Financial Advisor & Wealth Planner (Fresh Graduates Welcome)

366 Life Planners Enterprise; Kuala Lumpur; On-site; MYR 33,000 - 61,000; Full time

Benefits offered by this job

Performance incentives

Job summary

Jora Malaysia is seeking a Financial Consultant to build a professional long-term career in financial advisory, client consulting, and wealth planning. Fresh graduates are welcome and will receive structured training, mentorship, and full support.

You will provide holistic advisory solutions, conduct needs analysis, assist with insurance planning and retirement planning, and develop strong client relationships through regular reviews and after-sales service.

Qualifications

• Bachelor's degree required.
• Fresh graduates are encouraged to apply.
• Proficiency in Mandarin required for Mandarin-speaking clients.
• Strong communication and interpersonal skills.

Responsibilities

• Provide holistic financial advisory solutions tailored to clients’ needs.
• Conduct financial needs analysis and recommend suitable protection solutions.
• Assist clients in insurance planning, wealth accumulation, retirement planning, and risk management.
• Build and maintain long-term client relationships through professional advisory service.
• Provide structured after-sales service and policy review support.
• Develop new client opportunities through networking, referrals, and relationship building activities.
• Participate in structured training, mentorship, and continuous professional development programs.

Skills

Mandarin

Communication

Interpersonal skills

Education

Bachelor's Degree

Job description

Jora Malaysia is seeking a Financial Consultant to build a professional long-term career in financial advisory, client consulting, and wealth planning. Fresh graduates are welcome and will receive structured training, mentorship, and full support.

You will provide holistic advisory solutions, conduct needs analysis, assist with insurance planning and retirement planning, and develop strong client relationships through regular reviews and after-sales service.