SENIOR EXECUTIVE, FINANCIAL ADVISOR

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We are looking for passionate and service-driven individuals to join us as Financial Advisors at the following branches :

Branch Location

AKPK Kuching, Sarawak

JOB PURPOSE

Provide free financial advisory services to help individuals and small businesses manage their finances and overcome debt issues. This includes financial education, personalised planning, and support through the Debt Management Programme (DMP). Advisors work closely with clients to assess their situation, create repayment plans, and guide them toward financial stability.

KEY RESPONSIBILITIES

• Financial Advisory Services : Provide comprehensive financial advice on budgeting, cash flow management, and credit, tailoring advice to individual customer needs and assisting them in establishing financial goals.
• Debt Management & Resolution : Develop personalized debt repayment solutions for qualified borrowers through credit and financial assessments, and facilitate communication with financial institutions to secure agreement on proposed plans.
• Public Education & Outreach : Conduct financial education programs for households and SMEs, and participate in various outreach activities (exhibitions, public programs, media interviews) to improve financial literacy and promote AKPK initiatives.
• Customer Relations & Complaint Management : Deal with customer complaints that may range from internal process issues to external problems involving Financial Institutions (FIs) and non-FIs.
• System and Program Development Support : Participate in user and pilot tests for new systems and projects.
• Compliance and Implementation : Ensure that financial advisory mechanisms are implemented in accordance with AKPK's goals and objectives.
• Stakeholder Education : Educate customers and key partners about new AKPK initiatives, such as Social Synergy Registrations and SSM Registrations.
• General Duties : Perform any other tasks as directed by the Branch Head / Head of Department or Division.

QUALIFICATIONS

Academic Qualifications

Bachelor’s degree in Finance, Banking, Accounting, or Economics is typically required to enter a financial planning certification program.

Practical Experience

Minimum of 3 years relevant work experience in the financial sector is required for certification.

Professional Certification & Licensing (Added Advantage)

JOB REQUIREMENTS

WORKING CONDITION

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About Us

The Credit Counselling and Debt Management Agency, or commonly known as Agensi Kaunseling dan Pengurusan Kredit (AKPK), is an agency set up by Bank Negara Malaysia in April 2006 to help individuals take control of their financial situation and gain peace of mind that comes from the wise use of credit.

AKPK offers the following services to individuals, free of charge :

Financial education on the responsible use of money and credit management skills. Advice on financial management. Debt management programme to assist consumers to regain financial control.

VISION

AKPK envisions to be a trusted and leading authority in financial wellness, empowering a financially resilient society and contributing to national socio-economic goals.

MISSION

AKPK’s mission is to empower the community―households and SMEs―to be financially resilient via customer-centric financial education, advisory and debt management services.

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