56 Wealth Planner Jobs in Wp Kuala Lumpur - September 2026 - High Salaries

Showing 56 jobs results for "wealth planner" in Wp Kuala Lumpur
Never miss any updates for Wealth Planner jobs in Wp Kuala Lumpur
Up to MYR16,000 Per Month
Near Train Station
  • Provide professional after-sales service
  • Build and manage your own client portfolio
  • Understand clients’ financial and protection needs ...
Financial Planning Insurance Sales
+5

Be an early applicant!

Posted
6 days ago
MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
  • Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
communication active listening
+4

Be an early applicant!

Posted
17 days ago
MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
  • Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
communication active listening
+4

Be an early applicant!

Posted
17 days ago
MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
  • Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
  • Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
communication active listening
+4

Be an early applicant!

Posted
16 days ago
MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
  • Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
  • Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
communication active listening
+4

Be an early applicant!

Posted
16 days ago
MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
  • Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
  • Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
communication active listening
+4

Be an early applicant!

Posted
16 days ago
MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
  • Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
  • Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
communication active listening
+4

Be an early applicant!

Posted
16 days ago
MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
  • Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
  • Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
communication active listening
+4

Be an early applicant!

Posted
16 days ago
MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
  • Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
  • Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
communication active listening
+4

Be an early applicant!

Posted
16 days ago
High Opportunity
MYR2,000 - MYR5,000 Per Month

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • Manage the sales process, assist with certificate applications, and maintain strong ongoing relationships with clients.
  • Support existing clients by helping them understand, review, update, or maintain their active policies through regular follow-ups.
  • Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities. ...
communication active listening
+4

Be an early applicant!

Posted
16 days ago
premium banner
MYR3,000 - MYR5,000 Per Month
+Additional Compensation
Near Train Station
  • Market & Business InsightsStay updated on market trends, conduct research, and identify new business opportunities
  • Reporting & Continuous ImprovementTrack sales activities, follow up with clients, and continuously improve strategies
  • Key Responsibilities ...
analytical problem-solving
+1
Posted
2 days ago
Undisclosed
Fresh Graduates
Near Train Station
  • - Explain Takaful solutions clearly and professionally to prospective clients.
  • - Build and maintain long-term relationships with clients.
  • - Follow up with prospective and existing clients professionally. ...
Communication Interpersonal skill
+13

Be an early applicant!

Posted
a month ago
Undisclosed
Fresh Graduates

KL City, WP Kuala Lumpur

Near Train Station
  • Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.
  • New Client Acquisition – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
  • Investment Product Sales & Distribution – Market and distribute Apex Securities’ suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives. ...

Be an early applicant!

Posted
24 days ago
Undisclosed
Fresh Graduates

KL City, WP Kuala Lumpur

Near Train Station
  • Client Relationship Management – Build, maintain, and deepen trusted relationships with a diverse clientele including high-net-worth individuals, business owners, and institutional investors to ensure long-term engagement and portfolio growth.
  • New Client Acquisition – Proactively expand the client base by identifying and converting high-potential prospects through strategic networking, targeted outreach, event participation, collaborative partnerships, and consultative selling techniques.
  • Investment Product Sales & Distribution – Market and distribute Apex Securities’ suite of investment products and solutions to a broad base of clients and investors by leveraging personal networks, referrals, and strategic outreach initiatives. ...

Be an early applicant!

Posted
24 days ago
Up to MYR16,000 Per Month
Near Train Station
  • Provide professional after-sales service
  • Build and manage your own client portfolio
  • Understand clients’ financial and protection needs ...
Financial Planning Insurance Sales
+5

Be an early applicant!

Posted
6 days ago
MYR2,000 - MYR3,000 Per Month

Cheras (Kuala Lumpur), WP Kuala Lumpur

Near Train Station
  • Customize financial plans according to clients' changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services. ...
Financial Planning Communication
+1
Posted
a month ago
MYR2,000 - MYR3,000 Per Month

Cheras (Kuala Lumpur), WP Kuala Lumpur

Near Train Station
  • Customize financial plans according to clients' changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services. ...
Financial Planning Communication
+1
Posted
a month ago
MYR2,000 - MYR3,000 Per Month

Cheras (Kuala Lumpur), WP Kuala Lumpur

Near Train Station
  • Customize financial plans according to clients' changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services. ...
Financial Planning Communication
+1
Posted
a month ago
MYR2,000 - MYR3,000 Per Month

Cheras (Kuala Lumpur), WP Kuala Lumpur

Near Train Station
  • Customize financial plans according to clients' changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services. ...
Financial Planning Communication
+1
Posted
a month ago
MYR2,000 - MYR3,000 Per Month

Cheras (Kuala Lumpur), WP Kuala Lumpur

Near Train Station
  • Customize financial plans according to clients' changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services. ...
Financial Planning Communication
+1
Posted
3 days ago
MYR2,000 - MYR3,000 Per Month

Cheras (Kuala Lumpur), WP Kuala Lumpur

Near Train Station
  • Customize financial plans according to clients' changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services. ...
Financial Planning Communication
+1
Posted
a month ago
MYR2,000 - MYR3,000 Per Month

Cheras (Kuala Lumpur), WP Kuala Lumpur

Near Train Station
  • Customize financial plans according to clients' changing needs.
  • Help clients implement their plans and carry out transactions.
  • Present and sell suitable financial products and services. ...
Financial Planning Communication
+1
Posted
a month ago

KL City

  • Drive Banca sales productivity and Participation Rate of respective region/ centers using joint sales, coaching, customer profiling, organizing client events and training sessions
  • To be the regional Banca champion for Banca sales initiatives and campaigns
  • Manage and maintain Banca persistency above the threshold ...
Posted
16 days ago
WFH

KL City

  • Flexible schedule
  • Opportunities for promotion
  • Professional development ...
Posted
16 days ago

KL City

Posted
17 days ago

KL City

  • Design and lead sales campaigns and performance initiatives to improve intermediary engagement and accelerate new business growth.
  • Collaborate closely with internal functions including Claims, Actuarial, Group Administration, and Operations to ensure aligned execution and superior customer outcomes.
  • Maintain strong governance through proactive risk identification, regulatory compliance, and control enhancement, supporting sustainable growth. ...
Posted
3 days ago

KL City

  • Management of the day-to-day distribution support and activities for existing corporate clients - to achieve overall sales and profitability targets.
  • To assist in organizing events, health talk, employee briefing for corporate clients.
  • Involve in projects or initiatives that will further grow the overall direct EB business. ...
Posted
3 days ago

KL City

  • Prepare and submit weekly activities updates and production performance reports in timely manner.
  • Ensure adherence to the Credit Control Procedure (CCP) and related internal policies.
  • Deliver product presentations and business proposals to prospective clients and agency partners. ...
Posted
3 days ago

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
24 days ago

KL City

  • Design and lead sales campaigns and performance initiatives to improve intermediary engagement and accelerate new business growth.
  • Collaborate closely with internal functions including Claims, Actuarial, Group Administration, and Operations to ensure aligned execution and superior customer outcomes.
  • Maintain strong governance through proactive risk identification, regulatory compliance, and control enhancement, supporting sustainable growth. ...
Posted
a month ago