Relationship Advisor

EPF Malaysia; Petaling Jaya; On-site; MYR 55,000 - 75,000; Full time

Job summary

EPF Malaysia seeks a Relationship Advisor to deliver in-person advisory sessions on retirement and financial planning, and to promote EPF products and services. You will educate the public, support outreach programmes, and assist in transactions while upholding governance and service excellence.

The role emphasizes strong customer engagement, leadership, and collaboration with stakeholders to improve financial literacy and retirement readiness across Peninsular Malaysia, Sabah, and Sarawak.

Qualifications

• Must pass Bahasa Melayu, including oral at SPM level.
• Strong leadership and communication abilities.
• Attention to detail with strong analytical and planning skills.

Responsibilities

• Deliver face-to-face advisory sessions on retirement and financial planning.
• Support financial education and outreach initiatives for diverse groups.
• Assist in marketing initiatives to raise awareness of EPF products and services.
• Support product transactions and drive engagement to improve uptake.
• Contribute to governance, risk management, and continuous improvement efforts.

Skills

Advisory skills

Communication

Analytical thinking

Education

Bachelor's Degree in Accounting, Finance, Investment, Business Administration, Statistics, Actuarial Science

Job description

The Relationship Advisor is responsible for delivering in-depth face-to-face (F2F) advisory services on retirement planning, financial planning, and EPF products and services to help members make informed financial decisions. The role involves conducting financial education and engagement programmes, supporting outreach initiatives, and driving product and service transactions while contributing to EPF’s goal of securing Malaysia's financial well-being and retirement adequacy.

JOB RESPONSIBILITIES

1. ADVISORY

• Conduct face-to-face advisory sessions on retirement planning, financial planning, and EPF products and services based on customers' needs and goals.
• Support the delivery of financial education, engagement, and briefing sessions for various target groups, including employers, employees, formal and informal sector workers, students, and prospective contributors (e.g., IPTA, IPTS, and college students).
• Deliver advisory services and support customer engagement activities related to EPF products and services.
• Support financial literacy, customer education, and outreach initiatives to promote financial well-being and retirement readiness.
• Deliver excellent customer service by understanding customers' needs and providing timely and effective assistance.

2. MARKETING

• Support the implementation of marketing and promotional initiatives to increase awareness of EPF products and services.
• Conduct financial literacy and customer engagement programmes for various target groups.
• Monitor campaign performance and provide feedback for continuous improvement.
• Assist in networking and engagement activities with employers and members in the formal sector.
• Assist in collaboration efforts with government agencies, community groups, associations, and workers in the informal sector to support financial literacy initiatives.
• Collaborate with internal and external stakeholders to support outreach and engagement activities.

3. PRODUCT TRANSACTION

• Support the execution of initiatives and activities to promote EPF products and services, with the aim of increasing product uptake and transaction volumes.
• Collaborate with internal stakeholders to deliver product and service-related activities, including outreach programmes, engagement sessions, and branch operations.
• Monitor and analyse product transaction performance and prepare reports to support business decision-making and performance tracking.
• Contribute ideas and recommendations to enhance customer engagement, promotional activities, and the effectiveness of product and service delivery.

4. STRATEGIC SUPPORT & OTHERS

• Ensure compliance with organisational policies, procedures, and governance requirements.
• Support continuous improvement initiatives to enhance operational effectiveness and service delivery.
• Contribute to business development and customer engagement activities to support organisational objectives.
• Assist in audit, risk management, and governance-related activities to ensure regulatory and operational compliance.
• Support team capability development through knowledge sharing, training, and continuous learning initiatives.
• Foster effective communication and collaboration with stakeholders, colleagues, and customers.
• Undertake ad-hoc assignments and responsibilities as required by the organisation from time to time.

JOB REQUIREMENTS

• Pass Bahasa Melayu, including the oral test, at Sijil Pelajaran Malaysia (SPM) level.
• Possess a Bachelor's Degree in Accounting, Finance, Investment, Business Administration, Statistics, Actuarial Science, or other related disciplines from a recognised institution of higher learning accredited by the Malaysian Qualifications Agency (MQA) or equivalent.
• Possess no more than four (4) years of relevant working experience in accounting, finance, investment, business administration, statistics, actuarial science, or related fields.
• Fresh graduates with excellent academic achievements and strong leadership potential are encouraged to apply.
• Working experience in a financial institution will be an added advantage.
• Professional certifications in financial planning and advisory, such as Shariah Registered Financial Planner (SRFP), Certified Financial Planner (CFP), Certified Islamic Finance Professional (CIFP), Islamic Financial Planner (IFP), or Chartered Financial Consultant (ChFC), will be an added advantage.
• Strong attention to detail, computer proficiency, and analytical and critical thinking skills.
• Excellent leadership, decision-making, and communication skills (both verbal and written).
• Demonstrates strong organisational, planning, and execution capabilities, with the ability to manage competing priorities and deliver results within established timelines.

PLACEMENT

Peninsular Malaysia, Sabah and Sarawak

JOB STATUS

Permanent