500+ Wealth Management Jobs - August 2026 - Urgent Hiring
Paparan 581 hasil carian kerja kosong untuk
"wealth management"
Boleh Sembang
Financial Consultant| No Experience Required (Mandarin Speaker)
MYR4,000 - MYR6,000 Sebulan
+Pampasan Tambahan
Graduan Baru
Bayan Lepas, 11950
- Meet and advise clients on financial planning and protection solutions.
- Build and maintain long-term client relationships.
- Understand clients' financial goals and recommend suitable insurance and wealth planning solutions. ...
Posted
a day ago
Undisclosed
Bandar Kuala Lumpur, WP Kuala Lumpur
Dekat Stesen Tren
- Plan, implement and execute HNW Personalized Banking marketing activities and sales tactics to achieve targets set by Management.
- Lead, coach, motivate, train, and facilitate the team to achieve set targets.
- Acquire new HNW customers while retaining the existing HNW customers. ...
Jadilah pemohon terawal!
Posted
7 days ago
Boleh Sembang
MYR1,000 - MYR1,100 Sebulan
+Pampasan Tambahan
Graduan Baru
Dekat Stesen Tren
- Engage SME and individual clients to assess financial goals and recommend appropriate business loans, insurance coverage, and estate planning solutions.
- Prepare and process loan applications, documentation, and supporting materials according to bank and institutional criteria.
- Provide professional advice on life, medical, business, and general insurance products to ensure adequate financial protection for clients. ...
Jadilah pemohon terawal!
Posted
4 days ago
Boleh Sembang
Sales Manager (Mandarin Speaker)
MYR6,000 - MYR10,000 Sebulan
Graduan Baru
- Insurance representatives advise on and sell life, accident, automobile, liability, endowment, fire, marine and other types of insurance to new and established clients.
- Tasks include –
- obtaining information about customers’ circumstances necessary to determine appropriate type of insurance and conditions; ...
Posted
a day ago
MYR4,500 - MYR6,000 Sebulan
KL City, WP Kuala Lumpur
Dekat Stesen Tren
- Prepare and submit new business applications(life insurance, ILP, investments).
- Follow up on underwriting requirements and outstanding documents.
- Liaise with insurers/platform providers on case status. ...
Posted
a month ago
MYR1,000 - MYR1,200 Sebulan
+Pampasan Tambahan
Graduan Baru
KL City, WP Kuala Lumpur
Dekat Stesen Tren
- Engage SME and individual clients to assess financial goals and recommend appropriate business loans, insurance coverage, and estate planning solutions.
- Prepare and process loan applications, documentation, and supporting materials according to bank and institutional criteria.
- Provide professional advice on life, medical, business, and general insurance products to ensure adequate financial protection for clients. ...
Posted
a month ago
Boleh Sembang
Internship For Real Estate Negotiator ( Mass Comm, Marketing & Business Studies)
MYR1,500 - MYR2,250 Sebulan
+Pampasan Tambahan
Bandar Kuala Lumpur, WP Kuala Lumpur
Dekat Stesen Tren
- Conduct regular WhatsApp outreach to property owners to inquire about the availability of their units for rent or sale.
- Share marketing materials, updates, and relevant information with property owners to build strong relationships.
- Respond promptly to inquiries from property owners and escalate complex questions to the relevant team. ...
Posted
2 days ago
Boleh Sembang
MYR3,000 - MYR15,000 Sebulan
Graduan Baru
Bandar Kuala Lumpur, WP Kuala Lumpur
Dekat Stesen Tren
- Provide expert wealth advice tailored to help clients plan their financial future, offering solutions tailored to their unique needs and goals.
- Advise clients on Wealth, insurance, savings plans, investment opportunities, and retirement plans that suit their financial objectives.
- Drive your success by setting and achieving sales goals. The more you sell, the more you earn! ...
Jadilah pemohon terawal!
Posted
13 days ago
Boleh Sembang
MYR3,000 - MYR4,500 Sebulan
Graduan Baru
Dekat Stesen Tren
- · Support senior consultants in managing family office and wealth structuring engagements.
- · Assist in preparing client presentations, proposals, onboarding documents, and meeting materials.
- · Coordinate client onboarding, due diligence (KYC), and documentation processes. ...
Jadilah pemohon terawal!
Posted
22 days ago
Undisclosed
Dekat Stesen Tren
- Retrieve and provide patient medical records notes upon requests via phone call or system for clinics, wards, Accident & Emergency (A&E), audits, or other authorized purposes.
