Wealth Planner Jobs in Bandar Kuala Lumpur - September 2026 - Urgent Hiring
Showing 63 jobs results for
"wealth planner"
in Bandar Kuala Lumpur
Up to MYR16,000 Per Month
Near Train Station
- Understand clients’ financial and protection needs
- Provide suitable insurance and financial protection solutions to clients
- Build and maintain long-term client relationships ...
Posted
3 days ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
- Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
- Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...
Be an early applicant!
Posted
a month ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
- Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
- Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...
Be an early applicant!
Posted
a month ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
- Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
- Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...
Be an early applicant!
Posted
a month ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
- Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
- Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...
Be an early applicant!
Posted
a month ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
- Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
- Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...
Be an early applicant!
Posted
a month ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
- Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
- Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...
Be an early applicant!
Posted
a month ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
- Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
- Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...
Be an early applicant!
Posted
a month ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
- Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
- Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...
Be an early applicant!
Posted
a month ago
MYR2,000 - MYR5,000 Per Month
Bandar Kuala Lumpur, WP Kuala Lumpur
Near Train Station
- Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
- Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
- Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...
Be an early applicant!
Posted
a month ago
MYR3,000 - MYR10,000 Per Month
+Additional Compensation
Near Train Station
- • Understand clients’ financial protection needs and recommend suitable takaful solutions.
- • Build and maintain good relationships with new and existing clients.
- • Conduct consultations and presentations on takaful products and solutions. ...
Be an early applicant!
Posted
16 hours ago
MYR3,000 - MYR10,000 Per Month
+Additional Compensation
Near Train Station
- • Understand clients’ financial protection needs and recommend suitable takaful solutions.
- • Build and maintain good relationships with new and existing clients.
- • Conduct consultations and presentations on takaful products and solutions. ...
Be an early applicant!
Posted
16 hours ago
MYR3,000 - MYR10,000 Per Month
+Additional Compensation
Near Train Station
- • Understand clients’ financial protection needs and recommend suitable takaful solutions.
- • Build and maintain good relationships with new and existing clients.
- • Conduct consultations and presentations on takaful products and solutions. ...
Be an early applicant!
Posted
16 hours ago
MYR3,000 - MYR10,000 Per Month
+Additional Compensation
Near Train Station
- • Understand clients’ financial protection needs and recommend suitable takaful solutions.
- • Build and maintain good relationships with new and existing clients.
- • Conduct consultations and presentations on takaful products and solutions. ...
Be an early applicant!
Posted
16 hours ago
Sales Specialist ( Mandarin Speaker)
MYR3,000 - MYR5,000 Per Month
+Additional Compensation
Near Train Station
- Sales & Client AcquisitionIdentify and reach out to potential customers through calls, social media, and networking to achieve sales targets
- Customer Relationship ManagementUnderstand client needs, provide suitable solutions, and build long-term relationships
- Independent & Team CollaborationWork independently while collaborating effectively with team members and other departments ...
Posted
16 hours ago
Undisclosed
Fresh Graduates
Near Train Station
- - Understand clients' financial needs, goals and protection priorities.
- - Provide suitable Islamic financial and Takaful protection solutions based on clients' needs.
- - Conduct basic financial needs analysis and protection reviews for clients. ...
Be an early applicant!
Posted
a month ago
Undisclosed
Fresh Graduates
KL City, WP Kuala Lumpur
Near Train Station
- 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.
- Investment Advisory – Deliver tailored investment advice and comprehensive wealth solutions that align with each client’s financial objectives, risk profile, and investment preferences. ...
Be an early applicant!
Posted
a month ago
Undisclosed
Fresh Graduates
KL City, WP Kuala Lumpur
Near Train Station
- 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.
- Investment Advisory – Deliver tailored investment advice and comprehensive wealth solutions that align with each client’s financial objectives, risk profile, and investment preferences. ...
Be an early applicant!
Posted
a month ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
14 days ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
MYR2,000 - MYR3,000 Per Month
Cheras (Kuala Lumpur), WP Kuala Lumpur
Near Train Station
- Analyze clients' financial statuses.
- Examine and suggest financial opportunities.
- Develop sound plans and budgets for clients. ...
Posted
2 months ago
Up to MYR16,000 Per Month
Near Train Station
- Understand clients’ financial and protection needs
- Provide suitable insurance and financial protection solutions to clients
- Build and maintain long-term client relationships ...
Posted
17 days ago