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59 Wealth Planner Jobs in Wp Kuala Lumpur - September 2026 - High Salaries
Showing 59 jobs results for
"wealth planner"
in Wp Kuala Lumpur
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Deputy-Business Development Director (AM to Manager) - SME Channel (candidates with SME and group insurance sales experience are highly encouraged to apply) Deputy-Business Development Director (AM to Manager) - SME Channel (candidates with SME and group insurance sales experience are highly encouraged to apply)
Great Eastern
Undisclosed
KL City
- Build, maintain, and strengthen professional relationships with business partners, while ensuring a high standard of service excellence and customer experience.
- Support the planning and execution of corporate events, conduct employee briefing sessions, and present customer acquisition solutions to prospective corporate clients.
- To monitor seamless implementation, including policy enrolment, briefing, policy set up and billing issuance. ...
Posted
a month ago
Undisclosed
KL City
- Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
- Provide excellent customer service and uphold professionalism to reflect Bank’s image
- Seek continuous improvement in the following areas to enhance job skills and competencies :- ...
Posted
7 days ago
Undisclosed
KL City
- 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
9 days ago
Undisclosed
KL City
- 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
11 days ago
MYR3,977.93 - MYR12,496.30 Per Month
KL City
- Analyze requirements and translate them into technical solutions.
- Develop, enhance, and maintain applications using .NET and SQL.
- Write and optimize MS-SQL queries, stored procedures, and database scripts. ...
Posted
a month ago
Undisclosed
KL City
- Complete cold calling for all related leads assigned and to increase acquisition through high leads conversion rate;
- Source and develop new customer leads through existing customer’s referrals;
- Handling Account Opening process including Debit Card issuance of acquired customers; ...
Posted
a month ago
Undisclosed
KL City
- Build rapport and relationship with chosen customers to establish loyalty and repeated sales and increase product holding.
- Provide excellent customer service and uphold professionalism to reflect Bank’s image
- Seek continuous improvement in the following areas to enhance job skills and competencies :- ...
Posted
a month ago
MYR1,753.33 - MYR5,187.67 Per Month
WFH
KL City
- Are you comfortable meeting and communicating with client? Yes/No
- Are you willing to work in a performance-based environtment? Yes/No
- Why are you interested in building a career in financial services? ...
Posted
4 days ago
Undisclosed
KL City
- Sebagai Takaful Consultant, tugas utama anda ialah:
- * Mencari dan menjaga hubungan baik dengan client
- * Educate client mengenai produk Takaful ...
Posted
8 days ago
Undisclosed
KL City
- * Mengurus permohonan, servis polisi/sijil dan khidmat selepas jualan.
- * Membina serta menjaga hubungan baik dengan pelanggan.
- * Mencari prospek baharu melalui networking, referral dan media sosial. ...
Posted
10 days ago
Undisclosed
KL City
- Proactively resolve all PVPB and BA sales challenges, operational issues, and special requests from the frontline.
- Develop and execute the overall PVPB bancassurance strategy to achieve ambitious sales targets and business goals for both Conventional and Takaful solutions.
- Identify, structure, and pursue new market opportunities to deepen wallet share. ...
Posted
3 days ago
Undisclosed
KL City
- Collaborate with pre-sales resources, virtual sales teams, account managers, and executives to ensure timely responses to qualified, high-revenue leads and strategic account development.
- Prepare quotations, proposals, and contracts, working cross-functionally to finalize agreements and set delivery schedules.
- Follow up with customers to monitor satisfaction, uncover additional revenue opportunities, and nurture ongoing relationships. ...
Posted
6 days ago
MYR3,000 - MYR5,000 Per Month
KL City
- Follow up with existing customers
- Achieve volumes and targets
- Keep a track of completion activities and provide market information. ...
Posted
21 days ago
Undisclosed
KL City
- Coordinate with technical leads, business analysts, and solution architects to ensure consistent and reliable integration across all workstreams
- Guide planning for system integration testing (SIT/UAT), interface validation, and operational readiness
- Identify integration risks and dependencies early, and facilitate timely mitigation in collaboration with stakeholders ...
