300+ Wealth Planner Job Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl
Showing 358 jobs results for
"wealth planner"
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 ...
Posted
2 days ago
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
23 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.
Be an early applicant!
Posted
a month 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.
Be an early applicant!
Posted
a month 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
a month 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
a month 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
a month 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
a month 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
a month 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
a month ago
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
20 days ago
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
20 days ago
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
20 days ago
Sales Specialist (Mandarin Speaker)
MYR2,500 - MYR3,000 Per Month
- Follow up with potential and existing customers.
- Assist with daily sales activities and achieve assigned targets.
- Take photos and create content for online sales. ...
Be an early applicant!
Posted
18 days ago
Undisclosed
Fresh Graduates
- Effectively communicate complex insurance concepts and policy details in a clear and understandable manner to clients.
- Achieve and exceed sales targets by actively promoting and selling a range of insurance products, including life, health, and general insurance.
- Stay updated on industry trends, new products, and regulatory changes to provide the most relevant and up-to-date advice. ...
Be an early applicant!
Posted
7 days ago
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
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. ...
Be an early applicant!
Posted
a month ago
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
20 days ago
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
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
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. ...
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
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
a month ago
Undisclosed
WFH • Fresh Graduates
Near Train Station
- Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities
- Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
- Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers ...
Be an early applicant!
Posted
5 days ago
Undisclosed
WFH • Fresh Graduates
Near Train Station
- Compliance: Meeting compliance requirements including fulfilling CPD (Continue Professional Development) hours, adhere to high level of professionalism and other criterias as required by authorities
- Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
- Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers ...
Be an early applicant!
Posted
5 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. ...
Posted
12 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. ...
Posted
2 months 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. ...
Posted
2 months 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. ...
Posted
2 months 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. ...
Posted
2 months ago