289 Financial Advisor jobs in Malaysia

Educator Financial Advisor / Consultant

CITI ADVISORY TEAM

Posted today

Job Viewed

Tap Again To Close

Job Description

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.
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
This advertiser has chosen not to accept applicants from your region.

Educator Financial Advisor / Consultant

Selangor, Selangor CITI ADVISORY TEAM

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

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. 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
This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Great Eastern Life Assurance Bhd

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

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 Description

This 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
Position Details
  • Seniority level: Entry level
  • Employment type: Full-time
  • Job function: Finance and Sales
  • Location: Penang, Malaysia (on-site)

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Kuala Lumpur, Kuala Lumpur MYR30000 - MYR60000 Y Iw marketing (m) sdn bhd

Posted today

Job Viewed

Tap Again To Close

Job Description

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

This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Johor Bahru, Johor MYR14400 - MYR78000 Y Akra Marketing

Posted today

Job Viewed

Tap Again To Close

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

This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Shah Alam, Selangor MYR80000 - MYR120000 Y Caliph Advisory

Posted today

Job Viewed

Tap Again To Close

Job Description

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
This advertiser has chosen not to accept applicants from your region.

Financial Advisor

MYR1000000 - MYR15000000 Y Mofa

Posted today

Job Viewed

Tap Again To Close

Job Description

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

This advertiser has chosen not to accept applicants from your region.
Be The First To Know

About the latest Financial advisor Jobs in Malaysia !

Financial Advisor

Kuala Lumpur, Kuala Lumpur MYR36000 - MYR60000 Y WEnergy Consultancy

Posted today

Job Viewed

Tap Again To Close

Job Description

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.

This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Kuala Lumpur, Kuala Lumpur MYR72000 - MYR108000 Y INFINITY LIFE CHANGER GROUP

Posted today

Job Viewed

Tap Again To Close

Job Description

  • 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

This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Kelantan, Kelantan MYR14400 - MYR180000 Y Prudential BSN Takaful Berhad

Posted today

Job Viewed

Tap Again To Close

Job Description

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
This advertiser has chosen not to accept applicants from your region.
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Financial Advisor Jobs