876 Financial Services Representative jobs in Malaysia

NO PREVIOUS EXPERIENCE NECESSARY. WE WILL TRAIN THE RIGHT PERSON.

This position can be fully remote. Great for the stay-at-home career seeker.

All required pre-licensing courses & required state licenses are covered by the company.

The desired candidate would possess the following skills:

• Excellent customer service skills
• Entrepreneurial Mindset
• Strong leadership and decision-making skills
• Ability to develop, manage and drive growth
• Access to Internet or Wi-Fi connection

Requirements:

• Must be 18+ (This is a FEDERAL requirement)
• Must pass a background check (No Felonies)
• Self-Disciplined, Self-Accountability
• Trustworthy & Honest

What we provide:

• Training Bonus program
• State and Federal Licenses
• Part-time or Full-time Flex options
• No Quotas or Caps on Commissions
• Stock opportunities
• Residual Income Opportunities - 6 income streams

This job is for a Financial Advisor/Financial Planner who creates personalized financial plans, monitors investments, and educates clients. You might like this job because you get to help clients achieve their financial goals through tailored strategies.

1. Conduct comprehensive financial assessments of clients to determine their financial goals, risk tolerance, and investment preferences.
2. Gather information on clients' income, expenses, assets, and liabilities to create a detailed financial profile.
3. Develop personalized financial plans that align with clients' short-term and long-term financial objectives.
4. Create strategies for wealth accumulation, retirement planning, tax optimization, and estate planning.
5. Provide guidance on investment allocation and asset allocation to achieve financial goals.
6. Recommend suitable investment products and strategies based on clients' risk tolerance and financial objectives.
7. Monitor and adjust investment portfolios as market conditions and client needs change.
8. Stay informed about financial markets, investment trends, and tax regulations.
9. Evaluate and address risks associated with clients' financial plans and investments.
10. Assist clients in developing estate plans, including wills, trusts, and beneficiary designations.
11. Optimize estate plans to minimize estate taxes and ensure the smooth transfer of assets to heirs.
12. Educate clients about financial concepts, investment options, and the importance of long-term financial planning.
13. Provide ongoing financial education and updates to keep clients informed.
14. Build and maintain strong, long-term client relationships based on trust, integrity, and transparency.
15. Conduct regular client reviews to track progress toward financial goals and make necessary adjustments.

• Candidates must possess at least a Diploma, Advanced/Higher/Graduate Diploma, or Bachelor’s Degree in any field. Fresh graduates are welcome to apply.
• No experience required; training will be provided.
• Skills required: Communication skills, team player.
• Personal goal-oriented, motivated, disciplined with an entrepreneurial mindset.
• Relevant financial planning and investment management experience preferred.
• Analytical and problem-solving abilities.
• Attention to detail and strong organizational skills.
• Ability to work independently and as part of a team.

We are one of the nation’s fastest-growing financial product sales and marketing companies, in cooperation with Great Eastern and OCBC Bank, specializing in risk management, retirement planning, and investment. Due to our business expansion, we are seeking dynamic and confident individuals to join us. We are committed to building a team of young millionaires and financial consultants to assist our clients in achieving their financial goals.

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.

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.

Commissioned Financial Advisor (Butterworth/ Mthatha)

Posted on: Yesterday

Requisition ID: JR-67425

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity, and our diverse talent reflects this.

We are looking for self-motivated and dynamic individuals with a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role involves championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, and recommending and implementing appropriate financial plans and solutions.

• Responsible for procuring new business
• Expand sales of products and services with existing customers
• Work mainly on own leads

Skills

Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Action Oriented, Balances Stakeholders, Builds Networks, Collaborates, Communicates Effectively, Customer Focus, Drives Results, Ensures Accountability

Education

NQF Level 5 - Higher, Advanced or Occupational Certificate or equivalent

Closing Date

30 August 2025, 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Story!

Find Financial Freedom with Personal Financial Advice

Personal Financial Advice (PFA) is the biggest distribution channel in Old Mutual, with over 2,500 advisers across South Africa.

PFA not only facilitates a bolder financial future but also empowers you and your practice with tools and confidence to provide exceptional advice and service.

Our advisers define their own destinies, forging unique and exciting career paths. Whether you're a recent graduate or an established adviser seeking a new challenge, we’ll support you with world-class tools to elevate your career.

Join our PFA family to build on a foundation of diverse financial services, placing our people at the heart of everything we do.