Financial Advisor

Qaizer Consultancy; Kuala Lumpur; On-site; MYR 55,000 - 85,000; Full time

Job summary

Qaizer Consultancy in Kuala Lumpur is seeking a full-time Financial Advisor to meet with clients, understand their financial goals, and design tailored plans covering savings, investments, risk management, and retirement planning.

You will analyze financial data, present strategies, maintain client records, stay current on market trends, and collaborate with internal teams to deliver high-quality service while building long-term relationships through proactive communication.

Qualifications

• Strong skills in financial planning and financial advisory to assess client needs and develop comprehensive financial strategies.
• Solid understanding of Finance and Investments to analyze markets, recommend suitable products, and manage portfolios responsibly.
• Experience with Retirement Planning to help clients prepare sustainable long-term income and protection strategies.
• Excellent interpersonal and communication skills to build trust, explain complex financial concepts clearly, and maintain client relationships.
• Analytical and problem-solving abilities, with attention to detail and sound judgment in recommending solutions.
• Ability to work in an on-site, client-facing environment in WP. Kuala Lumpur, with strong time management and organizational skills.
• Relevant academic background in Finance, Accounting, Economics, Business, Marketing, Mass Communication or a related field.
• Proficiency with financial planning tools, basic office software, and documentation requirements.

Responsibilities

• Meet with clients to understand financial goals.
• Assess client’s financial situation and develop tailored plans covering savings, investments, risk management, and retirement planning.
• Analyze financial data, prepare recommendations, and present strategies.
• Review plans regularly to ensure alignment with client objectives and market trends.
• Maintain accurate client records and collaborate with internal teams to deliver high-quality service.
• Build long-term client relationships through proactive communication and consistent follow-up.

Skills

Financial planning

Financial advisory

Investment analysis

Retirement planning

Interpersonal communication

Analytical thinking

Problem solving

Time management

Education

Finance

Accounting

Economics

Business

Marketing

Mass Communication

Tools

Financial planning tools

Microsoft Office

CRM software

Job description

Company Description

Qaizer Consultancy, part of Qaizer Group, is a growing leader in the financial services industry with a clear vision of “Changing Life Forever.” The organization is committed to delivering high standards of competency, service, and attention to clients while providing consultants with strong opportunities for growth, empowerment, and quality of life. Qaizer Consultancy operates within the Agency Leaders Corporation (ALC) structure, emphasizing professional development and performance excellence. The company supports both business partners and clients through accessible, well-serviced branches in Kuala Lumpur and Melaka, offering a collaborative environment for financial professionals.

Role Description

This is a full-time, on-site Financial Advisor role based in WP. Kuala Lumpur. The Financial Advisor will meet with clients to understand their financial goals, assess their current financial situation, and develop tailored plans covering areas such as savings, investments, risk management, and retirement planning. Daily responsibilities include analyzing financial data, preparing recommendations, presenting financial strategies, and reviewing plans regularly to ensure they remain aligned with client objectives. The role also involves staying current on market trends and financial products, maintaining accurate client records, and collaborating with internal teams to deliver high-quality service. The Financial Advisor is expected to build long-term client relationships through professional advice, proactive communication, and consistent follow-up.

Qualifications

• Strong skills in Financial Planning and Financial Advisory to assess client needs and develop comprehensive financial strategies.
• Solid understanding of Finance and Investments to analyze markets, recommend suitable products, and manage portfolios responsibly.
• Experience with Retirement Planning to help clients prepare sustainable long-term income and protection strategies.
• Excellent interpersonal and communication skills to build trust, explain complex financial concepts clearly, and maintain client relationships.
• Analytical and problem-solving abilities, with attention to detail and sound judgment in recommending solutions.
• Ability to work in an on-site, client-facing environment in WP. Kuala Lumpur, with strong time management and organizational skills.
• Relevant academic background in Finance, Accounting, Economics, Business, Marketing, Mass Communication or a related field.
• Proficiency with financial planning tools, basic office software, and documentation requirements.