing, and follow-up. ...
Posted
21 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- SME Loan / Property / Insurance Sales Exp
- Secured Lending Solutions
- West ...
Posted
9 days ago
MYR2,000 - MYR5,000 Per Month
- Diploma / Ijazah dalam bidang: Keusahawanan, Perbankan, Kewangan, Kejuruteraan, Pendidikan, Perniagaan dan bidang berkaitan.
- Terbuka juga kepada individu yang: Sedang mencari kerjaya baru Ingin meningkatkan pendapatan perubahan kerjaya
- Keistimewaan Kerjaya: Pendapatan bulanan + Bonus Insentif syarikat Modul latihan profesional & pembangunan kerjaya ...
Posted
21 days ago
BEATHCHAPMAN (PTE. LTD.)
SGD5,000 - SGD5,000 Per Month
Singapore
- Prepare presentation decks for sales team usage for client engagement
- Assist in gathering relevant information and documentation from clients and relevant stakeholders.
- Maintain service standards to develop and improve customer satisfaction and retention ...
Posted
10 days ago
Prudential Level 9 Melaka
MYR2,000 - MYR3,000 Per Month
Malaysia
- Flexible schedule
- Opportunities for promotion
- Professional development ...
Posted
12 days ago
MYR2,500 - MYR4,000 Per Month
- Structured training programme (No experience required)
- One-to-one coaching and mentoring
- Flexible hybrid working arrangement ...
Posted
12 days ago
SGD6,000 - SGD6,000 Per Month
Singapore
- Seeking professional financial planning support and advisory services.
- Providing comprehensive financial guidance, including:
- Personal Financial Planning ...
Posted
23 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Singaporean / Singapore PR preferred
- Minimum 21 years old with Polytechnic Diploma, GCE 'A' level Certification or Bachelor Degree in any field, as per MAS requirements.
- Highly motivated with strong interpersonal skills ...
Posted
23 days ago
PLACEMENT PROFESSIONALS
SGD4,000 - SGD4,000 Per Month
Singapore
- Provide clients with holistic insurance and wealth planning advice to safeguard their assets and achieve financial objectives.
- Design personalised solutions involving life insurance, healthcare protection, savings, and investment-linked products based on clients’ requirements.
- Review client portfolios regularly to evaluate changing goals and make necessary adjustments to financial strategies. ...
Posted
23 days ago
MYR2,000 - MYR5,000 Per Month
- Age 23 - 40 years old
- Minimum Diploma Holder
- Positive & Growth Mindset ...
Posted
14 days ago
MYR2,500 - MYR7,500 Per Month
- Flexible schedule
- Opportunities for promotion
- Professional development ...
Posted
24 days ago
Undisclosed
KL City
- Define integration strategy, architecture, and approach aligned with project objectives and program timelines
- Serve as the primary liaison between clients, core banking vendors, third-party providers, and internal teams for all integration matters
- Oversee the end-to-end integration lifecycle between core banking platforms and supporting applications (e.g. payments, CRM, digital channels, and third-party services) ...
Posted
16 days ago
Undisclosed
Singapore
- Providing specialised advice on insurance products and wealth planning aligned with client objectives and risk profiles.
- Cultivating and maintaining strong, trust-based relationships with HNW clients and their families.
- Build Great Eastern HNW business and establish strong referral relationships within Great Eastern and strategic partners. ...
Posted
16 days ago
SGD8,000 - SGD8,000 Per Month
Singapore
- Provide financial advisory services to potential clients through referrals and partnerships with private banks, family offices, and external asset managers.
- Build and maintain relationships with clients and partners to understand their financial goals and provide suitable financial advice, including advising high net worth and ultra-high net worth clients on suitable life insurance solutions for their needs.
- Conduct financial assessments and analysis to identify client, recommending appropriate financial products and services ...
Posted
25 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Provide investment advice and guidance to clients:
- - Offer personalized investment advice and recommendations
- - Help clients understand investment options and strategies ...
Posted
18 days ago
ABEAM CONSULTING (SINGAPORE) PTE. LTD.
SGD7,000 - SGD7,000 Per Month
Singapore
- Lead end-to-end business analysis on client engagements, including requirements gathering, current-state assessment, gap analysis, and solution design
- Drive delivery of functional specifications, process maps, user stories, and other project artefacts to a high standard of quality
- Apply deep insurance domain knowledge to diagnose client problems, challenge assumptions, and develop well-grounded recommendations across areas such as underwriting, claims, policy administration, distribution, or finance ...
Posted
25 days ago
Undisclosed
Singapore
- Lead detailed analysis to guide the decision-making process to support end-solutions for clients.
- Lead the end-to-end delivery of client projects, ensuring timely execution, high quality, and lasting client impact.
- Structure and guide problem-solving with client and project teams, distilling complex challenges into actionable insights. ...
Posted
25 days ago
JAMALUDIN ALIAS I Takaful Career Consultant
Undisclosed
- Structured training programme (No experience required)
- One-to-one coaching and mentoring
- Flexible hybrid working arrangement ...
Posted
19 days ago
Undisclosed
- Takaful Sales Consultant
- TRU Legacy Malaysia Sdn. Bhd. is looking for passionate individuals to build a rewarding career in Takaful. Join a supportive team that values continuous learning, professional growth, and ethical practices while helping individuals and families achieve better financial protection.
- Who We’re Looking For ...
Posted
a month ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Advise clients on comprehensive insurance and wealth planning solutions to protect assets and support financial growth
- Develop customized plans for life insurance, health coverage, savings, and investment-linked products to meet client needs
- Conduct regular client portfolio reviews to assess evolving financial goals and adjust strategies accordingly ...
Posted
a month ago
SGD2,800 - SGD2,800 Per Month
Singapore
- Promote & sell Life Insurance (General Insurance)
- To achieve individual sales targets
- To adhere to professional standards of behaviour & conduct in dealing with customers and fellow staff ...
Posted
2 days ago
Undisclosed
Singapore
- Research, analyze, and onboard specialized HNW life insurance products tailored for affluent clients.
- Stay ahead of market trends and competitor offerings to ensure a best-in-class product suite.
- Identify and develop new business opportunities within the HNW segment. ...
Posted
a month ago
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