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Wealth Planner Jobs in Kuala Lumpur - July 2026 - Urgent Hiring
Paparan 42 hasil carian kerja kosong untuk
"wealth planner"
di Kuala Lumpur
Jangan lepaskan peluang untuk kerja Wealth Planner terkini! di Kuala Lumpur
Urus Pemberitahuan
MYR3,500 - MYR5,000 Sebulan
Graduan Baru
KL City, WP Kuala Lumpur
Dekat Stesen Tren
Syarikat ini berdekatan dengan stesen tren
- Process and assess insurance claims accurately within TAT.
- Verify claim documentation and determine claim eligibility and settlement.
- Handle customer enquiries through phone calls and emails. ...
Insurance
Mandarin
Kemahiran Diperlukan
Insurance
Mandarin
health insurance
claims associate
Cantonese
Hokkiens
Claim adjuster
Insurance Operations
Insurance claim
+7
Jadilah pemohon terawal!
Posted
15 days ago
Boleh Sembang
Anda hanya boleh sembang dengan majikan selepas memohon kerja ini.
MYR2,000 - MYR4,000 Sejam
+Pampasan Tambahan
Graduan Baru
Bandar Kuala Lumpur, WP Kuala Lumpur
Dekat Stesen Tren
Syarikat ini berdekatan dengan 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
2 days ago
Undisclosed
KL City
- Candidates should possess skills in Financial Planning and Investments to design and implement comprehensive wealth plans.
- Candidates should possess skills in Investment Management to monitor, review, and optimize client portfolios.
- Candidates should possess skills in Finance and Insurance to advise on suitable protection and savings solutions. ...
Posted
24 days ago
Undisclosed
KL City
- Strong knowledge and practical understanding of Insurance products and principles; ability to assess customer needs and match appropriate coverage.
- Foundational skills in Finance or any related fields, including basic financial planning concepts and the ability to explain financial implications of insurance solutions.
- Experience or aptitude in Consulting, with the ability to provide advisory services, analyze customer situations, and suggest tailored recommendations. ...
Posted
5 days ago
MYR3,200 - MYR3,200 Sebulan
KL City
- Identify and develop new business opportunities.
- Build and maintain strong relationships with clients.
- Promote and provide suitable insurance solutions to individuals and businesses. ...
Posted
9 days ago
Undisclosed
KL City
- Strong knowledge and practical experience in Insurance and Finance, with the ability to interpret financial information and explain protection and savings solutions clearly.
- Background in Consulting or advisory work, including experience conducting needs analysis, providing tailored recommendations, and supporting clients in decision-making.
- Proven Customer Service skills, with a focus on building long-term client relationships, managing queries, and handling sensitive situations professionally. ...
Posted
a month ago
MYR3,000 - MYR3,000 Sebulan
KL City
- Identify and develop new business opportunities.
- Build and maintain strong relationships with clients.
- Promote and provide suitable insurance solutions to individuals and businesses. ...
Posted
a month ago
Undisclosed
Kerja di Rumah
KL City
- Provide consultation for insurance application
- Manage claims and document preparation
- Provide financial solution ...
Posted
a month ago
Undisclosed
Kerja di Rumah
KL City
- Provide consultation for insurance application
- Manage claims and document preparation
- Provide financial solution ...
Posted
a month ago
Business Development Director (Manager) - Direct Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply) Business Development Director (Manager) - Direct Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply)
Great Eastern
Undisclosed
KL City
- Drive new business acquisition through Direct and Bank referral channels.
- Work closely with bank partners to generate quality referrals and convert leads into new business.
- Develop and implement strategies to enhance SME penetration and overall channel performance. ...
Posted
19 days ago
Deputy-Business Development Director (AM to Manager) - Agency Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply) Deputy-Business Development Director (AM to Manager) - Agency Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply)
Great Eastern
Undisclosed
KL City
- Drive new business acquisitions and renewal retention while supporting the recruitment of new agents to promote and distribute Employee Benefits (EB) products.
- Provide administrative and operational support for day-to-day servicing of existing EB agents and clients.
- Conduct regular engagement sessions, meetings, and training programs to enhance agents’ product knowledge and sales capabilities. ...
Posted
19 days ago
Undisclosed
- To work closely with the Area Managers and Relationship Managers to strategizing and identifying potential customers.
- Offering specialized financial guidance and advice to Relationship Managers.
- Assessing clients’ financial portfolios, risk appetite and completing financial needs analysis for sound advisory. ...
Posted
a day ago
Undisclosed
KL City
- To work closely with the Area Managers and Relationship Managers to strategizing and identifying potential customers.
- Offering specialized financial guidance and advice to Relationship Managers.
- Assessing clients’ financial portfolios, risk appetite and completing financial needs analysis for sound advisory. ...
