281 Wealth Management jobs in Malaysia

Employment Type: Full-time

Working Hours:

• Monday to Friday: 8.45 am – 5.45 pm
• Occasionally on Saturday for events/roadshows

Job Scope:

• Introduce and promote financial protection & savings products to walk-in and existing bank customers
• Provide professional consultation and propose suitable financial solutions based on customer needs
• Establish and grow long-term customer relationships
• Drive sales performance by meeting assigned targets and KPIs
• Attend training and coaching sessions for continuous learning and career growth

Requirements:

• 2–3 years of relevant experience in sales, banking, or customer service
• Strong interpersonal and communication skills
• Motivated, result-oriented, and proactive
• No bankruptcy or bad debt record

Education Background (any of the following):

• SPM with minimum 5 passes (plus at least 3 years of sales experience), OR
• Diploma (preferred), OR
• Degree (advantageous for senior positions)

Salary & Career Path:

• Executive: RM 2,600 – RM 3,000 (basic)
• Senior Executive (Trainee): RM 2,800 – RM 3,300 (basic)
• Senior Executive: RM 2,800 – RM 10,000 (basic + incentives)
• Clear career growth into leadership and management roles

Benefits:

• High commission payout & monthly bonuses
• Annual bonus and tactical incentives
• Local and overseas incentive trips
• Medical benefits
• Staff-rate housing & car loans

How to Apply:

Submit your application via WhatsApp to Alvin at

(Agent: "Kosong Satu Satu, dua lima dua lima, enam sembilan lapan tujuh")

Agensi Pekerjaan Talent Focus Sdn Bhd | License No. JTKSM 1383 (No Agent Fee)

Employers Hiring?

We specialize in recruitment for the banking and insurance sectors. If you're an employer seeking talent, contact Kai at WA: "Kosong Satu Satu, dua lima dua lima, enam sembilan lapan tujuh").

Job Types: Full-time, Permanent, Fresh graduate

Pay: RM4, RM6,000.00 per month

Benefits:

• Health insurance
• Maternity leave
• Opportunities for promotion
• Professional development

Application Question(s):

• Do you have how many years of sales experience?

Work Location: In person

Role Overview
We are looking for ambitious individuals who are driven to achieve success. You play a vital role in engaging directly with clients to gain insight into their financial objectives, risk tolerance levels, and long-term goals. This involves conducting thorough needs assessments to identify gaps in their current coverage and recommending appropriate life insurance or family takaful products that align with their needs. The successful applicant will be rewarded with a competitive income, bonus, company incentive trips, Full corporate support, training, and development will be provided.

Qualifications
Professionalism:
High level of professionalism, integrity, and ethical conduct.

Interpersonal skills:
Ability to engage with colleagues, peers, and clients professionally.

Education:
Diploma Level in finance, business administration, economics, or a related field will be an added advantage.

Communication Skills:
Good communication skills. Ability to explain concepts clearly and understandably.

Client Focus:
Customer-centric mindset with a genuine desire to assist clients and build long-term relationships.

Team Player:
Collaborative attitude with the ability to work effectively in a team-oriented environment.

Career Benefits
Generous Compensation:
Enjoy a substantial starting salary, supplemented by commissions, bonuses, and incentives.

Global Opportunities:
Experience international travel and cultural exposure through overseas trips.

Flexible Work Arrangements:
Benefit from work flexibility that allows you to balance your professional and personal life.

Comprehensive Development:
Receive proven coaching and training to enhance your skills and career growth.

Secure Future:
Enjoy the peace of mind that comes with retirement benefits.

Career Advancement
As an insurance/takaful advisor, you will have the opportunity to advance and expand your role. With dedication, ongoing learning, and proven performance, you can progress to roles such as CFA, Unit Manager and Agency Manager, Additionally, you may pursue advanced certifications and continuing education opportunities to enhance your expertise and career prospects in insurance/takaful planning.

No working experience needed

Fresh graduates & SPM qualifications or

"O" Level are welcome for friendly interview

INDUSTRY: Financial Services | Insurance | Consulting

JOB TYPE: Full-Time

Open to: Malaysian Citizens Only

Branch Locations

• Seri Kembangan – 2-minute walk from Serdang Raya Selatan MRT
• Petaling Jaya – 10-minute walk from Kelana Jaya LRT

Why Join Us?

