289 Financial Advisor jobs in Malaysia
Educator Financial Advisor / Consultant
Posted today
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This job is for a passionate Educator Financial Advisor who helps people understand money management! You might like this job because you get to teach, develop strong relationships, and collaborate with experts while making finance fun!
We are seeking dynamic and driven professionals to join our team as Educator Financial Advisors . This role offers an exciting opportunity to work alongside experienced industry experts and grow your career in the financial sector.
Job Responsibilities:- Educate Clients on Financial Literacy – Conduct workshops, seminars, and one-on-one sessions to help individuals understand financial planning, budgeting, and risk management.
- Assess Financial Needs – Analyze clients’ financial goals, concerns, and current situations to provide tailored financial solutions.
- Offer Professional Financial Advice – Introduce and explain banking facilities such as Personal Loans, Mortgage Loans & SME loans.
- Develop Strong Client Relationships – Maintain regular follow-ups with clients to provide continuous financial guidance and after-sales service.
- Collaborate with Teams – Work closely with financial consultants and other professionals to enhance client services and maximize efficiency.
- Provide Operational Support – Ensure smooth execution of financial plans and assist clients with application processes for financial products.
- Encourage Financial Awareness – Advocate for responsible financial management through educational content, online resources, and community outreach.
- Achieve Sales & Advisory Targets – Work towards set performance metrics while prioritizing ethical financial education and client satisfaction.
Requirements:
- Chinese or Malay Only.
- 20 - 30 years old.
- Finance, banking, sales, or education experience is a plus. Fresh graduates or candidates with no prior experience are encouraged to apply; training will be provided.
- Proficiency in English, Malay, and Mandarin, with a pleasant personality.
- Comfortable engaging with customers through chat and phone.
- Results-driven, energetic, customer-focused, and self-motivated.
- Passionate, ambitious, innovative, willing to learn, and adaptable to change.
- Marketing Communications
- Team Motivation
- Talent Attraction
- Problem Solving
- Great Work Rewarded: Recognize Top Achievers, Motivating and Appreciating Employees
- Open Communication: Talking Openly & Honestly & Always Looking For Improvement
- Work Life Balance: Company Dinner, Trips and Team Building
- Learning & Development: Sales Product Training & Coaching Provided
- Nice Work Stations: Giving Fun & Energetics Working Environment
About Citi Advisory Team: We are located at Bandar Puteri Puchong, Malaysia. We have been striving for excellence and customer satisfaction since our founding in 2017. We are a cohesive One Stop Solution to both personal and corporate financial facilities. With combined experiences of over 30 years, the team decided to push their services to another level by providing a cohesive.
#J-18808-LjbffrEducator Financial Advisor / Consultant
Posted 8 days ago
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Job Description
dynamic and driven professionals
to join our team as
Educator Financial Advisors . This role offers an exciting opportunity to work alongside experienced industry experts and grow your career in the financial sector. Job Responsibilities:
Educate Clients on Financial Literacy
– Conduct workshops, seminars, and one-on-one sessions to help individuals understand financial planning, budgeting, and risk management. Assess Financial Needs
– Analyze clients’ financial goals, concerns, and current situations to provide tailored financial solutions. Offer Professional Financial Advice
– Introduce and explain banking facilities such as Personal Loans, Mortgage Loans & SME loans. Develop Strong Client Relationships
– Maintain regular follow-ups with clients to provide continuous financial guidance and after-sales service. Collaborate with Teams
– Work closely with financial consultants and other professionals to enhance client services and maximize efficiency. Provide Operational Support
– Ensure smooth execution of financial plans and assist clients with application processes for financial products. Encourage Financial Awareness
– Advocate for responsible financial management through educational content, online resources, and community outreach. Achieve Sales & Advisory Targets
– Work towards set performance metrics while prioritizing ethical financial education and client satisfaction. Job Requirements
Requirements: Chinese or Malay Only. 20 - 30 years old. Finance, banking, sales, or education experience is a plus.