Posted
a day ago
Undisclosed
KL City
- Manage a portfolio of high-value customers, building relationships and identifying opportunities to grow their wealth
- Provide expert advice on investment, insurance, and banking products, tailoring solutions to meet individual needs
- Develop and execute sales strategies to achieve business targets and expand your customer base ...
Posted
8 days ago
MYR3,000 - MYR3,000 Sebulan
KL City
- Commission: RM5,000 – RM15,000/month (performance-based)
- Annual Overseas Incentive Trips
- Flexible Working Hours ...
Posted
9 days ago
Undisclosed
KL City
- Expertise in Financial Planning and Retirement Planning to assess and design tailored plans for clients’ financial goals.
- Strong knowledge of Investments and Wealth Management Services to provide strategic investment advice and manage portfolios responsibly.
- Proficient understanding of Finance principles and marketable securities for effective decision-making and guidance. ...
Posted
15 days ago
Undisclosed
KL City
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
19 days ago
Undisclosed
KL City
- Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
- Revenue Generation: Achieve key performance indicators (KPIs) by generating fee-based income through the strategic sale of wealth management products.
- Market Intelligence: Stay updated on global market trends, interest rate shifts, and regulatory changes to provide proactive and timely advice to clients. ...
Posted
20 days ago
MYR4,500 - MYR16,000 Sebulan
KL City
- Conduct structured financial needs analysis and client consultations.
- Recommend suitable financial protection and planning solutions to individuals and professionals.
- Build and manage a sustainable personal client portfolio. ...
Posted
24 days ago
GlowLife Wealth Advisory
Undisclosed
KL City
- Assist in the development and implementation of comprehensive wealth and legacy planning strategies for high-net-worth clients
- Support the preparation of detailed financial plans, including retirement planning, estate planning and tax-efficient investment strategies
- Conduct client meetings and presentations to communicate complex financial concepts in an understandable manner ...
Posted
2 days ago
Undisclosed
KL City
- To achieve the budgeted target assigned by the company
- To guide on insurance planning to clients through regular joint field support with PRM
- To provide policy reviews, risk assessment, and recommendation on insurance solutions ...
Posted
15 hours ago
Undisclosed
KL City
- KL Izzgroup Irich is a dynamic and growing insurance agency committed to providing exceptional service and takaful insurance solutions to our clients. As a growing ace in the industry, we are seeking a motivated and results-driven individual to join our team as an Insurance Sales and Marketing Specialist.
- Responsibilities:
- Prospect and generate new business through various sales techniques. ...
Posted
6 days ago
MYR2,500 - MYR7,500 Sebulan
KL City
- Flexible schedule
- Maternity leave
- Opportunities for promotion ...
Posted
3 days ago
Prudential Assurance
MYR1,500 - MYR10,000 Sebulan
KL City
- Provide financial protection solutions tailored to clients' needs.
- Advise clients on medical coverage, income protection, education planning, retirement, and wealth protection.
- Conduct face-to-face and virtual financial consultations. ...
Posted
7 days ago
Undisclosed
KL City
- Traditional actuarial engagements, including valuations and pricing
- Actuarial transformation, including but not limited to target operating model design and process re-engineering
- Prophet model development and optimization ...
Posted
6 days ago
Undisclosed
KL City
- Strong client advisory and communication skills, including the ability to explain complex financial and insurance concepts clearly and professionally.
- Sales and relationship management abilities, such as prospecting, building long-term client relationships, and meeting performance targets in a consultative manner.
- Organizational and administrative skills for managing documentation, tracking applications, and maintaining accurate client records. ...
Posted
9 days ago
Undisclosed
KL City
- Provide end-to-end support in the implementation of a new general insurance core system, applying industry insights and best practices in insurance operations.
- Lead and facilitate business requirements gathering across policy administration, underwriting, claims, billing, reinsurance, and reporting. Ensure functional specifications accurately address the operational needs of the insurance business.
- Partner with business users to validate system capabilities through workshops, walk-throughs, and testing sessions; provide feedback on solution design and identify operational impacts. ...
Posted
12 days ago
Bayes Actuarial Solutions
MYR5,000 - MYR8,000 Sebulan
Kerja di Rumah
KL City
- Deliver actuarial and analytical work across general insurance assignments, including pricing, product development, and valuation.
- Support and lead client engagements, including discussions, presentations, and relationship management.
- Contribute to business development efforts, including proposal preparation and opportunity identification. ...
Posted
3 days ago
Undisclosed
KL City
- Define integration strategy, architecture, and approach aligned with project objectives and program timelines
- Serve as the primary liaison between clients, core banking vendors, third-party providers, and internal teams for all integration matters
- Oversee the end-to-end integration lifecycle between core banking platforms and supporting applications (e.g. payments, CRM, digital channels, and third-party services) ...
Posted
3 days ago
Undisclosed
KL City
- Analyzing/understanding client’s advices and member listing before updating to system
- Perform data mapping when required.
- Follow-up on outstanding/incomplete information from clients/intermediaries. ...
Posted
8 days ago
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