• Fast-Track Career Growth – Structured mentorship program with a clear leadership path.
• Unlimited Income Potential – Top performers regularly achieve 5-figure monthly incomes.
• Comprehensive Training – No finance background? We'll train you from the ground up.
• Supportive, Growth-Oriented Culture – Personal development, accountability, and team wins matter to us.
• Flexible Work Style – Work-life balance matters. You control your schedule, we focus on results.

What You'll Be Doing

• Offer personalized financial solutions in protection, investment, and retirement planning.
• Build and maintain long-term client relationships.
• Conduct financial needs analysis to understand each client's goals and priorities.
• Advise clients on insurance planning, savings, and wealth preservation.
• Participate in regular training sessions to enhance your skills and knowledge.
• Collaborate with mentors and teammates in a positive and driven environment.
• Engage in client events and marketing activities to expand your network.
• Work towards targets and enjoy attractive incentives and rewards.

Who We're Looking For

• Proactive, self-motivated, and people-oriented individuals.
• Passionate about personal finance, wealth building, or financial advisory.
• Open to fresh graduates – full training will be provided.
• Candidates with experience in sales, banking, real estate, or insurance are encouraged to apply.
• Proficiency in Mandarin is required to communicate with Mandarin-speaking clients.
• Only open to Malaysian citizens.

Ready to Take the First Step Toward a Rewarding Career?

Click "Quick Apply" now — we can't wait to connect with you

Feeling Stuck in a 9–5? Start a High-Income Career with Freedom & Growth

JS Wealth Planning Sdn. Bhd. is not your typical financial services company.

We're a dynamic, fast-growing firm looking for individuals who want to earn more, grow faster, and build a meaningful career helping others achieve financial freedom.

Who We're Looking For:

• Career changers or fresh grads wanting a breakthrough

• Good communication skills & positive mindset

• Self-driven, willing to learn and take responsibility

• Passion for helping others improve their financial future

What's in It for You?

• RM4,000–RM6,000 starting income

• Up to RM20,000/month with performance incentives

• Flexible hours – perfect for career shifters or fresh grads

• Full training provided – no finance background required

• 1-on-1 mentorship, supportive & positive team culture

• Clear career growth path from Associate to Leader

Job Description:

• Assist clients with financial planning applications and documentation
• Provide ongoing service and reviews to support long-term client relationships
• Attend weekly training and coaching sessions to build your skills and confidence
• Track and achieve monthly activity & performance targets (with guidance)
• Work with a team that encourages growth and supports you

Your Responsibilities:

• Build and maintain strong client relationships

• Provide tailored financial & protection solutions

• Learn and apply professional advisory skills

• Attend team meetings and personal development sessions

How to Apply:

Apply via JobStreet OR

Send your CV to

Limited slots available for August. Only shortlisted candidates will be contacted for interview.

Key Responsibilites

• Solicit new to bank customer current account opening.
• Actively drive for deposits on new to bank customers, identify business opportunities and ensure targets allocated met.
• Monitor and execute the action plans in achieving overall deposits target & number of new to bank customers allocated.
• Promote cash management solutions (Bizsmart)
• Build pipelines through calls/prospecting potential new to Bank clients to achieve closures/mandated deals.
• To participate in sales campaigns and other promotional sales events
• Perform Partner-in-Sales / Cash management solutions presentation to clients based on the initial findings of their needs.
• Prepare proposals and tailor cash management solutions based on client's needs.
• Prepare Account Opening Form/ set appointment to perform Straight Through Processing of Account Opening
• To ensure a high standard of customer service in line with the quality and standards set by the Bank
• Support business partners for joint marketing calls.
• Work closely with business partners for customer referrals to deepen clients' relationships and customer's share of wallet.
• Ensure completeness of the necessary documentations for account opening and registration and set up for implementation of solutions. To ensure compliance to the policies and procedures set by the Bank
• Obtain market intelligence, establish network and update database of competitor's offering.
• Collate feedback on any product requirements or any issues to Product & Distribution team.

