For Employers - Post Jobs
Contact Us
Jobs
Companies
Forums
Wealth Planner Jobs in Shah Alam - August 2026 - Urgent Hiring
search.result_querys_job
"wealth planner"
text.in Shah Alam
Never miss any updates for Wealth Planner jobs in Shah Alam
Manage Alert
Undisclosed
- Conduct financial reviews to understand clients' goals, needs and financial priorities.
- Develop personalised financial strategies covering wealth accumulation, protection and legacy planning.
- Advise clients on solutions including investment planning, retirement planning, medical protection, income protection and estate planning. ...
Posted
9 days ago
MYR2,300 - MYR3,000 Per Month
- Handle incoming and outgoing calls, emails, and messages related to insurance enquiries.
- Follow up with customers on new and existing insurance projects, including Bateriku Insurance Route User (BIRU).
- Prepare quotations and insurance policy requests based on customer requirements. ...
Posted
11 days ago
MYR2,000 - MYR10,000 Per Month
- 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
10 days ago
Prudential Assurance
MYR1,500 - MYR10,000 Per Month
- Provide financial protection solutions tailored to clients' needs.
- Advise clients on medical coverage, income protection, education planning, retirement, and wealth protection.
- Conduct face-to-face and virtual financial consultations. ...
Posted
12 days ago
Prudential Assurance
MYR1,500 - MYR10,000 Per Month
- Provide financial protection solutions tailored to clients' needs.
- Advise clients on medical coverage, income protection, education planning, retirement, and wealth protection.
- Conduct face-to-face and virtual financial consultations. ...
Posted
12 days ago
Undisclosed
- Client advisory and interpersonal skills, including the ability to build trust, explain complex concepts clearly, and maintain long-term client relationships.
- Sales and business development capabilities, such as prospecting, networking, presenting solutions, and working towards defined performance targets.
- Financial literacy and analytical skills to conduct needs-based assessments, understand Takaful and insurance products, and provide appropriate recommendations. ...
Posted
14 days ago
Mohd Rofiq Bin Abdul Razak
MYR2,000 - MYR3,000 Per Month
WFH
- Fresh graduates looking to start a career with structured training and mentorship
- Banking and finance professionals seeking a new career pathway
- Sales professionals who enjoy building relationships and achieving targets ...
Posted
15 days ago
job_search.browse_company:
job_search.browse_job_by_title:
job_search.browse_job_by_title: