Wealth Planner Jobs in Wp Kuala Lumpur - September 2026

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Showing 44 jobs results for "wealth planner" in Wp Kuala Lumpur

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Insurance Consultant / Financial Planning Consultant Insurance Consultant / Financial Planning Consultant

Gratitude Experience Sdn Bhd

Up to MYR16,000 Per Month

Full Time

Cheras, WP Kuala Lumpur

Near Train Station

Understand clients’ financial and protection needs
Provide suitable insurance and financial protection solutions to clients
Build and maintain long-term client relationships ...

Financial Planning Insurance Sales

Posted

3 days ago

Takaful Consultant Takaful Consultant

AIA Premier

MYR2,000 - MYR5,000 Per Month

Full Time

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station

Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...

communication active listening

Be an early applicant!

Posted

a month ago

Takaful Consultant Takaful Consultant

Tan Siew Yen

MYR2,000 - MYR5,000 Per Month

Full Time

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station

Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...

communication active listening

Be an early applicant!

Posted

a month ago

Takaful Sales Consultant Takaful Sales Consultant

AIA Premier

MYR2,000 - MYR5,000 Per Month

Full Time

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station

Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...

communication active listening

Be an early applicant!

Posted

a month ago

Takaful Planning Consultant Takaful Planning Consultant

Tan Siew Yen

MYR2,000 - MYR5,000 Per Month

Full Time

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station

Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...

communication active listening

Be an early applicant!

Posted

a month ago

Takaful Agency Consultant Takaful Agency Consultant

Tan Siew Yen

MYR2,000 - MYR5,000 Per Month

Full Time

Bandar Kuala Lumpur, WP Kuala Lumpur

Near Train Station

Identify, build, and manage a pipeline of potential clients through networking, referrals, and marketing activities.
Assess clients' financial situations, long-term goals, and protection needs to recommend suitable solutions.
Present tailored Shariah-compliant financial and family protection solutions based on each client's needs. ...

communication active listening

Be an early applicant!

Posted

a month ago

Insurance Advisor Insurance Advisor

Gratitude Experience Sdn Bhd

Up to MYR16,000 Per Month

Full Time

Cheras, WP Kuala Lumpur

Near Train Station

Understand clients’ financial and protection needs
Provide suitable insurance and financial protection solutions to clients
Build and maintain long-term client relationships ...

Financial Planning Insurance Sales

Posted

17 days ago

Takaful wealth planner Takaful wealth planner

AA LEGACY

Part Time, Full Time

KL City

Membantu pelanggan merancang perlindungan kewangan berdasarkan keperluan dan matlamat mereka.
Menjalankan konsultasi bersama pelanggan dan menerangkan pilihan penyelesaian takaful.
Membina serta mengurus hubungan jangka panjang dengan pelanggan. ...

Posted

8 days ago

Takaful wealth planner Takaful wealth planner

AA LEGACY

Part Time, Full Time

KL City

Membantu pelanggan merancang perlindungan kewangan berdasarkan keperluan dan matlamat mereka.
Menjalankan konsultasi bersama pelanggan dan menerangkan pilihan penyelesaian takaful.
Membina serta mengurus hubungan jangka panjang dengan pelanggan. ...

Posted

8 days ago

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

HSH Consultancy

Part Time, Full Time, Work from Home

WFH

KL City

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

Posted

a month ago

Risk Consulting - Actuarial (Life Insurance), Associate-Senior Associate- Manager-Senior Manager Risk Consulting - Actuarial (Life Insurance), Associate-Senior Associate- Manager-Senior Manager

EY

Full Time

KL City

Regulatory changes, including IFRS17 and Risk-Based Capital
Actuarial Valuation, embedded value reviews, regulatory related reviews
Performance evaluation in areas related to financial risks, product distribution and capital issues ...

Posted

a day ago

Business Development Director (Manager) - Broking Channel (candidates with group insurance sales experience are highly encouraged to apply) Business Development Director (Manager) - Broking Channel (candidates with group insurance sales experience are highly encouraged to apply)

Great Eastern

Full Time

KL City

Lead, coach, and inspire a business development team to consistently achieve assigned sales targets, fostering a culture of ownership, performance, and continuous improvement
Execute business strategies to consistently deliver sales targets and portfolio expansion across key market segments.
Cultivate high‑impact relationships with brokers and strategic distribution partners, focusing on productivity uplift and long‑term value creation. ...

Posted

14 days ago

Senior Business Development Director (AVP) - Broking Channel (candidates with group insurance sales experience are highly encouraged to apply) Senior Business Development Director (AVP) - Broking Channel (candidates with group insurance sales experience are highly encouraged to apply)

Great Eastern

Full Time

KL City

Responsible in managing GID-EB broking team to achieve their personal sales target by developing renewal and new business.
Responsible for business development of GID-EB through broking channel to achieve business targets.
Track sales performance and key initiatives to prepare weekly sales report. ...

Posted

14 days ago

Deputy-Business Development Director (AM to Manager) - SME Channel (candidates with SME and group insurance sales experience are highly encouraged to apply) Deputy-Business Development Director (AM to Manager) - SME Channel (candidates with SME and group insurance sales experience are highly encouraged to apply)

Great Eastern

Full Time

KL City

Work closely with superior to plan, coordinate, and execute partner-related initiatives, ensuring effective collaboration and seamless coordination among internal and external stakeholders.
Manage day-to-day distribution support and operational activities for business partnerships, key stakeholders, and clients to ensure smooth business operations and service delivery.
Monitor and track business performance, identify performance gaps and growth opportunities, and work with stakeholders to implement improvement actions and achieve business objectives. ...

