61 Wealth Planner Jobs in Kuala Lumpur - September 2026 - High Salaries
Showing 61 jobs results for
"wealth planner"
in Kuala Lumpur
Up to MYR16,000 Per Month
Near Train Station
- Provide professional after-sales service
- Build and manage your own client portfolio
- Understand clients’ financial and protection needs ...
Be an early applicant!
Posted
11 days ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
- Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
Be an early applicant!
Posted
22 days ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
- Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
Be an early applicant!
Posted
22 days ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
- Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
Be an early applicant!
Posted
21 days ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
- Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
Be an early applicant!
Posted
21 days ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
- Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
Be an early applicant!
Posted
21 days ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
- Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
Be an early applicant!
Posted
21 days ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
- Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
Be an early applicant!
Posted
21 days ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
- Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
Be an early applicant!
Posted
21 days ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
- Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
Be an early applicant!
Posted
21 days ago
Sales Specialist ( Mandarin Speaker)
MYR3,000 - MYR5,000 Per Month
+Additional Compensation
Near Train Station
- Market & Business InsightsStay updated on market trends, conduct research, and identify new business opportunities
- Reporting & Continuous ImprovementTrack sales activities, follow up with clients, and continuously improve strategies
- Key Responsibilities ...
Posted
16 hours ago
Undisclosed
Fresh Graduates
Near Train Station
- - Explain Takaful solutions clearly and professionally to prospective clients.
- - Build and maintain long-term relationships with clients.
- - Follow up with prospective and existing clients professionally. ...
Be an early applicant!
Posted
a month ago
Undisclosed
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. ...
Be an early applicant!
Posted
a month ago
Undisclosed
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. ...
Be an early applicant!
Posted
a month ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
Posted
8 days ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Customize financial plans according to clients' changing needs.
- Help clients implement their plans and carry out transactions.
- Present and sell suitable financial products and services. ...
Posted
2 months ago
Up to MYR16,000 Per Month
Near Train Station
- Provide professional after-sales service
- Build and manage your own client portfolio
- Understand clients’ financial and protection needs ...
Be an early applicant!
Posted
11 days ago