Wealth Planner Jobs in Selangor - July 2026

Promote and sell life insurance products to bank customers at assigned branches.
Drive bancassurance sales activities and consistently achieve monthly targets.
Lead and support a team of at least 3 Insurance Advisors (IA). ...

Bancassurance Sales Insurance Product Knowledge

Posted

a month ago

Boleh Sembang

Takaful Agent Part time / Fulltime

Takaful Agent Part time / Fulltime Takaful Agent Part time / Fulltime

Saft Damansara Intan Advisory

MYR2,000 - MYR6,000 Sebulan

Sepenuh Masa

Graduan Baru

Petaling Jaya, Selangor

Dekat Stesen Tren

Educating clients on Shariah-compliant risk-sharing (Tabarru’).
Assessing client needs and financial goals.
Recommending suitable Takaful products. ...

Takaful Products Knowledge Financial Planning

Posted

2 days ago

Junior Wealth Planner Junior Wealth Planner

PWG Prestige Wealth

MYR2,500 - MYR5,000 Sebulan

+Pampasan Tambahan

Sepenuh Masa

Graduan Baru

Petaling Jaya, Selangor

Dekat Stesen Tren

Understand clients' financial goals and life priorities
Provide personalised advice on insurance, savings, investments & will writing
Build and maintain long-term client relationships ...

Communication Interpersonal skill

Jadilah pemohon terawal!

Posted

11 days ago

Wealth Planner Wealth Planner

TMC INTERNATIONAL CONSULTANCY

Undisclosed

Separuh Masa, Sepenuh Masa

Subang Jaya

TMC International is seeking motivated individuals to join our team as Wealth Planners. No prior experience is required as full training and mentorship will be provided.
As a Wealth Planner, you will work closely with clients to understand their financial goals and provide suitable financial planning and protection solutions. You will receive ongoing support, professional development opportunities, and guidance to build a rewarding career in the financial services industry.
Work Location: Hybrid remote in Subang Jaya (47500)

Posted

9 days ago

WEALTH PLANNER EXECUTIVE WEALTH PLANNER EXECUTIVE

THE AGENCY GROUP (TAG)

Undisclosed

Sepenuh Masa

Shah Alam

Perancangan kewangan
Perancangan hibah dan legasi
Perlindungan perubatan (Medical Card) ...

Posted

18 days ago

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

Prudential BSN Takaful Berhad

Undisclosed

Sepenuh Masa

Petaling Jaya

We’re Hiring: Takaful Wealth Planner (Advisor)
Location: Petaling Jaya, Selangor (Hybrid)
Company: TRU Legacy Agency ...

Posted

6 days ago

Sales Manager (Wealth Planner) Sales Manager (Wealth Planner)

TRU Wealth Advisory

MYR3,000 - MYR10,000 Sebulan

Separuh Masa, Sepenuh Masa

Damansara Jaya

Ambitious
Self-driven
Competitive ...

Posted

19 days ago

Sales Manager (Wealth Planner) Sales Manager (Wealth Planner)

TRU Wealth Advisory

MYR3,000 - MYR10,000 Sebulan

Separuh Masa, Sepenuh Masa

Damansara Jaya

Build and manage long-term client relationships
Identify new business opportunities through networking and referrals
Provide personalized solutions based on client needs ...

Posted

24 days ago

Life Insurance Agent Life Insurance Agent

AIA

Undisclosed

Sepenuh Masa

Malaysia

Candidates should possess strong skills in Insurance Sales and Insurance Brokerage to effectively promote and distribute life and health insurance products.
Candidates should possess foundational Finance and Insurance knowledge to assess client needs, explain product features, and support sound financial recommendations.
Candidates should possess excellent Customer Service skills to build long-term relationships, manage inquiries, and handle claims or policy servicing professionally. ...

Posted

18 days ago

Insurance Agent (Work From Home) Insurance Agent (Work From Home)

HSH CONSULTANCY

Undisclosed

Separuh Masa, Kerja Dari Rumah

Kerja di Rumah

Kajang

Provide consultation for insurance application
Manage claims and document preparation
Provide financial solution ...

Posted

18 days ago

Insurance Agent (Work From Home) Insurance Agent (Work From Home)

HSH Consultancy

Undisclosed

Separuh Masa, Sepenuh Masa, Kerja Dari Rumah

Kerja di Rumah

Kajang

Provide consultation for insurance application
Manage claims and document preparation
Provide financial solution ...

Posted

18 days ago

PLANNER EXECUTIVE PLANNER EXECUTIVE

JAJAN VIRAL WHOLESALES CITY SDN BHD

MYR2,000 - MYR4,000 Sebulan

Sepenuh Masa

Sungai Buloh

Forecast product demand based on sales trends, historical data, and market requirements.
Prepare and maintain inventory replenishment plans to ensure optimum stock levels.
Monitor stock movement, inventory turnover, and aging stock. ...

Posted

3 days ago

Financial Consultant (Takaful - Wealth Planning) Financial Consultant (Takaful - Wealth Planning)

Rayhan Empire

MYR3,000 - MYR8,000 Sebulan

Separuh Masa, Sepenuh Masa

Bandar Saujana Putra

Meet and consult clients on their financial goals and protection needs
Provide takaful and wealth planning solutions
Build and maintain long-term client relationships ...

Posted

13 days ago

Wealth Advisor Sales Wealth Advisor Sales

LV & Associates Consultant Sdn Bhd

MYR3,000 - MYR3,000 Sebulan

Sepenuh Masa

Kelana Jaya

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

Posted

22 days ago

Bancassurance Advisor Bancassurance Advisor

Alliance Bank Berhad

MYR4,000 - MYR4,000 Sebulan

Sepenuh Masa

Puchong

Additional leave
Cell phone reimbursement
Dental insurance ...

Posted

3 days ago

Takaful Sales Advisor Takaful Sales Advisor

Prudential BSN Takaful Berhad

Undisclosed

Sepenuh Masa

Bandar Baru Bangi

Providing Takaful Advice
Explaining Takaful Product and Assessing Clients’ Needs
Building Relationships with Clients ...

Posted

3 days ago

Takaful Advisor Takaful Advisor

Madinah Group

MYR3,000 - MYR15,000 Sebulan

Separuh Masa, Sepenuh Masa

Damansara Utama

Proficient in both Bahasa Malaysia and English
Basic computer literacy, including Microsoft Word and Excel
Strong communication and interpersonal skills ...

Posted

24 days ago

Takaful Advisor Takaful Advisor

Madinah Group

MYR3,000 - MYR15,000 Sebulan

Separuh Masa, Sepenuh Masa

Damansara Utama

Proficient in both Bahasa Malaysia and English
Basic computer literacy, including Microsoft Word and Excel
Strong communication and interpersonal skills ...

Posted

25 days ago

Takaful Executive Consultant Takaful Executive Consultant

G22 Group

MYR2,000 - MYR10,000 Sebulan

Separuh Masa, Sepenuh Masa, Latihan Industri

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 Sebulan

Separuh Masa, Sepenuh Masa, Latihan Industri

Shah 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

a month ago