Wealth Advisor

Prudential BSN Takaful Berhad; Shah Alam; Hybrid; MYR 60,000 - 120,000; Full time

Job summary

Prudential BSN Takaful Berhad in Shah Alam offers a full-time hybrid Wealth Advisor role. You will deliver wealth management and retirement planning services, assess client needs, and tailor strategies to help clients achieve financial goals while maintaining compliance and strong client relationships.

You will collaborate with internal teams to deliver a seamless client experience, stay informed on market trends, and work toward business growth targets in a flexible hybrid environment.

Qualifications

• Academic background in Finance/Economics/Business; professional certifications are a plus.
• Strong knowledge of investments and wealth management strategies.
• Experience in financial planning and retirement planning services.
• Excellent communication and ability to build long-term client relationships.
• Understanding of regulatory requirements and compliance standards.
• Comfort with digital tools for client interaction and remote work.

Responsibilities

• Provide comprehensive wealth management and retirement planning services.
• Assess client financial situations and develop tailored investment strategies.
• Present recommendations and conduct regular portfolio reviews.
• Build and maintain long-term client relationships in a hybrid work setup.
• Stay updated on financial products and market trends; ensure compliance.

Education

Bachelor's degree in Finance/Economics/Business

Professional certifications in financial planning or wealth advisory (advantage)

Financial planning

Retirement planning

Investments & wealth management

Client relationship building

Regulatory compliance

Digital tools for remote collaboration

Job description

Company Description

Prudential BSN Takaful Berhad (PruBSN) is Malaysia’s leading family takaful operator, recognized for its customer‑centric approach, multi‑channel distribution, and innovative, technology‑driven solutions. The organization is committed to creating a workplace where people find meaning in their work and deliver strong outcomes for customers, shareholders, and communities. PruBSN invests heavily in talent development through structured training, public programmes, workshops, and seminars. The company fosters strong leadership at all levels via award‑winning leadership development initiatives, and supports pay‑for‑performance through a robust rewards framework. PruBSN promotes high employee engagement, volunteering, and a diverse, inclusive culture for all team members.

Role Description

The Wealth Advisor role is a full‑time hybrid position based in Shah Alam, with flexibility for some work‑from‑home arrangements. The Wealth Advisor will provide comprehensive wealth management services to clients, including financial and retirement planning, investment guidance, and takaful‑based solutions aligned with clients’ needs and goals. Day‑to‑day responsibilities include assessing client financial situations, developing tailored strategies, presenting recommendations, and conducting regular portfolio reviews. The role involves building long‑term client relationships, maintaining up‑to‑date knowledge of relevant financial products and market trends, and ensuring compliance with internal policies and regulatory requirements. The Wealth Advisor will also collaborate with internal teams to deliver a seamless customer experience and contribute to business growth targets.

Qualifications

• Ability to provide comprehensive Financial Planning and Retirement Planning services tailored to diverse client needs.
• Strong understanding of Investments and Wealth Management Services to guide clients on portfolio construction and risk management.
• Solid foundation in Finance, including cash flow analysis, budgeting, and understanding of financial instruments.
• Excellent communication and interpersonal skills to build trust, explain complex concepts clearly, and maintain long‑term client relationships.
• Relevant academic background in Finance, Economics, Business, or a related field; professional certifications (e.g., financial planning or wealth advisory) are an advantage.
• Proven ability to work with targets and performance metrics, with strong ethical standards and adherence to regulatory requirements.
• Comfort with digital tools and platforms for client interaction, reporting, and remote collaboration in a hybrid work environment.