500+ Wealth Management Jobs - July 2026 - Urgent Hiring

Showing 564 jobs results for "wealth management"
Never miss any updates for Wealth Management jobs
premium banner
Chat Available
MYR4,000 - MYR6,000 Per Month
+Additional Compensation
Fresh Graduates

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. ...
Financial Planning Sales Acumen
+10
Posted
2 days ago
premium banner
Chat Available
MYR6,000 - MYR10,000 Per Month
Fresh Graduates
  • 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; ...
Sales Management Mandarin Language Proficiency
+9
Posted
2 days ago
MYR4,500 - MYR6,000 Per Month

KL City, WP Kuala Lumpur

Near Train Station
  • 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. ...
insurance operation support policy servicing support
+2
Posted
22 days ago
MYR1,000 - MYR1,200 Per Month
+Additional Compensation
Fresh Graduates

KL City, WP Kuala Lumpur

Near Train Station
  • 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. ...
Financial Planning Risk Management
+2
Posted
a month ago
Chat Available
MYR3,000 - MYR15,000 Per Month
Fresh Graduates

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • 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! ...
Negotiation Communication
+10

Be an early applicant!

Posted
6 days ago
Undisclosed
Near Train Station
  • 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. ...

Be an early applicant!

Posted
a month ago
Chat Available
MYR3,000 - MYR4,500 Per Month
Fresh Graduates
Near Train Station
  • · 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. ...

Be an early applicant!

Posted
15 days ago
Chat Available
MYR15,000 - MYR20,000 Per Month
+Additional Compensation

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • 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. ...
Financial Planning Investment Management
+5

Be an early applicant!

Posted
14 days ago
Undisclosed
  • To manage and process all requests for medical reports in a timely, accurate, and confidential manner, ensuring compliance with hospital policies, Ministry of Health (MOH), Malaysian Medical Council (MMC), MSQH /JCI standards, and the Personal Data Protection Act (PDPA) 2010.
  • 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. ...

Be an early applicant!

Posted
a month ago
Chat Available
MYR3,000 - MYR5,000 Per Month
Fresh Graduates
  • 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 ...
Financial Planning Wealth Management
+1

Be an early applicant!

Posted
18 days ago
premium banner
Chat Available
MYR1,500 - MYR2,250 Per Month
+Additional Compensation

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • 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. ...
Real Estate Strategy Market Research
+6
Posted
2 days ago
premium banner
Chat Available
MYR4,000 - MYR10,000 Per Month
Fresh Graduates

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • 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. ...
Financial Planning Investment Management
+5
Posted
2 days ago
premium banner
MYR2,500 - MYR5,000 Per Month
+Additional Compensation
Fresh Graduates
Near Train Station
  • Understand clients' financial goals and life priorities
  • Provide personalised advice on insurance, savings, investments & will writing
  • Build and maintain long-term client relationships ...
Communication Interpersonal skill
+6

Be an early applicant!

Posted
3 days ago
Chat Available
MYR15,000 - MYR20,000 Per Month
+Additional Compensation

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station
  • 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. ...
Financial Planning Investment Management
+5
Posted
7 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. ...

Be an early applicant!

Posted
a month ago
Undisclosed
  • Sort, scanning and index patient medical records accurately into the Electronic Medical Record (EMR) system in accordance with established standards and timelines.
  • Check and verify that all scanned records are complete, legible, properly labeled, and retrievable for authorized clinical or administrative use.
  • Ensure and implement data integrity controls to prevent duplication, loss, or misfiling of electronic medical records. ...

Be an early applicant!

Posted
a month ago
premium banner
Chat Available
MYR2,500 - MYR4,000 Per Month
+Additional Compensation

KL City, WP Kuala Lumpur

Near Train Station
  • 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. ...
Financial Planning Investment Advisory
+8
Posted
2 days ago
Chat Available
MYR4,000 - MYR6,000 Per Month
+Additional Compensation
Fresh Graduates

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. ...
Financial Planning Sales Acumen
+10
Posted
8 days ago
Chat Available
MYR2,000 - MYR5,000 Per Hour
+Additional Compensation
Fresh Graduates
  • To provide financial consultancy services to clients
  • To help the clients find suitable loans from bank, insurance planning
  • Trust planning ...
Syariah Financial Planning Islamic Banking
+4

Be an early applicant!

Posted
5 days ago
Chat Available
MYR4,000 - MYR6,000 Per Month
+Additional Compensation
Fresh Graduates

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. ...
Financial Planning Sales Acumen
+10
Posted
8 days ago
Chat Available
MYR4,000 - MYR6,000 Per Month
+Additional Compensation
Fresh Graduates

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. ...
Financial Planning Sales Acumen
+10
Posted
8 days ago
Chat Available
MYR4,000 - MYR6,000 Per Month
+Additional Compensation
Fresh Graduates

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. ...
Financial Planning Sales Acumen
+10
Posted
8 days ago
Chat Available
MYR4,000 - MYR6,000 Per Month
+Additional Compensation
Fresh Graduates

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. ...
Financial Planning Sales Acumen
+10
Posted
8 days ago
Chat Available
MYR6,000 - MYR10,000 Per Month
Fresh Graduates
  • 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; ...
Sales Management Mandarin Language Proficiency
+9
Posted
8 days ago
Chat Available
MYR6,000 - MYR10,000 Per Month
Fresh Graduates
  • 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; ...
Sales Management Mandarin Language Proficiency
+9
Posted
8 days ago
Chat Available
MYR6,000 - MYR10,000 Per Month
Fresh Graduates
  • 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; ...
Sales Management Mandarin Language Proficiency
+9
Posted
8 days ago
Chat Available
MYR6,000 - MYR10,000 Per Month
Fresh Graduates
  • 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; ...
Sales Management Mandarin Language Proficiency
+9
Posted
8 days ago
Chat Available
MYR6,000 - MYR10,000 Per Month
Fresh Graduates
  • 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; ...
Sales Management Mandarin Language Proficiency
+9
Posted
8 days ago
Chat Available
MYR7,000 - MYR13,000 Per Month
Near Train Station
  • Conduct research, fact-finding exercises, and client discovery interviews to develop tailored Blueprints and Scope of Services & Fees (SSF) proposals aligned with prospective clients' objectives and profiles.
  • Prepare and present customized advisory solutions and recommendations to support business development and client engagement initiatives.
  • Manage the end-to-end client onboarding process, including the preparation of Know Your Client (KYC) documentation, engagement letters, onboarding forms, interview worksheets, and milestone schedules. ...
Posted
a month ago
MYR4,500 - MYR6,000 Per Month

KL City, WP Kuala Lumpur

Near Train Station
  • 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. ...
insurance operation support policy servicing support
+2
Posted
22 days ago