59 Wealth Planner Jobs in Selangor - August 2026 - High Salaries

Showing 59 jobs results for "wealth planner" in Selangor
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MYR2,000 - MYR4,000 Per Month
Fresh Graduates
  • Arrange appointments and coordinate property viewings with the sales team.
  • Build strong relationships with customers through professional follow-up.
  • Maintain accurate customer records and update the CRM system. ...
Sales Customer Service
+2

Be an early applicant!

Posted
18 days ago
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MYR2,500 - MYR5,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
  • Follow up with clients and provide ongoing support
  • Continuously upgrade your financial knowledge & skills
  • Understand clients' financial goals and life priorities ...
Communication Interpersonal skill
+6

Be an early applicant!

Posted
7 days ago
Chat Available
Undisclosed
Near 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
MYR2,500 - MYR5,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
  • Follow up with clients and provide ongoing support
  • Continuously upgrade your financial knowledge & skills
  • Understand clients' financial goals and life priorities ...
Communication Interpersonal skill
+6

Be an early applicant!

Posted
a month ago

TRU Legacy Malaysia Sdn. Bhd.

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
16 days ago
MYR3,000 - MYR10,000 Per Month
  • Diploma/Advanced Diploma (Required)
  • Driving license (Required)
  • Melalui Program PRUventure-i, anda bukan setakat tukar kerja, tapi bina empayar sendiri dengan sokongan pendapatan tetap (Income Bridging). ...
Posted
23 days ago
MYR2,000 - MYR3,000 Per Month
  • Health insurance
  • Opportunities for promotion
  • Parental leave ...
Posted
7 days ago
MYR3,000 - MYR10,000 Per Month

Damansara Jaya

  • Attend training sessions, coaching, and professional development program
  • Develop communication, leadership, and business skills
  • Work closely with mentors and senior consultants to grow your portfolio ...
Posted
17 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
16 days ago
MYR2,000 - MYR3,000 Per Month
  • Health insurance
  • Opportunities for promotion
  • Parental leave ...
Posted
14 days ago
MYR2,000 - MYR3,000 Per Month

Malaysia

  • Health insurance
  • Opportunities for promotion
  • Parental leave ...
Posted
14 days ago
MYR2,000 - MYR3,000 Per Month
  • Health insurance
  • Opportunities for promotion
  • Parental leave ...
Posted
14 days ago
MYR2,000 - MYR3,000 Per Month
  • Health insurance
  • Opportunities for promotion
  • Parental leave ...
Posted
14 days ago
MYR2,000 - MYR3,000 Per Month
  • Health insurance
  • Opportunities for promotion
  • Parental leave ...
Posted
14 days ago
MYR2,000 - MYR3,000 Per Month
  • Health insurance
  • Opportunities for promotion
  • Parental leave ...
Posted
14 days ago
MYR2,000 - MYR3,000 Per Month
  • Health insurance
  • Opportunities for promotion
  • Parental leave ...
Posted
14 days ago
MYR2,000 - MYR3,000 Per Month
  • Health insurance
  • Opportunities for promotion
  • Parental leave ...
Posted
14 days ago
Undisclosed

Damansara Jaya

  • Attend training sessions, coaching, and professional development program
  • Malaysian citizens based in Klang Valley or Kuala Lumpur
  • Fresh graduates or final-year diploma/degree students ...
Posted
24 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
2 days ago

Mansen Advisory Sdn. Bhd.

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
17 hours ago

Legasi Group Official

Undisclosed
  • Role: Takaful Agent
  • As a Takaful Agent, you will:
  • Meet and advise clients ...
Posted
7 days ago

Prudential BSN Takaful Berhad

Undisclosed
  • Basic understanding of Takaful principles and insurance products, with a willingness to learn further.
  • Self-motivated and goal-oriented mindset, with strong organizational abilities.
  • Proficiency in digital tools and comfortable using technology for client interactions and reporting. ...
Posted
9 days ago
Undisclosed
  • Flexible schedule
  • Opportunities for promotion
  • Professional development ...
Posted
a month ago
Undisclosed
  • Flexible schedule
  • Opportunities for promotion
  • Professional development ...
Posted
a month ago
Undisclosed
  • Attention to detail and accuracy in handling documentation, policy administration, and data entry.
  • Ability to work on-site full time in Selangor and Kuala Lumpur and collaborate effectively within a team environment.
  • Prior experience in insurance, banking, or financial services is an advantage. ...
Posted
a month ago
MYR2,300 - MYR3,000 Per Month
  • Proactively follow up with customers for policy renewals (vehicle insurance and road tax) prior to expiry dates.
  • Build and maintain strong customer relationships to support retention and cross-selling opportunities.
  • Achieve individual monthly sales target of minimum RM50,000 gross premium. ...
Posted
a month ago

Hong Leong Bank Berhad

Undisclosed
  • 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
7 days ago

Lv & Associates Consultant Sdn Bhd

MYR3,000 - MYR3,000 Per Month
  • Comprehensive Training Provided
  • Minimum education: SPM to Degree
  • Must have own transport ...
Posted
11 days ago

LV & Associates Consultant Sdn Bhd

MYR3,000 - MYR3,000 Per Month
  • Comprehensive Training Provided
  • Minimum education: SPM to Degree
  • Must have own transport ...
Posted
11 days ago
Undisclosed

Damansara Jaya

  • Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in clear, accessible language.
  • Proven client relationship management skills, including trust-building, needs assessment, and ongoing client support.
  • Bachelor’s degree in Finance, Economics, Business, or a related field; relevant professional certifications (e.g., CFP, CFA, CWM) are an advantage. ...
Posted
16 days ago