211 Financial Advisor jobs in Malaysia

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.

• 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.

Accelerate Your Career in Finance with our very established client with various offices across Asia. They are actively expanding their successful teams across international locations and are specifically looking for an additional manager in Kuala Lumpur, Malaysia.

What They’re Looking For

• Quick learners with a drive to succeed at the highest levels.
• Individuals with a proven track record of achievements.
• Background in communication, finance, law, or business is a plus.

What They Offer

• State-of-the-art technology to enhance your industry knowledge and communication skills.
• A competitive compensation package that rewards high performance and client success.
• Opportunities to grow and develop within a dynamic, supportive environment.

Responsibilities and Requirements

• Proven experience of leading and building a small team of financial advisors
• At least 2 years proven working experience as a Financial adviser or relevant offshore experience
• Proven track record of successful financial guidance
• Proven track record of sales and client base
• Strong communication, negotiation and presentation skills
• Highly organised and efficient
• Accuracy, attention to detail and the ability to explain complex information clearly and simply
• Excellent PC knowledge and ability to operate database systems
• Professional appearance

Benefits

• High rate of initial sales commission
• 10% team override commission
• Qualified meetings from their sales coordinators
• Full back office and sales support via admin staff and modern cloud systems (cash flow analysis, CRM, suitability reports, risk profiling, client valuations)
• Work permit and visa provided for qualifying candidates

Please note: This position would typically suit experienced IFA candidates with management experience. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales experience.

Tagged as: Career, China, CII, CISI, DipFA, DipPFS, Finance Jobs, financial, FInancial Adviser Careers, Financial Advisor, IFA Career, International Financial Advisor, International Wealth Manager, Investment Advisor Jobs, investments, KL, Kuala Lumpur, Malaysia, Offshore IFA, Thailand, Wealth Advisor, Wealth Manager

• Mid-Senior level

• Full-time

• Finance and Sales

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Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia

We are representing a renowned Wealth Management firm in Kuala Lumpur, Malaysia, seeking an experienced and qualified Independent Financial Advisor to join their esteemed team.

As an Independent Financial Advisor, you will play a crucial role in providing expert financial advice to clients, assisting them in achieving their financial goals and securing their financial futures.

Requirements:

- Minimum of 5 years of experience as a Financial Advisor in the wealth management industry.

- Possession of industry-leading qualifications such as CFP, CFA, or other relevant certifications.

- Transferable client base and AUM.

- Excellent communication and interpersonal skills.

- Strong analytical and problem-solving abilities.

- Ability to work independently and collaboratively within a team environment.

Responsibilities:

- Cultivate and maintain strong relationships with clients, offering expert financial advice and guidance.

- Conduct comprehensive assessments of clients' current financial situations and future objectives.

- Develop and implement customized financial plans for clients, encompassing investment, retirement, and tax planning strategies.

- Regularly monitor clients' financial progress and adjust plans as necessary.

- Stay updated on industry trends and regulations to ensure compliance and deliver superior service to clients.

We offer a competitive package and a supportive, collaborative work environment. If you meet the specified criteria and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Independent Financial Advisor Kuala Lumpur, Malaysia

Kuala Lumpur, Malaysia

Competitive Package

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia

We are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join their team in Malaysia. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures.

Requirements:
- A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
- Industry leading qualifications such as CFP, CFA, or other relevant certifications

- Transferable client base and AUM
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving abilities
- Ability to work independently and as part of a team

Responsibilities:
- Build and maintain relationships with clients, providing them with expert financial advice and guidance
- Conduct thorough financial assessments of clients' current financial situations and future goals
- Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
- Monitor clients' financial progress and adjust plans as necessary
- Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.

Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia

We are representing an International leading Wealth Management firm in Malaysia, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures.

Requirements:

1. A minimum of 5 years of experience as a Financial Advisor in the wealth management industry
2. Industry leading qualifications such as CFP, CFA, or other relevant certifications
3. Transferable client base and AUM
4. Excellent communication and interpersonal skills
5. Strong analytical and problem-solving abilities
6. Ability to work independently and as part of a team

Responsibilities:

1. Build and maintain relationships with clients, providing them with expert financial advice and guidance
2. Conduct thorough financial assessments of clients' current financial situations and future goals
3. Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies
4. Monitor clients' financial progress and adjust plans as necessary
5. Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients

Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity.