300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 328 jobs results for
"wealth planner"
Chat Available
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 ...
Be an early applicant!
Posted
a day ago
Chat Available
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. ...
Be an early applicant!
Posted
9 days ago
Chat Available
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.
Be an early applicant!
Posted
12 days ago
Chat Available
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
11 days ago
Chat Available
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
11 days ago
Chat Available
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
11 days ago
Chat Available
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.
Be an early applicant!
Posted
12 days ago
Chat Available
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
11 days ago
Chat Available
MYR3,000 - MYR5,000 Per Month
- Manage and develop client relationships
- Build and lead your own team
- Build your own client portfolio ...
Be an early applicant!
Posted
5 days ago
Chat Available
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
11 days ago
Chat Available
MYR3,000 - MYR5,000 Per Month
- Manage and develop client relationships
- Build and lead your own team
- Build your own client portfolio ...
Be an early applicant!
Posted
5 days ago
Chat Available
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
11 days ago
Chat Available
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
11 days ago
Chat Available
MYR3,000 - MYR5,000 Per Month
- Manage and develop client relationships
- Build and lead your own team
- Build your own client portfolio ...
Be an early applicant!
Posted
5 days ago
Chat Available
MYR3,000 - MYR5,000 Per Month
- Manage and develop client relationships
- Build and lead your own team
- Build your own client portfolio ...
Be an early applicant!
Posted
5 days ago
Chat Available
MYR3,400 - MYR4,000 Per Month
+Additional Compensation
Fresh Graduates
Near 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 ...
Be an early applicant!
Posted
2 days ago
Chat Available
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. ...
Be an early applicant!
Posted
4 days ago
Chat Available
Sales Specialist (Mandarin Speaker)
MYR2,500 - MYR15,000 Per Month
Fresh Graduates
Near Train Station
- To maintain good customer service and relationship. In addition, fostering and maintain close contacts with business counterparts for referrals.
- To make outbound calls to prospective customers to promote various business bank financing products.
- Managing the leads generated by referrals and call prospects to deliver a remarkable consultation experience. ...
Posted
2 days ago
Chat Available
MYR4,000 - MYR6,000 Per Month
Fresh Graduates
Near Train Station
- Industry publications & media platforms
- Professional training & certifications
- Conferences, awards, and international initiatives ...
Be an early applicant!
Posted
a day ago
Chat Available
SGD4,000 - SGD5,000 Per Month
Fresh Graduates
Singapore, Singapore
- • Support clients with policy servicing and financial planning
- • Provide ongoing consultation and customer support
- • Stay updated on financial products, market trends, and regulations ...
Posted
a month ago
Chat Available
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
a month ago
Chat Available
Sales Specialist ( Mandarin Speaker)
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 ...
Posted
3 days ago
Chat Available
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
4 days ago
Chat Available
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. ...
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
19 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
19 days ago
Chat Available
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
8 days ago
Chat Available
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
8 days ago
Chat Available
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 ...
Be an early applicant!
Posted
a day ago
Chat Available
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. ...
Posted
a month ago