WEALTH PLANNER

SYNERGY CONSULTANCY; Seremban; On-site; MYR 40,000 - 80,000; Full time

Job summary

Jora Malaysia is seeking a Financial Advisor to provide financial and wealth planning solutions based on clients' goals and risk profiles. The role involves conducting needs analysis, building and maintaining strong client relationships, and advising on takaful and protection strategies.

You'll develop a prospect pipeline through networking, referrals, and cold calls, present personalized proposals, and follow clients through the application process to achieve sales and development targets while

Responsibilities

• Provide financial and wealth planning solutions based on clients’ financial goals, needs and risk profiles.
• Conduct financial needs analysis to identify suitable protection, savings, investment and wealth accumulation strategies.
• Build and maintain strong relationships with existing and prospective clients through regular consultation and follow-up.
• Advise clients on takaful, protection and financial planning solutions to support long-term financial security.
• Develop and manage a prospect pipeline through networking, referrals, cold calling and other business development activities.
• Conduct client reviews regularly to ensure existing financial plans remain aligned with clients’ changing needs and financial goals.
• Prepare and present personalized financial proposals to clients in a clear and professional manner.
• Follow up with prospects and clients throughout the consultation and application process.
• Achieve individual sales, persistency and business development targets set by the organization.
• Maintain accurate client records and ensure all activities comply with company policies, regulatory requirements and industry standards.

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.

• Provide financial and wealth planning solutions based on clients’ financial goals, needs and risk profiles.
• Conduct financial needs analysis to identify suitable protection, savings, investment and wealth accumulation strategies.
• Build and maintain strong relationships with existing and prospective clients through regular consultation and follow-up.
• Advise clients on takaful, protection and financial planning solutions to support long-term financial security.
• Develop and manage a prospect pipeline through networking, referrals, cold calling and other business development activities.
• Conduct client reviews regularly to ensure existing financial plans remain aligned with clients’ changing needs and financial goals.
• Prepare and present personalized financial proposals to clients in a clear and professional manner.
• Follow up with prospects and clients throughout the consultation and application process.
• Achieve individual sales, persistency and business development targets set by the organization.
• Maintain accurate client records and ensure all activities comply with company policies, regulatory requirements and industry standards.