Wealth Advisor

OCTAVE PRINCIPAL CONSULTANCY SDN. BHD.; Petaling Jaya; On-site; MYR 78,000 - 223,000; Full time

Benefits offered by this job

Full training

One-to-one mentoring

Office support

Promotion programmes

Remuneration structure

Partnership opportunities with local &

Job summary

OCTAVE PRINCIPAL CONSULTANCY SDN. BHD. is seeking committed, motivated individuals for a full-time advisory career in Malaysia.

Build relationships with clients, understand goals, and plan across insurance, assets, estate, retirement and wealth management. Comprehensive training and mentoring are provided. The role offers commission-based earnings with bridging income; Tier 1 and Tier 2 monthly ranges are disclosed during recruitment.

Qualifications

• Commitment to a full-time advisory career.
• Initiative, determination and consistent follow-through.
• Clear communication and an interest in lasting client relationships.
• Willingness to learn, receive feedback and develop new skills.
• Professional judgment and care when handling confidential information.

Responsibilities

• Build relationships with prospective and existing clients.
• Understand clients’ circumstances, priorities and long-term goals.
• Support planning needs across insurance, asset and income protection, estate and legacy planning, business succession, education, retirement and wealth management.
• Explain appropriate solutions within your appointed scope, involving specialists or partners where required.
• Follow through on client enquiries, documentation and ongoing service.
• Develop your knowledge through training and mentoring.
• Plan and track your prospecting, appointments and follow-up activities.

Skills

Full-time advisory career

Initiative

Communication

Willingness to learn

Professional discretion

Job description

Locations: Petaling Jaya and Mont Kiara

Commission-based earnings with bridging income, allowances and incentives

Build a career helping individuals, families and business owners plan for their financial future. We welcome experienced professionals and motivated career changers, with full training, one-to-one mentoring, office support and promotion programmes within the firm.

WHAT YOU WILL DO

• Build relationships with prospective and existing clients.
• Understand clients’ circumstances, priorities and long-term goals.
• Support planning needs across insurance, asset and income protection, estate and legacy planning, business succession, education, retirement and wealth management.
• Explain appropriate solutions within your appointed scope, involving specialists or partners where required.
• Follow through on client enquiries, documentation and ongoing service.
• Develop your knowledge through training and mentoring.
• Plan and track your prospecting, appointments and follow-up activities.

WHAT WE PROVIDE

• Full training and one-to-one mentoring.
• Office support and promotion programmes within the firm.
• Opportunities to build your high-net-worth advisory business through partnerships with leading local and offshore providers, supported by an attractive remuneration structure.
• Commission-based earnings, allowances and incentives.
• Bridging-income programmes: Tier 1 RM2,000–RM12,000 per month; Tier 2 RM15,000–RM25,000 per month. Eligibility, tier placement, duration and qualifying conditions will be explained during recruitment.

WHO WE ARE LOOKING FOR

• Commitment to a full-time advisory career.
• Initiative, determination and consistent follow-through.
• Clear communication and an interest in lasting client relationships.
• Willingness to learn, receive feedback and develop new skills.
• Professional judgment and care when handling confidential information.

We welcome experienced candidates and career changers. Backgrounds in banking, insurance, nursing, unit trusts, wills and trusts, private banking, IFA or EAM businesses may offer relevant transferable experience.

UNDERSTAND THE OPPORTUNITY

This is a commission-based role. Bridging income, allowances and incentives are subject to programme terms and are not a guaranteed basic salary. We will explain the income structure, expectations and joining requirements so you can make an informed decision. Activities involving regulated products or services are subject to the relevant appointment, training and authorisation requirements.

We are expanding our Wealth Advisory team and welcome applications from experienced professionals and motivated career changers. Joining dates will be agreed individually.