- Process, and received medical record notes from wards and clinics, ensuring all movements are accurately documented and tracked.
- Receive, verify, and process inpatient medical record documents to ensure completeness and compliance with the discharge checklist. ...
Jadilah pemohon terawal!
Posted
a month ago
Boleh Sembang
MYR2,500 - MYR6,000 Sejam
+Pampasan Tambahan
Graduan Baru
KL City, WP Kuala Lumpur
Dekat Stesen Tren
- Engage SME and individual clients to assess financial goals and recommend appropriate business loans, insurance coverage, and estate planning solutions.
- Prepare and process loan applications, documentation, and supporting materials according to bank and institutional criteria.
- Provide professional advice on life, medical, business, and general insurance products to ensure adequate financial protection for clients. ...
Jadilah pemohon terawal!
Posted
4 days ago
Boleh Sembang
MYR15,000 - MYR20,000 Sebulan
+Pampasan Tambahan
Bandar Kuala Lumpur, WP Kuala Lumpur
Dekat Stesen Tren
- Build and maintain strong relationships with high-net-worth clients by understanding their financial goals, risk appetite, and investment preferences.
- Provide comprehensive wealth planning solutions, including retirement planning, estate planning, tax optimization, and customized investment strategies tailored to clients’ needs.
- Manage and grow clients’ investment portfolios by identifying and recommending suitable opportunities across various asset classes, including equities, fixed income, and alternative investments. ...
Posted
21 days ago
Boleh Sembang
MYR3,000 - MYR5,000 Sebulan
Graduan Baru
- Understand, Identify & Analyse client’s financial needs and concerns
- Assist client in achieving their financial goals through advisory methods
- Support customers in term of after sales service, provide update and consistently financial information ...
Jadilah pemohon terawal!
Posted
25 days ago
Boleh Sembang
MYR8,000 - MYR10,000 Sebulan
+Pampasan Tambahan
Graduan Baru
- • Build meaningful relationships with individuals and families while helping them achieve their financial goals.
- • Understand clients’ life goals and recommend personalised protection and wealth planning solutions.
- • Conduct financial reviews and create customised financial plans. ...
Jadilah pemohon terawal!
Posted
5 days ago
Boleh Sembang
Undisclosed
Graduan Baru
- Build meaningful relationships with individuals and families while helping them achieve their financial goals.
- Understand clients' financial needs and recommend suitable protection and wealth planning solutions.
- Conduct financial reviews and provide personalised financial planning advice. ...
Jadilah pemohon terawal!
Posted
4 days ago
Wealth Planning Consultant
MYR2,500 - MYR5,000 Sebulan
+Pampasan Tambahan
Graduan Baru
Dekat Stesen Tren
- Understand clients' financial goals and life priorities
- Provide personalised advice on insurance, savings, investments & will writing
- Build and maintain long-term client relationships ...
Jadilah pemohon terawal!
Posted
2 days ago
Boleh Sembang
MYR4,000 - MYR10,000 Sebulan
Graduan Baru
Bandar Kuala Lumpur, WP Kuala Lumpur
Dekat Stesen Tren
- Support senior consultants in managing family office and wealth structuring engagements.
- Assist in preparing client presentations, proposals, onboarding documents, and meeting materials.
- Coordinate client onboarding, due diligence (KYC), and documentation processes. ...
Posted
5 days ago
Undisclosed
- Receive, verify, and process medical reports, medical board and copy of medical records requests from patients, next-of-kin, insurers, lawyers, and external agencies in accordance with hospital policies and procedures.
- Check and ensure that all applications are complete with valid authorization, consent forms, identification documents, and proof of payment before processing.
- Liaise and coordinate with clinic receptionist, doctors, and relevant services to facilitate the preparation, completion, verification, and approval of medical reports. ...
Jadilah pemohon terawal!
Posted
a month ago
Undisclosed
Bandar Kuala Lumpur, WP Kuala Lumpur
Dekat Stesen Tren
- To contribute in Wealth Management business for both Branch, Premier and Private Banking channels.
- To launch new Wealth Management products and run campaigns to increase its sales and fee revenue.
- To work closely with risk, compliance, audit and legal for product approval. ...
Jadilah pemohon terawal!
Posted
7 days ago
Boleh Sembang
MYR2,000 - MYR4,000 Sejam
+Pampasan Tambahan
Graduan Baru
Bandar Kuala Lumpur, WP Kuala Lumpur
Dekat Stesen Tren
- Sales Management
- Providing professional financial planning and wealth management solution to individuals, families or business owner.
