Financial Advisor Malaysia

My new client in Malaysia has a small, yet fully regulated and licensed brokerage in Malaysia. If you are an advisor in the region look at a positive change, then this opportunity is well worth considering.

Our client also interested in quality advisers outside Malaysia who want to work or need a licensed entity to use RL360, Utmost, ITA, etc.

• Provide strategic advice across a variety of financial products and services
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Keep abreast of new industry’s trends and research market to back up financial consulting
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations

• This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates in the region
• English first language (business language)
• UK financial services qualifications desired, but not required (DipFA, DipPFS or similar etc)
• Proven prior working experience as an investment advisor
• Track record of successful financial guidance
• Ability to analyze market’s financial data and to provide appropriate data-based advice
• Strong communication, negotiation and presentation skills
• Accuracy, attention to detail and the ability to explain complex information clearly and simply

• The ability to earn substantially, increasing year on year
• Regulated Role
• Comes with 2 year working visa
• Basic Salary 10,000 RM (refunded via commission)
• Commission rate 65%
• Trail 65%

Applicants should have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth.