Wealth Advisor

ZTY Gemilang Enterprise; Kajang; Hybrid; MYR 30,000 - 54,000; Full time

Benefits offered by this job

Hybrid work

Mentorship program

Competitive commissions

Job summary

Synergy is seeking a highly motivated Wealth Advisor to help clients achieve financial goals through Shariah-compliant wealth and protection solutions. You will assess client needs and tailor advisory services across savings, investment, protection, and retirement planning.

The role emphasizes strong interpersonal skills, English and Bahasa Malaysia proficiency, and a client-first mindset. A hybrid work setup, ongoing training, and clear career paths accompany a competitive commission structure.

Qualifications

• Degree in Insurance/Takaful, Risk Management, Finance, Business, Economics, or a related field.
• Certifications such as TBE, PCE and CEILI are advantageous; training is provided.
• Strong interpersonal skills with ability to explain complex financial concepts clearly.
• Proficiency in English and Bahasa Malaysia.
• Self-motivated, goal-oriented, and client-first in approach.
• Ability to work independently in a hybrid environment.

Responsibilities

• Meet with prospective and existing clients to assess financial goals and risk profiles.
• Recommend and design Shariah-compliant PruBSN Takaful plans aligned with client objectives.
• Educate clients on financial planning concepts and long-term wealth management.
• Build trust through regular portfolio reviews and updated strategies.
• Identify new market segments and pursue performance targets.
• Maintain accurate client records and ensure regulatory compliance.

Skills

Interpersonal skills

English proficiency

Bahasa Malaysia proficiency

Ethical mindset

Client-first approach

Time management

Education

Degree in Insurance/Takaful / Finance

Job description

We are looking for a highly motivated Wealth Advisor to join our growing team at Synergy. In this role, you will play a crucial part in helping clients achieve their financial goals and secure their futures through Shariah-compliant wealth and protection solutions. Guided by the core purpose of helping people get the most out of life, you will assess clients' financial health and provide personalized advisory services encompassing savings, investment, protection, and retirement planning.

Key responsibilities

Meet with prospective and existing clients to assess their financial goals, risk profiles, and current financial situations

Recommend and design customized, Shariah-compliant PruBSN Takaful plans—spanning health, protection, and wealth accumulation that align with the client's objectives

Educate clients on fundamental financial planning concepts, the principles of Takaful, and the importance of long-term wealth management

Build and maintain long-lasting trust with clients by conducting regular portfolio reviews, updating strategies as life stages change, and providing exceptional after-sales service

Identify new market segments, initiate contact with potential clients, and actively work towards achieving performance targets

Maintain accurate client records, ensure all advisory processes comply with regulatory standards, and stay updated on industry developments

About you

Degree in Insurance/Takaful, Risk Management, Finance, Business, Economics, or a related field

Relevant industry certifications (such as TBE, PCE, and CEILI) are a strong advantage, though training is provided for new entrants

Exceptional interpersonal skills with the ability to explain complex financial concepts in a clear, relatable manner

Proficiency in English and Bahasa Malaysia is required

Self-motivated, goal-oriented, and ethical, with a strong client-first mindset

Ability to work independently and manage time effectively in a dynamic, hybrid work environment

About us

Prudential BSN Takaful (Agency: Synergy) is a growing team dedicated to helping clients achieve their financial goals and secure their futures through Shariah-compliant wealth and protection solutions.

Highly competitive commission structure with flexible, performance-based earning potential

Hybrid working arrangement that allows you to manage your schedule while balancing on-site client engagements and remote work

Comprehensive, ongoing training and mentorship programs to build your expertise in financial planning and sales

Clear pathways for career advancement into agency management and leadership roles