14 Wealth Planner Jobs in Malaysia | Job Vacancies | September 2026

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Showing 14 jobs results for "wealth planner"

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Insurance Advisor Insurance Advisor

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd)

Undisclosed

Full Time, Work from Home

WFH • Fresh Graduates

Petaling Jaya, Selangor

Near Train Station

Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients. ...

Communication Interpersonal skill

Be an early applicant!

Posted

6 days ago

Insurance Consultant Insurance Consultant

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd)

Undisclosed

Full Time, Work from Home

WFH • Fresh Graduates

Petaling Jaya, Selangor

Near Train Station

Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients. ...

Communication Interpersonal skill

Be an early applicant!

Posted

6 days ago

Insurance Agent Insurance Agent

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd)

Undisclosed

Full Time, Work from Home

WFH • Fresh Graduates

Petaling Jaya, Selangor

Near Train Station

Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients. ...

Communication Interpersonal skill

Be an early applicant!

Posted

6 days ago

Insurance Advisor Insurance Advisor

PAG Advisors

Full Time, Part Time, Work from Home

WFH

Downtown Core

Attract potential customers via a variety of media to produce fresh sales leads.
Recognize and comprehend the client's financial situation and offer suggestions for development.
Nurture client connections by offering advice and support. ...

Posted

3 days ago

Insurance Associate Insurance Associate

Synergy FA

Full Time, Work from Home

WFH

Singapore

SYNTHESIS is an Advisory Group under Synergy Financial Advisers Ltd. We empower advisors with training, mentorship, and digital tools to deliver human-first financial advisory, building stronger client relationships that last.
Join One of Singapore's Premier Financial Advisory Firms

Posted

12 days ago

Specialty Insurance Advisor Specialty Insurance Advisor

Authority.inc

Full Time, Work from Home

WFH

Singapore

Specialty insurance product opportunities and customer needs
Coverage design, limits, exclusions and policy wording
Underwriting, risk selection and pricing ...

Posted

6 days ago

Commercial Insurance Advisor Commercial Insurance Advisor

Authority.inc

Full Time, Work from Home

WFH

Singapore

Commercial insurance product design and market fit
Coverage, limits, exclusions and policy wording
Underwriting and pricing considerations ...

Posted

6 days ago

Parametric Insurance Advisor Parametric Insurance Advisor

Authority.inc

Full Time, Work from Home

WFH

Singapore

Commercial use cases for parametric insurance
Trigger and payout structure design
Data quality, independence and verification ...

Posted

6 days ago

INSURANCE SALES EXECUTIVE INSURANCE SALES EXECUTIVE

FTA CENTIMENT PTE. LTD.

Full Time, Work from Home

WFH

Singapore

Posted

16 days ago

Insurance Agent (Work From Home) Insurance Agent (Work From Home)

HSH Consultancy

Part Time, Full Time, Work from Home

WFH

KL City

Provide consultation for insurance application
Manage claims and document preparation
Provide financial solution ...

Posted

a month ago

Part-Time Wealth Consultant Part-Time Wealth Consultant

MAXIMAX Wealth Management

Part Time, Work from Home

WFH

Malaysia

Meet and communicate with clients to understand their financial protection and planning needs
Introduce suitable financial planning, insurance and wealth protection solutions
Assist clients with protection, medical, savings, retirement and estate planning ...

Posted

5 days ago

Takaful Executive Consultant Takaful Executive Consultant

Ijteehad Empire

Full Time, Internship, Part Time, Work from Home

WFH

Malaysia

Required language(s) : Bahasa Malaysia, English
For Malaysian only
No experience is needed but candidates with sales, marketing and finance experience would be advantage ...

Posted

a day ago