What Jobs are available for Investment Consulting in Malaysia?

Showing 125 Investment Consulting jobs in Malaysia

Financial Advisor/Financial Planner

Selangor, Selangor Amazing Advisory Sdn. Bhd

Posted 2 days ago

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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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Islamic Financial Advisor

Kuantan, Pahang Prudential BSN Takaful Berhad

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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

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Financial Services Consultant - Walk In Interview (17 Oct 25 @ CIMB Bank, Jalan Kuantan, Pahang)

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ISLAMIC FINANCIAL ADVISOR

Kangar, Perlis FR EMPIRE CONSULTANCY

Posted 3 days ago

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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

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ISLAMIC FINANCIAL ADVISOR

Kuala Lumpur, Kuala Lumpur ZUBAYR ACHIEVERS MANAGEMENT

Posted 4 days ago

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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

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ISLAMIC FINANCIAL ADVISOR

Ipoh, Perak ZUBAYR ACHIEVERS MANAGEMENT

Posted 4 days ago

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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
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Takaful & Financial Advisor

Petaling Jaya, Selangor AIA

Posted 8 days ago

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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.

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Life Financial Advisor

Johor, Johor The Alden Network

Posted 16 days ago

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Job Description

Overview

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Life Financial Advisor

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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

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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.

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Financial Advisor | Bank | Perak

Ipoh, Perak J RECRUIT FIRM

Posted 2 days ago

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About the job Financial Advisor | Bank | Perak 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.

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Personal Financial Advisor (Cheras)

Kuala Lumpur, Kuala Lumpur CIMB Group Holdings Berhad

Posted 2 days ago

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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.

Possess the passion for sales and marketing.

Strong analytical and interpersonal skills.

Able to cope well under pressure.

Goal oriented and a strong team player.

Only shortlisted candidates will be notified.

Unlock job insights 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?

How many years' experience do you have as a Personal Financial Adviser?

Banking & Financial Services More than 10,000 employees

CIMB Group is one of ASEAN’s leading universal banking groups and is Malaysia’s second largest financial services provider, by assets. It offers consumer banking, commercial banking, investment banking, Islamic banking and asset management products and services. Headquartered in Kuala Lumpur, the Group is present in all 10 ASEAN nations (Malaysia, Indonesia, Singapore, Thailand, Cambodia, Brunei, Vietnam, Myanmar, Laos and Philippines). Beyond ASEAN, the Group has market presence in China, Hong Kong, India, Sri Lanka, Korea, the US and UK.

CIMB Group has the most extensive retail branch network in ASEAN approximately 720 branches as at 30 September 2019. CIMB Group’s investment banking arm is also one of the largest Asia Pacific-based investment banks, offering amongst the most comprehensive research coverage around 600 stocks in the region.

CIMB Group operates its business through three main brand entities, CIMB Bank, CIMB Investment Bank and CIMB Islamic. CIMB Group is also the 92.5% shareholder of Bank CIMB Niaga in Indonesia, and 94.8% shareholder of CIMB Thai in Thailand.

CIMB Group is listed on Bursa Malaysia via CIMB Group Holdings Berhad. It had a market capitalisation of approximately RM48.9 billion as at 30 September 2019. The Group has around 36,000 employees located in 16 countries.

For more information, please visit can I earn as a Personal Financial Adviser

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