Head of Financial Advisor

4 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia Hiredly X Full time

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.

Key Responsibilities
  • 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.
Job Requirements
  • 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.
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