49 Wealth Planner Jobs in Kuala Lumpur - August 2026

Sales Management
Providing professional financial planning and wealth management solution to individuals, families or business owner.
Training and guidance will be provided.

Financial Planning Sales and Business Development

Posted

24 days ago

Wealth Advisor Wealth Advisor

Apex Group

Undisclosed

Full Time

Fresh Graduates

KL City, WP Kuala Lumpur

Near Train Station

Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.
New Client Acquisition – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
Investment Product Sales & Distribution – Market and distribute Apex Securities’ suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives. ...

Communication

Be an early applicant!

Posted

10 days ago

Financial Consultant (Takaful - Wealth Planner) Financial Consultant (Takaful - Wealth Planner)

KIKIE WEALTH MANAGEMENT

MYR2,000 - MYR3,000 Per Month

Part Time, Full Time

KL City

Health insurance
Opportunities for promotion
Parental leave ...

Posted

8 days ago

Insurance Advisor Insurance Advisor

Zurich Insurance Malaysia Bhd

Undisclosed

Full Time

KL City

Demonstrated Customer Service skills, including responsiveness, empathy, and effective handling of inquiries and issues.
Excellent Communication skills, both verbal and written, with the ability to explain complex information clearly and build trust with diverse customers.
Relevant educational background in business, finance, insurance, or a related field; professional certifications in insurance or financial advisory are an advantage. ...

Posted

a month ago

AIA Insurance Agent - Financial Consultant AIA Insurance Agent - Financial Consultant

SB Muthu Agency (AIA)

MYR3,000 - MYR5,000 Per Month

Part Time, Full Time

KL City

Build and maintain long-term client relationships
Conduct client meetings, presentations and follow-ups
Develop your own client portfolio and business network ...

Posted

8 days ago

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

HSH Consultancy

Undisclosed

Part Time, Full Time, Work from Home

WFH

KL City

Flexible schedule
Opportunities for promotion
Professional development ...

Posted

21 days ago

Urgently Hiring – AIA Insurance Agent - Financial Consultant Urgently Hiring – AIA Insurance Agent - Financial Consultant

SB Muthu Agency (AIA)

MYR3,000 - MYR5,000 Per Month

Part Time, Full Time

KL City

Build and maintain long-term client relationships
Conduct client meetings, presentations and follow-ups
Develop your own client portfolio and business network ...

Posted

8 days ago

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)

Great Eastern

Undisclosed

Full Time

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

a day ago

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

Great Eastern

Undisclosed

Full Time

KL City

Build and maintain strong relationships with key bank stakeholders to strengthen collaboration and referral pipelines.
Conduct regular engagement sessions with bank partners to promote EB solutions and increase product awareness.
Support bank-led SME initiatives, campaigns, and events to enhance visibility and referral generation. ...

Posted

10 days ago

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

Great Eastern

Undisclosed

Full Time

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

10 days ago

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

Great Eastern

Undisclosed

Full Time

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

21 days ago

Wealth Management Advisor Wealth Management Advisor

Ingenious Job

Undisclosed

Full Time

KL City

Maintain strong client relationships while delivering high standards of service excellence.
Stay updated on financial markets, economic trends, and regulatory requirements.
Achieve assigned revenue and business targets within stipulated timelines. ...

Posted

9 days ago

Wealth Executive (Nationwide) Wealth Executive (Nationwide)

Hong Leong Bank Berhad

Undisclosed

Full Time

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

18 days ago

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

Hong Leong Bank Berhad

Undisclosed

Full Time

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

21 days ago

Wealth Management Advisor Wealth Management Advisor

TKAsset

Undisclosed

Full Time

KL City

Posted

21 days ago

Wealth Planning Specialist - Bancassurance Wealth Planning Specialist - Bancassurance

Hong Leong Bank

Undisclosed

Full Time

Kepong

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

22 days ago

Wealth Planning Specialist - Bancassurance Wealth Planning Specialist - Bancassurance

Hong Leong Bank

Undisclosed

Full Time

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

23 days ago

Personal Wealth Manager - Bukit Mertajam Personal Wealth Manager - Bukit Mertajam

OCBC

Undisclosed

Full Time

KL City

Collaborate with internal stakeholders to deliver seamless customer experiences and resolve issues promptly
Stay up-to-date with market trends, regulatory changes, and product developments to maintain your expertise
A degree holder with at least 3 years of experience in banking, finance, or a related field ...

Posted

a month ago

Management Associate (Wealth - Legacy Planning Management Associate (Wealth - Legacy Planning

GlowLife Wealth Advisory

Undisclosed

Full Time

KL City

Liaise with legal, accounting and tax specialists to ensure integrated and holistic planning advice
Maintain detailed client records and documentation in compliance with regulatory requirements
Research investment opportunities and market conditions to support recommendations to clients ...

Posted

23 days ago

Bancassurance - Basic - monthly comm (choose your own location) Bancassurance - Basic - monthly comm (choose your own location)

Right Recruit Sdn Bhd

MYR3,000 - MYR5,000 Per Month

Full Time

KL City

Follow up with existing customers
Achieve volumes and targets
Keep a track of completion activities and provide market information. ...

Posted

16 days ago

Bancassurance - Basic - monthly comm (choose your own location) Bancassurance - Basic - monthly comm (choose your own location)

Right Recruit Sdn Bhd

MYR3,000 - MYR5,000 Per Month

Full Time

KL City

Follow up with existing customers
Achieve volumes and targets
Keep a track of completion activities and provide market information. ...

Posted

16 days ago

FSO - Technology Consulting - Integration Lead (Core Banking - Core Insurance) FSO - Technology Consulting - Integration Lead (Core Banking - Core Insurance)

EY

Undisclosed

Full Time

KL City

Coordinate with technical leads, business analysts, and solution architects to ensure consistent and reliable integration across all workstreams
Guide planning for system integration testing (SIT/UAT), interface validation, and operational readiness
Identify integration risks and dependencies early, and facilitate timely mitigation in collaboration with stakeholders ...

Posted

4 days ago