- Assist clients with inquiries regarding insurance policies.
8 days
300+ Wealth Planner Jobs in Malaysia | Job Vacancies | October 2026 | Maukerja
Showing 366 jobs results for
"wealth planner"
- Advise clients on suitable Takaful and insurance products based on their financial needs, risk assessment, and life goals, ensuring Shariah compliance.
13 days
- Develop and maintain a strong understanding of Takaful products and services offered by AIA Public Takaful to effectively advise clients.
13 days
- Understand clients’ financial and protection needs
30+ days
- Advise clients on suitable Takaful and insurance products based on their financial needs, risk assessment, and life goals, ensuring Shariah compliance.
13 days
- Engage and build relationships with prospective clients through networking, referrals, and outreach
21 days
- Engage and build relationships with prospective clients through networking, referrals, and outreach
21 days
- Build your own client portfolio
7 days
- Build your own client portfolio
7 days
- Develop and maintain a strong understanding of Takaful products and services offered by AIA Public Takaful to effectively advise clients.
13 days
- Conduct detailed financial assessments for clients to understand their goals, needs, and risk tolerance
24 days
- Take photos and create content for online sales.
27 days
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
29 days
- Engage and build relationships with prospective clients through networking, referrals, and outreach
21 days
- Build your own client portfolio
7 days
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
29 days
- Proactively engage with potential clients to understand their insurance needs and recommend suitable products and services.
30+ days
- Develop and implement sales plans, including identifying target clients and creating sales strategies based on their needs
30+ days
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
29 days
- Build your own client portfolio
23 days
- Develop and maintain a strong understanding of Takaful products and services offered by AIA Public Takaful to effectively advise clients.
13 days
- Engage and build relationships with prospective clients through networking, referrals, and outreach
10 days
- Follow up on customer enquiries via WhatsApp, phone calls, Facebook, TikTok, PropertyGuru, iProperty, and other online platforms.
30+ days
Sales Executive ( Bank )
- Promote, advise on, and sell wealth protection, risk management, and insurance.
28 days
- Understand clients’ financial protection needs and recommend suitable takaful solutions.
30+ days
- Understand clients’ financial protection needs and recommend suitable takaful solutions.
30+ days
- Understand clients’ financial protection needs and recommend suitable takaful solutions.
30+ days
- Analyze clients' financial statuses.
9 days
- - Understand clients' financial needs, goals and protection priorities.
30+ days
- Sales & Client AcquisitionIdentify and reach out to potential customers through calls, social media, and networking to achieve sales targets
1 day