49 Wealth Planner Jobs in Federal Territory - September 2026 - High Salaries

Takaful wealth planner Takaful wealth planner

KL City

Mencari dan membina prospek melalui networking, referral dan media sosial.
Mengurus follow-up dan memberikan khidmat selepas jualan.
Mengikuti latihan, coaching dan program pembangunan untuk meningkatkan kemahiran. ...

Posted

9 days ago

AA LEGACY

KL City

Mencari dan membina prospek melalui networking, referral dan media sosial.
Mengurus follow-up dan memberikan khidmat selepas jualan.
Mengikuti latihan, coaching dan program pembangunan untuk meningkatkan kemahiran. ...

Posted

9 days ago

Agensi Liew Jia Sin

Full Time, Part Time

Premier Insurance Advisor Premier Insurance Advisor

Follow up with prospective and existing clients
Participate in team training, coaching and development sessions
Build your own client network and portfolio ...

Posted

5 days ago

RHB Banking Group

KL City

Drive Banca sales productivity and Participation Rate of respective region/ centers using joint sales, coaching, customer profiling, organizing client events and training sessions
To be the regional Banca champion for Banca sales initiatives and campaigns
Manage and maintain Banca persistency above the threshold ...

Posted

7 days ago

Agensi Liew Jia Sin

Follow up with prospective and existing clients
Participate in team training, coaching and development sessions
Build your own client network and portfolio ...

Posted

12 days ago

Agensi Liew Jia Sin

Follow up with prospective and existing clients
Participate in team training, coaching and development sessions
Build your own client network and portfolio ...

Posted

19 days ago

Agensi Liew Jia Sin

Follow up with prospective and existing clients
Participate in team training, coaching and development sessions
Build your own client network and portfolio ...

Posted

20 days ago

Agensi Liew Jia Sin

Licensed Insurance Agent Licensed Insurance Agent

Follow up with prospective and existing clients
Participate in team training, coaching and development sessions
Build your own client network and portfolio ...

Posted

a month ago

Aia Public Takaful

Part Time

Putrajaya

Valid insurance license (or eligibility to obtain one) as required by local regulations.
Comfort working remotely with reliable internet access and proficiency in digital communication tools.
Strong communication and interpersonal skills, with the ability to explain complex concepts in clear, accessible language. ...

Posted

a month ago

Premier Insurance Advisor Premier Insurance Advisor

RHB Banking Group

Insurance Agent (Work From Home) Insurance Agent (Work From Home)

KL City

Drive Banca sales productivity and Participation Rate of respective region/ centers using joint sales, coaching, customer profiling, organizing client events and training sessions
To be the regional Banca champion for Banca sales initiatives and campaigns
Manage and maintain Banca persistency above the threshold ...

Posted

a month ago

HSH Consultancy

Part Time, Full Time, Work from Home

WFH

KL City

Flexible schedule
Opportunities for promotion
Professional development ...

Posted

a month ago

Risk Consulting - Actuarial (Life Insurance), Associate-Senior Associate- Manager-Senior Manager Risk Consulting - Actuarial (Life Insurance), Associate-Senior Associate- Manager-Senior Manager

EY

Embedded Insurance Sales Manager (Mandarin Speaker) Embedded Insurance Sales Manager (Mandarin Speaker)

KL City

Advanced financial modelling approaches and systems e.g., designing valuation and Asset Liability Management frameworks
Strong analytical and problem-solving skills
Strong drive to excel professionally, and to guide and motivate others ...

Posted

3 days ago

PolicyStreet

Business Development Director (Manager) - Broking Channel (candidates with group insurance sales experience are highly encouraged to apply) Business Development Director (Manager) - Broking Channel (candidates with group insurance sales experience are highly encouraged to apply)

KL City

Posted

a month ago

Great Eastern

Senior Business Development Director (AVP) - Broking Channel (candidates with group insurance sales experience are highly encouraged to apply) Senior Business Development Director (AVP) - Broking Channel (candidates with group insurance sales experience are highly encouraged to apply)

KL City

Design and lead sales campaigns and performance initiatives to improve intermediary engagement and accelerate new business growth.
Collaborate closely with internal functions including Claims, Actuarial, Group Administration, and Operations to ensure aligned execution and superior customer outcomes.
Maintain strong governance through proactive risk identification, regulatory compliance, and control enhancement, supporting sustainable growth. ...

