13 Wealth Planner Job Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 13 jobs results for
"wealth planner"
MYR2,200 - MYR3,500 Per Month
Fresh Graduates
Bayan Lepas, 11950
- Maintain accurate client records and policy information.
- Help with claims processing and follow-up.
- Generate basic reports on policy status and client interactions. ...
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Posted
15 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. ...
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Posted
18 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. ...
Be an early applicant!
Posted
18 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. ...
Be an early applicant!
Posted
18 days ago
MYR3,000 - MYR5,000 Per Month
- Manage and develop client relationships
- Build and lead your own team
- Build your own client portfolio ...
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Posted
12 days ago
TAKAFUL CONSULTANT (Johor Bahru)
MYR2,000 - MYR3,000 Per Month
Fresh Graduates
- Build and maintain long-term relationships with customers.
- Provide continuous financial advice and after-sales service.
- Develop new business opportunities and achieve sales targets. ...
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Posted
2 days ago
TAKAFUL CONSULTANT (Batu Pahat)
MYR2,000 - MYR3,000 Per Month
Fresh Graduates
- Build and maintain long-term relationships with customers.
- Provide continuous financial advice and after-sales service.
- Develop new business opportunities and achieve sales targets. ...
Be an early applicant!
Posted
2 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
25 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
25 days ago
MYR2,000 - MYR3,000 Per Hour
Fresh Graduates
- Build and maintain long-term relationships with customers.
- Provide continuous financial advice and after-sales service.
- Develop new business opportunities and achieve sales targets. ...
Be an early applicant!
Posted
15 days ago
MYR2,000 - MYR3,000 Per Hour
Fresh Graduates
- Build and maintain long-term relationships with customers.
- Provide continuous financial advice and after-sales service.
- Develop new business opportunities and achieve sales targets. ...
Be an early applicant!
Posted
15 days ago
Undisclosed
Fresh Graduates
- Build and manage client relationships
- Develop own client base
- Participate in structured training/coaching ...
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Posted
22 days ago
MYR500 - MYR700 Per Month
+Additional Compensation
Fresh Graduates
- Conduct preliminary research on market trends, competitor activities, and regulatory changes to support strategic decision-making.
- Learn and apply company underwriting guidelines and claims procedures to assist in evaluating risks and processing claims.
- Collaborate with team members on various projects and tasks, contributing to a positive and productive work environment. ...
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Posted
a month ago