130 Financial Advisor jobs in Malaysia

This job is about being the Head of Financial Advisors, leading a team to provide financial advice while ensuring we follow all regulations. You might like this job because it offers the chance to shape a financial unit and work with various teams to create a successful advisory service!

We are hiring a Head of Financial Advisor to lead and grow our financial advisory unit. The successful candidate must be licensed by both Bank Negara Malaysia (BNM) and the Securities Commission (SC) to offer both conventional and takaful financial advice. You will serve as the Person-in-Charge for regulatory and compliance matters and play a critical role in obtaining and managing our advisory licenses.

• Act as Person-in-Charge for compliance in all matters related to financial advisory license under BNM and SC.
• Support the SC CMSL and BNM financial advisor licensing process including documentation, readiness, audits, and submissions.
• Lead the strategy, structure, and launch of Senang.io’s financial advisory arm (conventional & takaful).
• Design and enforce compliance procedures that meet BNM, SC, FIMM, and industry guidelines.
• Build and lead a licensed advisory team (unit trust, PRS, takaful, life insurance).
• Create SOPs for onboarding, KYC, client risk profiling, product suitability, and conflict-of-interest declarations.
• Collaborate with product, legal, tech, and commercial teams to embed compliance into digital journeys.
• Represent the company in regulator, insurer, or fund house meetings.
• Track and manage compliance KPIs, audit response, and advisor conduct.

• Licensed and qualified to advise on both conventional and takaful products under BNM and SC.
• Holds relevant certifications: PCEIA, CEILI, TBE, UT/PRS modules, and CMSRL (as applicable).
• Minimum 8 years’ experience in financial advisory, compliance, or agency management.
• Deep knowledge of BNM and SC regulations and practical implementation in advisory workflows.
• Experience managing or building advisory teams (e.g., agency, tied, IFA, or digital advisory).
• Strong ethics, documentation habits, and attention to detail.
• Excellent verbal and written communication in English and Bahasa Malaysia.
• Proficient in Microsoft Teams and Google Workspace.
• Familiarity with financial planning software (e.g. iWealth, eKYC, goal-based planning tools) and digital compliance tech.
• Experience with paperless onboarding.

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.

Job Openings Bank | Financial Advisor | Bancassurance | Sitiawan

About the Employer

The employer is one of the biggest bank in Malaysia with more than 400 branch across Malaysia is now Hiring for Personal Banker to be stationed in their branch across Malaysia.

• Basic Salary of RM3000-RM1000 (not including commissions, bonuses, and cash incentives)
• Yearly incentive trips and performance bonus
• Preferential of Banking facility rates
• Unlimited Medical Coverage
• Permanent Employment

Responsibilities:

• Sell and promote bancassurance products and identify customer segments for new sales
• Perform prospecting and cold calls to engage with potential prospects for sales
• Participate in sales and marketing events to acquire new customers
  Build business relationships with customers to strengthen rapport for up-selling activities
• Provide financial advice and follow up service on policy matters to customers

Requirements:

• Minimum SPM qualification (possesses at least 5 passes including BM) with at least 3years working experience
• Fresh Diploma/Degree holders are also encouraged to apply
• Experience in sales and customer service would be an added advantage
• Result-driven with a strong interest in Sales and Marketing
• Good communication and interpersonal skills.
• Mandarin speaking ability is a plus!
• Possess own transport and willing to travel where required

Apply now or contact the below to know more.

This job is for a Personal Financial Advisor at Malaysia's top bank, where you help clients with their finances and build lasting relationships.

Exciting Career with Malaysia's Top Bank – Nationwide Opportunities!

What We Offer:

• Basic Salary RM3,000 - RM5,000 (depends on experience) + High Commission & Incentives
• Potential to earn a 5-figure gross income
• Work with Malaysia's top bank
• Annual Leave , Medical Benefits , and Insurance
• Professional Training and Career Growth

Responsibilities:

• Understand customers' financial needs and offer the best banking solutions.
• Build strong, long-term relationships with customers.

Join us and start your rewarding career with Malaysia's top bank !

• SPM (with 5 passes), Diploma/Degree preferred.
• Senior - 1-3 years of sales experience
• Junior - fresh graduates are welcome.
• Preferably Chinese speakers

• Consulting
• Customer Relationship Management
• Communication
• Microsoft Office

• Car Park : Subsidised Car Parking

We are committed to building success within ourselves to provide exceptional services. We serve our clients and candidates to the best of our abilities with professionalism, integrity, and business ethics.