Hybrid Financial Advisor: Takaful & Retirement Planning

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

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.