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33 Wealth Planner Jobs in Selangor - September 2026 - High Salaries
Showing 33 jobs results for
"wealth planner"
in Selangor
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MYR3,400 - MYR4,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
This company is close to train station
- To conduct product demonstration and presentations to targeted prospects on the benefits of using multifunction printers and solutions
- To prepare sales quotations to prospective customers
- Responsible in providing excellent customer service through prospecting, making appointments and after sales service ...
Product Knowledge
Communication Skill
Skills Required
Product Knowledge
Communication Skill
Time Management
Fluency in Mandarin
Sales Experience
Customer Relationship Management
+4
Be an early applicant!
Posted
10 days ago
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. ...
Posted
2 months ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Health insurance
- Opportunities for promotion
- Parental leave ...
Posted
4 days ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Health insurance
- Opportunities for promotion
- Parental leave ...
Posted
17 days ago
Up to 6,984.48 Per Month
- Performance-Based Income
- Flexibility
- Personal Development ...
Posted
14 days ago
MYR2,500 - MYR12,000 Per Month
- Health insurance
- Maternity leave
- Opportunities for promotion ...
Posted
10 days ago
MYR4,000 - MYR10,000 Per Month
Taman Bukit Serdang Seksyen 2
- Participate in marketing, prospecting and business development activities to expand your professional network.
- Enhance your communication, presentation, negotiation and interpersonal skills through real-world experience.
- Work closely with team members and leaders to achieve personal and team goals. ...
Posted
14 days ago
Undisclosed
Malaysia
- Excellent Customer Service skills, including clear communication, active listening, and handling inquiries and concerns professionally.
- Relevant insurance licensing or certification as required by local regulations; prior experience in insurance or financial services is an advantage.
- Ability to work on-site in Klang, manage a client portfolio, and maintain organized records and follow-ups. ...
Posted
10 days ago
MYR4,000 - MYR10,000 Per Month
Taman Bukit Serdang Seksyen 2
- Participate in marketing, prospecting and business development activities to expand your professional network.
- Enhance your communication, presentation, negotiation and interpersonal skills through real-world experience.
- Work closely with team members and leaders to achieve personal and team goals. ...
Posted
23 days ago
Undisclosed
Petaling
- Prepare loan applications and supporting documentation, ensuring accuracy and completeness
- Guide clients through the mortgage application process, answering queries and addressing concerns professionally
- Build and maintain a strong client database, fostering long-term relationships for repeat business and referrals ...
Posted
9 days ago
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
16 days ago
Undisclosed
- Relevant academic background in Finance, Economics, Business, or a related field is beneficial.
- Professional certifications (e.g., CFP or equivalent) and applicable regulatory licenses are an advantage.
- Demonstrated client relationship management skills, strong communication abilities, and a high level of integrity are essential. ...
Posted
17 days ago
MYR3,000 - MYR3,000 Per Month
- Comprehensive Training Provided
- Minimum education: SPM to Degree
- Must have own transport ...
Posted
18 days ago
MYR3,000 - MYR3,000 Per Month
- Comprehensive Training Provided
- Minimum education: SPM to Degree
- Must have own transport ...
Posted
19 days ago
Undisclosed
- Self-motivated, goal-oriented, and able to work independently in a hybrid environment while meeting sales and service targets.
- Good organizational and time management skills for handling multiple client portfolios and follow-ups effectively.
- Proficiency in common digital tools (email, video conferencing, CRM systems) to support hybrid client engagement. ...
Posted
2 days ago
MYR3,000 - MYR5,000 Per Month
- Provide professional after-sales service and policy reviews.
- Generate new business through referrals, networking, and marketing activities.
- Stay updated on Takaful products, industry trends, and regulatory requirements. ...
Posted
10 days ago
MYR3,000 - MYR10,000 Per Month
Damansara Utama
- Good interpersonal and communication skills.
- Positive attitude, self-motivated, and willing to learn.
- Manage sales and marketing activities. ...
Posted
10 days ago
MYR3,000 - MYR10,000 Per Month
- Good interpersonal and communication skills.
- Positive attitude, self-motivated, and willing to learn.
- Manage sales and marketing activities. ...
Posted
10 days ago
Undisclosed
- Good communication skills in spoken and written languages commonly used in Selangor, with the ability to explain concepts in a clear and accessible manner.
- Understanding or willingness to learn Shariah principles, takaful concepts, and relevant Malaysian regulatory requirements.
- Comfort using digital tools, CRM or sales systems, and basic office software to manage customer data and reporting. ...
Posted
10 days ago
Undisclosed
- Organizational and administrative skills, including time management, record keeping, and ability to work with CRM or similar systems.
- Comfort with digital tools and remote collaboration, including video conferencing, online presentations, and mobile/online applications.
- Ability to work both independently and in teams, with a proactive, target-driven mindset and resilience in a fast-paced environment. ...
Posted
10 days ago
MYR3,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
10 days ago
MYR3,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
10 days ago
MYR3,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
14 days ago
Undisclosed
- Interest in cameras, photography, or consumer electronics, with the ability to quickly learn technical product details.
- Ability to work on-site in Petaling Jaya, including weekends or retail hours as needed, and collaborate effectively within a team.
- Basic computer skills and comfort using point-of-sale systems; prior retail or customer-facing experience is an advantage. ...
Posted
3 days ago
MYR2,000 - MYR10,000 Per Month
- Love meeting with new people and learn new things
- A quick thinker and generous
- Able to put oneself in client's shoes ...
Posted
25 days ago
MYR2,000 - MYR10,000 Per Month
- Love meeting with new people and learn new things
- A quick thinker and generous
- Able to put oneself in client's shoes ...
Posted
25 days ago
MYR2,000 - MYR10,000 Per Month
- Love meeting with new people and learn new things
- A quick thinker and generous
- Able to put oneself in client's shoes ...
Posted
25 days ago
MYR2,000 - MYR10,000 Per Month
- Love meeting with new people and learn new things
- A quick thinker and generous
- Able to put oneself in client's shoes ...
Posted
25 days ago
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