Financial Advisor

2 weeks ago


Kuala Lumpur, Malaysia Wealth Vantage Advisory Sdn. Bhd. Full time

1. Financial Advisory service:

- Client Management
- Case Management
- Activity Management

a) Attend all meetings with Clients / Leads together with Senior Advisor.
b) Assist Senior Advisor in all administrative related tasks e.g instruction order, client database update and liaising with back office (Planning & Solutions / Sales Admin) for outstanding items.
c) Assist in Financial Planning related tasks e.g. fact finding, handover, meeting minutes.
d) Salaried Advisors will not practice independently until they complete the 1st 2 years of their service.

**Professional Qualifications**:
Financial Planning related qualifications: Certified Financial Planner (CFP), Islamic Financial Planner (IFP),
Registered Financial Planner (RFP), Shariah Registered Financial Planner (Shariah RFP)

**Academic Qualifications**:
1. Bachelor’s Degree or equivalent which is accepted for Financial Planning professional qualification

**Residence Location**:Klang Valley **Years of Experience**:2 years and above

**Skills / Competencies**:
1 Competency in English

2 Knowledge of Microsoft Office, Google Workspace (eg. Gmail, Google Drive, Google Sheets)

3 Competency in follow-ups and follow-through on cases / progress / activity updates

4 Ability to adapt and grow in a competitive environment

**Job Types**: Full-time, Permanent

**Salary**: RM4,000.00 - RM5,000.00 per month

**Benefits**:

- Flexible schedule
- Health insurance
- Maternity leave
- Opportunities for promotion
- Professional development

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Application Question(s):

- Do you have any certificated ? eg : IFP, CFP, sRFP, RFP

**Education**:

- Bachelor's (preferred)

**Language**:

- English (preferred)

Willingness to travel:

- 75% (preferred)

**Salary**: RM4,000.00 - RM8,720.25 per month

**Benefits**:

- Professional development

Schedule:

- Day shift

Supplemental pay types:

- Commission pay


  • Independent Financial Advisor Kuala Lumpur

    Found in: Talent MY C2 - 2 weeks ago


    Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    Independent Financial Advisor Kuala Lumpur, Malaysia Ref: 1442KLKuala Lumpur, MalaysiaCompetitive PackageJob Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, MalaysiaWe are representing a leading International Wealth Management firm looking for an experienced and qualified Independent Financial Advisor to join...

  • Financial Planning Consultant

    Found in: Talent MY C2 - 2 weeks ago


    Kuala Lumpur, Malaysia deVere Group Full time

    deVere Group of companies are the world’s premier wealth tech and advice organisation. deVere group via its well-regulated subsidiaries is able to access cutting edge technology to offer the best products and opportunities in the International Financial Services sectorAdvisors working within the group offer financial solutions driven by face-to-face advice...

  • Insurance Advisor

    3 days ago


    Kuala Lumpur, Malaysia Agensi Pekerjaan HCR Malaysia Sdn. Bhd. Full time

    To represent and drive Bancassurance business for Affluent & High Networth segments through Relationship Manager and Insurance Advisor collaboration - Conduct joint sales appointment with Maybank sales people and make appropriate wealth management recommendations through insurance that meet customers’ needs at different life stages - To provide an end to...

  • Sales Advisor

    Found in: beBee S MY - 4 weeks ago


    Jalan Wangsa Delima 13 25, Wangsa Maju WP Kuala Lumpur Malaysia 53300 KL Cergas Services Full time

    To provide financial consultancy services to clientsIntroduce loan products to customers and explain related terms and conditionsFinding new sales opportunities and generating sales through effective marketing strategiesMaintain good relations with existing customers and ensure customer satisfaction is guaranteedMonitor monthly payments and ensure...

  • Sales Advisor

    Found in: beBee S MY - 3 weeks ago


    Jalan Wangsa Delima 13 25, Wangsa Maju WP Kuala Lumpur Malaysia 53300 KL Cergas Services Full time

    To provide financial consultancy services to clientsIntroduce loan products to customers and explain related terms and conditionsFinding new sales opportunities and generating sales through effective marketing strategiesMaintain good relations with existing customers and ensure customer satisfaction is guaranteedMonitor monthly payments and ensure...

  • Etiqa Maybank

    5 days ago


    Kuala Lumpur, Malaysia Ace Venture Solutions Full time

    A Financial & Wealth Advisor is a professional responsible for providing financial guidance and advice to clients to help them achieve their financial goals and make informed investment decisions. They assess a client's financial situation, develop customized financial plans, and provide ongoing support and recommendations to help clients build and manage...

  • Financial Controller

    Found in: beBee jobs MY - 2 weeks ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Randstad Malaysia Full time

    about the companyRandstad is partnering with a Multinational Listed Group from the UK that has been in the specialised market for over 200 years A key player in the manufacturing industry, the company is looking to hire a new Financial Controller to be based in their office in Shah Alam. about the jobAs a Financial Controller, you will be responsible for...

