Financial Advisor

Company Description

I-MAX Financial is a pioneer Financial Advisory (FA) firm with 16 years of experience in the industry. We are dual-licensed by Bank Negara and Securities Commission and have relationship with all the major insurance as well as asset management companies in Malaysia.

Role Description

A Financial Advisor Representative (FAR) is a professional who has passed the necessary studies to be qualified to advise clients on personal finance matters.

At I-MAX, we keep it simple by focusing on:

• Providing clear & concise financial plans for clients to achieve their financial goals
• Ensuring families are adequately protected without overpaying premiums
• Helping families to save and invest for future retirement

Qualifications

• Minimum 3 years of full-time working experience in a financial related industry; AND,
• i. RFP, Shariah RFP, ChFC, CFP, IFP, CIFP (Part 1) OR
• ii. Members of MIA, MICPA, CPA (Aust), ACCA, Bar Council, ICSA, MAICSA, CIMA OR
• iii. Relevant PhD, Masters or Bachelors Degree or its equivalent

Compensation

• Tiered profit-sharing structure + year-end bonus on new business generated
• Overriding income for advisors who recruit/mentor other advisors
• Income range for:
• Junior advisor = RM 6-8k/month
• Mid-level = RM 12-15k/month
• Senior advisor = RM 25-30k/month

If you are an insurance advisor curious about the FA industry; or a mid-career professional wondering about a different career path, most welcome to have a chat with us!

[for Malaysians only / people who are already living & working in Malaysia]