Financial Advisor

Prudential BSN Takaful Berhad; Muar; Hybrid; MYR 36,000 - 60,000; Full time

Job summary

Prudential BSN Takaful Berhad in Malaysia is seeking a Financial Advisor based in Muar for a hybrid, full-time/part-time role. The position focuses on assessing client needs, explaining takaful and related financial solutions, and proposing suitable plans to meet financial goals.

You will conduct client consultations, prepare personalized retirement and financial plans, monitor portfolios, and maintain compliant records.

Qualifications

• Financial planning and advisory to assess client needs and recommend takaful solutions.
• Knowledge in Finance and Investments to explain product features, potential returns, and associated risks.
• Capabilities in Retirement Planning to help clients prepare sustainable, long-term financial strategies.
• Strong communication and interpersonal skills to engage clients, present recommendations clearly, and build lasting relationships.
• Good analytical and problem-solving abilities to interpret financial information and propose suitable solutions.
• Relevant certifications or licenses in financial services or takaful (or willingness to obtain them) would be beneficial.

Responsibilities

• Conduct client consultations and prepare personalized financial and retirement plans.
• Explain takaful and related financial solutions and propose suitable plans.
• Monitor clients' portfolios and update them on product features and market developments.
• Maintain accurate records and follow regulatory guidelines and company policies.
• Participate in training sessions and collaborate with colleagues to support sales and service objectives.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Communication Skills

Interpersonal Skills

Analytical Thinking

Job description

Company Description

Prudential BSN Takaful Berhad (PruBSN) is Malaysia's leading family takaful operator, recognized for its customer-focused approach, multi-channel distribution, and innovative, technology-driven solutions. The organization emphasizes creating a work environment where individuals find purpose in their roles and contribute to outstanding outcomes for customers, shareholders, and communities. PruBSN invests heavily in talent development through comprehensive training, workshops, and leadership programmes that prepare employees at all levels for future growth. The company promotes performance-based rewards, open communication, and strong employee engagement, while maintaining a firm commitment to diversity, inclusion, and community involvement. Individuals interested in building a long-term career with PruBSN can explore opportunities via the company's careers page.

Role Description

This is a full time/part-time Financial Advisor role based in Muar, offered on a hybrid arrangement with a mix of on-site and work-from-home responsibilities. The Financial Advisor will provide customer-centric financial advisory services, including assessing clients' financial needs, explaining takaful and related financial solutions, and proposing suitable plans. Daily tasks include conducting client consultations, preparing personalized financial and retirement plans, monitoring clients' portfolios, and updating them on product features and market developments. The role also involves maintaining accurate records, following regulatory and company guidelines, participating in training sessions, and collaborating with colleagues to support sales and service objectives. The successful candidate will be expected to uphold PruBSN's values of integrity, professionalism, and inclusive service to diverse customers.

Qualifications

• Candidates should possess skills in Financial Planning and Financial Advisory to assess client needs and recommend appropriate takaful and financial solutions.
• Candidates should possess knowledge in Finance and Investments to explain product features, potential returns, and associated risks.
• Candidates should possess capabilities in Retirement Planning to help clients prepare sustainable, long-term financial strategies.
• Candidates should possess strong communication and interpersonal skills to engage clients, present recommendations clearly, and build lasting relationships.
• Candidates should possess good analytical and problem-solving abilities to interpret financial information and propose suitable solutions.
• Relevant certifications or licenses in financial services or takaful (or willingness to obtain them) would be beneficial.
• Prior experience in financial advisory, insurance, or related fields is an advantage but not strictly required for motivated individuals willing to learn.