Financial Advisor

Team PMA Sdn Bhd; Alor Setar; On-site; MYR 60,000 - 90,000; Full time

Benefits offered by this job

Performance Bonus

High commission structure

Structured mentorship and learning

Job summary

Jora Malaysia seeks an Estate Planner to guide clients on will and trust solutions while building lasting relationships. You will educate clients on asset protection and manage a personal client portfolio, with ongoing training and mentorship.

The role emphasizes self-motivation, teamwork, and a proactive approach to growing the client base through networking and referrals.

Qualifications

• Strong communication, interpersonal, and relationship-building skills.
• Self-motivated, responsible, goal-oriented, and eager to learn.
• Able to work independently and collaboratively in a team environment.

Responsibilities

• Conduct consultations to understand clients' family, financial, and asset planning need.
• Educate clients on will and trust solutions to organize and protect their assets.
• Build and maintain long-term client relationships through regular follow-ups and support.
• Develop new business opportunities through networking, referrals, and client presentations.
• Manage your own client portfolio while meeting individual and team performance goals.
• Participate in regular team meetings, structured training, and development programs.

Skills

Strong communication

Interpersonal skills

Relationship-building

Self-motivation

Goal-oriented

Teamwork

Independent work

Eager to learn

Education

Diploma

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

We are looking for a motivated Estate Planner to provide clients with guidance on will and trust solutions while building and maintaining long-term client relationships.

Requirements

• Strong communication, interpersonal, and relationship-building skills
• Self-motivated, responsible, goal-oriented, and eager to learn
• Able to work independently and collaboratively in a team environment
• Candidates with a background in sales, customer service, banking, or business development are welcome
• Fresh entry-level candidates are welcome
• No prior experience in Will & Trust Planning required
• Minimum Diploma qualification

Responsibilities

• Conduct consultations to understand clients' family, financial, and asset planning need.
• Educate clients on will and trust solutions to organize and protect their assets
• Build and maintain long-term client relationships through regular follow-ups and support
• Develop new business opportunities through networking, referrals, and client presentations
• Manage your own client portfolio while meeting individual and team performance goals
• Participate in regular team meetings, structured training, and development programs

Benefits

• Performance Bonus
• High commission structure
• Structured professional mentorship and continuous learning programs
• Clear career advancement pathways and performance recognition rewards
• Supportive
• team-oriented work environment
• Exclusive incentive trips