Wealth Advisor

ZTY Gemilang Enterprise; Selangor; Hybrid; MYR 50,000 - 85,000; Full time

Benefits offered by this job

Commission-based earnings

Hybrid work arrangement

Training and mentorship

Career advancement opportunities

Job summary

Prudential BSN Takaful (Agency: Synergy) seeks a Wealth Advisor to guide clients toward Shariah-compliant wealth and protection solutions. You will assess financial health, design tailored plans, and deliver ongoing advisory services with strong ethics and client-first focus.

You’ll operate in a hybrid setting, balancing on-site client meetings with remote work. The role emphasizes relationship-building, regulatory compliance, and continuous skill development through mentoring programs.

Qualifications

• Degree in Insurance or Takaful or related field with strong analytical ability.
• Certifications such as TBE, PCE, CEILI are a strong advantage.
• Exceptional interpersonal skills with the ability to explain financial concepts clearly.
• Proficiency in English and Bahasa Malaysia is required.

Responsibilities

• Meet with clients to assess financial goals, risk profiles and current situations.
• Design and recommend Shariah-compliant PruBSN Takaful plans for health, protection and wealth.
• Educate clients on financial planning concepts and takaful principles.
• Build trust through regular portfolio reviews and updated strategies.

Skills

Interpersonal skills

English & Bahasa Malaysia

Client-focused mindset

Self-motivated

Education

Degree in Insurance/Takaful

Certifications such as TBE, PCE, CEILI

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

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