300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | June 2026 | Ricebowl

Showing 315 jobs results for "wealth planner"

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Undisclosed
Fresh Graduates
  • Participate in structured training and development programs
  • Achieve personal performance and income targets
  • Continuously improve knowledge in financial products and advisory skills ...
Communication Problem-Solving
+4

Be an early applicant!

Posted
2 days ago
MYR3,500 - MYR7,000 Per Month
Near Train Station
  • Provide coaching, guidance and motivation to team members to improve sales performance.
  • Identify new opportunities and strategies to increase insurance penetration within the branch.
  • Engage with walk-in customers and provide professional financial consultation based on their needs. ...
Bancassurance Sales Insurance Product Knowledge
+3

Be an early applicant!

Posted
8 days 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 ...

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Posted
15 days ago
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MYR3,000 - MYR5,000 Per Month
Fresh Graduates
  • Participate in structured training and development programs
  • Achieve personal performance and income targets
  • Continuously improve knowledge in financial products and advisory skills ...
Communication Problem-Solving
+4

Be an early applicant!

Posted
2 days ago
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Chat Available
MYR3,000 - MYR5,000 Per Month
+Additional Compensation
Fresh Graduates
  • Engage and interact with customer face to face
  • Focus on customer-relationship
  • Assist customer in choosing financial plan ...
Posted
9 days ago
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Chat Available
MYR2,000 - MYR6,000 Per Month
Fresh Graduates
Near Train Station
  • Disclosing all terms, fees, and exclusions clearly.
  • Assisting with the accurate completion of proposal forms.
  • Ensuring full disclosure of material facts (health/lifestyle). ...
Takaful Products Knowledge Financial Planning
+3

Be an early applicant!

Posted
17 hours ago
MYR2,000 - MYR3,200 Per Month
  • Provide financial consultation based on customer needs and product suitability.
  • Ensure consistent follow-up and maintain strong after-sales service.
  • Record, track and report sales activities in accordance with compliance guidelines. ...
Sales Insurance
+1

Be an early applicant!

Posted
a month ago
Chat Available
Undisclosed
Fresh Graduates

Tebrau, Johor

  • Effectively present and explain the features, benefits, and terms of Takaful products to individuals and groups.
  • Manage the entire sales cycle from lead generation and qualification to closing deals and post-sale follow-up.
  • Collaborate with the marketing team to develop promotional materials and campaigns tailored to the Takaful market. ...
Sales Closing Deals
+1

Be an early applicant!

Posted
12 days ago
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Chat Available
MYR3,000 - MYR6,000 Per Month
+Additional Compensation

Tebrau, Johor

  • Customize insurance programs to suit individual clients
  • Handle policy renewals
  • Maintain electronic and paper records ...
Posted
9 days ago
MYR3,000 - MYR10,000 monthly
Near Train Station
  • Guiding customers through the application and underwriting process
  • Building and maintaining a portfolio of Takaful clients through effective relationship management
  • Achieving individual and team sales targets through consistent lead generation and conversion ...
Financial Management Takaful Advisor
+1

Be an early applicant!

Posted
a month ago
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Chat Available
MYR2,000 - MYR10,000 monthly
+Additional Compensation
Fresh Graduates
  • Collaborate with the sales team to achieve and exceed individual and team sales targets for Pruventure-i Takaful products.
  • Stay updated on Takaful products, market trends, and regulatory changes to provide accurate and relevant advice.
  • Identify and pursue new business development opportunities within the assigned territory or client segments. ...
Sales Financial Planning
+1
Posted
a month ago
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Chat Available
MYR2,000 - 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. ...
Any Skills Sales and Marketing
+1
Posted
4 days ago
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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. ...
Any Skills Sales and Marketing
+1

Be an early applicant!

Posted
2 days ago
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Chat Available
MYR2,000 - 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. ...
Any Skills Verbal Communication
+1
Posted
4 days ago
Chat Available
MYR1,000 - MYR3,000 Per Hour
+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. ...
Any Skills Sales and Marketing
+2

Be an early applicant!

