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44 Wealth Planner Jobs in Kuala Lumpur - August 2026 - High Salaries
Showing 44 jobs results for
"wealth planner"
in Kuala Lumpur
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Undisclosed
KL City
- Translate product requirements into detailed technical user stories, acceptance criteria, and solution designs
- Ensure alignment with architecture, APIs, data flows, and integration patterns
- Work closely with engineering teams to drive sprint planning, backlog grooming, and delivery execution ...
Posted
11 days ago
Undisclosed
KL City
- As part of our team, you’ll be involved in face-to-face customer engagement, roadshows, events, and promotional campaigns while learning from an experienced team.
- Your Day-to-Day
- • Meet and interact with customers from different backgrounds ...
Posted
9 hours ago
Undisclosed
KL City
- Drive monthly bancassurance participation rates and other productivity metrics to achieve or exceed the Key Performance Indicators (KPIs) set forth in the “Achieving Performance Excellence (APEX)” framework.
- Work closely with internal stakeholders such as RMs and branch teams, along with insurance service providers, to coordinate and support sales, service, client events, and marketing activities.
- Provide training and coaching to RMs to enhance their insurance knowledge and selling skills. ...
Posted
7 days ago
Undisclosed
KL City
- Drive monthly bancassurance participation rates and other productivity metrics to achieve or exceed the Key Performance Indicators (KPIs) set forth in the “Achieving Performance Excellence (APEX)” framework.
- Work closely with internal stakeholders such as RMs and branch teams, along with insurance service providers, to coordinate and support sales, service, client events, and marketing activities.
- Provide training and coaching to RMs to enhance their insurance knowledge and selling skills. ...
Posted
8 days ago
Undisclosed
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
15 days ago
Associate, Insurance Brokers (Small Business Lines) Associate, Insurance Brokers (Small Business Lines)
Howden Insurance Brokers Limited
Undisclosed
KL City
- Collate and communicate client requirements to ensure the appropriate proposal of risk management.
- Plan for effective and appropriate solutions to fulfil client’s demands and needs.
- Review client documentation to ensure that the information presented is sufficiently comprehensive/accurate to support the quoting process. ...
Posted
20 days ago
MYR3,000 - MYR5,000 Per Month
KL City
- Follow up with existing customers
- Achieve volumes and targets
- Keep a track of completion activities and provide market information. ...
Posted
a month ago
MYR3,000 - MYR5,000 Per Month
KL City
- Follow up with existing customers
- Achieve volumes and targets
- Keep a track of completion activities and provide market information. ...
Posted
a month ago
Undisclosed
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
14 days ago
Undisclosed
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
16 days ago
Undisclosed
KL City
- Drive the performance management rhythm by tracking financial targets, commercial metrics, and sales force productivity.
- Build and maintain performance dashboards to deliver actionable insights that accelerate portfolio and revenue growth.
- Maintain governance across leadership forums and review committees by managing meeting agendas, tracking action items, and ensuring timely execution. ...
Posted
16 days ago
Undisclosed
KL City
- Job Responsibilities:
- PVPB Sales Leadership & Segment Expansion
- Take the lead in supporting and unlocking sales pipelines within the PVPB segment by acting as the primary advisory and sales partner for frontline. ...
Posted
24 days ago
MYR2,000 - MYR5,000 Per Month
KL City
- Menghadiri sesi latihan dan coaching.
- Waktu kerja flexible.
- Komisen dan Bonus tanpa had. ...
Posted
a month ago
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