Job Requirements

• Experience in sales and marketing to a wide range of customers with at least 4-year experience
• Strong business acumen proactive and a highly motivated self-starter
• Good sales and customer relationship management
• Strong analytical skill in financial accounting and well-verse in cash flow analysis
• Effective written and verbal communication and presentation skills
• Good interpersonal skills & strong customer service culture & a good team player
• Resourceful and adaptable – with ability to work in changing environment
• Initiative, drive, enthusiasm with strong selling and negotiation skills
• Excellent planning and organization skills to meet objectives and deadlines

Overview

This job is about leading strategies in Business Wealth Management. You might like this job because it involves helping clients grow their investments and financial health, while working with a team of experts in finance.

We strive to be more than a bank — a true partner that supports our customers through every stage of their financial journey. We offer a wide range of solutions for life events and aspire to be the bank for the entire lifetime of our customers.

• Lead and execute strategic initiatives in Business Wealth Management.
• Help clients grow their investments and improve their financial health.
• Collaborate with a team of finance professionals to deliver comprehensive wealth management solutions.
• Provide guidance on investment strategies, financial planning, and client relationships.

• Senior Executive or equivalent experience in Business Wealth Management or a related field.
• Strong leadership and strategic planning capabilities.
• Ability to collaborate with cross-functional teams and communicate effectively with clients.
• Knowledge of investments, financial markets, and wealth management principles.

• Career development and growth: Comprehensive training and development programs.
• Competitive compensation and benefits: Performance-based bonuses and incentives; health and medical insurance coverage for employees and their dependents.

工作地点 / Location

槟城(Penang) — 远程 / 弹性办公,无固定办公室或打卡要求

Penang — Remote / Flexible work, no fixed office or clock-in requirement

职位概览 / Overview

我们正在寻找一名具有领导力和结果导向的 销售经理,在槟城带领销售团队,实现业务增长并拓展市场。此职位 提供固定底薪及高额绩效奖金,工作时间与地点自由,只要交付结果即可。

We are looking for a result-driven Sales Manager based in Penang to lead a sales team, drive business growth, and expand market presence. This role offers a base salary plus high performance-based incentives, with flexible work hours and no location restrictions.

主要职责 / Key Responsibilities

• 制定并执行销售策略,确保达成公司业绩目标
• 带领、培训和激励销售团队,确保团队成员发挥最大潜力
• 建立并监督销售 KPI,如销售额、客户转化率、客户保留率等
• 分析市场趋势和竞争环境,及时优化销售方案
• 建立并维护客户关系,处理客户反馈和问题
• 编制销售报告和预测,定期汇报管理层
• 推动销售流程数字化和效率提升(如使用 CRM 系统)
• Develop and execute sales strategies to achieve revenue targets
• Lead, train, and motivate the sales team to maximize performance
• Monitor and track KPIs such as sales volume, conversion, and retention
• Analyze market trends and competitors to optimize sales approaches
• Build and maintain strong client relationships, resolve key client issues
• Prepare sales reports and forecasts for management
• Enhance efficiency through sales process improvements and CRM tools

薪资与福利 / Compensation & Benefits

• 固定底薪:RM2500 – RM 9000(视经验而定)
• 绩效奖金/佣金制度(无上限)
• 年终奖金与额外激励
• 培训与职业晋升机会
• Base Salary: RM2500 – RM 9000 (depending on experience)
• Performance incentives / Commission (uncapped)
• Annual bonus and additional incentives
• Professional training and career advancement opportunities

Job Types: Full-time, Part-time, Contract, Temporary, Freelance, Fresh graduate

Contract length: 12 months

Pay: Up to RM10,000.00 per month

Expected hours: 5 – 10 per week

Benefits:

• Flexible schedule
• Maternity leave
• Opportunities for promotion
• Parental leave
• Professional development
• Work from home

Education:

• Diploma/Advanced Diploma (Preferred)

Language:

• Mandarin (Required)

Willingness to travel:

• 50% (Preferred)

Work Location: Remote