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Investment and Financial Advisor

RM 3,000 - RM 3,000 / month

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One of the region’s leading IT and finance companies is seeking a full-time financial and investment advisor to manage our finance, investment, and banking-related portfolios while overseeing key client relationships. In this strategic role, you will be responsible for the end-to-end client lifecycle — from onboarding and deepening engagement to driving product adoption, identifying upsell opportunities, and ensuring long-term client satisfaction. Leveraging your expertise in relationship management, financial planning, and investment solutions, you will serve as a trusted advisor, empowering clients to make informed decisions using our investment data aggregation and analytics platform. This role is well-suited for professionals experienced in managing high-net-worth portfolios, delivering comprehensive financial strategies, and ensuring compliance in a regulated environment. You’ll be part of an innovative and fast-growing team with strong financial backing, where your contributions in wealth management and client success will directly support business growth and lasting client partnerships. Key Responsibilities: * Manage, grow, and nurture relationships with high-value clients by delivering personalized and strategic support across finance, investment, and wealth-related port

Job Types: Full-time, Permanent, Fresh graduate

Pay: From RM3,000.00 per month

Benefits:

  • Health insurance
  • Maternity leave
  • Opportunities for promotion
  • Professional development

Schedule:

  • Monday to Friday

Supplemental Pay:

  • Commission pay
  • Performance bonus
  • Yearly bonus

Work Location: In person