Wealth Planner Jobs in Kuala Lumpur - September 2026 - Urgent Hiring
Showing 9 jobs results for
"wealth planner"
in Kuala Lumpur
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
10 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
10 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
10 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
10 hours 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