Financial Advisor

Prudential BSN Takaful Berhad; Muar; Hybrid; MYR 33,000 - 62,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Prudential BSN Takaful Berhad in Malaysia invites an adaptable Financial Advisor for a hybrid role in Muar/Melaka. You will meet clients to assess goals, recommend takaful and financial solutions, and craft personalized financial plans.

You will analyze portfolios, guide on savings, protection, retirement, and investments, and maintain thorough client records while staying compliant with industry regulations and collaborating with internal teams.

Qualifications

• Strong financial planning and advisory capabilities.
• Knowledge of takaful/insurance products is a plus.
• Ability to work independently in a hybrid environment.

Responsibilities

• Meet clients to assess financial goals and risk profiles.
• Prepare financial plans and recommend takaful and financial solutions.
• Analyze portfolios and advise on savings, protection, retirement and investments.
• Maintain accurate client records and ensure regulatory compliance.

Skills

Financial Planning

Sales & Financial Advisory

Finance & Investments

Retirement Planning

Interpersonal skills

Ethical judgment

Takaful/insurance familiarity

Education

SPM

Diploma/Degree in Finance

Job description

Company Description

Prudential BSN Takaful Berhad (PruBSN) is Malaysia’s leading family takaful operator, recognized for its customer-centric approach, multi-channel distribution strategy, and innovative, technology-driven solutions. The organization is committed to creating a work environment where people find meaning in their roles and deliver strong results for customers, shareholders, and communities. PruBSN invests heavily in talent through robust development and training programs, leadership development initiatives, and performance-based rewards. The company promotes active employee engagement, volunteering, and open dialogue, while maintaining a diverse and inclusive workplace culture. PruBSN offers ongoing career opportunities and growth for individuals who are eager to contribute to its mission and values.

Role Description

This Full time & Part-time Financial Advisor role is based in Muar & Melaka and follows a hybrid working arrangement, combining on-site client engagement with some work-from-home flexibility. The Financial Advisor will meet with clients to assess their financial goals and risk profiles, and recommend suitable takaful and financial solutions aligned with Prudential BSN Takaful’s offerings. Day-to-day activities include preparing financial plans, analyzing client portfolios, providing guidance on savings, protection, retirement, and investment options, and following up regularly to review and adjust strategies. The role also involves maintaining accurate client records, staying current with industry developments and regulatory requirements, and collaborating with internal teams to ensure a high standard of service and compliance.

Qualifications

• Candidates should possess skills in Financial Planning, Sales & Financial Advisory to analyze client needs and develop appropriate solutions.
• Candidates should possess skills in Finance and Investments to interpret financial information and recommend suitable products.
• Candidates should possess skills in Retirement Planning to design long-term strategies that support clients’ future income and protection needs.
• Candidates should ideally have strong interpersonal and communication skills, with the ability to build trust and explain financial concepts clearly.
• Candidates should ideally demonstrate ethical judgment, client-focused mindset, and familiarity with takaful or insurance products.
• Candidates should ideally have a SPM,diploma or degree in finance, business, economics, or a related field; relevant certifications in financial advisory are an advantage.
• Candidates should be able to work independently, manage time effectively in a part-time hybrid environment, and be willing to attend training and development programs.