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Financial Advisor

Financial Advisor

Prudential BSN Takaful BerhadKota Bharu, Kelantan, Malaysia
3 days ago
Job description

Company Description

Prudential BSN Takaful Berhad (PruBSN) is Malaysia’s leading family takaful operator, known for its customer-centric approach and innovative solutions. The company’s multi-distribution channel strategy and technological leadership have propelled it to the forefront of the industry. PruBSN prioritizes robust talent development and training programs, driving leadership at all levels, and fostering employee engagement through open dialogue and volunteerism. The company is committed to maintaining a diverse and inclusive culture, ensuring that employees find value and meaning in their work while delivering outstanding performance for customers, shareholders, and communities.

Role Description

This is a full-time hybrid role for a Financial Advisor, based in Kota Bharu with some work from home flexibility. The Financial Advisor will be responsible for providing expert financial planning and advisory services, including retirement planning and investment strategies. Day-to-day tasks include meeting with clients to assess their financial needs, developing individualized financial plans, and offering guidance on investment opportunities and financial products.

Qualifications

  • Financial Planning, Retirement Planning, and Financial Advisory skills
  • Strong knowledge of Finance and Investments
  • Excellent communication and interpersonal skills
  • Ability to work independently and in a team setting
  • Bachelor's degree in Finance, Business, or related field
  • Relevant certifications such as CFP or similar are a plus
  • Experience in the financial services industry is beneficial
  • High levels of integrity and professionalism

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Financial Advisor • Kota Bharu, Kelantan, Malaysia

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