5 Wealth Planner Job Jobs in Malaysia | Job Vacancies | September 2026 | Ricebowl

Showing 5 jobs results for "wealth planner"
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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
5 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
5 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
a month 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
5 days ago

Singapore

  • Drive HNW & UHNW sales growth as a leader and influencer. Contribute to Great Eastern HNW developments.
  • Support clients and strategic partners throughout the insurance process including case administration, and periodic portfolio review.
  • Conduct and organize training sessions and client events to enhance insurance product knowledge and promote integrated wealth and succession planning solutions. ...
Posted
13 days ago

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