Fresh graduates or candidates with no prior experience are encouraged to apply; training will be provided. Proficiency in English, Malay, and Mandarin, with a pleasant personality. Comfortable engaging with customers through chat and phone. Results-driven, energetic, customer-focused, and self-motivated. Passionate, ambitious, innovative, willing to learn, and adaptable to change. Skills
Marketing Communications Team Motivation Talent Attraction Problem Solving Company Benefits
Great Work Rewarded:
Recognize Top Achievers, Motivating and Appreciating Employees Open Communication:
Talking Openly & Honestly & Always Looking For Improvement Work Life Balance:
Company Dinner, Trips and Team Building Learning & Development:
Sales Product Training & Coaching Provided Nice Work Stations:
Giving Fun & Energetics Working Environment Create Value
About Citi Advisory Team: We are located at Bandar Puteri Puchong, Malaysia. We have been striving for excellence and customer satisfaction since our founding in 2017. We are a cohesive One Stop Solution to both personal and corporate financial facilities. With combined experiences of over 30 years, the team decided to push their services to another level by providing a cohesive.
#J-18808-Ljbffr
Financial Advisor
Posted 1 day ago
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Overview
Great Eastern Life Assurance Bhd is a reputable insurance company based in Kuala Lumpur, Malaysia. The company is committed to providing comprehensive financial solutions to individuals and businesses. With a strong presence and a dedication to customer satisfaction, Great Eastern Life Assurance Bhd continues to set high standards in the life insurance industry.
Role DescriptionThis is a full-time on-site role for a Financial Advisor located in Penang, Malaysia. The Financial Advisor will be responsible for providing expert financial planning, retirement planning, and investment advice to clients. Day-to-day tasks include evaluating clients' financial status, developing personalized financial plans, recommending investment options, and offering ongoing financial advisory services to help clients achieve their financial goals.
Qualifications- Skills in Financial Planning, Retirement Planning, and Financial Advisory
- Expertise in Finance and Investments
- Excellent analytical and problem-solving abilities
- Strong interpersonal and communication skills
- Bachelor's degree in Finance, Economics, or related field
- Relevant certification such as Certified Financial Planner (CFP) is a plus
- Ability to work independently and in a team-oriented environment
- Experience in the financial services industry is preferred
- Seniority level: Entry level
- Employment type: Full-time
- Job function: Finance and Sales
- Location: Penang, Malaysia (on-site)
Financial Advisor
Posted today
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WE ARE HIRING: FINANCIAL CONSULTANT/SALES EXECUTIVE
Company: IW MARKETING (M) SDN BHD
Location: TAMAN MALURI,KUALA LUMPUR.
Position: Financial Consultant/Sales Executive (Basic + Commission)
What We Offer:
- Basic Salary + Attractive Commission Scheme
- KWSP & SOCSO contribution (full employee benefits)
- Performance incentives & bonuses
- Full training & guidance provided – no experience needed
- Career growth opportunities into Team Leader & Manager
Your Role:
- Provide clients with financial planning solutions
- Build and maintain strong client relationships
- Work with company support & training to achieve sales goals
Requirements:
- Minimum SPM / Diploma / Degree (any field)
- Good communication & interpersonal skills
- Motivated, disciplined & eager to learn
- Fresh graduates & career changers are welcome
How to Apply:
Send your CV / WhatsApp "Financial Consultant" to:
IVAN
Secure your future while helping others plan theirs
Job Types: Full-time, Permanent, Contract, Internship, Fresh graduate
Contract length: 1 month
Pay: RM2, RM8,701.35 per month
Benefits:
- Opportunities for promotion
- Professional development
Work Location: In person
Financial Advisor
Posted today
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Job Description
We are seeking a motivated and customer-focused personto join our team. In this role, you will be responsible for identifying sales opportunities, offering insurance solutions tailored to clients' needs, and maintaining strong client relationships. The ideal candidate will have strong communication skills, a passion for helping people, and a basic understanding of insurance products and services.
Job Types: Full-time, Part-time
Pay: Up to RM2,050.30 per month
Work Location: In person
Financial Advisor
Posted today
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Company Description
Caliph Advisory is an organization focused on career development and Shariah-compliant financial services. We serve as certified financial advisors assisting individuals, families, and companies in managing their financial planning in an organized, Shariah-compliant, and sustainable manner. Our core focus areas include providing Islamic financial solutions, educating and raising awareness on financial planning, and nurturing professional and ethical financial consultants. With the vision of "Building the World, Towards the Hereafter", Caliph Advisory is committed to developing a strong, ethical, and forward-thinking community to achieve balanced financial success.
