600+ Wealth Management Jobs - July 2026 - High Salaries

Showing 696 jobs results for "wealth management"
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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. ...

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Posted
11 hours ago
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Chat Available
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. ...
Financial Planning Sales Acumen
+10
Posted
3 days ago
Chat Available
MYR2,000 - MYR10,000 Per Month
+Additional Compensation
Hybrid • Fresh Graduates
  • • Build meaningful relationships with individuals and families by providing professional financial planning services.
  • • Assist clients in planning for protection, education, retirement, wealth accumulation, and legacy planning.
  • • Attend professional training, workshops, coaching sessions, and leadership development programmes. ...
Basic Communication Basic Problem-Solving
+2

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Posted
7 hours ago
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Chat Available
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; ...
Sales Management Mandarin Language Proficiency
+9
Posted
3 days ago
MYR4,500 - MYR6,000 Per Month

KL City, WP Kuala Lumpur

Near Train Station
  • Support policy servicing requests (updates, fund switches, amendments).
  • Maintain accurate client records and documentation.
  • Track case pipeline and update advisors. ...
insurance operation support policy servicing support
+2
Posted
22 days ago
MYR1,000 - MYR1,200 Per Month
+Additional Compensation
Fresh Graduates

KL City, WP Kuala Lumpur

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. ...
Financial Planning Risk Management
+2
Posted
a month ago
Chat Available
MYR3,000 - MYR15,000 Per Month
Fresh Graduates

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Participate in exciting team initiatives and campaigns designed to boost sales and create a competitive, yet supportive environment.
  • Job Responsibilities
  • Provide expert wealth advice tailored to help clients plan their financial future, offering solutions tailored to their unique needs and goals. ...
Negotiation Communication
+10

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Posted
6 days ago
Undisclosed
Near Train Station
  • Issue and release medical records notes only to authorized personnel and maintain and collate accurate tracking logs (manual or electronic) for all medical records notes movements.
  • File, arrange, scan, index and maintain returned medical record notes accurately.
  • Identify duplicate medical records and ensure the merging process is accurately executed and fully completed in accordance with hospital policies and data integrity standards. ...

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Posted
a month ago
Chat Available
MYR3,000 - MYR4,500 Per Month
Fresh Graduates
Near Train Station
  • · Conduct research and compile information for family governance, succession planning, and structural planning exercises.
  • · Liaise with clients, lawyers, tax agents, company secretaries, and internal teams to ensure smooth implementation of advisory solutions.
  • · Prepare meeting minutes, follow-up action items, and maintain proper documentation records. ...

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Posted
15 days ago
Chat Available
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. ...
Financial Planning Investment Management
+5

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Posted
14 days ago
Undisclosed
  • Liaise and coordinate with clinic receptionist, doctors, and relevant services to facilitate the preparation, completion, verification, and approval of medical reports.
  • Track, arrange, and follow up on pending medical reports to ensure timely completion and delivery within timelines given.
  • Assist in entering charges or receive payments for medical reports, medical board and copy of medical records requests in accordance with hospital policies and procedures (If applicable). ...

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Posted
a month ago
Chat Available
MYR3,000 - MYR5,000 Per Month
Fresh Graduates
  • Look for customers that have concern on legacy distribute their wealth.
  • Set own sales performance
  • Understand, Identify & Analyse client’s financial needs and concerns ...
Financial Planning Wealth Management
+1

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Posted
18 days ago
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Chat Available
MYR1,500 - MYR2,250 Per Month
+Additional Compensation

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Accurately collect and update property details, including rental rates, selling prices, furnishing status, and unit availability.
  • Organize and maintain the property database to ensure IT is up-to-date and easily accessible for the sales and marketing teams.
  • Verify property information to ensure accuracy before adding it to the system. ...
Real Estate Strategy Market Research
+6
Posted
2 days ago
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Chat Available
MYR4,000 - MYR10,000 Per Month
Fresh Graduates

