22 Financial Advisor jobs in Malaysia

About the role

Synergy Advisory is seeking a highly motivated and experienced Financial Advisor (Takaful) to join our dynamic team in Damansara Perdana, Selangor. As a Financial Advisor (Takaful), you will be responsible for providing comprehensive financial planning and investment solutions to our diverse client base, with a focus on Takaful products.

What you'll be doing

Providing expert advise and proper solutions for clients’ needs on the shariah’s financial portfolio and asset risk management.

Educating clients on Takaful products and services, and recommending the most suitable solutions to meet their needs

Building and maintaining strong relationship with clients to ensure satisfaction and retention.

Staying up-to-date with industry trends, regulations, and Takaful product offerings to ensure you provide expert advice

Collaborating with cross-functional teams to deliver exceptional client experiences

Consistently meeting and exceeding sales and performance targets

What we're looking for

Minimum Diploma with 1 years of experience as a Financial Advisor or Takaful Consultant or Sales.

Financial Industry or Sales background is an added advantage.

Excellent communication and interpersonal skills, with the ability to build strong relationships with clients

Strong problem-solving and analytical skills to develop tailored financial solutions

Entrepreneurial mindset and a passion for delivering exceptional client service

What we offer

At Synergy Advisory, we value our employees and strive to create a rewarding and supportive work environment. Some of the key benefits you can expect include:

Competitive remuneration package with attractive commission structures

Comprehensive training and development programmes to enhance your skills

Opportunities for career progression and leadership roles

Collaborative and inclusive team culture

Flexible working arrangements and work-life balance initiatives

Yearly Bonus and Trip incentives

About us

Synergy Advisor, part of DEENAR Group, is a team of licensed Takaful Planners under AIA Public Takaful Berhad with over 30 years of combined experience in financial planning. Fully regulated by Bank Negara Malaysia (BNM) and adhering to the best practices of the Malaysian Takaful Association (MTA), we deliver Shariah-compliant solutions designed to protect, grow, and secure your future. Our expertise includes Instant Cash Hibah, Investment & Medical Solutions for individuals and SMEs, Key Man Solutions for SME owners and directors, as well as Estate & Pusaka Planning with trusted trustee partners. At Synergy Advisor, we focus on providing smart, personalized takaful strategies for both individuals and businesses, ensuring financial peace of mind for every client we serve.

Apply now to join our team and unlock your potential as a Finance Advisor (Takaful) at Synergy Advisory.

Salary match Number of applicants Skills match

Your application will include the following questions:

Which of the following statements best describes your right to work in Malaysia? What's your expected monthly basic salary? Which of the following types of qualifications do you have? Do you have experience in a sales role? Which of the following languages are you fluent in? How many years' experience do you have as a Finance Role?

To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.

Job Description

• To promote CIMB Credit Card / Personal Loan / CashLite / Balance Conversion / Credit Limit Increase / Credit Protector or Life Insurance products to existing CIMB customers via telemarketing as per product assignment.
• To cross sell based on customer's need.
• To meet sales target and ensure 100% compliance at all time.
• To provide professional advice and workable resolution to customer’s enquiries.
• To assist Team Sales Manager or Senior Sales Manager on any ad-hoc requests.

Job Requirement

• Preferable candidates specializing in Telemarketing / Telesales from the Banking industry.
• Recognized Degree or Diploma in any disciplines / SPM holders with relevant experience / fresh graduates with the right determination, passion and sales drive will be considered.
• Able to communicate in English and Bahasa Malaysia.
• Posses the passion for sales and marketing.
• Excellent persuasion skills & target driven.
• Strong analytical and interpersonal skills.
• Able to cope well under pressure.
• Goal oriented and a strong team player.

Only shortlisted candidates will be notified.

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.

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.

Independent Financial Advisor Kuala Lumpur, Malaysia

Competitive Package Self Employed 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.

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.