Role Description
This is a full-time hybrid role for a Financial Advisor. Based in Shah Alam, this role allows for some work-from-home flexibility. The Financial Advisor will be responsible for creating financial plans, providing advisory services, managing investments, and planning for retirements. The day-to-day tasks include meeting clients to understand their financial goals, analyzing financial data, and proposing solutions that adhere to Shariah principles. The role requires regular monitoring and reviewing of client portfolios to ensure optimal performance and compliance.
Qualifications
- Skills in Financial Planning, Finance, and Financial Advisory
- Experience in Retirement Planning and Investments
- Excellent analytical and problem-solving abilities
- Strong communication and interpersonal skills
- Ability to work independently and in a hybrid work environment
- Understanding of Shariah-compliant finance principles is a plus
- Bachelor's degree in Finance, Economics, or related field
Financial Advisor
Posted today
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Azam Achievers Management (AAM) merupakan agensi yang berdaftar dalam Malaysian Takaful Association (MTA) di bawah pengawasan Bank Negara telah banyak melahirkan para usahawan dan para penasihat kewangan islam yang professional seterusnya berjaya menjadi agensi No.1 Malaysia.
Perkhidmatan sah kami :
Takaful
Hibah
Wasiat
Harta Sepencarian
Wakaf
Perancang pengurusan pendapatan
Skop pekerjaan :
Membantu pelanggan dalam menguruskan pendapatan secara teratur, serta merancang jalan terbaik bagi menyelesaikan hutang pelanggan
Memberi khidmat nasihat secara berterusan dan konsisten kepada masyarakat luar berkenaan kepentingan merancang perwarisan harta pusaka dan kepentingan dalam merancang hibah untuk keluarga
Manfaat:
Kenaikan komisyen dan gaji yang mudah dan berterusan setiap bulan
Pendapatan Pasif dan Aktif
Kelas latihan dan seminar secara percuma setiap hari
Pejabat yang selesa dan rakan kerja yang sangat membantu
Insentif Umrah percuma setiap tahun
Insentif percutian dalam dan luar negara
Kenaikan pangkat dengan mudah dan boleh mewariskan jawatan dan pendapatan kepada pewaris.
Bonus setiap 3 bulan
Reward disediakan setiap minggu
Kriteria :
Lelaki & wanita
Beragama Islam
Berumur tahun
Mempunyai lesen memandu dan kenderaan sendiri
Bekas Graduan Baru digalakkan (fresh graduate)
Tinggal di sekitar Pulau Pinang
Berimpian besar dan realistik, komited, istiqomah, berdisiplin, patuh masa, semangat belajar yang tinggi, fokus dan serius dalam berkerja.
Job Types: Full-time, Part-time, Permanent, Freelance, Fresh graduate
Pay: RM1, RM15,000.00 per month
Benefits:
- Flexible schedule
- Health insurance
- Opportunities for promotion
- Professional development
- Work from home
Education:
- STM/STPM (Preferred)
Language:
- Bahasa (Preferred)
Work Location: Remote
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Financial Advisor
Posted today
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Job Title: Financial Advisor - AIA Elite Academy Programme
Company: AIA Malaysia
Location: Kuala Lumpur
Career Level: Junior Executive | Executive | Senior Executive | Manager | Senior Manager
Salary: RM 4,000 – RM 15,000 (Monthly allowance based on experience & qualification into our Elite tiers)
Build a Rewarding Career with a Global Leader
At AIA, our purpose is to help people live Healthier, Longer, Better Lives. Our Elite Academy is a recognised talent development programme for high-potential individuals seeking a purposeful career with uncapped growth and income. We provide the capital, world-class training, and a clear roadmap—you bring the drive.
If you are at a career crossroads and ready to build a future where your effort is directly rewarded, this is your opportunity.
