Financial Planner

Team PMA Sdn Bhd; Penang; On-site; MYR 45,000 - 67,000; Full time

Benefits offered by this job

Performance Bonus

High commission structure

Exclusive incentive trips and overseas

Structured professional mentorship and

Clear career advancement pathways and绩

Supportive

team-oriented work environment

Job summary

Team PMA Sdn Bhd is seeking a motivated Estate Planner to guide clients on will and trust solutions, building lasting relationships while providing trusted financial guidance. The role emphasizes consultations, asset protection, and ongoing client support in a dynamic, client-focused environment.

The position welcomes fresh graduates and those with backgrounds in sales, banking, or customer service, offering structured mentorship and opportunities to grow within the firm.

Qualifications

• Diploma qualification required.
• Strong communication and relationship-building skills.
• Self-motivated, responsible, goal-oriented, eager to learn.
• Able to work independently and in a team.
• Fresh entry-level candidates welcome; no prior experience in Will & Trust needed.

Responsibilities

• Conduct consultations to understand clients' family, financial, and asset planning needs.
• Educate clients on will and trust solutions to organize and protect their assets.
• Build and maintain long-term client relationships through regular follow-ups and support.
• Develop new business opportunities through networking, referrals, and client presentations.
• Manage your own client portfolio while meeting individual and team performance goals.
• Participate in regular team meetings, structured training, and development programs.

Skills

Communication skills

Interpersonal skills

Relationship building

Self-motivated

Team collaboration

Education

Diploma

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 Estate Planner to provide clients with guidance on will and trust solutions while building and maintaining long-term client relationships.

Job Description:

We are looking for a motivated Estate Planner to provide clients with guidance on will and trust solutions while building and maintaining long-term client relationships.

Requirements:

• Minimum Diploma qualification

• Strong communication, interpersonal, and relationship-building skills

• Self-motivated, responsible, goal-oriented, and eager to learn

• Able to work independently and collaboratively in a team environment

• Candidates with a background in sales, customer service, banking, or business development are welcome

• Fresh entry-level candidates are welcome

• No prior experience in Will & Trust Planning required

Responsibility

• Conduct consultations to understand clients' family, financial, and asset planning need.

• Educate clients on will and trust solutions to organize and protect their assets

• Build and maintain long-term client relationships through regular follow-ups and support

• Develop new business opportunities through networking, referrals, and client presentations

• Manage your own client portfolio while meeting individual and team performance goals

• Participate in regular team meetings, structured training, and development programs

Benefits

• Performance Bonus
• High commission structure
• Exclusive incentive trips and overseas travel opportunities
• Structured professional mentorship and continuous learning programs
• Clear career advancement pathways and performance recognition rewards
• Supportive
• team-oriented work environment