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8 Wealth Planner Jobs in Shah Alam - September 2026 - High Salaries
Showing 8 jobs results for
"wealth planner"
in Shah Alam
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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. ...
Posted
2 months 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
20 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
6 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
14 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
14 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
a month 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
a month ago
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