Wealth Planner Jobs in Selangor - September 2026 - Urgent Hiring

Fresh Graduates

Product Knowledge Communication Skill

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 ...

Be an early applicant!

Posted

18 days ago

Sales Executive (Office-based) Sales Executive (Office-based)

VigoHomes Realty Sdn Bhd

MYR2,000 - MYR4,000 Per Month

Fresh Graduates

Shah Alam, Selangor

Follow up on customer enquiries via WhatsApp, phone calls, Facebook, TikTok, PropertyGuru, iProperty, and other online platforms.
Contact potential buyers and understand their property requirements.
Recommend suitable property projects based on customers' needs. ...

Sales Customer Service

Posted

2 months ago

Full Time, Work from Home

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

Undisclosed

WFH • Fresh Graduates

Communication Interpersonal skill

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. ...

Be an early applicant!

Posted

6 days ago

Insurance Consultant Insurance Consultant

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

Undisclosed

Full Time, Work from Home

WFH • Fresh Graduates

Communication Interpersonal skill

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. ...

Be an early applicant!

Posted

6 days ago

Insurance Agent Insurance Agent

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

Undisclosed

Full Time, Work from Home

WFH • Fresh Graduates

Communication Interpersonal skill

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. ...

Be an early applicant!

Posted

6 days ago

Financial Consultant (Takaful - Wealth Planner) Financial Consultant (Takaful - Wealth Planner)

KIKIE WEALTH MANAGEMENT

Full Time, Part Time

Jenjarom

Additional leave
Flexible schedule
Free parking ...

Posted

5 days ago

Financial Consultant (Takaful - Wealth Planner) Financial Consultant (Takaful - Wealth Planner)

KIKIE WEALTH MANAGEMENT

Full Time, Part Time

Sepang

Additional leave
Flexible schedule
Free parking ...

Posted

5 days ago

Financial Consultant (Takaful - Wealth Planner) Financial Consultant (Takaful - Wealth Planner)

KIKIE WEALTH MANAGEMENT

Financial Consultant (Takaful - Wealth Planner) Financial Consultant (Takaful - Wealth Planner)

Banting

Additional leave
Flexible schedule
Free parking ...

Posted

12 days ago

KIKIE WEALTH MANAGEMENT

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

Selayang

Additional leave
Flexible schedule
Free parking ...

Posted

24 days ago

Beyond Global Corp

Petaling Jaya

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

Posted

22 days ago

TRUE ADVISORS SDN BHD

Taman Bukit Serdang Seksyen 2

Understand how financial planning and insurance solutions help individuals, families and businesses manage financial risks and achieve their financial goals.
Build and maintain professional relationships with clients through effective communication and personalised service.
Develop skills in financial needs analysis, risk management and solution presentation. ...

Posted

12 hours ago

DBX Agency

Puchong

Additional leave
Flexible schedule
Free parking ...

Posted

18 days ago

TRUE ADVISORS SDN BHD

Licensed Insurance Agent Licensed Insurance Agent

Taman Bukit Serdang Seksyen 2

Understand how financial planning and insurance solutions help individuals, families and businesses manage financial risks and achieve their financial goals.
Build and maintain professional relationships with clients through effective communication and personalised service.
Develop skills in financial needs analysis, risk management and solution presentation. ...

Posted

21 days ago

AIA

Generali Life Insurance Agent 2026 Sept (Incentive Based - Commission Based) Generali Life Insurance Agent 2026 Sept (Incentive Based - Commission Based)

Malaysia

Ability to perform Insurance Sales, including prospecting, needs analysis, and closing, with a focus on ethical and customer-centric practices.
Strong understanding of Insurance products and Insurance Brokerage processes, including policy structures, coverage options, and regulatory requirements.
Basic to intermediate knowledge of Finance, such as budgeting, protection planning, and the role of insurance within overall financial planning. ...

Posted

18 days ago

GPS 125 AGENCY

Wealth Executive-2 Wealth Executive-2

Petaling

Identify, approach and engage potential clients seeking mortgage financing and financial solutions
Conduct thorough financial needs assessments to understand client circumstances, goals and borrowing requirements
Present and recommend suitable mortgage products and financial services tailored to individual client needs ...

Posted

17 days ago

Hong Leong Bank Berhad

Wealth Executive-2 Wealth Executive-2

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

2 days ago

Hong Leong Bank Berhad

Executive Wealth Advisor Executive Wealth Advisor

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

24 days ago

Synergy Group

Wealth Advisor Sales Wealth Advisor Sales

Petaling Jaya

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

LV & Associates Consultant Sdn Bhd

Wealth Advisor Sales Wealth Advisor Sales

Kelana Jaya

Commission: RM5,000 – RM15,000/month (performance-based)
Annual Overseas Incentive Trips
Flexible Working Hours ...

Posted

a month ago

LV & Associates Consultant Sdn Bhd

Pruventure-i Pruventure-i

Kelana Jaya

Commission: RM5,000 – RM15,000/month (performance-based)
Annual Overseas Incentive Trips
Flexible Working Hours ...

Posted

a month ago

Iman Group Advisory

Takaful Executive Consultant Takaful Executive Consultant

Kajang

Additional leave
Flexible schedule
Free parking ...

Posted

4 days ago

Ijteehad Empire

Takaful Executive Consultant Takaful Executive Consultant

Selayang

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

16 hours ago

Ijteehad Empire

Takaful Executive Consultant Takaful Executive Consultant

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

16 hours ago

Ijteehad Empire

Takaful Executive Consultant Takaful Executive Consultant

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

16 hours ago

Ijteehad Empire

Takaful Consultant Takaful Consultant

Puncak Alam

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

16 hours ago

IMAN GROUP ADVISORY BUKIT MAHKOTA

Full Time, Part Time

Kajang

Provide personalized advice on Takaful protection and savings plans.
Prospect new clients and build lasting client relationships.
Assist clients with policy applications, reviews, and claims. ...

Posted

5 days ago

Takaful Specialist Takaful Specialist

Madinah Group

Sales Takaful Consultant Sales Takaful Consultant

Kajang

Able to communicate effectively in Bahasa Malaysia and English.
Good knowledge of Microsoft Word and Excel will be an added advantage.
Able to work independently and as part of a team. ...

Posted

7 days ago

PruBSN Takaful

Management trainee - Takaful Agent Management trainee - Takaful Agent

Strong interpersonal, communication, and presentation skills to build trust and explain Takaful concepts clearly to diverse clients.
Sales, negotiation, and customer relationship management abilities, preferably with experience in financial services or insurance.
Basic financial literacy and understanding of protection, savings, and legacy planning, with an interest in Shariah-compliant solutions. ...

Posted

9 days ago

Mateen Group