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Job Post Details

Personal Financial Advisor (Part Time)
Warhamna Consulting Group Sdn Bhd
Malaysia
RM 3,000 - RM 4,500 a month
Part-time, Full-time
Apply now

Job details

RM 3,000 - RM 4,500 a month
Part-time, Full-time
Malaysia

Full job description

About the role

As a Part Time Personal Financial Advisor at Warhamna Group, you will assist clients in achieving their financial goals through holistic financial planning solutions, including takaful protection, insurance planning, investment planning, retirement planning, and Islamic estate planning. This part time position based in our Bangsar, Kuala Lumpur office offers flexibility, professional development, and the opportunity to contribute to the growth of our financial services business.

What you'll be doing

  • Conduct financial needs analysis to understand clients' protection goals, financial priorities, and future needs.
  • Identify and approach potential clients and arrange appointments.
  • Provide suitable takaful and financial planning solutions based on clients' individual circumstances.
  • Provide professional financial advisory services covering takaful and insurance protection, investment planning, retirement planning, wealth management, and Islamic estate planning including faraid, hibah and will.
  • Maintain strong client relationships by providing ongoing support, monitoring progress, and making adjustments as needed
  • Conduct client presentations and explain product benefits clearly and professionally.
  • Collaborate with the Warhamna Group team to provide excellent client service.
  • Stay updated with industry knowledge, product updates, and regulatory requirements.

What we're looking for

  • Willingness to learn about financial products, takaful solutions, and financial planning.
  • Excellent communication and interpersonal skills with the ability to build trust and rapport with clients
  • Critical thinking and problem-solving skills to identify client needs and provide customised solutions
  • Commitment to ongoing professional development and maintaining relevant industry certifications
  • Possess leadership skill and be able to work well in a team.
  • Minimum SPM/Diploma qualification; fresh graduates are welcome to apply

What we offer

At Warhamna Group, we are dedicated to creating a supportive and rewarding work environment for our employees. As a part-time Personal Financial Advisor, you will enjoy a competitive remuneration package, flexible working arrangements, and opportunities for professional development. Our comprehensive benefits include:

  • Competitive commission-based compensation structure + Basic Incentive from RM 3000 - RM 7500
  • Flexible work schedules to accommodate your personal commitments
  • Ongoing training and mentorship to enhance your financial advisory skill
  • Opportunities for career advancement within the Warhamna Group
  • Free Overseas Incentive Trips

About us

Warhamna Group is a Syariah-based financial consulting company and a trusted agency partner of Etiqa Takaful, providing holistic one-stop financial solutions for individuals and businesses.

Our services cover takaful and insurance protection, investment planning, retirement planning, wealth management, and Islamic estate planning, including faraid, hibah, and will. We are committed to empowering our clients to achieve their financial goals through personalised guidance, ethical practices, and tailored financial solutions.

Join Warhamna Group as a Part-Time Personal Financial Advisor and take the first step towards building a rewarding career in the financial services industry.

Job Types: Full-time, Part-time

Pay: RM3,000.00 - RM4,500.00 per month

Work Location: Remote

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