What Jobs are available for Investment Advisor in Malaysia?
Showing 229 Investment Advisor jobs in Malaysia
Investment Advisor for Kuala Lumpur
Kuala Lumpur, Kuala Lumpur
Standard Chartered
Posted 2 days ago
Job Viewed
Job Description
Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.
Job Summary
As an Investment Advisor, you’ll be responsible in providing comprehensive support to Relationship Manager in delivering tailored wealth solutions to high net worth clients, this includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing strategic allocation proposals and contributing to overall Assets Under Management (AUM) growth.
Work to achieve business strategy and financial budget in terms of revenue targets and Assets Under Management (AUM) growth.
Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.
Ensure daily morning huddle at branches to brief current market direction and investment solutions
Manage clients’ investment through frequent and consistent portfolio review and advic
Business
Ensure proper and timely training for frontline prior to product/campaign launch.
Work closely with distribution channels to provide coaching and improve frontline sales competency
Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms
Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force
Our Ideal Candidate
Bachelor Degree in Business Marketing/Finance/Economics & equivalent, CFP/CFA candidates or charter holders are added advantage.
Preferred level of Experience: Minimum 5 years’ experience and 3 years in Marketing, Sales and Investors Advisory.
Must be able to travel for conducting business.
Self-motivated team player who is able to work under pressure and have high attention to detail.
Good communication and interpersonal skills
Role Specific Technical Competencies
Portfolio Theory
Asset Allocation
Market Knowledge
About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Flexible working options based around home and office locations, with flexible working patterns.
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills,global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
#J-18808-Ljbffr
Job Summary
As an Investment Advisor, you’ll be responsible in providing comprehensive support to Relationship Manager in delivering tailored wealth solutions to high net worth clients, this includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing strategic allocation proposals and contributing to overall Assets Under Management (AUM) growth.
Work to achieve business strategy and financial budget in terms of revenue targets and Assets Under Management (AUM) growth.
Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.
Ensure daily morning huddle at branches to brief current market direction and investment solutions
Manage clients’ investment through frequent and consistent portfolio review and advic
Business
Ensure proper and timely training for frontline prior to product/campaign launch.
Work closely with distribution channels to provide coaching and improve frontline sales competency
Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms
Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force
Our Ideal Candidate
Bachelor Degree in Business Marketing/Finance/Economics & equivalent, CFP/CFA candidates or charter holders are added advantage.
Preferred level of Experience: Minimum 5 years’ experience and 3 years in Marketing, Sales and Investors Advisory.
Must be able to travel for conducting business.
Self-motivated team player who is able to work under pressure and have high attention to detail.
Good communication and interpersonal skills
Role Specific Technical Competencies
Portfolio Theory
Asset Allocation
Market Knowledge
About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Flexible working options based around home and office locations, with flexible working patterns.
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills,global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
#J-18808-Ljbffr
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This advertiser has chosen not to accept applicants from your region.
0
Investment Advisor for Johor Bahru
Johor Bahru, Johor
Standard Chartered
Posted 2 days ago
Job Viewed
Job Description
About Wealth and Retail Banking Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.
Job Summary As an Investment Advisor, you’ll be responsible in providing comprehensive support to Relationship Manager in delivering tailored wealth solutions to high net worth clients, this includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing strategic allocation proposals and contributing to overall Assets Under Management (AUM) growth.
Strategy
Work to achieve business strategy and financial budget in terms of revenue targets and Assets Under Management (AUM) growth.
Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.
Ensure daily morning huddle at branches to brief current market direction and investment solutions
Manage clients’ investment through frequent and consistent portfolio review and advic
Business
Ensure proper and timely training for frontline prior to product/campaign launch.
Work closely with distribution channels to provide coaching and improve frontline sales competency
Risk Management
Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms
Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force
Our Ideal Candidate
Bachelor Degree in Business Marketing/Finance/Economics & equivalent, CFP/CFA candidates or charter holders are added advantage.
Professional Accreditation: FIMM (Federation of Investment Manager Malaysia), IPPC (Investor Protection Professional Certification), PKMC (Pasaran Kewangan Malaysia Certificate)
Preferred level of Experience: Minimum 5 years’ experience and 3 years in Marketing, Sales and Investors Advisory.
Must be able to travel for conducting business.
Self-motivated team player who is able to work under pressure and have high attention to detail.
Good communication and interpersonal skills
Role Specific Technical Competencies
Portfolio Theory
Asset Allocation
Market Knowledge
About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Flexible working options based around home and office locations, with flexible working patterns.