Posted
12 days ago
Undisclosed
KL City
- Collaborate with our team of experts, including investment specialists and financial planners
- Stay up-to-date with market trends and developments, providing insights and advice to our clients
- A degree in a relevant field, such as finance or economics ...
Posted
12 days ago
Undisclosed
KL City
- Prior experience in hospitality, travel, or lifestyle brands is an advantage.
- Ability to work on-site in WP. Kuala Lumpur, with flexibility for occasional events or extended hours when required.
- Proficiency in basic digital tools (e.g., email, CRM systems, social media platforms) and strong organizational skills. ...
Posted
16 days ago
Undisclosed
KL City
- Analyze clients' insurance needs and present suitable coverage options.
- Build and maintain strong relationships with clients to ensure customer satisfaction.
- Stay current on industry trends, product knowledge, and regulations. ...
Posted
25 days ago
Undisclosed
KL City
- Dedicated, innovative, resourceful, analytical and able to work under pressure
- Foster an efficient, innovative and team-oriented work environment
- Minimum 5 years of experience in the non-life actuarial team or an actuarial consulting firm. Candidates with more experience will be considered for Senior Manager position ...
Posted
2 days ago
Undisclosed
KL City
- Advanced financial modelling approaches and systems e.g., designing valuation and Asset Liability Management frameworks
- Strong analytical and problem-solving skills
- Strong drive to excel professionally, and to guide and motivate others ...
Posted
7 days ago
MYR5,000 - MYR8,000 Per Month
KL City
- Prepare weekly project status reports and presentation materials for management review.
- Maintain project trackers, action logs, risk and issue logs, and other project documentation.
- Highlight delays, blockers, and key concerns to the Program Manager. ...
Posted
8 days ago
Undisclosed
KL City
- Drive the performance management rhythm by tracking financial targets, commercial metrics, and sales force productivity.
- Build and maintain performance dashboards to deliver actionable insights that accelerate portfolio and revenue growth.
- Maintain governance across leadership forums and review committees by managing meeting agendas, tracking action items, and ensuring timely execution. ...
Posted
12 days ago
Undisclosed
KL City
- Collaborate with pre-sales resources, virtual sales teams, account managers, and executives to ensure timely responses to qualified, high-revenue leads and strategic account development.
- Prepare quotations, proposals, and contracts, working cross-functionally to finalize agreements and set delivery schedules.
- Follow up with customers to monitor satisfaction, uncover additional revenue opportunities, and nurture ongoing relationships. ...
Posted
21 days ago
Undisclosed
KL City
- As part of our team, you’ll be involved in face-to-face customer engagement, roadshows, events, and promotional campaigns while learning from an experienced team.
- Your Day-to-Day
- • Meet and interact with customers from different backgrounds ...
Posted
22 days ago
Undisclosed
KL City
- Advanced financial modelling approaches and systems e.g., designing valuation and Asset Liability Management frameworks
- Strong analytical and problem-solving skills
- Strong drive to excel professionally, and to guide and motivate others ...
Posted
16 days ago
Undisclosed
KL City
- Proactively resolve all PVPB and BA sales challenges, operational issues, and special requests from the frontline.
- Develop and execute the overall PVPB bancassurance strategy to achieve ambitious sales targets and business goals for both Conventional and Takaful solutions.
- Identify, structure, and pursue new market opportunities to deepen wallet share. ...
Posted
25 days ago
Undisclosed
KL City
- Dedicated, innovative, resourceful, analytical and able to work under pressure
- Foster an efficient, innovative and team-oriented work environment
- Minimum 5 years of experience in the non-life actuarial team or an actuarial consulting firm. Candidates with more experience will be considered for Senior Manager position ...
Posted
24 days ago
Undisclosed
KL City
- Drive monthly bancassurance participation rates and other productivity metrics to achieve or exceed the Key Performance Indicators (KPIs) set forth in the “Achieving Performance Excellence (APEX)” framework.
- Work closely with internal stakeholders such as RMs and branch teams, along with insurance service providers, to coordinate and support sales, service, client events, and marketing activities.
- Provide training and coaching to RMs to enhance their insurance knowledge and selling skills. ...
Posted
a month ago
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