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Wealth Planner Jobs in Kuala Lumpur - August 2026 - Urgent Hiring
Showing 40 jobs results for
"wealth planner"
in Kuala Lumpur
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Undisclosed
KL City
- Work closely with the regional clients, operations, and CX stakeholders to iteratively design features that serves both end-customer and operational needs
- Transform business requirements into a product that can be scalable across multiple markets in the region
- Own and manage the technical product backlog, ensuring clear prioritisation aligned to business and technical goals ...
Posted
10 days ago
Undisclosed
KL City
- Provide need-based bancassurance advisory to customers, ensuring insurance solutions align with their financial goals and risk profiles.
- Support RMs in closing insurance sales through joint sales efforts and direct sales closure.
- Take ownership of end-to-end direct sales closure, ensuring a smooth and efficient customer experience. ...
Posted
6 days ago
Undisclosed
KL City
- Provide need-based bancassurance advisory to customers, ensuring insurance solutions align with their financial goals and risk profiles.
- Support RMs in closing insurance sales through joint sales efforts and direct sales closure.
- Take ownership of end-to-end direct sales closure, ensuring a smooth and efficient customer experience. ...
Posted
7 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
14 days ago
Undisclosed
KL City
- Regulatory changes, including IFRS17 and Risk-Based Capital
- Actuarial Valuation, embedded value reviews, regulatory related reviews
- Performance evaluation in areas related to financial risks, product distribution and capital issues ...
Posted
13 days ago
Undisclosed
KL City
- Shape Financial Futures. Build Lasting Client Relationships. Grow Your Career in Bancassurance. Are you a seasoned financial professional who thrives on meaningful client conversations and delivering real solutions? If you have a passion for holistic financial planning and a track record of building trust with clients, this could be the next step in your career. Why Apply? This is a permanent role with a leading organisation in Malaysia's banking and financial services landscape. You will have the platform to make a genuine impact, helping clients protect their futures while working alongside experienced relationship managers in a collaborative and high-performing environment. The Role As a Bancassurance Advisor based in Kuala Lumpur, you will provide tailored financial advice spanning retirement planning, education savings, investment strategies, and life protection. Key responsibilities include: - Partnering with Area Managers and Relationship Managers to identify and strategise on potential clients- Conducting comprehensive financial needs analyses and presenting customised proposals- Reviewing client insurance portfolios to identify coverage gaps and recommend suitable solutions- Assessing clients' financial portfolios and risk appetite- Following up diligently with prospects from appointment through to policy conversion- Supporting the planning and execution of weekly Banca events What We Are Looking For - Malaysian citizen- Minimum Diploma in Finance or a related field- 4-6 years of relevant experience in a financial institution- CFP certification or other relevant licences are an added advantage- Strong verbal and written communication skills in both English and Bahasa Malaysia- Up to date with the latest financial products, market trends, and industry developments Ready to take your bancassurance career to the next level? Send your CV to us today and let's have a conversation about how this opportunity aligns with your goals. JTK Number: JTKSM 995
- Company Registration Number: 201301019088 (1048918-T)
Posted
14 days ago
Undisclosed
KL City
- Regulatory changes, including IFRS17 and Risk-Based Capital
- Actuarial Valuation, embedded value reviews, regulatory related reviews
- Performance evaluation in areas related to financial risks, product distribution and capital issues ...
Posted
15 days ago
Undisclosed
KL City
- If you are looking to excel and make a difference, take a closer look at us…
- Overview
- This position is responsible for driving, leading and supporting the commercial growth, and market expansion of Conventional and Takaful Bancassurance solutions across the Private and Priority Banking segments. The leader will establish rigorous sales governance, directly enable and support frontline Banca advisory talent, and take personal lead accountability for supporting and unlocking high-value insurance sales across the Priority and Private segment.. This role reports to the Head - Regional Wealth Management (Insurance & Wealth Planning). ...
Posted
23 days ago
Undisclosed
KL City
- Support executive leadership in developing long-term business strategy, focusing on client portfolio expansion, revenue generation, and solution penetration.
- Prepare annual business plans, board presentations, and executive materials, tracking progress against core strategic initiatives.
- Drive key business modernization projects, digital adoption, and service delivery enhancements by coordinating cross-functional workstreams and resolving operational blockers. ...
Posted
15 days ago
MYR2,000 - MYR5,000 Per Month
KL City
- Membantu pelanggan merancang perlindungan Kewangan.
- Menganalisa keadaan kewangan dan penilaian risiko.
- Memberi konsultasi berkaitan Perlindungan Asset, Perubatan, Pendidikan dan Persaraan. ...
Posted
a month ago
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