Financial Advisor

SAMSON BIZ TRADING; Kuala Lumpur; On-site; MYR 39,000 - 78,000; Full time

Job summary

Jora Malaysia is seeking a motivated Financial Advisor to help clients understand their financial needs and offer suitable solutions including savings, wealth management, and takaful.

The role involves meeting clients, conducting financial reviews, and recommending plans. Training and guidance will be provided to develop knowledge, communication, and client management skills. Fresh graduates are welcome to apply and can grow through ongoing coaching.

Qualifications

• Strong communication and interpersonal abilities.
• Willingness to learn and participate in regular training.
• Ability to build and maintain client relationships.

Responsibilities

• Meet and communicate with clients to understand their financial needs, priorities, and future goals.
• Conduct financial reviews and identify suitable areas for savings, financial planning, and protection.
• Introduce suitable financial and takaful solutions based on clients' needs and budget.
• Build and maintain long-term relationships with clients through regular follow-ups and reviews.
• Provide ongoing assistance and customer service to clients.
• Identify potential clients through referrals, social media, networking, events, and other platforms.
• Arrange appointments and conduct professional client consultations.
• Assist clients with applications, documentation, and necessary follow-ups.

Skills

Communication skills

People skills

Sales mindset

Self-motivation

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 and people-oriented Financial Advisor to join our team. The role involves assisting clients in understanding their financial needs and providing suitable solutions based on their personal goals, budget, and lifestyle.

You will be exposed to areas such as financial planning, savings, wealth management, and protection solutions including takaful. Training and guidance will be provided to help you develop your knowledge, communication, and client management skills.

Key Responsibilities

Meet and communicate with clients to understand their financial needs, priorities, and future goals

Conduct financial reviews and identify suitable areas for savings, financial planning, and protection

Introduce suitable financial and takaful solutions based on clients' needs and budget

Build and maintain long-term relationships with clients through regular follow-ups and reviews

Provide ongoing assistance and customer service to clients

Identify potential clients through referrals, social media, networking, events, and other platforms

Arrange appointments and conduct professional client consultations

Assist clients with applications, documentation, and necessary follow-ups

Keep client information and records organised and up to date

Attend regular training, workshops, and coaching sessions to improve financial knowledge and professional skills

Follow company guidelines and maintain professional and ethical standards

About You

Good communication and interpersonal skills

Friendly, confident, and comfortable meeting new people

Interested in financial planning and helping people achieve their financial goals

Willing to learn and attend regular training and workshops

Self-motivated, responsible, and able to work independently

Able to build and maintain good relationships with clients

Fresh graduates and candidates from different backgrounds are welcome to apply

No prior experience in financial planning or takaful is required; training and guidance will be provided

Committed to providing honest, responsible, and professional advice