Takaful & Financial Advisor

AIA; Petaling Jaya; On-site; MYR 39,000 - 84,000; Full time

Job summary

AIA Group Limited is seeking a Takaful & Financial Advisor in Kuala Lumpur. The role focuses on meeting clients to understand financial goals and provide Shariah-compliant takaful and planning solutions.

You will conduct needs analyses, recommend protection and investment products, and support retirement planning while maintaining high ethical and regulatory standards. The position involves ongoing client relationship management, training participation, sales activities, and outreach to grow the

Qualifications

• Strong skills in Financial Planning and Financial Advisory to assess client needs and propose solutions.
• Solid knowledge of Finance and Investments to interpret financial information and guide clients.
• Expertise in Retirement Planning to design long-term income strategies.

Responsibilities

• Conduct needs analysis with clients to understand goals and protection needs.
• Recommend suitable protection, savings, and investment products.
• Support clients with retirement and wealth accumulation strategies and perform portfolio reviews.

Skills

Financial Planning

Financial Advisory

Retirement Planning

Communication

Shariah Compliance

Client Management

Sales Targets

Education

Finance/Business/Economics degree

Job description

Company Description

AIA Group Limited is the largest independent publicly listed pan-Asian life insurance group, with a presence in 18 markets across Asia-Pacific. Established in Shanghai in 1919, AIA is a market leader in Asia (ex-Japan) based on life insurance premiums and holds strong positions in most of its markets. As of 30 June 2026, the Group managed total assets of US$360 billion, reflecting its scale and financial strength. AIA offers a broad range of solutions including life, accident, and health insurance, savings plans, employee benefits, credit life, and pension services for individual and corporate clients. Through an extensive network of agents, partners, and employees, AIA serves more than 45 million individual policyholders and over 16 million members of group insurance schemes.

Role Description

This is a full-time, on-site Takaful & Financial Advisor role based in Kuala Lumpur. The Takaful & Financial Advisor will meet with clients to understand their financial goals and protection needs, and provide Shariah-compliant takaful and financial planning solutions. Daily responsibilities include conducting needs analysis, recommending suitable protection, savings, and investment products, and supporting clients with retirement and wealth accumulation strategies. The role involves maintaining long-term client relationships, performing regular portfolio reviews, and ensuring high standards of ethical conduct and regulatory compliance. The advisor will also participate in training, sales activities, and outreach initiatives to grow the client base and promote AIA's products and services.

Qualifications

• Candidates should possess strong skills in Financial Planning and Financial Advisory to assess client needs and propose appropriate solutions.
• Candidates should possess solid knowledge of Finance and Investments to interpret financial information and guide clients on suitable options.
• Candidates should possess expertise in Retirement Planning to help clients design long-term strategies for income security and wealth preservation.
• Relevant academic background in finance, business, economics, or a related field is beneficial.
• Good communication and interpersonal skills, with the ability to explain financial concepts clearly to diverse clients.
• Demonstrated integrity, professionalism, and adherence to Shariah principles in financial advisory practices.
• Previous experience in insurance, takaful, banking, or wealth management is an advantage.
• Ability to work targets-driven, manage time effectively, and build lasting client relationships.