44 Wealth Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 44 jobs results for
"wealth"
MYR3,000 - MYR6,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
- Follow up with clients and provide ongoing support
- Continuously upgrade your financial knowledge & skills
- Understand clients' financial goals and life priorities ...
Be an early applicant!
Posted
22 days ago
Undisclosed
Fresh Graduates
Near Train Station
- • Hit monthly sales goals & enjoy rewards
Be an early applicant!
Posted
a month ago
MYR2,500 - MYR9,000 Per Month
Hybrid • Fresh Graduates
Near Train Station
- Build and manage client relationships while developing leadership capabilities
- Progress into a long-term career path as a professional advisor and future agency leader
- The Next Gen Advisor (NGA) Programme is a structured career launch designed to support aspiring financial advisors with monthly financial allowance, training, and mentorship. ...
Be an early applicant!
Posted
14 days ago
MYR2,000 - MYR5,000 Per Month
Fresh Graduates
Near Train Station
- Introduce suitable financial protection solutions with guidance.
- Arrange appointments and participate in client consultations.
- Build and maintain long-term client relationships. ...
Posted
6 days ago
MYR2,500 - MYR5,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
Be an early applicant!
Posted
2 days ago
Undisclosed
+Additional Compensation
Fresh Graduates
Near Train Station
- • Hit monthly sales goals & enjoy rewards
Posted
8 days ago
MYR2,200 - MYR3,500 Per Month
Fresh Graduates
Bayan Lepas, 11950
- Maintain accurate client records and policy information.
- Help with claims processing and follow-up.
- Generate basic reports on policy status and client interactions. ...
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Posted
20 days ago
MYR6,000 - MYR10,000 Per Month
Fresh Graduates
- negotiating with customers to determine type and degree of risk for which insurance is required;
- explaining details of insurance and conditions, risk coverage premiums and benefits to customers;
- assisting clients to determine the type and level of coverage required, calculating premiums and establishing method of payment; ...
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Posted
20 days ago
MYR2,000 - MYR30,000 Per Month
George Town, Pulau Pinang
- Review clients’ financial portfolios and provide ongoing support and advice.
- Participate in company meetings, training programmes, and continuous professional development activities to maintain industry knowledge and enhance advisory capabilities.
- Fulfil MEC Pro scheme’s monthly requirement to earn financing payout ...
Posted
an hour ago
MYR4,000 - MYR6,000 Per Month
+Additional Compensation
Fresh Graduates
Bayan Lepas, 11950
- Prepare quotations and assist with policy applications.
- Provide after-sales service and annual policy reviews.
- Participate in professional training and personal development programmes. ...
Posted
20 days ago
MYR2,000 - MYR30,000 Per Month
- Review clients’ financial portfolios and provide ongoing support and advice.
- Participate in company meetings, training programmes, and continuous professional development activities to maintain industry knowledge and enhance advisory capabilities.
- Fulfil MEC Pro scheme’s monthly requirement to earn financing payout ...
Be an early applicant!
Posted
4 days ago
MYR2,800 - MYR4,000 Per Month
Fresh Graduates
- 监控和分析数字营销活动的表现，利用数据洞察来调整策略并优化投资回报率。
- 与销售和产品团队协作，确保营销信息与公司整体业务目标保持一致。
- 进行市场研究，了解行业趋势和竞争对手活动，为营销策略提供信息。 ...
Posted
16 days ago
Undisclosed
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Assist to acquire and build close rapport with corporate and government agencies for sales opportunities.
- Execute the cross-selling and referral for other product owners and to ensure that referrals are followed through within the defined Service Level Agreement, where applicable.
- Ensure all compliance and reporting requirements are met and attend to audit/regulatory queries within the stipulated timeframe. ...
Be an early applicant!
Posted
2 months ago
Undisclosed
Fresh Graduates
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Follow up with clients and provide ongoing support
- Continuously upgrade your financial knowledge & skills
- Understand clients' financial goals and life priorities ...