- Training and guidance will be provided. ...
Posted
8 days ago
Boleh Sembang
MYR500 - MYR1,000 Sebulan
Graduan Baru
Dekat Stesen Tren
- Assist in managing daily administrative tasks, including filing, data entry, and scheduling appointments, to ensure smooth office operations.
- Conduct market research and data analysis to identify potential clients and investment opportunities for wealth management services.
- Coordinate with clients to schedule meetings, answer inquiries, and provide information about the company's financial products and services. ...
Jadilah pemohon terawal!
Posted
4 days ago
Boleh Sembang
MYR500 - MYR1,000 Sebulan
Graduan Baru
Dekat Stesen Tren
- Assist in managing daily administrative tasks, including filing, data entry, and scheduling appointments, to ensure smooth office operations.
- Conduct market research and data analysis to identify potential clients and investment opportunities for wealth management services.
- Coordinate with clients to schedule meetings, answer inquiries, and provide information about the company's financial products and services. ...
Jadilah pemohon terawal!
Posted
4 days ago
Boleh Sembang
Financial Solutions Advisor
MYR2,500 - MYR4,000 Sebulan
+Pampasan Tambahan
KL City, WP Kuala Lumpur
Dekat Stesen Tren
- Analyze clients' financial situations, including income, expenses, assets, and liabilities, to understand their financial goals and risk tolerance.
- Develop personalized financial plans and investment strategies tailored to individual client needs, encompassing retirement planning, education savings, and wealth accumulation.
- Provide expert advice on a range of financial products and services, including investments, insurance, mortgages, and other banking solutions, ensuring clients understand the features, benefits, and risks. ...
Posted
3 days ago
Boleh Sembang
MYR3,000 - MYR10,000 Sebulan
+Pampasan Tambahan
Graduan Baru
- Explain Takaful products and their benefits to potential customers in a clear and understandable manner.
- Identify customer needs and recommend appropriate Takaful plans to meet those needs.
- Provide excellent customer service by answering inquiries, resolving issues, and processing applications accurately and efficiently. ...
Jadilah pemohon terawal!
Posted
6 days ago
Boleh Sembang
MYR4,000 - MYR6,000 Sebulan
+Pampasan Tambahan
Graduan Baru
Bayan Lepas, 11950
- Meet and advise clients on financial planning and protection solutions.
- Build and maintain long-term client relationships.
- Understand clients' financial goals and recommend suitable insurance and wealth planning solutions. ...
Posted
15 days ago
Boleh Sembang
Undisclosed
Bandar Kuala Lumpur, WP Kuala Lumpur
Dekat Stesen Tren
- Develop and manage client relationships for offshore trust and digital asset services.
- Promote fiduciary solutions including estate planning, wealth structuring, and trust administration.
- Introduce clients to digital asset services, including cryptocurrency custody and compliance. ...
Jadilah pemohon terawal!
Posted
7 days ago
Boleh Sembang
MYR2,000 - MYR5,000 Sejam
+Pampasan Tambahan
Graduan Baru
- To provide financial consultancy services to clients
- To help the clients find suitable loans from bank, insurance planning
- Trust planning ...
Jadilah pemohon terawal!
Posted
12 days ago
Boleh Sembang
MYR4,000 - MYR6,000 Sebulan
+Pampasan Tambahan
Graduan Baru
Bayan Lepas, 11950
- Meet and advise clients on financial planning and protection solutions.
- Build and maintain long-term client relationships.
- Understand clients' financial goals and recommend suitable insurance and wealth planning solutions. ...
Posted
15 days ago
Boleh Sembang
MYR4,000 - MYR6,000 Sebulan
+Pampasan Tambahan
Graduan Baru
Bayan Lepas, 11950
- Meet and advise clients on financial planning and protection solutions.
- Build and maintain long-term client relationships.
- Understand clients' financial goals and recommend suitable insurance and wealth planning solutions. ...
Posted
15 days ago
Boleh Sembang
MYR4,000 - MYR6,000 Sebulan
+Pampasan Tambahan
Graduan Baru
Bayan Lepas, 11950
- Meet and advise clients on financial planning and protection solutions.
- Build and maintain long-term client relationships.
- Understand clients' financial goals and recommend suitable insurance and wealth planning solutions. ...
Posted
15 days ago