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Financial Advisor (Commission Based)

Job No. 1945686407 Accounting & Finance Kuala Lumpur Kuala Lumpur Full Time Posted October 27, 2026 Closes November 26, 2026

Undisclosed

WEALTH VANTAGE ADVISORY SDN. BHD. · 0.0 / 5 (0 company reviews)

Key Responsibilities: - Deliver holistic financial planning services tailored to individual client needs. - Conduct client consultations, identify goals, and assess financial health. - Recommend suita

Key Responsibilities:
- Deliver holistic financial planning services tailored to individual client needs.
- Conduct client consultations, identify goals, and assess financial health.
- Recommend suitable investment, protection, and retirement strategies.
- Build and maintain strong, trust-based relationships with clients.
- Stay updated with financial regulations, market trends, and advisory tools.
- Participate in marketing, branding, and prospecting initiatives.
- Attend internal training programs to continuously develop advisory skills.

Qualifications
- Skills in Financial Planning and Financial Advisory
- Knowledge in Finance and Investments
- Experience in Retirement Planning
- Excellent communication and interpersonal skills
- Ability to work both independently and as part of a team
- Certifications such as CFP, IFP, RFP, or Shariah RFP are highly desirable
- Bachelor’s degree in Finance, Economics, Business, or a related field

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