Full Time Wealth Advisor Jobs, Salary up to MYR 25,000 in Octave Principal Consultancy S/B Selangor - Maukerja

Wealth Advisor

Octave Principal Consultancy Sdn Bhd

Full-time | Minimum qualification: Diploma

Locations: Petaling Jaya and Mont Kiara

Commission-based earnings with bridging income, allowances and incentives

Build a career helping individuals, families and business owners plan for their financial future.

We are looking for motivated people to join our team as Wealth Advisors. Whether you have relevant industry experience or are considering a career change, we provide full training, one-to-one mentoring, office support and promotion programmes within the firm.

WHAT YOU WILL DO

Build relationships with prospective and existing clients.

Understand clients’ circumstances, priorities and long-term goals.

Support planning needs across insurance, asset and income protection, estate and legacy planning, business succession, education, retirement and wealth management.

Explain appropriate solutions within your appointed scope, involving specialists or partners where required.

Follow through on client enquiries, documentation and ongoing service.

Develop your knowledge through training and mentoring.

Plan and track your prospecting, appointments and follow-up activities.

WHAT WE PROVIDE

Full training to develop your knowledge and skills.

One-to-one mentoring.

Office support.

Promotion programmes within the firm.

Opportunities to build your high-net-worth advisory business through partnerships with leading local and offshore providers, supported by an attractive remuneration structure.

Commission-based earnings.

Bridging-income programmes with two tiers:

Tier 1: RM2,000–RM12,000 per month.

Tier 2: RM15,000–RM25,000 per month.

Allowances and incentives.

Bridging-income eligibility, tier placement, duration and qualifying conditions will be explained during the recruitment process.

WHO WE ARE LOOKING FOR

A minimum qualification of Diploma.

Commitment to a full-time advisory career.

Initiative, determination and consistent follow-through.

Clear communication and an interest in building lasting client relationships.

Willingness to learn, receive feedback and develop new skills.

Professional judgment and care when handling confidential information.

We welcome experienced candidates and career changers. Backgrounds in banking, insurance, nursing, unit trusts, wills and trusts, private banking, IFA or EAM businesses may offer relevant transferable experience.

UNDERSTAND THE OPPORTUNITY

This is a commission-based role. Bridging income, allowances and incentives are subject to the applicable programme terms and are not presented as a guaranteed basic salary.

We will explain the income structure, expectations and joining requirements so you can make an informed decision.

Activities involving regulated products or services are subject to the relevant appointment, training and authorisation requirements.

APPLY

Apply through Indeed or email your CV or brief career history to ************* with the subject Wealth Advisor Application — [Your Name].

Please include your highest qualification, current role and relevant experience, why you are interested in becoming a Wealth Advisor, and your availability and notice period.

We are expanding our Wealth Advisory team and welcome applications from experienced professionals and motivated career changers. Joining dates will be agreed individually.

Job Type: Full-time

Benefits:

• Opportunities for promotion
• Professional development

Application Question(s):

• Are you aware that this is a client-facing role?

Work Location: In person