200+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | July 2026 | Ricebowl
Showing 280 jobs results for
"wealth planner"
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 ...
Be an early applicant!
Posted
19 days ago
Undisclosed
Fresh Graduates
- Achieve performance targets under a structured development program
- Participate in training, coaching, and business development activities
- Provide financial planning and professional advisory services to clients ...
Be an early applicant!
Posted
7 hours ago
MYR3,500 - MYR5,000 Per Month
Fresh Graduates
KL City, WP Kuala Lumpur
Near Train Station
- Coordinate with internal and external stakeholders to resolve operational issues.
- Ensure compliance with company policies, SOPs, and SLAs.
- Support daily operations and other administrative tasks as assigned. ...
Be an early applicant!
Posted
15 days ago
MYR2,000 - MYR2,900 Per Month
+Additional Compensation
Fresh Graduates
Ipoh, 30450
- Explain policy terms, conditions, and benefits clearly and concisely.
- Process new insurance applications and manage policy renewals.
- Stay updated on industry trends, new products, and regulatory changes. ...
Be an early applicant!
Posted
20 days ago
Chat Available
MYR2,000 - MYR4,000 Per Hour
+Additional Compensation
Fresh Graduates
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Sales Management
- Providing professional financial planning and wealth management solution to individuals, families or business owner.
- Training and guidance will be provided.
Posted
2 days ago
MYR3,000 - MYR10,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
- Engage and interact with customer
- Focus on customer-relationship
- Assist customer in choosing financial plan ...
Posted
a month ago
Chat Available
MYR3,000 - MYR10,000 Per Month
+Additional Compensation
Fresh Graduates
- Maintain up-to-date knowledge of Takaful products, industry trends, and regulatory requirements.
- Meet or exceed sales targets by actively pursuing leads, conducting presentations, and closing deals.
- Build and maintain strong relationships with customers to foster loyalty and generate referrals. ...
Be an early applicant!
Posted
5 hours ago
Wealth Planning Consultant
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 ...
Be an early applicant!
Posted
6 hours ago
Chat Available
Undisclosed
Near Train Station
- Follow up with clients regarding inquiries and documentation
- Achieve monthly KPI and sales targets
- Promote and introduce insurance products to potential clients ...
Be an early applicant!
Posted
16 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. ...
Be an early applicant!
Posted
a day 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 ...
Be an early applicant!
Posted
6 days ago
Customer Service / Sales Executive Car Insurance (Mandarin Speaker)
MYR2,400 - MYR2,401 Per Month
+Additional Compensation
Fresh Graduates
Bachang, Melaka
- Guide customers through claim submission and status updates
- Handle complaints and resolve post-sales issues related to policy disputes, documentation, or service concerns
- Keep detailed records of customer interactions in the excel system ...
Posted
3 days ago
Chat Available
MYR3,000 - MYR10,000 monthly
+Additional Compensation
Hybrid • Fresh Graduates
Tebrau, Johor
- Effectively present and explain the features, benefits, and terms of various Takaful products, overcoming objections and closing sales to meet or exceed targets.
- Collaborate with the sales team and management to develop and implement effective sales strategies, contributing to overall business growth.
- Stay updated on Takaful industry trends, product knowledge, and regulatory changes to provide accurate and relevant advice to clients. ...
Posted
6 days ago
Chat Available
MYR3,000 - MYR10,000 Per Month
+Additional Compensation
Fresh Graduates
- Maintain up-to-date knowledge of Takaful products, industry trends, and regulatory requirements.
- Meet or exceed sales targets by actively pursuing leads, conducting presentations, and closing deals.
- Build and maintain strong relationships with customers to foster loyalty and generate referrals. ...
Be an early applicant!
Posted
5 hours ago
Chat Available
MYR3,000 - MYR10,000 Per Month
+Additional Compensation
Fresh Graduates
- Maintain up-to-date knowledge of Takaful products, industry trends, and regulatory requirements.
- Meet or exceed sales targets by actively pursuing leads, conducting presentations, and closing deals.
- Build and maintain strong relationships with customers to foster loyalty and generate referrals. ...
Be an early applicant!
Posted
5 hours ago
Chat Available
Undisclosed
Tebrau, Johor
- • Analyze clients’ financial needs and protection requirements.
- • Recommend suitable Takaful solutions based on clients’ goals and circumstances.
- • Present Takaful products and explain benefits clearly and professionally. ...
Be an early applicant!
Posted
6 days ago
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 ...
Be an early applicant!
Posted
22 days ago
Undisclosed
Fresh Graduates
- Achieve performance targets under a structured development program
- Participate in training, coaching, and business development activities
- Provide financial planning and professional advisory services to clients ...
Be an early applicant!
Posted
14 days ago
Chat Available
MYR3,000 - MYR10,000 monthly
+Additional Compensation
Hybrid • Fresh Graduates
Tebrau, Johor
- Effectively present and explain the features, benefits, and terms of various Takaful products, overcoming objections and closing sales to meet or exceed targets.
- Collaborate with the sales team and management to develop and implement effective sales strategies, contributing to overall business growth.
- Stay updated on Takaful industry trends, product knowledge, and regulatory changes to provide accurate and relevant advice to clients. ...
Posted
a month ago
Chat Available
MYR50 - MYR125 Per Hour
Fresh Graduates
- Group insurance plans
- Basic salary: RM2,000 – RM5,000
- High commissions + Bonus rewards
Posted
a month ago
Chat Available
MYR3,000 - MYR10,000 monthly
+Additional Compensation
Hybrid • Fresh Graduates
Tebrau, Johor
- Effectively present and explain the features, benefits, and terms of various Takaful products, overcoming objections and closing sales to meet or exceed targets.
- Collaborate with the sales team and management to develop and implement effective sales strategies, contributing to overall business growth.
- Stay updated on Takaful industry trends, product knowledge, and regulatory changes to provide accurate and relevant advice to clients. ...
Posted
a month ago
Chat Available
MYR3,000 - MYR10,000 monthly
+Additional Compensation
Hybrid • Fresh Graduates
Tebrau, Johor
- Effectively present and explain the features, benefits, and terms of various Takaful products, overcoming objections and closing sales to meet or exceed targets.
- Collaborate with the sales team and management to develop and implement effective sales strategies, contributing to overall business growth.
- Stay updated on Takaful industry trends, product knowledge, and regulatory changes to provide accurate and relevant advice to clients. ...
Posted
a month ago