300+ Wealth Planner Jobs in Malaysia | Job Vacancies | September 2026

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Showing 375 jobs results for "wealth planner"

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Sales Relationship Manager (SME Loan) Sales Relationship Manager (SME Loan)

SEARCH INDEX PTE LTD

SGD4,000 - SGD5,500 Per Month

Full Time

Singapore

Posted

a day ago

Risk Consulting - Actuarial (Life Insurance), Senior Associate- Manager Risk Consulting - Actuarial (Life Insurance), Senior Associate- Manager

EY

Undisclosed

Full Time

KL City

Regulatory changes, including IFRS17 and Risk-Based Capital
Actuarial Valuation, embedded value reviews, regulatory related reviews
Performance evaluation in areas related to financial risks, product distribution and capital issues ...

Posted

19 days ago

Business Strategy Manager Business Strategy Manager

Confidential Jobs

Undisclosed

Full Time

KL City

Support executive leadership in developing long-term business strategy, focusing on client portfolio expansion, revenue generation, and solution penetration.
Prepare annual business plans, board presentations, and executive materials, tracking progress against core strategic initiatives.
Drive key business modernization projects, digital adoption, and service delivery enhancements by coordinating cross-functional workstreams and resolving operational blockers. ...

Posted

19 days ago

Team Head - Bancassurance Advisory - PVPB Banca Sales Team Head - Bancassurance Advisory - PVPB Banca Sales

Hong Leong Bank

Undisclosed

Full Time

Malaysia

Take the lead in supporting and unlocking sales pipelines within the PVPB segment by acting as the primary advisory and sales partner for frontline.
Be the primary support contact point for all PVPB Banca sales activities, inquiries, and escalations.
Proactively resolve all PVPB and BA sales challenges, operational issues, and special requests from the frontline. ...

Posted

a month ago

HSBC Life Investment Advisor HSBC Life Investment Advisor

WHITE SOCIETY PTE. LTD.

SGD4,000 - SGD4,000 Per Month

Full Time

Singapore

Provide investment advice and guidance to clients:
- Offer personalized investment advice and recommendations
- Help clients understand investment options and strategies ...

Posted

a month ago

HNW Insurance Broker (Private Wealth) HNW Insurance Broker (Private Wealth)

BEATHCHAPMAN (PTE. LTD.)

SGD8,000 - SGD8,000 Per Month

Full Time

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

a month ago

Team Head - Bancassurance Advisory - PVPB Banca Sales Team Head - Bancassurance Advisory - PVPB Banca Sales

Hong Leong Bank

Undisclosed

Full Time

KL City

If you are looking to excel and make a difference, take a closer look at us…
Overview
This position is responsible for driving, leading and supporting the commercial growth, and market expansion of Conventional and Takaful Bancassurance solutions across the Private and Priority Banking segments. The leader will establish rigorous sales governance, directly enable and support frontline Banca advisory talent, and take personal lead accountability for supporting and unlocking high-value insurance sales across the Priority and Private segment.. This role reports to the Head - Regional Wealth Management (Insurance & Wealth Planning). ...

Posted

a month ago

Sales Support Executive (HNW Insurance Broker) Sales Support Executive (HNW Insurance Broker)

BEATHCHAPMAN (PTE. LTD.)

SGD5,000 - SGD5,000 Per Month

Full Time

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

a month ago

HSBC Life Investment Advisor HSBC Life Investment Advisor

WHITE SOCIETY PTE. LTD.

SGD4,000 - SGD4,000 Per Month

Full Time

Singapore

Provide investment advice and guidance to clients:
- Offer personalized investment advice and recommendations
- Help clients understand investment options and strategies ...

Posted

a month ago

HNW Insurance Broker (Private Wealth) HNW Insurance Broker (Private Wealth)

BEATHCHAPMAN (PTE. LTD.)

SGD8,000 - SGD8,000 Per Month

Full Time

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

a month ago

HSBC Life Investment Advisor HSBC Life Investment Advisor

WHITE SOCIETY PTE. LTD.

SGD4,000 - SGD4,000 Per Month

Full Time

Singapore

Provide investment advice and guidance to clients:
- Offer personalized investment advice and recommendations
- Help clients understand investment options and strategies ...

Posted

a month ago

Sales Support Executive (HNW Insurance Broker) Sales Support Executive (HNW Insurance Broker)

BEATHCHAPMAN (PTE. LTD.)

SGD5,000 - SGD5,000 Per Month

Full Time

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

a month ago