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300+ Wealth Planner Jobs in Malaysia | Job Vacancies | September 2026 | Maukerja
Showing 331 jobs results for
"wealth planner"
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D L Resources Pte Ltd
Undisclosed
- Drive strategic business growth and expand client portfolios within the financial services sector.
- Build, lead, and develop a high‑performing team through strategic recruitment, training and talent development.
- Establish and oversee performance objectives to ensure consistent and sustainable business outcomes. ...
Posted
12 days ago
Undisclosed
- Strong communication and interpersonal skills, with the ability to build lasting client relationships.
- Sales and negotiation skills to effectively connect with customers and close deals.
- Financial planning and consulting abilities to recommend personalized solutions. ...
Posted
24 days ago
EA RECRUITMENT PTE. LTD.
SGD3,000 - SGD3,000 Per Month
Singapore
- Well Established Company
- Salary: $3000 - $3800 + Commission
- Location: Alexandra ...
Posted
22 days ago
EA RECRUITMENT PTE. LTD.
SGD3,000 - SGD3,800 Per Month
Singapore
- Well Established Company
- Salary: $3000 - $3800 + Commission
- Location: Alexandra ...
Posted
23 days ago
EA RECRUITMENT PTE. LTD.
SGD3,000 - SGD3,000 Per Month
Singapore
- Well Established Company
- Salary: $3000 - $3800 + Commission
- Location: Alexandra ...
Posted
24 days ago
EA RECRUITMENT PTE. LTD.
SGD3,000 - SGD3,800 Per Month
Singapore
- Well Established Company
- Salary: $3000 - $3800 + Commission
- Location: Alexandra ...
Posted
24 days ago
EA RECRUITMENT PTE. LTD.
SGD3,000 - SGD3,800 Per Month
Singapore
- Well Established Company
- Salary: $3000 - $3800 + Commission
- Location: Alexandra ...
Posted
24 days ago
D L RESOURCES PTE LTD
SGD2,000 - SGD2,000 Per Month
Singapore
- Role Overview: You will provide comprehensive financial advisory services to individuals and families, helping them achieve their financial goals and securing their financial futures.
- Responsibilities:
- Provide personalised financial and insurance advisory to clients based on their needs and goals ...
Posted
22 days ago
SGD4,000 - SGD4,000 Per Month
Singapore
- Perform independent checks in line with regulatory frameworks and internal policies, including customer documentation reviews, client feedback, and sales practice assessments
- Monitor audit results, identify recurring issues, and support root cause analysis and remediation actions
- Review customer complaints related to sales activities and ensure proper assessment and documentation ...
Posted
3 days ago
SB Muthu Agency (AIA)
MYR3,000 - MYR5,000 Per Month
KL City
- Identify and develop new client opportunities
- Understand clients' financial and protection needs
- Recommend suitable insurance and financial solutions ...
Posted
24 days ago
EA RECRUITMENT PTE. LTD.
SGD3,000 - SGD3,000 Per Month
Singapore
- Well Established Company
- Salary: $3000 - $3800 + Commission
- Location: Alexandra ...
Posted
a month ago
STANDARD CHARTERED BANK (SINGAPORE) LIMITED
SGD5,900 - SGD5,900 Per Month
Singapore
- Job Summary
- • Support Insurance Specialists and Frontline teams to deliver high quality client servicing
- • Maintain sales reports and governance standards ...
Posted
a month ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Connect with prospective and existing clients to understand their protection and financial needs.
- Recommend suitable insurance solutions based on clients' goals and requirements.
- Build and maintain long-term relationships through excellent customer service. ...
Posted
a month ago
SGD4,000 - SGD5,500 Per Month
Singapore
- Permanent, Contract, Temporary and Project based placement.
- Executive Search
- Payroll and Staff Management ...
Posted
23 days ago
Undisclosed
Singapore
- Support Insurance Specialists and Frontline teams to deliver high quality client servicing
- Maintain sales reports and governance standards
- Enhance overall client experience ...
Posted
a month ago
SGD4,000 - SGD5,500 Per Month
Singapore
- Permanent, Contract, Temporary and Project based placement.
- Executive Search
- Payroll and Staff Management ...
Posted
24 days ago
SGD4,000 - SGD5,500 Per Month
Singapore
- Permanent, Contract, Temporary and Project based placement.
- Executive Search
- Payroll and Staff Management ...
Posted
23 days ago
MYR3,000 - MYR5,000 Per Month
KL City
- Identify and develop new client opportunities
- Understand clients' financial and protection needs
- Recommend suitable insurance and financial solutions ...
Posted
24 days ago
Undisclosed
KL City
- Lead, coach, and inspire a business development team to consistently achieve assigned sales targets, fostering a culture of ownership, performance, and continuous improvement
- Execute business strategies to consistently deliver sales targets and portfolio expansion across key market segments.
- Cultivate high‑impact relationships with brokers and strategic distribution partners, focusing on productivity uplift and long‑term value creation. ...
Posted
17 days ago
Deputy-Business Development Director (AM to Manager) - SME Channel (candidates with SME and group insurance sales experience are highly encouraged to apply) Deputy-Business Development Director (AM to Manager) - SME Channel (candidates with SME and group insurance sales experience are highly encouraged to apply)
Great Eastern
Undisclosed
KL City
- Work closely with superior to plan, coordinate, and execute partner-related initiatives, ensuring effective collaboration and seamless coordination among internal and external stakeholders.
- Manage day-to-day distribution support and operational activities for business partnerships, key stakeholders, and clients to ensure smooth business operations and service delivery.
- Monitor and track business performance, identify performance gaps and growth opportunities, and work with stakeholders to implement improvement actions and achieve business objectives. ...
Posted
11 days ago
Business Development Director (Manager) - Direct Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply) Business Development Director (Manager) - Direct Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply)
Great Eastern
Undisclosed
KL City
- Drive new business acquisition through Direct and Bank referral channels.
- Work closely with bank partners to generate quality referrals and convert leads into new business.
- Develop and implement strategies to enhance SME penetration and overall channel performance. ...
Posted
11 days ago
Deputy-Business Development Director (AM to Manager) - Agency Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply) Deputy-Business Development Director (AM to Manager) - Agency Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply)
Great Eastern
Undisclosed
KL City
- Drive new business acquisitions and renewal retention while supporting the recruitment of new agents to promote and distribute Employee Benefits (EB) products.
- Provide administrative and operational support for day-to-day servicing of existing EB agents and clients.
- Conduct regular engagement sessions, meetings, and training programs to enhance agents’ product knowledge and sales capabilities. ...
Posted
11 days ago
MYR2,000 - MYR2,000 Per Month
- Flexible schedule
- Opportunities for promotion
- Professional development ...
Posted
6 days ago
MYR3,000 - MYR10,000 Per Month
- Berumur 20 – 35 tahun
- Sedang mencari pekerjaan / graduan baharu
- Boleh bekerja Isnin – Jumaat (9.00 pagi – 5.00 petang) ...
Posted
4 days ago
Undisclosed
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
14 hours ago
SGD3,000 - SGD6,000 Per Month
Singapore
- Understand the financial goals of individual or corporate clients and sell the appropriate investment, insurance or savings products to them
- Provide excellent customer service and advisory experience
- Relationship building with clients ...
Posted
2 days ago
Undisclosed
- Candidates should possess strong skills in Financial Planning to design comprehensive, long-term client strategies.
- Candidates should possess solid knowledge of Investments and Wealth Management Services to recommend appropriate solutions aligned with client goals and risk profiles.
- Candidates should possess a good foundation in Finance to interpret financial data, market trends, and product features. ...
Posted
2 days ago
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