A Career with Purpose: Your Role
As a trusted Financial Advisor in our Elite Academy, you will:
- Partner with clients to understand their financial goals and life aspirations.
- Analyses financial needs and provide holistic, tailored advice.
- Build and manage long-term relationships as a dedicated advisor.
- Engage in continuous professional development to achieve excellence.
Why Intelligent Professionals Choose AIA Elite Academy:
We have designed a structured framework to de-risk your career transition and maximise your success.
1. A Generous Foundation to Start:
- Receive a competitive monthly allowance while you learn and build your practice.
- Substantial startup funding is provided to cover your initial business costs.
2. Choose Your Path: Transparent & Tiered Earnings:
This is not a one-size-fits-all role. Your ambition determines your starting point and earning potential.
- Elite Lite (Part-Time): Perfect for building a serious secondary income. Achieve a bonus of RM700 – RM3,500/month on top of commission.
- Elite (Full-Time): The standard for building a sustainable career. Earn significant bonuses of RM2,000 - RM3,000/month on top of commission.
- Elite Pro (Full-Time): For those building a large-scale business. Access our highest bonus tiers of RM4,000 - RM15,000/month on top of commission.
3. A Chartered Path to Leadership:
This is a career with a defined progression ladder. We are committed to developing you into a future leader, with a clear path to Unit Manager and District Manager roles.
4. World-Class Professional Development:
- Masterclasses from industry experts and successful entrepreneurs.
- One-on-one coaching and mentorship from senior leaders.
- Advanced digital tools and AIA's global resources.
- A collaborative, high-performance community.
You Are a Perfect Fit If You:
- Hold a Diploma/Degree in any field.
- Are a proactive, results-driven individual with excellent interpersonal skills.
- Are seeking a career with direct reward for your performance and ambition.
- Have own transport.
- (Prior experience is not mandatory. We sponsor your licensing and certification.)
The Rewarding Part: More Than a Paycheck
You will gain the unique satisfaction of empowering clients to achieve their dreams and secure their futures. Financially, you build an asset—your own practice—with uncapped income potential and a clear, merit-based path to leadership. You are not just building a job; you are building a legacy.
Financial Advisor
Posted today
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- Promote and provide financial protection and planning solutions (insurance & takaful products).
- Build and maintain strong client relationships.
- Advise clients on financial planning according to their needs and goals.
- Attend training and development sessions provided by the company.
- Achieve monthly sales and performance targets.
- Fresh candidates are most welcome (comprehensive training will be provided).
- Possessing PCE / CEILLI license will be an added advantage.
Job Types: Full-time, Part-time, Fresh graduate
Pay: RM2, RM9,000.00 per month
Expected hours: No less than 20 per week
Benefits:
- Flexible schedule
- Health insurance
- Professional development
Education:
- STM/STPM (Required)
License/Certification:
- PCE & CEILLI (Preferred)
Work Location: In person
Financial Advisor
Posted today
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Company Description
Prudential BSN Takaful Berhad (PruBSN) is Malaysia's leading family takaful operator, known for its customer-centric approach and innovative solutions. The company's multi-distribution channel strategy and technological leadership have propelled it to the forefront of the industry. PruBSN prioritizes robust talent development and training programs, driving leadership at all levels, and fostering employee engagement through open dialogue and volunteerism. The company is committed to maintaining a diverse and inclusive culture, ensuring that employees find value and meaning in their work while delivering outstanding performance for customers, shareholders, and communities.
Role Description
This is a full-time hybrid role for a Financial Advisor, based in Kota Bharu with some work from home flexibility. The Financial Advisor will be responsible for providing expert financial planning and advisory services, including retirement planning and investment strategies. Day-to-day tasks include meeting with clients to assess their financial needs, developing individualized financial plans, and offering guidance on investment opportunities and financial products.
Qualifications
- Financial Planning, Retirement Planning, and Financial Advisory skills
- Strong knowledge of Finance and Investments
- Excellent communication and interpersonal skills
- Ability to work independently and in a team setting
- Bachelor's degree in Finance, Business, or related field
- Relevant certifications such as CFP or similar are a plus
- Experience in the financial services industry is beneficial
- High levels of integrity and professionalism