  • Corporate Finance Advisor

    Found in: Talent MY C2 - 2 weeks ago


    Kuala Lumpur, Malaysia Agensi Pekerjaan BTC Sdn Bhd Full time

    Open Position: Corporate Finance Advisor (Advisory Firm)A reputable Advisory Firm is looking for an adept and credible Corporate Finance Advisor to be based in Kuala Lumpur.Key requirements include:Advising client on mergers and acquisitions, fundraisings, restructurings and other financial related corporate exercises Work with senior management to develop...

  • Market Risk Advisor

    Found in: beBee jobs MY - 6 days ago


    Kuala Lumpur, Kuala Lumpur, Malaysia Randstad Malaysia Full time

    Introduction: We are seeking a knowledgeable and experienced Market Risk Advisor to provide expert advice and guidance to our leading mortgage company in Malaysia. This role is open for retirees who have significant experience in market risk management, particularly within the financial services sector. As an external advisor, you will support our team...


  • Kuala Lumpur, Malaysia Worldwide Recruitment Solutions Full time

    **Risk Management Advisor - Kuala Lumpur** On behalf of a major Oil & Gas operator, WRS are looking for a Risk Management Advisor to work in Kuala Lumpur on a contract basis. This will be a 3 year contract, paying a monthly salary in MYR plus benefits. Please note you MUST have the right to work in Malaysia. The Risk Management Advisor is responsible for...


  • Kuala Lumpur, Malaysia Zest & Affiliates Full time

    RESPONSIBILITIES *To assist clients in financial needs analysis, financial planning decisions and risk mitigation *To reach out prospective clients to build strong customer base *To provide regular feedbacks on clients' changing needs *To empowers individuals through meaningful career that leads to fuller lives, stronger organisations and better...

  • Financial Controller

    Found in: beBee S MY - 3 weeks ago


    Kuala Lumpur, Malaysia Randstad Malaysia Full time

    about the companyRandstad is partnering with a Multinational Listed Group from the UK that has been in the specialised market for over 200 years! A key player in the manufacturing industry, the company is looking to hire a new Financial Controller to be based in their office in Shah Alam. about the jobAs a Financial Controller, you will be responsible for...


  • Kuala Lumpur, Malaysia Parkson Private Label Sdn Bhd Full time

    We are looking for **SALES ADVISOR** for who are customer-focused and able to handle all store functions in this fast-driven role. Kami sedang mencari **PENASIHAT JUALAN** untuk yang memfokuskan pelanggan dan mampu mengendalikan semua fungsi kedai dalam peranan yang dipacu pantas ini. **Job Benefits** Chances to Convert to Full time (Base on...


  • Kuala Lumpur, Malaysia Parkson Private Label Sdn Bhd Full time

    We are looking for **SALES ADVISOR** for who are customer-focused and able to handle all store functions in this fast-driven role. Kami sedang mencari **PENASIHAT JUALAN **untuk yang memfokuskan pelanggan dan mampu mengendalikan semua fungsi kedai dalam peranan yang dipacu pantas ini. **Job Benefits** Chances to Convert to Full time (Base on...


  • Kuala Lumpur, Malaysia Polymorph Enterprise Full time

    **RESPONSIBILITIES**: - To source potential clients through an existing network, cold calls, visits and more. - To analyse client's financial situation. - To study the client's behaviour towards financial planning. - To provide strategic financing solutions, carrying out financial analysis and also, promoting the company's products. - Customize financial...


  • Kuala Lumpur, Malaysia Mastercard Full time

    Our Purpose We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments and businesses realize their greatest potential. Our...


  • Kuala Lumpur, Malaysia Parkson Private Label Sdn Bhd Full time

    We are looking for **SALES ADVISOR** for who are customer-focused and able to handle all store functions in this fast-driven role. Kami sedang mencari **PENASIHAT JUALAN **untuk yang memfokuskan pelanggan dan mampu mengendalikan semua fungsi kedai dalam peranan yang dipacu pantas ini. **Job Benefits** Chances to Convert to Full time (Base on...


  • Kuala Lumpur, Malaysia Parkson Private Label Sdn Bhd Full time

    We are looking for **SALES ADVISOR** for who are customer-focused and able to handle all store functions in this fast-driven role. Kami sedang mencari **PENASIHAT JUALAN **untuk yang memfokuskan pelanggan dan mampu mengendalikan semua fungsi kedai dalam peranan yang dipacu pantas ini. **Job Benefits** Chances to Convert to Full time (Base on...


  • Kuala Lumpur, Malaysia Parkson Private Label Sdn Bhd Full time

    We are looking for **SALES ADVISOR** for who are customer-focused and able to handle all store functions in this fast-driven role. Kami sedang mencari **PENASIHAT JUALAN **untuk yang memfokuskan pelanggan dan mampu mengendalikan semua fungsi kedai dalam peranan yang dipacu pantas ini. **Job Benefits** Chances to Convert to Full time (Base on...


  • Kuala Lumpur, Malaysia Parkson Private Label Sdn Bhd Full time

    We are looking for **SALES ADVISOR** for who are customer-focused and able to handle all store functions in this fast-driven role. Kami sedang mencari **PENASIHAT JUALAN **untuk yang memfokuskan pelanggan dan mampu mengendalikan semua fungsi kedai dalam peranan yang dipacu pantas ini. **Job Benefits** Chances to Convert to Full time (Base on...