Posted

5 days ago

Business Development Director (Manager) - Agency Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply) Business Development Director (Manager) - Agency Channel (candidates with corporate solutions-employee benefits-group insurance sales experience are highly encouraged to apply)

Great Eastern

Full Time

KL City

Drive new business acquisitions and renewal retention while supporting the recruitment of new agents to promote and distribute Employee Benefits (EB) products.
Provide administrative and operational support for day-to-day servicing of existing EB agents and clients.
Conduct regular engagement sessions, meetings, and training programs to enhance agents’ product knowledge and sales capabilities. ...

Posted

14 days ago

Wealth Planning Specialist - Bancassurance Wealth Planning Specialist - Bancassurance

Hong Leong Bank Berhad

Full Time

KL City

To work closely with the Area Managers and Relationship Managers to strategizing and identifying potential customers.
Offering specialized financial guidance and advice to Relationship Managers.
Assessing clients’ financial portfolios, risk appetite and completing financial needs analysis for sound advisory. ...

Posted

16 hours ago

Wealth Advisor Sales Wealth Advisor Sales

LV & Associates Consultant Sdn Bhd

Full Time

KL City

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

Posted

7 days ago

Wealth Executive (Sarawak Region) Wealth Executive (Sarawak Region)

Hong Leong Bank Berhad

Full Time

KL City

Solicit leads via referrals and cold calls for sales via marketing visits, telemarketing, launches and any other sales activities to achieve sales targets.
To actively cross selling Banking/Financial products.
Assess/evaluate and propose credit applications diligently. ...

Posted

13 days ago

Wealth Executive (Nationwide) Wealth Executive (Nationwide)

Hong Leong Bank Berhad

Full Time

KL City

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

15 days ago

Senior Wealth Executive (Nationwide) Senior Wealth Executive (Nationwide)

Hong Leong Bank Berhad

Full Time

KL City

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

17 days ago

Bancassurance Advisor (Nationwide) Bancassurance Advisor (Nationwide)

Alliance Bank Malaysia Berhad

Full Time

KL City

To market Bancassurance products and services.
To provide clients with financial needs analysis and advice clients with the right solutions.
To provide regular feedback on issues pertaining to latest development in the market place and customers’ changing needs and requirements on insurance related matters. ...

Posted

5 days ago

Takaful Executive Consultant Takaful Executive Consultant

Ijteehad Empire

Full Time, Internship, Part Time

KL City

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 day ago

Associate, Insurance Brokers (General Lines) Associate, Insurance Brokers (General Lines)

Howden Insurance Brokers Limited

Full Time

KL City

Review client insurance policies and prepare coverage comparisons, renewal strategies, and insurance proposals, ensuring the accuracy and completeness of all insurance documentation.
Liaise with insurers to obtain policy documents and coordinate the correction of any discrepancies, amendments, or endorsements.
Develop and maintain strong client relationships through a thorough understanding of their business operations, risks, and insurance requirements. ...

Posted

6 days ago

Takaful Advisor Takaful Advisor

SAFT ADVISORY GROUP SDN BHD

Full Time, Work from Home

WFH

KL City

Flexible schedule
Opportunities for promotion
Professional development ...

Posted

10 days ago

Takaful Advisor Takaful Advisor

AIA

Part Time

KL City

* Diploma dan ke atas
, dan sentiasa terbuka untuk belajar ilmu mengenai takaful/ kewangan
Post ni adalah jawatan separuh masa (part-time) dan hybrid, berpangkalan di WP. Kuala Lumpur di mana ada fleksibiliti untuk bekerja dari rumah juga. ...

Posted

15 days ago

Takaful consultant Takaful consultant

PruBSN Takaful

Full Time

KL City

Job Description – Takaful Agent
* Memberi konsultasi berkaitan perlindungan Takaful mengikut keperluan pelanggan.
* Membantu pelanggan memilih pelan perlindungan, medical card dan perancangan kewangan yang sesuai. ...

Posted

17 days ago

FSO - Technology Consulting - Integration Lead (Core Banking - Core Insurance) FSO - Technology Consulting - Integration Lead (Core Banking - Core Insurance)

EY

Full Time

KL City

Define integration strategy, architecture, and approach aligned with project objectives and program timelines
Serve as the primary liaison between clients, core banking vendors, third-party providers, and internal teams for all integration matters
Oversee the end-to-end integration lifecycle between core banking platforms and supporting applications (e.g. payments, CRM, digital channels, and third-party services) ...

Posted

8 hours ago

Sales And Marketing Representative Sales And Marketing Representative

Rosemallow Technologies Pvt Ltd

Full Time

KL City

Posted

a day ago

Sales And Marketing Representative Sales And Marketing Representative

Skye Infinity

Full Time

KL City

Job description
If you are NOT HAPPY where you are
ONLY YOU have the power to make a change! ...

Posted

a day ago

Business Development Executive (Bancassurance Sales) Business Development Executive (Bancassurance Sales)

RHB Banking Group

Full Time

KL City

Support the Branch Manager in formulating and implementing marketing strategies to maximize business potential through the Agency channel.
Manage and grow agency, RHB Group, and direct business portfolios to improve productivity and profitability.
Collaborate with underwriters on the acceptance of new risks within the approved authority limits set by Head Office. ...

Posted

6 days ago