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300+ Wealth Planner Jobs in Malaysia | Job Vacancies | September 2026 | Maukerja
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"wealth planner"
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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 month ago
SGD3,000 - SGD3,000 Sebulan
Singapore
- Advise clients on wealth management and growth strategies:
- - Provide expert advice on investment opportunities and risk management
- - Help clients achieve their financial goals, such as retirement planning or wealth transfer ...
Posted
a month ago
Undisclosed
Damansara Jaya
- Ability to provide holistic advisory services, including Financial Planning and Retirement Planning, tailored to individual client goals.
- Strong competency in Investments and Finance to design, analyze, and manage diversified portfolios responsibly.
- Experience delivering Wealth Management Services, including asset allocation, risk management, and long-term wealth preservation strategies. ...
Posted
a month 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
a month ago
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 month ago
SGD3,000 - SGD3,000 Sebulan
Singapore
- Advise clients on wealth management and growth strategies:
- - Provide expert advice on investment opportunities and risk management
- - Help clients achieve their financial goals, such as retirement planning or wealth transfer ...
Posted
a month ago
PEOPLE PROFILERS PTE. LTD.
SGD3,600 - SGD3,600 Sebulan
Singapore
- Basic salary + Monthly fixed allowance + Uncapped Incentives
- First-year expected income: $5,000 – $10,000++
- Full salary provided during training period ...
Posted
a month ago
SGD4,000 - SGD4,000 Sebulan
Singapore
- Manage client investment portfolios and provide updates on market movements.
- Build and maintain relationships with new and existing clients to grow the business.
- Perform due diligence, research, analysis, and documentation process. ...
Posted
a month ago
Undisclosed
- Ability to interpret and explain estate planning solutions (wills, trusts, hibah, and related instruments) in clear, accessible language.
- Strong client advisory and relationship management skills, with experience in financial services, legal services, or wealth management preferred.
- Attention to detail and accuracy in preparing, reviewing, and managing legal and financial documentation. ...
Posted
5 days ago
SGD4,000 - SGD4,000 Sebulan
Singapore
- Grow the client base by identifying and engaging prospective clients across different wealth segments
- Conduct comprehensive analyses to align financial solutions with clients’ investment objectives
- Implement targeted client acquisition strategies to expand business opportunities ...
Posted
5 days ago
MYR1,000 - MYR8,000 Sebulan
- Understand clients’ financial and protection needs
- Provide suitable financial and insurance solutions
- Build and manage long-term client relationships ...
Posted
8 days ago
CANWORKONE.SG EMPLOYMENT PTE. LTD.
FORT FINANCIAL PTE. LTD.
SGD4,000 - SGD8,000 Sebulan
Bukit Merah
- A comprehensive 12-week structured training programme
- Personalised 1-to-1 mentorship from experienced industry professionals
- Clear and transparent career progression pathways ...
Posted
22 days ago
SGD5,000 - SGD5,000 Sebulan
Singapore
- If you’ve ever wanted a career that is both meaningful and financially rewarding while remaining aligned with your values,this may be for you.
- You will be trained to help individuals and families plan their finances in a way that is:
- • Clients’ best interest ...
Posted
23 days ago
SGD5,000 - SGD7,000 Sebulan
Outram
- Clients’ best interest
- Ethical and purposeful
- Grounded in real-life needs and communityimpact ...
Posted
24 days ago
MYR2,000 - MYR3,000 Sebulan
Malaysia
- Sedang mencari kerjaya yang fleksibel dan berpendapatan tinggi?
- Sertai kami sebagai Takaful Advisor dan bantu individu serta keluarga merancang perlindungan kewangan mereka. Tiada pengalaman? Jangan risau, latihan dan bimbingan disediakan.
- Tanggungjawab ...
Posted
2 days ago
MYR3,000 - MYR10,000 Sebulan
- 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
2 days ago
SGD5,000 - SGD5,000 Sebulan
Singapore
- First-year earning potential of $75,000–$100,000 (basic pay + incentives), growing to $90,000–$120,000 in year two
- Defined progression path over 36 months: Executive → Senior → Premier → Management
- Structured training toward 4 essential financial advisory certifications ...
Posted
a day ago
TALENT EDGE RECRUITMENT LLP
SGD3,300 - SGD3,300 Sebulan
Singapore
- Delivering our brand promise at all times and offering high levels of consistent, quality service support to our customers
- Approach customers at our sales sites, attend to customers' requests in line with policies and procedures, striving for first class experience
- Using simple, clear and concise languages to communicate effectively with customers ...
Posted
a day ago
SGD4,000 - SGD4,000 Sebulan
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 day ago
TALENT EDGE RECRUITMENT LLP
Insurance Broker (General Insurance - Financial Risk Solutions) Insurance Broker (General Insurance - Financial Risk Solutions)
ACCLAIM INSURANCE BROKERS PTE. LTD.
SGD4,000 - SGD4,000 Sebulan
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
4 days ago
Placement Professionals
Undisclosed
KL City
- KL Izzgroup Irich is a dynamic and growing insurance agency committed to providing exceptional service and takaful insurance solutions to our clients. As a growing ace in the industry, we are seeking a motivated and results-driven individual to join our team as an Insurance Sales and Marketing Specialist.
- Responsibilities:
- Prospect and generate new business through various sales techniques. ...
Posted
6 days ago
Undisclosed
- Ability to effectively plan, organize, and manage client needs while maintaining attention to detail
- Motivated self-starter with goal-driven and result-oriented attitudes
- Familiarity with the insurance or takaful sector and its practices is preferred ...
Posted
2 days ago
Undisclosed
Malaysia
- Develop AI Training Content: Create detailed prompts and gold-standard outputs across coverage analysis, claims scenarios, underwriting decisions, and policy communication.
- Optimize AI Performance: Evaluate and rank AI responses to improve correctness, completeness, clarity, and compliance-aware reasoning.
- Ensure Model Integrity: Test AI outputs for inaccuracies, misleading guidance, inappropriate certainty, and bias; validate reliability across use cases. ...
Posted
3 days ago
MYR3,000 - MYR10,000 Sebulan
- Provide professional consultation on takaful and financial planning solutions.
- Assist clients in planning for medical protection, income protection, hibah and savings.
- Build and maintain long-term relationships with clients. ...
Posted
a day ago
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