Financial Advisor jobs

About the job Financial Solution Advisor (Mandarin Speaker) - WFH We are SummitNext Technologies Sdn. Bhd., a BPO and Technology Solutions provider located in Selangor, where innovation meets excellence. As we embark on our rapid expansion, we are eagerly seeking talented individuals to join our team as Financial Solution Advisor (Mandarin Speaker) - WFH to provide unrivalled support to our...

Overview Join our team as Business Executive/ Financial Advisor! No experience—training provided. Responsibilities - Develop existing clients and pursue new business opportunities - Meet clients to understand their financial goals - Focus on Group Hospitalisation Scheme (GHS)/ Personal Accidents or any other company portfolio assigned to you - Provide financial planning solutions and ongoing...

Overview DNA Malaysia is a financial advisory firm located in Sierra 16. Our mission is to manage the financial risk that individuals and households may face while pursuing their dreams. We believe that everyone deserves the opportunity to achieve their goals without worrying about financial setbacks. Our team is passionate about motivating and supporting individuals in pursuing their dreams and...

A leading financial services firm in Butterworth, Malaysia, is seeking a motivated Financial Advisor. The role involves operating as a Personal Financial Adviser, engaging clients through exceptional networking and consultative skills. Candidates must possess a Senior Certificate and have a valid driver's license. A minimum of three years' experience in finance or insurance is advantageous. The...

A financial services firm in Ipoh is seeking a driven AIA Takaful Advisor to join their expanding team. This hybrid role offers the flexibility of working from home while assisting clients in financial planning through Shariah-compliant solutions. Ideal candidates will have a minimum educational qualification of SPM/Diploma/Degree and a strong interest in personal development. Comprehensive...

A leading financial services provider in Kuala Lumpur is seeking a Part Time Personal Financial Advisor. In this role, you will conduct financial assessments, develop tailored financial plans, and provide expert guidance on a variety of products. Candidates should possess strong financial knowledge, excellent communication skills, and a commitment to ongoing development. The position offers...

A financial services company in Ipoh seeks a Financial Sales Advisor to conduct client assessments and provide tailored financial advice. The role involves developing trusted relationships with clients and meeting sales targets through various engagement channels. Ideal candidates should possess strong communication skills, an understanding of financial products, and a commitment to customer...

A leading financial services firm in Kuala Lumpur is seeking a PPC Client Advisor to manage client portfolios and provide tailored financial solutions. In this entry-level position, you will be responsible for building long-term relationships, conducting needs analysis, and driving business growth. The ideal candidate should possess a degree in business or finance and have at least 2 years of...

A leading financial services provider is seeking a PPC Client Advisor in Kuala Lumpur, Malaysia to help clients achieve their financial goals. The role involves managing client portfolios, conducting needs analysis, and providing personalized solutions while exceeding sales targets. Ideal candidates will have a degree in business or finance, and at least 2 years of client-facing experience. The...

Join a leading international wealth management firm as an Independent Financial Advisor in Kuala Lumpur. This exciting opportunity is perfect for experienced professionals with a passion for helping clients secure their financial futures. You will leverage your expertise to provide tailored financial advice, build strong client relationships, and develop personalized financial strategies. In a...

MFC Salaried Financial Advisor (Ngqamakwe, Butterworth and Surrounding Areas) Join to apply for the MFC Salaried Financial Advisor role at Old Mutual South Africa. Old Mutual is a firm believer in Africa's opportunity and our diverse talent reflects this. Responsibilities Customer Service Provide a quality service to customers while identifying opportunities to secure new business or support...

Branch Consultant / Financial Advisor - Idutywa Join to apply for the Branch Consultant / Financial Advisor - Idutywa role at Sanlam. 2 days ago Be among the first 25 applicants. Who are we? Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and one of the top financial services providers in the South African entry-level and emerging middle market. SDM aims to...

A leading BPO and technology solutions provider is looking for a Financial Solution Advisor (Mandarin Speaker) to work from home. This role involves assisting clients with loan products, necessitating strong sales and communication skills in both English and Mandarin. Candidates should have a bachelor's degree in a relevant field, 2-3 years of sales experience, and a customer-focused mindset. The...

A financial services company in Kuala Lumpur is seeking a full-time Financial & Insurance Advisor. The role involves delivering personalized financial advising and insurance solutions to clients while building strong relationships. Ideal candidates will have knowledge of financial products, excellent communication, and customer service skills. Fresh graduates with a relevant bachelor's degree are...

[ - Conduct comprehensive financial assessments to understand customers’ goals, priorities, risk appetite, and long-term financial needs. - Provide personalized financial advisory by recommending suitable wealth management and insurance solutions aligned with customers’ life stages and financial objectives. - Develop, strengthen, and retain long-term client relationships, acting as a trusted...

Independent Financial Advisor - Kuala Lumpur Overview Independent Financial Advisor Kuala Lumpur, Malaysia Competitive Package Self Employed Package Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Kuala Lumpur, Malaysia Responsibilities - Build and maintain relationships with clients, providing them with expert financial advice and guidance - Conduct...

A leading financial service provider in Penang is seeking a MFC Salaried Financial Advisor. This role involves providing exceptional customer service and building strong relationships to drive sales. Ideal candidates will have at least 3 years in sales, possess relevant licenses, and demonstrate excellent communication and customer service skills. Full-time position with a mid-senior level...

Overview As a Part Time Personal Financial Advisor at Warhamna Group, you will be responsible for providing comprehensive financial planning and advisory services to our valued clients. This is a part-time position based in our Bangsar, Kuala Lumpur office, offering the flexibility to balance your existing commitments while contributing to the growth and success of our financial services...

Financial & Insurance Advisor (Commission Based: Graduates encouraged to apply) AIA Malaysia WP. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia Company Description AIA Malaysia offers a wide range of financial and protection products, including Health, Personal Accident, Employee Benefits, Mortgage, and Family Takaful solutions designed to meet diverse customer needs. As part of the...

A leading insurance provider is seeking an AIA Takaful Advisor for a full-time, hybrid role in Cyberjaya, Malaysia. The ideal candidate will engage with clients to provide tailored Family Takaful solutions, assess financial goals, and maintain lasting relationships. Strong communication, sales skills, and knowledge of financial products are essential. This entry-level position encourages ongoing...