Posted
19 days ago
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Chat Available
MYR2,000 - MYR6,000 monthly
Fresh Graduates
good in communication excellent attitude
+1
Posted
2 days ago
MYR2,000 - MYR5,000 monthly
Near Train Station
  • Assisting customers in understanding the Takaful concept and how it aligns with their financial needs and Islamic values
  • Guiding customers through the application and underwriting process
  • Building and maintaining a portfolio of Takaful clients through effective relationship management ...
Financial Management Takaful Advisor
+1

Be an early applicant!

Posted
a month ago
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Chat Available
MYR400 - MYR16,000 monthly
+Additional Compensation
Hybrid • Fresh Graduates
Near Train Station
  • Follow up consistently to convert prospects into clients
  • Provide ongoing servicing and review of clients’ financial plans
  • Maintain accurate records of client interactions and pipeline activities ...
Interpersonal skill Prospecting
+2
Posted
a month ago
Chat Available
Undisclosed
Fresh Graduates
  • Participate in structured training and development programs
  • Achieve personal performance and income targets
  • Continuously improve knowledge in financial products and advisory skills ...
Communication Problem-Solving
+4

Be an early applicant!

Posted
a month ago
Chat Available
Undisclosed
Fresh Graduates
  • Participate in structured training and development programs
  • Achieve personal performance and income targets
  • Continuously improve knowledge in financial products and advisory skills ...
Communication Problem-Solving
+4

Be an early applicant!

Posted
a month 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
7 days ago
MYR3,000 - MYR5,000 Per Month
Fresh Graduates
  • Participate in structured training and development programs
  • Achieve personal performance and income targets
  • Continuously improve knowledge in financial products and advisory skills ...
Communication Problem-Solving
+4

Be an early applicant!

Posted
16 days ago
MYR3,000 - MYR5,000 Per Month
Fresh Graduates
  • Participate in structured training and development programs
  • Achieve personal performance and income targets
  • Continuously improve knowledge in financial products and advisory skills ...
Communication Problem-Solving
+4

Be an early applicant!

Posted
16 days ago
Undisclosed
Fresh Graduates
Near Train Station
  • Follow up with clients and provide ongoing support
  • Participate in company training and continuous learning programs to enhance professional knowledge and skills
  • Understand clients' financial goals and provide personalised advice ...
Sales Finance
+3

Be an early applicant!

Posted
19 days ago
Chat Available
MYR400 - MYR16,000 monthly
+Additional Compensation
Hybrid • Fresh Graduates
Near Train Station
  • Follow up consistently to convert prospects into clients
  • Provide ongoing servicing and review of clients’ financial plans
  • Maintain accurate records of client interactions and pipeline activities ...
Interpersonal skill Prospecting
+2
Posted
a month ago
Chat Available
MYR400 - MYR16,000 monthly
+Additional Compensation
Hybrid • Fresh Graduates
Near Train Station
  • Follow up consistently to convert prospects into clients
  • Provide ongoing servicing and review of clients’ financial plans
  • Maintain accurate records of client interactions and pipeline activities ...
Interpersonal skill Prospecting
+2
Posted
a month ago

SUMMIT PLANNERS CRUSADERS PTE. LTD.

SGD5,000 - SGD5,000 Per Month

Singapore

  • • Highest Remuneration
  • • Flexible working hours. Have the freedom to plan your own work schedule.
  • • We offer a competitive compensation package with attractive bonuses and incentive trips. ...
Posted
a month ago
Undisclosed

Singapore

  • Preparation of trust-related documents for setting-up new fiduciary structures and
  • implementing changes in the existing fiduciary structures in close collaboration with relevant Wealth Planning team members group-wide
  • Liaising with client advisors (including lawyers, accountants and other advisors) in relation to client matters / structures, and reviewing / implementing written advice provided ...
Posted
14 days ago

SEQUENT (SINGAPORE) LIMITED

SGD9,000 - SGD12,000 Per Month
WFH

Singapore

  • Deputy Peer Wealth Planner
  • Responsibilities
  • – Working closely with the Client Services teams in order to provide guidance on complex trust structures, portfolio restructures and the preparation of technical correspondence. ...
Posted
14 days ago

New Heart Network (NHN) Agency

MYR2,000 - MYR12,000 Per Month
  • Explain products and benefits clearly
  • Support clients with applications and policy servicing
  • Provide ongoing customer service and follow-up ...
Posted
22 days ago