Be an early applicant!
Posted
22 days ago
Undisclosed
Fresh Graduates
KL City, WP Kuala Lumpur
Near Train Station
- Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.
- New Client Acquisition – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
- Investment Product Sales & Distribution – Market and distribute Apex Securities’ suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives. ...
Be an early applicant!
Posted
a month ago
Undisclosed
Fresh Graduates
KL City, WP Kuala Lumpur
Near Train Station
- Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.
- New Client Acquisition – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
- Investment Product Sales & Distribution – Market and distribute Apex Securities’ suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives. ...
Be an early applicant!
Posted
a month ago
Up to MYR600 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Assist in reviewing and analysing clients' financial portfolios
- Support client meetings and observe professional consultations
- Perform administrative and reporting tasks
Be an early applicant!
Posted
a month ago
MYR1,000 - MYR2,500 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
- Assist on financial planning
- Marketing financial products to clients
- Help to plan and design a proper financial products according to clients needs ...
Posted
a month ago
Undisclosed
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Assist to acquire and build close rapport with corporate and government agencies for sales opportunities.
- Execute the cross-selling and referral for other product owners and to ensure that referrals are followed through within the defined Service Level Agreement, where applicable.
- Ensure all compliance and reporting requirements are met and attend to audit/regulatory queries within the stipulated timeframe. ...
Be an early applicant!
Posted
2 months ago
MYR1,000 - MYR1,100 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
- Assist in developing and executing estate plans, including wills, trusts, and succession strategies, in collaboration with legal and financial partners.
- Maintain up-to-date knowledge of bank loan products, insurance plans, and estate planning tools.
- Coordinate with internal teams (finance, marketing, legal, audit) to ensure smooth client servicing and compliance. ...
Posted
2 months ago
MYR15,000 - MYR20,000 Per Month
+Additional Compensation
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Conduct regular portfolio reviews to evaluate performance, adjust strategies when necessary, and proactively identify opportunities to expand client relationships.
- Stay updated on market trends, economic developments, and regulatory changes to deliver timely and well-informed financial advice.
- Work closely with internal stakeholders such as investment specialists, tax advisors, and estate planning professionals to provide clients with holistic wealth management solutions. ...
Be an early applicant!
Posted
a day ago
MYR10,000 - MYR15,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Ensure compliance with relevant offshore regulatory requirements, including AML/CFT, FATCA, CRS, economic substance, and beneficial ownership regulations.
- Collaborate with external stakeholders, including bankers, tax advisers, financial institutions, and professional advisers to deliver comprehensive client solutions.
- Develop and maintain strong relationships with clients, intermediaries, and strategic partners to support business growth initiatives. ...
Be an early applicant!
Posted
a day ago
Undisclosed
WFH • Fresh Graduates
Near Train Station
- Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities
- 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 ...
Posted
3 days ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Monitoring and reviewing clients' financial plans regularly, making adjustments as needed
- Providing ongoing financial advice and support to clients, ensuring they feel confident in their financial decisions
- Maintaining detailed records and documentation for all client interactions ...
Posted
9 days ago
MYR1,000 - MYR2,500 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
- Assist on financial planning
- Marketing financial products to clients
- Help to plan and design a proper financial products according to clients needs ...
Posted
a month ago
MYR1,000 - MYR2,500 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
- Assist on financial planning
- Marketing financial products to clients
- Help to plan and design a proper financial products according to clients needs ...
Posted
a month ago
MYR2,500 - MYR3,500 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Monitoring and reviewing clients' financial plans regularly, making adjustments as needed
- Providing ongoing financial advice and support to clients, ensuring they feel confident in their financial decisions
- Maintaining detailed records and documentation for all client interactions ...
Posted
2 months ago
MYR2,500 - MYR5,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
Be an early applicant!
Posted
2 days ago
MYR2,500 - MYR5,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
Be an early applicant!
Posted
2 days ago
MYR2,500 - MYR5,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
Be an early applicant!
Posted
2 days ago
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