Wealth Advisor

Octave Principal Consultancy; Petaling Jaya; On-site; MYR 122,000 - 146,000; Full time

Benefits offered by this job

Mentorship & Training

Performance Bonuses

Flexible Scheduling

Job summary

Octave Principal Consultancy is seeking ambitious Wealth Planners to guide clients through protection, investment, retirement, and legacy planning. You will build tailored financial strategies and educate clients on product features and risks.

Join a mentorship-driven team with structured training and clear success systems. English and Mandarin communication is required, with flexibility to design your schedule and grow through commissions and bonuses.

Qualifications

• Experience in financial advisory or insurance sales preferred, fresh graduates with interest encouraged.
• Excellent communication and interpersonal skills.
• Results-oriented, self-driven, and high service standards.
• Ability to communicate in English and Mandarin.

Responsibilities

• Advise on wealth protection, investment planning, estate planning, and retirement planning.
• Identify, acquire, onboard new individual clients through referrals, networking, and outreach.
• Develop and present tailored financial plans and investment strategies.
• Educate clients on products, features, benefits and risks.
• Build strong, long-term client relationships based on trust and service.
• Stay ahead of market trends to provide relevant advice.

Skills

Strong communication

Client relationship building

Networking

Multilingual English/Mandarin

Job description

Build a Career That Rewards Your Drive, Not Just Your Time

• Stuck in a routine that repeats day after day?
• Undervalued despite working hard and giving your best?
• Your talent could achieve much more with the right opportunity?

If so, this could be your turning point.

We are looking for ambitious, purpose-driven individuals ready to break free from the ordinary and build an extraordinary career as a Wealth Planner.

Why This Role Is Different

This role is designed for:

• Professionals in repetitive 9–6 roles seeking more meaning and flexibility
• Individuals who feel overlooked, underpaid, or taken for granted
• Go-getters who believe they deserve more than a fixed salary
• Career switchers seeking purpose, freedom, and growth

You don’t need a finance background. What you need is hunger, heart, and the willingness to learn.

What Makes This Opportunity Unique

• Flexibility – Design your own schedule to fit your lifestyle and commitments.
• Unlimited Growth Potential – 18 months of bridging income (up to RM12,000/month), plus commissions, bonuses, and luxury incentive trips for high performers.
• Real Impact – Guide clients through life’s most important financial decisions, from protection and investment to retirement and legacy planning.
• Mentorship & Training – 1-on-1 mentoring from successful senior advisors, structured training roadmap, and clear, repeatable success systems.

This is a profession that rewards your contributions, value and results, not just your time.

Your Responsibilities

• Advise on key areas: Wealth Protection, Investment Planning, Estate Planning, and Retirement Planning.
• Proactively identify, acquire, and onboard new individual clients through various channels, including referrals, networking, and outreach activities.
• Develop and present tailored financial plans and investment strategies that align with client objectives, incorporating products such as insurance and investment products.
• Educate clients on various financial products and services, explaining their features, benefits, and associated risks clearly and concisely.
• Build strong, long-term client relationships based on trust and consistent service.
• Stay ahead of market and industry trends to deliver informed, relevant advice.

Requirements

• Prior experience in financial advisory, private banking, or insurance sales preferred (fresh graduates with strong interest in financial services are also encouraged to apply).
• Strong communication and interpersonal skills, with the ability to explain complex concepts clearly.
• Results-oriented, self-driven, and committed to high standards of client service.
• Able to communicate in English and Mandarin.

Your Support System

• Personal mentoring from proven industry leaders
• Structured training roadmap
• Clear, step-by-step systems to guide you at every stage
• You will not be thrown into the deep end alone — you’ll be supported from day one.

If you know you’re meant for more, this is where you start.