- Maintain accurate client records and policy information.
9 days
300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | October 2026 | Ricebowl
Showing 391 jobs results for
"wealth planner"
- Effectively present and explain complex Takaful and insurance product features, benefits, and terms to clients in a clear and understandable manner.
14 days
- Effectively present and explain Takaful plans, highlighting benefits, terms, and conditions, and addressing client inquiries and concerns.
14 days
- Provide professional after-sales service
30+ days
- Effectively present and explain complex Takaful and insurance product features, benefits, and terms to clients in a clear and understandable manner.
14 days
- Follow up consistently to convert prospects into clients
22 days
- Follow up consistently to convert prospects into clients
22 days
- Manage and develop client relationships
8 days
- Manage and develop client relationships
8 days
- Effectively present and explain Takaful plans, highlighting benefits, terms, and conditions, and addressing client inquiries and concerns.
14 days
- Generate leads through networking, referrals, and prospecting
25 days
- Follow up with potential and existing customers.
28 days
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
29 days
- Follow up consistently to convert prospects into clients
22 days
- Manage and develop client relationships
8 days
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
29 days
- Effectively communicate complex insurance concepts and policy details in a clear and understandable manner to clients.
30+ days
- Develop effective sales strategies to increase company sales
30+ days
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
29 days
- Manage and develop client relationships
24 days
- Effectively present and explain Takaful plans, highlighting benefits, terms, and conditions, and addressing client inquiries and concerns.
14 days
- Follow up consistently to convert prospects into clients
11 days
Sales Executive ( Bank )
- Work with bank customer databases and branch referrals
29 days
- Arrange appointments and coordinate property viewings with the sales team.
30+ days
- Generate and follow up with potential leads through online and offline activities.
30+ days
- Generate and follow up with potential leads through online and offline activities.
30+ days
- Generate and follow up with potential leads through online and offline activities.
30+ days
- Customize financial plans according to clients' changing needs.
10 days
- - Explain Takaful solutions clearly and professionally to prospective clients.
30+ days
- Market & Business InsightsStay updated on market trends, conduct research, and identify new business opportunities
2 days