Wealth Planner Jobs in Petaling Jaya - August 2026

Candidates should possess strong Financial Planning skills, including client needs analysis and long-term goal setting.
Candidates should possess skills in Investment Management and Investments to design and monitor diversified portfolios.
Candidates should possess solid Finance knowledge, including basic tax, retirement, and risk management concepts. ...

Posted

a month ago

Wealth Planner Wealth Planner

TRU Legacy Malaysia Sdn. Bhd.

Undisclosed

Full Time

Petaling Jaya

Strong financial planning skills, including the ability to assess client needs and design comprehensive financial strategies.
Knowledge of investment management and investments to construct and review client portfolios aligned with risk profiles and objectives.
Solid understanding of finance principles to interpret financial data, prepare projections, and support sound recommendations. ...

Posted

15 days ago

Takaful Wealth Planner (Advisor) Takaful Wealth Planner (Advisor)

TRU Legacy Malaysia Sdn. Bhd.

Undisclosed

Full Time

Petaling Jaya

Ability to provide comprehensive Financial Planning advice and design suitable wealth protection strategies.
Experience or strong interest in Investment Management and managing Investments in line with client risk profiles.
Solid understanding of Finance fundamentals, including budgeting, savings, and long-term financial goal setting. ...

Posted

15 days ago

Insurance Advisor Insurance Advisor

AIA

Undisclosed

Full Time

Petaling Jaya

Strong sales, negotiation, and relationship-building skills, with a demonstrated ability to meet or exceed sales targets.
Customer service and communication skills, including the ability to explain financial and insurance concepts clearly to diverse audiences.
Basic financial literacy and understanding of insurance, protection, and savings products; prior experience in financial services or insurance is an advantage. ...

Posted

a day ago

Insurance Sales Specialist Insurance Sales Specialist

Zurich Insurance Malaysia Bhd

Undisclosed

Full Time

Petaling Jaya

Insurance/Sales knowledge and experience in insurance/sales industry, with the ability to understand and explain insurance products clearly.
Finance-related skills, including basic financial analysis and an understanding of how insurance fits into customers’ financial planning.
Strong Communication and Customer Service skills, with the ability to interact professionally with diverse customers and internal stakeholders. ...

Posted

a month ago

Wealth Management Advisor Wealth Management Advisor

TRU Legacy Malaysia Sdn. Bhd.

Undisclosed

Full Time

Petaling Jaya

Ability to provide comprehensive Financial Planning and Wealth Management Services aligned with client objectives.
Knowledge of Retirement Planning solutions and strategies tailored to different life stages.
Understanding of Investments and Finance to analyze products, risks, and returns for clients. ...

Posted

15 days ago

Takaful Sales Consultant Takaful Sales Consultant

TRU Legacy Malaysia Sdn. Bhd.

Undisclosed

Full Time

Petaling Jaya

Takaful Sales Consultant
TRU Legacy Malaysia Sdn. Bhd. is looking for passionate individuals to build a rewarding career in Takaful. Join a supportive team that values continuous learning, professional growth, and ethical practices while helping individuals and families achieve better financial protection.
Who We’re Looking For ...

Posted

14 days ago

Takaful Consultant (Full Time - Part-Time) Takaful Consultant (Full Time - Part-Time)

JAMALUDIN ALIAS I Takaful Career Consultant

Undisclosed

Full Time

Petaling Jaya

Structured training programme (No experience required)
One-to-one coaching and mentoring
Flexible hybrid working arrangement ...

Posted

7 days ago

TAKAFUL SALES AND MARKETING TAKAFUL SALES AND MARKETING

PRUDENTIAL BSN TAKAFUL

MYR2,000 - MYR5,000 Per Month

Full Time, Part Time

Petaling Jaya

Age 23 - 40 years old
Minimum Diploma Holder
Positive & Growth Mindset ...

Posted

3 days ago

Takaful Executive Consultant Takaful Executive Consultant

G22 GROUP

MYR2,000 - MYR10,000 Per Month

Part Time

Petaling Jaya

Required language(s) : Bahasa Malaysia, English
For Malaysian only
No experience is needed but candidates with sales, marketing and finance experience would be advantage ...

Posted

a month ago

Takaful Executive Consultant Takaful Executive Consultant

G22 Group

MYR2,000 - MYR10,000 Per Month

Part Time, Full Time, Internship

Petaling Jaya

Required language(s) : Bahasa Malaysia, English
For Malaysian only
No experience is needed but candidates with sales, marketing and finance experience would be advantage ...

Posted

a month ago