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Conduct research and compile information for family governance, succession planning, and structural planning exercises.
  • Liaise with clients, lawyers, tax agents, company secretaries, and internal teams to ensure smooth implementation of advisory solutions.
  • Prepare meeting minutes, follow-up action items, and maintain proper documentation records. ...
Financial Planning Investment Management
+5
Posted
2 days ago
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MYR2,500 - MYR5,000 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 ...
Communication Interpersonal skill
+6

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Posted
4 days ago
Chat Available
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. ...
Financial Planning Investment Management
+5
Posted
8 days ago
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • To assist to drive goals and build strong brand name, acquires new customer, deepen customer relationship and established long term and profitable customers.
  • To launch projects and campaigns to increase Wealth Management sales and fee revenue of existing products
  • To promote product bundling with other bank products to enhance cross selling efforts and increase customer product ratio. ...

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Posted
11 hours ago
Undisclosed
  • Track, arrange, and follow up on pending medical reports to ensure timely completion and delivery within timelines given.
  • Assist in entering charges or receive payments for medical reports, medical board and copy of medical records requests in accordance with hospital policies and procedures (If applicable).
  • Assist typing medical report for consultants (if applicable) and ensure that all medical reports prepared by Consultants, Medical Officers, or ad hoc personnel are processed promptly and typed accurately with minimal errors. ...

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Posted
a month ago
Chat Available
Undisclosed

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Collaborate with our Hong Kong-based team to deliver seamless fiduciary and digital asset solutions.
  • Develop and manage client relationships for offshore trust and digital asset services.
  • Promote fiduciary solutions including estate planning, wealth structuring, and trust administration. ...
Trust Administration Financial Advisory
+1

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Posted
11 hours ago
Undisclosed
  • Maintain and update documentation logs to track the movement, status, and storage of medical records using the hospital’s approved tracking system.
  • File, process, and distribute complete scanned medical records accurately according to the hospital’s filing system and numbering sequence, and ensure secure storage in the hospital library or designated outsourced facility.
  • Provide support to healthcare providers on the retrieval, review, and access of EMR documentation. ...

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Posted
a month ago
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Chat Available
MYR2,500 - MYR4,000 Per Month
+Additional Compensation

KL City, WP Kuala Lumpur

Near Train Station
  • Build and maintain strong, long-term relationships with clients through regular communication, proactive follow-ups, and exceptional customer service, acting as their trusted financial partner.
  • Identify and pursue new business opportunities through networking, referrals, and targeted outreach, contributing to the growth of the client base and overall company revenue.
  • Stay abreast of market trends, economic conditions, and regulatory changes affecting the financial services industry, ensuring compliance with all relevant laws and company policies. ...
Financial Planning Investment Advisory
+8
Posted
2 days ago
Chat Available
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. ...
Financial Planning Sales Acumen
+10
Posted
9 days ago
Chat Available
MYR2,000 - MYR5,000 Per Hour
+Additional Compensation
Fresh Graduates
  • Market prospects for suitable financial products
  • Meet clients and share about financial planning
  • Advise the best suitable financial products for the clients ...
Syariah Financial Planning Islamic Banking
+4

Be an early applicant!

Posted
5 days ago
Chat Available
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. ...
Financial Planning Sales Acumen
+10
Posted
9 days ago
Chat Available
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. ...
Financial Planning Sales Acumen
+10
Posted
9 days ago
Chat Available
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. ...
Financial Planning Sales Acumen
+10
Posted
9 days ago
Chat Available
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. ...
Financial Planning Sales Acumen
+10
Posted
9 days ago
Chat Available
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; ...
Sales Management Mandarin Language Proficiency
+9
Posted
9 days ago
Chat Available
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; ...
Sales Management Mandarin Language Proficiency
+9
Posted
9 days ago
Chat Available
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; ...
Sales Management Mandarin Language Proficiency
+9
Posted
9 days ago