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Wealth Planner Jobs in Shah Alam - September 2026 - Urgent Hiring
Showing 8 jobs results for
"wealth planner"
in Shah Alam
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MYR2,000 - MYR4,000 Per Month
Fresh Graduates
- 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. ...
Be an early applicant!
Posted
2 months ago
Undisclosed
- 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
Undisclosed
- 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
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
18 hours ago
Undisclosed
- 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
Undisclosed
- Strong customer service, relationship-building, and interpersonal skills to engage diverse clients and build long-term trust.
- Sales, negotiation, and presentation abilities to identify customer needs, explain takaful solutions clearly, and close business ethically.
- Basic financial planning, analytical, and problem-solving skills to assess protection gaps and recommend suitable plans. ...
Posted
18 days ago
Undisclosed
- Strong customer-facing skills, including active listening, relationship building, and clear communication in English and Bahasa Malaysia.
- Sales and consulting capabilities, such as needs analysis, solution presentation, negotiation, and closing, with a focus on ethical, needs-based recommendations.
- Basic financial literacy and understanding of takaful or insurance concepts; familiarity with Shariah principles in financial services is an advantage. ...
Posted
18 days ago
Undisclosed
- Build Relationships: Connect with clients and promote to them our top-tier bancassurance products.
- Analyse Financial Needs: Conduct financial assessments to understand clients' needs and goals.
- Create Tailored Solutions: Developing customized solutions to meet clients' specific financial needs. ...
Posted
18 days ago
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