Posted

15 days ago

Great Eastern

Deputy-Business Development Director (AM to Manager) - SME Channel (candidates with SME and group insurance sales experience are highly encouraged to apply) Deputy-Business Development Director (AM to Manager) - SME Channel (candidates with SME and group insurance sales experience are highly encouraged to apply)

KL City

Management of the day-to-day distribution support and activities for existing corporate clients - to achieve overall sales and profitability targets.
To assist in organizing events, health talk, employee briefing for corporate clients.
Involve in projects or initiatives that will further grow the overall direct EB business. ...

Posted

15 days ago

Great Eastern

Business Development Director (Manager) - Agency Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply) Business Development Director (Manager) - Agency Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply)

KL City

Build, maintain, and strengthen professional relationships with business partners, while ensuring a high standard of service excellence and customer experience.
Support the planning and execution of corporate events, conduct employee briefing sessions, and present customer acquisition solutions to prospective corporate clients.
To monitor seamless implementation, including policy enrolment, briefing, policy set up and billing issuance. ...

Posted

6 days ago

Great Eastern

Wealth Planning Specialist - Bancassurance Wealth Planning Specialist - Bancassurance

KL City

Prepare and submit weekly activities updates and production performance reports in timely manner.
Ensure adherence to the Credit Control Procedure (CCP) and related internal policies.
Deliver product presentations and business proposals to prospective clients and agency partners. ...

Posted

15 days ago

Hong Leong Bank Berhad

Head of Wealth Planning - Bancassurance Head of Wealth Planning - Bancassurance

KL City

Meet and follow-up with potential customers after appointment and attending to customer’s request on the policy until it turns into production.
To review client insurance policies to identify insurance gap.
To assist to organize Banca event/day on weekly basis. ...

Posted

2 days ago

Hong Leong Bank

Wealth Advisor Sales Wealth Advisor Sales

KL City

Posted

2 days ago

LV & Associates Consultant Sdn Bhd

Wealth Executive (Sarawak Region) Wealth Executive (Sarawak Region)

KL City

Comprehensive Training Provided
Minimum education: SPM to Degree
Must have own transport ...

Posted

8 days ago

Hong Leong Bank Berhad

Wealth Executive (Nationwide) Wealth Executive (Nationwide)

KL City

Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
Provide excellent customer service and uphold professionalism to reflect Bank’s image
Seek continuous improvement in the following areas to enhance job skills and competencies :- ...

Posted

15 days ago

Hong Leong Bank Berhad

Senior Wealth Executive (Nationwide) Senior Wealth Executive (Nationwide)

KL City

Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...

Posted

17 days ago

Hong Leong Bank Berhad

Bancassurance Advisor (Nationwide) Bancassurance Advisor (Nationwide)

KL City

Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Building and maintaining close relationships with relevant stakeholders and supporting internal functions. ...

Posted

19 days ago

Alliance Bank Malaysia Berhad

Takaful Executive Consultant Takaful Executive Consultant

KL City

Candidate must possess at least a Bachelor's Degree, Post Graduate Diploma, or equivalent; with strong sales record in banking or financial institution.
At least 2 years of sales experience in financial services.
Candidates with PCE Certificate (A, B and C) and CEILLI Licenses will have added advantage. ...

Posted

6 days ago

Ijteehad Empire

Full Time, Internship, Part Time

Setapak

Love meeting with new people and learn new things
A quick thinker and generous
Able to put oneself in client's shoes ...

Posted

3 days ago

Takaful Executive Consultant Takaful Executive Consultant

Ijteehad Empire

Full Time, Internship, Part Time

KL City

Love meeting with new people and learn new things
A quick thinker and generous
Able to put oneself in client's shoes ...

Posted

3 days ago

Associate, Insurance Brokers (General Lines) Associate, Insurance Brokers (General Lines)

Howden Insurance Brokers Limited