Wealth Planner Jobs in Petaling Jaya - September 2026 - Urgent Hiring

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Showing 9 jobs results for "wealth planner" in Petaling Jaya

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Sales Specialist (Mandarin Speaker) Sales Specialist (Mandarin Speaker)

Ultimate Copier Sdn Bhd

Ultimate Copier Sdn Bhd is top company

MYR3,400 - MYR4,000 Per Month

+Additional Compensation

Fresh Graduates

Petaling Jaya, Selangor

Near Train Station

To build new business opportunities with existing and potential customers to achieve monthly sales targets
To engage in sales appointments continuously through online and offline set up
To conduct canvassing and cold-calls to identify new business opportunities ...

Product Knowledge Communication Skill

Be an early applicant!

Posted

18 days ago

Insurance Advisor Insurance Advisor

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd)

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd) is top company

Undisclosed

Full Time, Work from Home

WFH • Fresh Graduates

Petaling Jaya, Selangor

Near Train Station

Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients. ...

Communication Interpersonal skill

Be an early applicant!

Posted

6 days ago

Insurance Consultant Insurance Consultant

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd)

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd) is top company

Undisclosed

Full Time, Work from Home

WFH • Fresh Graduates

Petaling Jaya, Selangor

Near Train Station

Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients. ...

Communication Interpersonal skill

Be an early applicant!

Posted

6 days ago

Insurance Agent Insurance Agent

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd)

Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd) is top company

Undisclosed

Full Time, Work from Home

WFH • Fresh Graduates

Petaling Jaya, Selangor

Near Train Station

Client Advisory: Analyse clients’ financial needs and recommend suitable financial solutions including insurance, investment, retirement, debt management, risk management and estate planning.
Continuous Professional Development: Participate in training, coaching sessions, meetings and continuous development programs provided by the company or providers
Relationship Building: Build and maintain long-term, trusted relationships with clients. ...

Communication Interpersonal skill

Be an early applicant!

Posted

6 days ago

Life - Wealth Planner | AIA Malaysia Life - Wealth Planner | AIA Malaysia

Beyond Global Corp

Structured Training & Development
Mentorship & Coaching
Career Growth ...

Posted

22 days ago

Executive Wealth Advisor Executive Wealth Advisor

Synergy Group

Candidates should possess strong skills in Financial Planning to design comprehensive, long-term client strategies.
Candidates should possess solid knowledge of Investments and Wealth Management Services to recommend appropriate solutions aligned with client goals and risk profiles.
Candidates should possess a good foundation in Finance to interpret financial data, market trends, and product features. ...

Posted

25 days ago

Takaful Executive Consultant Takaful Executive Consultant

Ijteehad Empire

Full Time, Internship, Part Time

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

17 hours ago

Sales And Marketing Representative Sales And Marketing Representative

N4 Camera Store

Strong Communication and Customer Service skills to engage customers, explain product features, and build long-term relationships.
Proven Sales and Sales & Marketing abilities to drive revenue, support promotional activities, and meet individual and store targets.
Experience in Training or willingness to learn and share product knowledge with team members and customers. ...

Posted

10 days ago

Internship BUSINESS DEVELOPMENT - MARKETING (INSURANCE) FOR STUDENT Internship BUSINESS DEVELOPMENT - MARKETING (INSURANCE) FOR STUDENT

ACP AGENCY SDN BHD

Ready to start a practical finance experience where you actually learn by doing? We are ACP AGENCY SDN BHD, looking for energetic and motivated university students to join our internship program.
This program is designed to provide interns with practical exposure to business development, marketing, financial services, communication, customer engagement, event management and teamwork.
Interns will participate in structured training, real-world business activities and project-based assignments under the guidance of experienced mentors.

Posted

18 days ago

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Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd) (3)

ACP AGENCY SDN BHD (1)

N4 Camera Store (1)

Synergy Group (1)

Ultimate Copier Sdn Bhd (1)

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