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300+ Wealth Planner Jobs in Malaysia | Job Vacancies | September 2026 | Maukerja
Showing 340 jobs results for
"wealth planner"
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SGD5,000 - SGD10,000 Per Month
Outram
- Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client.
- Ensure the accounts are managed in accordance with the client objectives.
- Ensures that the account structure is attuned to changes in regulations and policies. ...
Posted
23 days ago
MYR1,607.75 - MYR6,975.38 Per Month
- Provide financial and wealth planning solutions based on clients’ financial goals, needs and risk profiles.
- Conduct financial needs analysis to identify suitable protection, savings, investment and wealth accumulation strategies.
- Build and maintain strong relationships with existing and prospective clients through regular consultation and follow-up. ...
Posted
16 days ago
MYR1,800 - MYR1,800 Per Month
- Flexible schedule
- Free parking
- Maternity leave ...
Posted
3 days ago
SGD10,000 - SGD15,000 Per Month
Outram
- Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client.
- Ensure the accounts are managed in accordance with the client objectives.
- Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to client’s mandates. ...
Posted
23 days ago
SGD5,000 - SGD5,000 Per Month
Singapore
- Engage with prospective and existing clients to gain an understanding of their financial objectives, risk profile, and life priorities.
- Develop customised financial strategies covering protection, investment, retirement, and legacy planning.
- Recommend appropriate solutions and conduct regular portfolio reviews to ensure clients remain on track. ...
Posted
7 days ago
MYR600 - MYR600 Per Month
Malaysia
- Working hour is from Monday–Friday 08:30–17:00
Posted
10 days ago
SGD4,500 - SGD4,500 Per Month
Singapore
- Support Relationship Managers and clients on wealth planning and succession planning solutions.
- Advise on appropriate insurance and trust structures and facilitate referrals to external providers and trustees.
- Liaise with trustees, insurance brokers, relationship managers and clients to execute wealth planning solutions. ...
Posted
2 days ago
SGD4,500 - SGD8,500 Per Month
Singapore
- Support Relationship Managers and clients on wealth planning and succession planning solutions.
- Advise on appropriate insurance and trust structures and facilitate referrals to external providers and trustees.
- Liaise with trustees, insurance brokers, relationship managers and clients to execute wealth planning solutions. ...
Posted
2 days ago
SGD6,000 - SGD9,000 Per Month
Singapore
- Support Relationship Managers and clients on wealth planning and succession planning solutions.
- Advise on appropriate insurance and trust structures and facilitate referrals to external providers and trustees.
- Liaise with trustees, insurance brokers, relationship managers and clients to execute wealth planning solutions. ...
Posted
9 days ago
MYR600 - MYR600 Per Month
Malaysia
- Working hour is from Monday–Friday 08:30–17:00
Posted
18 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
13 hours ago
Financial Wealth Planner- Senior Financial Wealth Planner Financial Wealth Planner- Senior Financial Wealth Planner
ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD.
SGD5,000 - SGD10,000 Per Month
Serangoon
- Build relationships with clients
- Career Advancement
- Understand clients’ financial objectives and investment requirements ...
Posted
23 days ago
Undisclosed
Singapore
- Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client.
- Ensure the accounts are managed in accordance with the client objectives.
- Ensures that the account structure is attuned to changes in regulations and policies. ...
Posted
23 days ago
MYR3,500 - MYR10,000 Per Month
- Positive, motivated, and responsible individuals
- Good communication and interpersonal skills
- Self-motivated, proactive, and goal-oriented ...
Posted
7 days ago
Undisclosed
Singapore
- Partner with Relationship Managers on new business opportunities and existing client relationships across Asia.
- Provide expert advice on wealth planning, succession planning, trust structures, estate planning, and related private wealth solutions.
- Develop tailored strategies to address clients' personal, family, and business wealth planning needs. ...
Posted
21 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
21 days ago
SGD10,000 - SGD10,000 Per Month
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
5 days ago
SGD9,000 - SGD9,000 Per Month
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
9 days ago
Ikhwan Group - Syafiq Alauddin
MYR1,596.73 - MYR7,022.71 Per Month
Malaysia
- Prospecting & networking
- Customer consultation
- Financial planning ...
Posted
25 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
KL City
- Additional leave
- Flexible schedule
- Free parking ...
Posted
24 days ago
Great Eastern Financial Advisers (Jon Soh)
SGD9,000 - SGD9,000 Per Month
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
14 days ago
SGD10,000 - SGD10,000 Per Month
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 month ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
a month ago
SGD10,000 - SGD10,000 Per Month
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
24 days ago
SGD9,000 - SGD9,000 Per Month
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
24 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
a month ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
a month ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
a month ago
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