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills,global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
#J-18808-Ljbffr
Job Summary As an Investment Advisor, you’ll be responsible in providing comprehensive support to Relationship Manager in delivering tailored wealth solutions to high net worth clients, this includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing strategic allocation proposals and contributing to overall Assets Under Management (AUM) growth.
Strategy
Work to achieve business strategy and financial budget in terms of revenue targets and Assets Under Management (AUM) growth.
Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.
Ensure daily morning huddle at branches to brief current market direction and investment solutions
Manage clients’ investment through frequent and consistent portfolio review and advic
Business
Ensure proper and timely training for frontline prior to product/campaign launch.
Work closely with distribution channels to provide coaching and improve frontline sales competency
Risk Management
Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms
Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force
Our Ideal Candidate
Bachelor Degree in Business Marketing/Finance/Economics & equivalent, CFP/CFA candidates or charter holders are added advantage.
Professional Accreditation: FIMM (Federation of Investment Manager Malaysia), IPPC (Investor Protection Professional Certification), PKMC (Pasaran Kewangan Malaysia Certificate)
Preferred level of Experience: Minimum 5 years’ experience and 3 years in Marketing, Sales and Investors Advisory.
Must be able to travel for conducting business.
Self-motivated team player who is able to work under pressure and have high attention to detail.
Good communication and interpersonal skills
Role Specific Technical Competencies
Portfolio Theory
Asset Allocation
Market Knowledge
About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Flexible working options based around home and office locations, with flexible working patterns.
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills,global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
#J-18808-Ljbffr
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This advertiser has chosen not to accept applicants from your region.
1
Financial Advisor/Financial Planner
Selangor, Selangor
Amazing Advisory Sdn. Bhd
Posted 2 days ago
Job Viewed
Job Description
(
Conduct comprehensive financial assessments of clients to determine their financial goals, risk tolerance, and investment preferences. Gather information on clients' income, expenses, assets, and liabilities to create a detailed financial profile. Develop personalized financial plans that align with clients' short-term and long-term financial objectives. Create strategies for wealth accumulation, retirement planning, tax optimization, and estate planning. Provide guidance on investment allocation and asset allocation to achieve financial goals. Recommend suitable investment products and strategies based on clients' risk tolerance and financial objectives. Monitor and adjust investment portfolios as market conditions and client needs change. Stay informed about financial markets, investment trends, and tax regulations. Evaluate and address risks associated with clients' financial plans and investments. Assist clients in developing estate plans, including wills, trusts, and beneficiary designations. Optimize estate plans to minimize estate taxes and ensure the smooth transfer of assets to heirs. Educate clients about financial concepts, investment options, and the importance of long-term financial planning. Provide ongoing financial education and updates to keep clients informed. Build and maintain strong, long-term client relationships based on trust, integrity, and transparency. Conduct regular client reviews to track progress toward financial goals and make necessary adjustments. (Apply now at #J-18808-Ljbffr
Conduct comprehensive financial assessments of clients to determine their financial goals, risk tolerance, and investment preferences. Gather information on clients' income, expenses, assets, and liabilities to create a detailed financial profile. Develop personalized financial plans that align with clients' short-term and long-term financial objectives. Create strategies for wealth accumulation, retirement planning, tax optimization, and estate planning. Provide guidance on investment allocation and asset allocation to achieve financial goals. Recommend suitable investment products and strategies based on clients' risk tolerance and financial objectives. Monitor and adjust investment portfolios as market conditions and client needs change. Stay informed about financial markets, investment trends, and tax regulations. Evaluate and address risks associated with clients' financial plans and investments. Assist clients in developing estate plans, including wills, trusts, and beneficiary designations. Optimize estate plans to minimize estate taxes and ensure the smooth transfer of assets to heirs. Educate clients about financial concepts, investment options, and the importance of long-term financial planning. Provide ongoing financial education and updates to keep clients informed. Build and maintain strong, long-term client relationships based on trust, integrity, and transparency. Conduct regular client reviews to track progress toward financial goals and make necessary adjustments. (Apply now at #J-18808-Ljbffr
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2
Islamic Financial Advisor
Kuantan, Pahang
Prudential BSN Takaful Berhad
Posted today
Job Viewed
Job Description
Takaful Consultant | Business Model Canvas Expert Company Description Prudential BSN Takaful Berhad (PruBSN) is Malaysia’s leading family takaful operator known for its customer-centric approach, multi-distribution channel strategy, innovative solutions, and technological leadership. We provide a work environment that enables employees to find value and meaning in their work while delivering outstanding performance for customers, shareholders, and communities. We focus on robust talent development, driving leadership, performance and rewards, employee engagement, and maintaining a diverse and inclusive culture. For career opportunities at PruBSN, visit Description This is a full-time on-site role for an Islamic Financial Advisor located in Kuantan. The Islamic Financial Advisor will be responsible for providing financial planning and advisory services to clients, assisting with retirement planning, and offering advice on investments. Day-to-day tasks will include meeting with clients to understand their financial goals, developing comprehensive financial plans, and providing ongoing financial guidance to ensure clients meet their objectives.
