Wealth Planner

Company Description

Zurich Insurance Malaysia Bhd is a Malaysian insurance provider located in Pusat Niaga Metro Prima in Greater Kuala Lumpur. The company serves a diverse customer base, offering a range of insurance and financial protection solutions. Being part of the global Zurich Insurance Group, it benefits from international expertise and established industry standards. Prospective team members can expect a professional environment with opportunities to support customers’ long-term financial security and growth.

Role Description

The Wealth Planner is a full-time, on-site role based in Greater Kuala Lumpur. This role involves meeting with clients to understand their financial goals, assessing their current financial situation, and developing tailored wealth and protection plans. The Wealth Planner will recommend appropriate insurance and investment products, monitor clients’ portfolios, and conduct regular reviews to ensure plans remain aligned w...