Job Description

What You'll Be Doing:

1) Wealth Advisory & Financial Planning

• Perform comprehensive financial needs assessments to identify clients' immediate and future aspirations.
• Offer tailored advice on safeguarding wealth, savings strategies, retirement planning, educational funding, and investment options.
• Assist clients in making well-informed financial choices that align with their individual objectives.

2) Client Relationship Development

• Forge significant connections with professionals, families, and entrepreneurs.
• Enhance your professional network via referrals, networking events, and social interactions.
• Position yourself as a reliable advisor by comprehending clients' goals and dreams.

3) Leadership & Business Development

• Acquire knowledge on how to establish and oversee a professional advisory practice.
• Enhance skills in business development, communication, and managing relationships.
• Experience leadership roles through opportunities for mentorship.

Why Join finergy advisory?

Financial Support During Your Transition

✔ Monthly Development Allowance of RM2,000 – RM12,000* while you build your career

Unlimited Income Potential

✔ Uncapped commission structure and performance-based incentives

Structured Career Development

✔ Comprehensive training designed for both fresh graduates and career switchers

One-to-One Mentorship

✔ Learn directly from experienced leaders within the industry

Flexible Work Arrangement

✔ Hybrid work environment with flexibility to manage your schedule

Leadership Growth Opportunities

✔ Clear pathway into leadership and management positions

Professional & Personal Development

✔ Build valuable skills in communication, leadership, financial planning, and entrepreneurship

Meaningful Impact

✔ Help individuals and families achieve greater financial confidence and security

*Monthly Development Allowance is subject to qualification criteria and program requirements.

Why This Career Stands Out

This is more than a career opportunity.

It is a leadership development journey designed for individuals who aspire to build a meaningful profession, create long-term impact, and develop into future business leaders.

If you are driven by growth, purpose, and leadership, we invite you to take the next step with finergy advisory.

Apply today and begin your journey towards becoming a future leader in wealth advisory.

Job Requirements

Minimum Entry Requirement:

• SPM with 5 passes inclusive Bahasa Malaysia subjects or other qualifications deemed equivalent or higher (must be academic based). 

Who We're Looking For:

• Fluent in both Mandarin and English (spoken and written).
• Strong communication and interpersonal skills.
• Positive attitude with a growth mindset.
• Self-motivated, ambitious, and eager to learn.
• Comfortable building relationships and engaging with people from diverse backgrounds.

We Welcome Applications From:

• Fresh Graduates
• Sales Professionals
• Financial Services Professionals
• Customer Service Executives
• Marketing Professionals
• Corporate Professionals seeking a career transition

Skills