Responsibilities
Meet with clients to understand financial goals and develop comprehensive financial plans.
Provide ongoing financial guidance to help clients meet their objectives.
Qualifications
Entry level
Full-time employment
Finance and Sales; Insurance industry experience
Referrals increase your chances of interviewing at Prudential BSN Takaful Berhad by 2x
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Financial Services Consultant - Walk In Interview (17 Oct 25 @ CIMB Bank, Jalan Kuantan, Pahang)
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#J-18808-Ljbffr
Responsibilities
Meet with clients to understand financial goals and develop comprehensive financial plans.
Provide ongoing financial guidance to help clients meet their objectives.
Qualifications
Entry level
Full-time employment
Finance and Sales; Insurance industry experience
Referrals increase your chances of interviewing at Prudential BSN Takaful Berhad by 2x
Other Sign in to set job alerts for “Financial Advisor” roles.
Financial Services Consultant - Walk In Interview (17 Oct 25 @ CIMB Bank, Jalan Kuantan, Pahang)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
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3
ISLAMIC FINANCIAL ADVISOR
Kangar, Perlis
FR EMPIRE CONSULTANCY
Posted 3 days ago
Job Viewed
Job Description
FR Empire Consultancy (TAC)
merupakan agensi sah beroperasi di bawah Etiqa Takaful. FR Empire Consultancy salah satu syarikat bersama TAC Malaysia , agensi yang telah mendapat pencapaian sebagai agensi No 1 di Malaysia selama tiga tahun berturut-turut dalam melahirkan banyak MDRT dan TOT bertaraf antarabangsa.Kami juga pernah memenangi Anugerah Agensi Digital Terbaik pda tahun 2022 & 2023 .Dengan fasilitas moden yang lengkap mengikut peredaran dalam sektor ekonomi,teknologi kami turut memberikan latihan pembangunan diri. Hal ini , juga dapat membantu mereka yang berjiwa besar dalam membina kehidupan baru serta kerjaya dalam industri ini. Antaranya: Memberi nasihat kewangan Islam secara professional. Memberi kesedaran secara konsisten kepada orang ramai berkenaan kewangan islamik takaful. Kelas Bimbingan & latihan berterusan
#J-18808-Ljbffr
merupakan agensi sah beroperasi di bawah Etiqa Takaful. FR Empire Consultancy salah satu syarikat bersama TAC Malaysia , agensi yang telah mendapat pencapaian sebagai agensi No 1 di Malaysia selama tiga tahun berturut-turut dalam melahirkan banyak MDRT dan TOT bertaraf antarabangsa.Kami juga pernah memenangi Anugerah Agensi Digital Terbaik pda tahun 2022 & 2023 .Dengan fasilitas moden yang lengkap mengikut peredaran dalam sektor ekonomi,teknologi kami turut memberikan latihan pembangunan diri. Hal ini , juga dapat membantu mereka yang berjiwa besar dalam membina kehidupan baru serta kerjaya dalam industri ini. Antaranya: Memberi nasihat kewangan Islam secara professional. Memberi kesedaran secara konsisten kepada orang ramai berkenaan kewangan islamik takaful. Kelas Bimbingan & latihan berterusan
#J-18808-Ljbffr
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4
ISLAMIC FINANCIAL ADVISOR
Kuala Lumpur, Kuala Lumpur
ZUBAYR ACHIEVERS MANAGEMENT
Posted 4 days ago
Job Viewed
Job Description
Overview ZUBAYR ACHIEVERS MANAGEMENT(AGG) merupakan agensi sah beroperasi di bawah Etiqa Takaful. ZUBAYR ACHIEVERS MANAGEMENT salah satu syarikat bersama AGG Malaysia, agensi yang telah mendapat pencapaian sebagai agensi No 1 di Malaysia selama tiga tahun berturut-turut dalam melahirkan banyak MDRT dan TOT bertaraf antarabangsa. Kami juga pernah memenangi Anugerah Agensi Digital Terbaik pada tahun 2022 & 2023. Dengan fasiliti moden yang lengkap mengikut peredaran dalam sektor ekonomi, teknologi kami turut memberikan latihan pembangunan diri. Hal ini, juga dapat membantu mereka yang berjiwa besar dalam membina kehidupan baru serta kerjaya dalam industri ini. Antaranya :
Responsibilities
Memberi nasihat kewangan Islam secara professional
Memberi kesedaran secara konsisten kepada orang ramai berkenaan kewangan Islam
#J-18808-Ljbffr
Responsibilities
Memberi nasihat kewangan Islam secara professional
Memberi kesedaran secara konsisten kepada orang ramai berkenaan kewangan Islam
#J-18808-Ljbffr
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5
ISLAMIC FINANCIAL ADVISOR
Ipoh, Perak
ZUBAYR ACHIEVERS MANAGEMENT
Posted 4 days ago
Job Viewed
Job Description
