Financial Planning Consultant

Pro Fin Consultancy; Johor Bahru; Hybrid; MYR 20,000 - 36,000; Full time

Benefits offered by this job

Structured training

Sales & financial planning training

Performance-based income

Flexible working arrangement

Team support and activities

Job summary

Pro Fin Consultancy is recruiting for a role focused on financial planning and client advisory services in Malaysia. You will conduct client consultations, tailor financial plans, and build a personal portfolio while developing sales and relationship-management skills.

The role offers structured training, mentoring, and a pathway to build your own professional career within a flexible working arrangement. Success is rewarded with performance-based income and team support.

Responsibilities

• Provide financial planning and protection solutions
• Conduct client consultations
• Build and manage your own client portfolio
• Develop sales and relationship-management skills
• Participate in structured training and mentoring
• Build your own professional career

Job description

• Provide financial planning and protection solutions
• Conduct client consultations
• Build and manage your own client portfolio
• Develop sales and relationship-management skills
• Participate in structured training and mentoring
• Build your own professional career

What we provide

• Structured training
• Sales & financial planning training
• Performance-based income
• Flexible working arrangement
• Team support and activities