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Jobs in Malaysia   »   Jobs in Puchong   »   Finance / Banking / Insurance jobs   »   Personal Wealth Planner

Personal Wealth Planner

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  • Only candidates who are able to communicate in mandarin/cantonese are encourage to apply
  • Possess with diploma and above.
  • FRESH GRADUATES are welcome to apply.
  • SPM with at least 3 years working experience.
  • Good interpersonal skills and communication skills.
  • Proactive, Positive, Ambitious, Self-discipline
  • Able to work as a team and individuals
  • Company will provide on field job training and professional knowledge
  • Willing to travel 
  • Basic salary will be provided plus commissions + incentives + bonus + incentives trip (at least twice a year)


  • Help clients achieve financial goals through wealth planning
  • Help client to manage their financial risks
  • To meet clients for giving finance/insurance advice


Perks & Benefits

  • Commission and bonus
  • Flexible working hours
  • Regular team activities
  • Company trips
  • Personal leave
  • Open culture
  • Personal development opportunities
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Company Overview


De Infinity Group offers wide range of financial services across risk management, investment, mortgage and estate planning. We builds young and professional financial consultants in delivering professionalism in financial services.

We are helping our clients for:

Medical Planning

Legacy Planning

Education Planning 

Family Income Protection


Wealth Accumulation Planning

Mortgage Cancellation Planning

Business Insurance


While helping people to achieve their goals and secure their future, we achieve our finance independence. We enrich our life and lives of others. Our company is working under OCBC bank while collaborating with Great Eastern.

Great Eastern is a subsidiary of OCBC Bank, the second largest financial services group in Southeast Asia by assets. It is one of the world's most highly rated banks, with an 'Aa1' rating from Moody's. Recognised for its financial strength and stability, OCBC bank has been ranked Asean's strongest bank and among the world's five strongest banks by Bloomberg Markets for five consecutive years since the ranking's inception in 2011.



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Company Summary
De Infinity Group
51-100 employees
Financial Services
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