Overview ZUBAYR ACHIEVERS MANAGEMENT(AGG) merupakan agensi sah beroperasi di bawah Etiqa Takaful. ZUBAYR ACHIEVERS MANAGEMENT salah satu syarikat bersama AGG Malaysia, agensi yang telah mendapat pencapaian sebagai agensi No 1 di Malaysia selama tiga tahun berturut-turut dalam melahirkan banyak MDRT dan TOT bertaraf antarabangsa. Kami juga pernah memenangi Anugerah Agensi Digital Terbaik pada tahun 2022 & 2023. Dengan fasiliti moden yang lengkap mengikut peredaran dalam sektor ekonomi, teknologi kami turut memberikan latihan pembangunan diri. Hal ini, juga dapat membantu mereka yang berjiwa besar dalam membina kehidupan baru serta kerjaya dalam industri ini. Antaranya :
Responsibilities
Memberi nasihat kewangan Islam secara professional
Memberi kesedaran secara konsisten kepada orang ramai berkenaan kewangan Islam
#J-18808-Ljbffr
Responsibilities
Memberi nasihat kewangan Islam secara professional
Memberi kesedaran secara konsisten kepada orang ramai berkenaan kewangan Islam
#J-18808-Ljbffr
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6
Takaful & Financial Advisor
Petaling Jaya, Selangor
AIA
Posted 8 days ago
Job Viewed
Job Description
Overview
AIA Advisor | Founder at Time Witch Enterprise Company Description
AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with a presence in 18 markets including Mainland China, Hong Kong SAR, Thailand, Singapore, Malaysia, Australia, and more. Established in Shanghai in 1919, AIA is a market leader in Asia (ex-Japan) in life insurance premiums. AIA offers products and services such as life insurance, accident and health insurance, savings plans, employee benefits, credit life, and pension services. The Group serves over 43 million individual policyholders and more than 16 million members of group insurance schemes. Role Description
This is a full-time on-site role for a Takaful & Financial Advisor at AIA, located in Petaling Jaya. The Takaful & Financial Advisor will be responsible for providing comprehensive financial advice to clients, including financial planning, retirement planning, and investment guidance. The advisor will work with clients to develop customized financial strategies, conduct financial analyses, and provide ongoing support to help clients achieve their financial goals. Qualifications
Financial Planning, Retirement Planning skills Finance and Investments expertise Financial Advisory skills Strong analytical and problem-solving capabilities Excellent communication and interpersonal skills Ability to work independently and as part of a team Relevant certifications and qualifications in finance or related fields are a plus Bachelor's degree in Finance, Economics, or related field Senior ity level
Entry level Employment type
Full-time Job function
Finance and Sales Industries Insurance Get notified about new Financial Advisor jobs in Petaling Jaya, Selangor, Malaysia.
#J-18808-Ljbffr
AIA Advisor | Founder at Time Witch Enterprise Company Description
AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with a presence in 18 markets including Mainland China, Hong Kong SAR, Thailand, Singapore, Malaysia, Australia, and more. Established in Shanghai in 1919, AIA is a market leader in Asia (ex-Japan) in life insurance premiums. AIA offers products and services such as life insurance, accident and health insurance, savings plans, employee benefits, credit life, and pension services. The Group serves over 43 million individual policyholders and more than 16 million members of group insurance schemes. Role Description
This is a full-time on-site role for a Takaful & Financial Advisor at AIA, located in Petaling Jaya. The Takaful & Financial Advisor will be responsible for providing comprehensive financial advice to clients, including financial planning, retirement planning, and investment guidance. The advisor will work with clients to develop customized financial strategies, conduct financial analyses, and provide ongoing support to help clients achieve their financial goals. Qualifications
Financial Planning, Retirement Planning skills Finance and Investments expertise Financial Advisory skills Strong analytical and problem-solving capabilities Excellent communication and interpersonal skills Ability to work independently and as part of a team Relevant certifications and qualifications in finance or related fields are a plus Bachelor's degree in Finance, Economics, or related field Senior ity level
Entry level Employment type
Full-time Job function
Finance and Sales Industries Insurance Get notified about new Financial Advisor jobs in Petaling Jaya, Selangor, Malaysia.
