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300+ Wealth Planner Jobs in Malaysia | Job Vacancies | September 2026 | Maukerja
Showing 332 jobs results for
"wealth planner"
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KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
a month ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
a month ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
Malaysia
- Additional leave
- Flexible schedule
- Free parking ...
Posted
a month ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
a month ago
KIKIE WEALTH MANAGEMENT
MYR2,000 - MYR3,000 Per Month
- Additional leave
- Flexible schedule
- Free parking ...
Posted
a month ago
SGD9,000 - SGD9,000 Per Month
Singapore
- Engage and prospect new offshore clients referred by internal distribution partners.
- Identify new business opportunities and expand the firm’s presence within the affluent client segment.
- Conduct detailed FNA with clients and curate personalised recommendations & solutions. ...
Posted
a month ago
MYR4,000 - MYR10,000 Per Month
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
7 days ago
Undisclosed
- Strong skills in Insurance Sales and a solid understanding of Insurance products and principles.
- Experience or familiarity with Insurance Brokerage and advisory services.
- Basic to intermediate knowledge of Finance, including personal financial planning concepts. ...
Posted
14 days ago
Undisclosed
- We Walk Beside You Every Step: No finance degree? Zero sales background? No problem. We hire for heart and attitude, and train for skill. Our seasoned mentors guide you step-by-step so you always feel confident and prepared.
- A Team That Has Your Back: You’ll join a vibrant, close-knit family of advisors who share tips, lift each other up, and turn daily work into a collaborative, fun journey.
- Earn What You’re Truly Worth: Enjoy uncapped income potential, performance bonuses, and passive renewal income that rewards you for building lasting, caring relationships with your clients. ...
Posted
14 days ago
Undisclosed
- Strong knowledge and practical understanding of Insurance products and basic Finance principles.
- Experience in Consulting or advisory roles, with the ability to analyze client needs and propose suitable solutions.
- Demonstrated Customer Service skills, including responsiveness, empathy, and problem-solving. ...
Posted
15 days ago
Undisclosed
- Strong sales, negotiation, and relationship-building skills, with a demonstrated ability to meet or exceed sales targets.
- Customer service and communication skills, including the ability to explain financial and insurance concepts clearly to diverse audiences.
- Basic financial literacy and understanding of insurance, protection, and savings products; prior experience in financial services or insurance is an advantage. ...
Posted
17 days ago
Undisclosed
- Candidates should possess skills in Insurance Sales and Insurance to effectively recommend suitable protection solutions and close policies.
- Candidates should possess skills in Insurance Brokerage and Finance to support clients with product comparisons and basic financial planning discussions.
- Candidates should possess strong Customer Service skills to handle inquiries, build trust, and provide timely support before and after policy issuance. ...
Posted
3 days ago
MYR2,500 - MYR15,000 Per Month
- Develop and maintain relationships with new and existing clients
- Understand clients' needs, goals, financial concerns and provide suitable solutions
- Conduct client meetings and presentations ...
Posted
2 days ago
MYR2,500 - MYR15,000 Per Month
- Develop and maintain relationships with new and existing clients
- Understand clients' needs, goals, financial concerns and provide suitable solutions
- Conduct client meetings and presentations ...
Posted
9 days ago
MYR2,500 - MYR15,000 Per Month
- Build and maintain strong client relationships
- Understand clients' financial goals and provide suitable solutions
- Deliver professional financial planning services ...
Posted
11 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Allowance + Commission
- Identify and engage potential clients to understand their financial needs.
- Develop customized insurance solutions to help clients protect their wealth, health, and future. ...
Posted
22 days ago
MYR500 - MYR3,000 Per Month
Malaysia
- Insurance & Takaful Agent
- Full-Time / Part-Time
- We Are Hiring! ...
Posted
22 days ago
Undisclosed
WFH
KL City
- Provide consultation for insurance application
- Manage claims and document preparation
- Provide financial solution ...
Posted
3 days ago
SGD1,000 - SGD3,000 Per Month
Novena
- Identify and approach prospective clients through leads, referrals, and networking opportunities.
- Schedule and conduct meetings with clients to understand their insurance and financial needs.
- Provide professional advice on suitable insurance products and coverage options. ...
Posted
3 days ago
EA RECRUITMENT PTE. LTD.
SGD3,000 - SGD3,000 Per Month
Singapore
- Well Established Company
- Salary: $3000 - $3800 + Commission
- Location: Alexandra ...
Posted
6 days ago
SGD1,000 - SGD3,000 Per Month
Novena
- Identify and approach prospective clients through leads, referrals, and networking opportunities.
- Schedule and conduct meetings with clients to understand their insurance and financial needs.
- Provide professional advice on suitable insurance products and coverage options. ...
Posted
10 days ago
Undisclosed
- Strong communication, presentation, and interpersonal skills
- Sales, customer service, and relationship-building expertise
- Knowledge of financial products, including investments, takaful, and legacy planning ...
Posted
2 days ago
EA RECRUITMENT PTE. LTD.
SGD3,000 - SGD3,000 Per Month
Singapore
- Well Established Company
- Salary: $3000 - $3800 + Commission
- Location: Alexandra ...
Posted
15 days ago
MYR2,000 - MYR2,200 Per Month
- Assist with new and existing customer enquiries
- Follow up with prospective and existing clients
- Assist in preparing insurance quotations and proposals ...
Posted
16 days ago
SGD3,000 - SGD3,000 Per Month
Singapore
- Connect with prospective and existing clients to understand their protection and financial needs.
- Recommend suitable insurance solutions based on clients' goals and requirements.
- Build and maintain long-term relationships through excellent customer service. ...
Posted
7 days ago
EA RECRUITMENT PTE. LTD.
SGD3,000 - SGD3,000 Per Month
Singapore
- Well Established Company
- Salary: $3000 - $3800 + Commission
- Location: Alexandra ...
Posted
18 days ago
D L Resources Pte Ltd
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