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9 Wealth Planner Jobs in Petaling Jaya - August 2026 - High Salaries
Showing 9 jobs results for
"wealth planner"
in Petaling Jaya
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Undisclosed
Near Train Station
This company is close to train station
- Follow up with clients regarding inquiries and documentation
- Achieve monthly KPI and sales targets
- Promote and introduce insurance products to potential clients ...
Be an early applicant!
Posted
a month ago
Undisclosed
- Expertise in insurance products and risk management to provide suitable coverage and protection strategies for clients.
- Relevant academic background in Finance, Economics, Accounting, Business, or a related field; professional certifications in financial planning or wealth management are an advantage.
- Strong analytical, problem-solving, and numerical skills, with attention to detail and accuracy. ...
Posted
22 days ago
Undisclosed
- Knowledge of Insurance and takaful concepts to explain coverage options and benefits clearly.
- Strong interpersonal and communication skills, with the ability to build trust and maintain client relationships.
- Self-motivated, organized, and able to manage part-time schedules in a hybrid work environment. ...
Posted
22 days ago
Undisclosed
- Excellent Communication skills, both written and verbal, with the ability to explain complex concepts clearly.
- Relevant certification or license in insurance or financial services (or willingness to obtain one).
- Ability to work independently and in a team, managing time and priorities effectively in a hybrid environment. ...
Posted
6 days ago
Undisclosed
- Organizational and time-management skills to handle multiple leads, follow-ups, and client accounts in a fast-paced environment.
- Comfort with digital tools, CRM systems, and virtual meeting platforms to support hybrid work and remote client engagement.
- Ability to work both independently and collaboratively, with high levels of integrity and adherence to regulatory and ethical standards. ...
Posted
7 days ago
Undisclosed
- Strong interpersonal, communication, and relationship-building skills with a client-focused mindset.
- High level of integrity, professionalism, and adherence to regulatory and compliance standards.
- Relevant academic background in finance, business, economics, or related fields is beneficial. ...
Posted
22 days ago
Undisclosed
- * Fresh Graduates
- * Career Switchers
- * Young & High-Energy Individuals ...
Posted
21 days ago
MYR2,000 - MYR5,000 Per Month
- Passionate to Learn & Succeed
- Fresh Graduates are Welcome
- Attractive Commission Scheme ...
Posted
9 days ago
JAMALUDIN ALIAS I Takaful Career Consultant
Undisclosed
- Attractive performance-based income
- Career advancement opportunities
- Recognition, incentives and overseas travel opportunities ...
Posted
13 days ago
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