#J-18808-Ljbffr
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7
Life Financial Advisor
Johor, Johor
The Alden Network
Posted 16 days ago
Job Viewed
Job Description
Overview
Join to apply for the
Life Financial Advisor
role at
The Alden Network 5 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by The Alden Network. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Responsibilities
Provide expert advice to clients on protection plans such as life, health, and medical. Understand clients’ needs and financial situation to recommend suitable insurance coverage. Build and maintain good relationships with clients through regular follow-ups and good service. General new leads and acquire new clients through networking, referrals, and marketing activities. Prepare and explain proposals in a simple and clear way. Assist clients with applications and ensure documents are correct and submitted on time. Keep updated with market trends and new products to provide clients with the latest information. Achieve the company’s sales and performance targets. Follow company rules, processes, and ethical standards. Qualifications
Malaysian citizen. Diploma in any field. Fresh graduates are welcome to apply. Good communication and interpersonal skills. Basic knowledge of Customer Relationship Management (CRM) systems. Ability to build and manage client relationships. Willing to work in a hybrid setup based in Johor Bahru. Benefits
Flexible hours Attractive commission scheme Career growth opportunities Training support Seniority level
Associate Employment type
Full-time Job function
Finance Industries
Technology, Information and Internet
#J-18808-Ljbffr
Join to apply for the
Life Financial Advisor
role at
The Alden Network 5 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by The Alden Network. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Responsibilities
Provide expert advice to clients on protection plans such as life, health, and medical. Understand clients’ needs and financial situation to recommend suitable insurance coverage. Build and maintain good relationships with clients through regular follow-ups and good service. General new leads and acquire new clients through networking, referrals, and marketing activities. Prepare and explain proposals in a simple and clear way. Assist clients with applications and ensure documents are correct and submitted on time. Keep updated with market trends and new products to provide clients with the latest information. Achieve the company’s sales and performance targets. Follow company rules, processes, and ethical standards. Qualifications
Malaysian citizen. Diploma in any field. Fresh graduates are welcome to apply. Good communication and interpersonal skills. Basic knowledge of Customer Relationship Management (CRM) systems. Ability to build and manage client relationships. Willing to work in a hybrid setup based in Johor Bahru. Benefits
Flexible hours Attractive commission scheme Career growth opportunities Training support Seniority level
Associate Employment type
Full-time Job function
Finance Industries
Technology, Information and Internet
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FINANCIAL ADVISOR KL MALAYSIA
Kuala Lumpur, Kuala Lumpur
International Financial Advisor Jobs
Posted 2 days ago
Job Viewed
Job Description
FINANCIAL ADVISOR KL MALAYSIA Are you an experienced financial advisor looking for a new challenge? Join my client’s team in sunny Kuala Lumpur! Our client is one of the most established companies in the industry, with two difference licenses in Malaysia. Their young and dynamic team is growing at a rapid pace and we need talented advisors like you to help them succeed.
Requirements
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
All networking and any basic business expenses covered
Qualified meetings from our sales coordinators
Bring your own business development assistant or work with existing ones, and take advantage of their best-in-industry back office support and top‑of‑the‑line CRM system. Plus, full training is provided! Their office manager is dedicated to supporting and encouraging your professional development, with resources available for CISI or CII certification. They’ll even cover your temporary accommodation, flight (50%) and first 2 years of your working visa.
Don’t miss this opportunity to take your career to the next level in beautiful Kuala Lumpur. Apply now!
Please note:
This position would typically suit experienced IFA candidates. 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.
#J-18808-Ljbffr
Requirements
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
All networking and any basic business expenses covered
Qualified meetings from our sales coordinators
Bring your own business development assistant or work with existing ones, and take advantage of their best-in-industry back office support and top‑of‑the‑line CRM system. Plus, full training is provided! Their office manager is dedicated to supporting and encouraging your professional development, with resources available for CISI or CII certification. They’ll even cover your temporary accommodation, flight (50%) and first 2 years of your working visa.
Don’t miss this opportunity to take your career to the next level in beautiful Kuala Lumpur. Apply now!
Please note:
This position would typically suit experienced IFA candidates. 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.
#J-18808-Ljbffr
Is this job a match or a miss?
This advertiser has chosen not to accept applicants from your region.
9