MyPF Careers

MyPF career opportunities, finance jobs, and positions in the personal finances-related industry.

 


MyPF Advisor

(Full-time)

We are looking for good men and women passionate in people and personal finances, risk management, and investment planning. Build a rewarding career in the financial world as a MyPF Advisor – giving you the freedom to live your life to the fullest while enjoying flexible working hours.

Responsibilities

  • Interview clients to determine income, expenses, insurance coverage, financial objectives, and other information needed to develop a personal finances plan.
  • Answer clients queries on purposes and details of personal finances plan, and strategy.
  • Recommend to clients strategies in cash management, risk management, investment planning, and other areas to help them achieve financial goals.
  • Analyse financial information from clients to determine strategies for meeting clients’ financial objectives.
  • Implement personal finances planning recommendations or refer clients to others who can assist with the recommendations.

Requirements

  • CFA/CFP/RFP certification (or willing to take up sponsored certification).
  • Technology: spreadsheet, email, social media, general cloud-based software.
  • Knowledge: customer and personal services, economics and accounting, English (other languages added advantage), sales and marketing, administration and management.
  • Abilities: deductive reasoning, inductive reasoning, oral comprehension, oral expression, written comprehension.
  • Skills: active listening, critical thinking, judgment and decision making, reading comprehension, speaking.
  • Habits: integrity, disciplined, attention to detail, concern for others, persistence, independence, recognition, achievement.

** Please indicate Kuala Lumpur / Penang in your application.

Sales Associate

(Full-time/Part-time)

Our Sales Associate role offers you an opportunity to grow your income in the exciting fast-paced personal finances sector. This opportunity is a source of extra income or a stepping stone to pivot you into a career in personal finances with flexible working hours.

Responsibilities

  • Determine customers’ financial services needs and prepare proposals to sell services that address these needs.
  • Prepare forms or agreements to complete sales.
  • Sell products and services such as insurance, investments, or other finances related services.
  • Contact prospective customers to present information and explain available services.
  • Develop prospects from current customers, referral leads, or sales/trade meetings.

Requirements

  • Passionate about meeting and helping people in personal finances.
  • Technology: CRM software, email, social media, general cloud-based software.
  • Knowledge: customer and personal services, economics and accounting, English (other languages added advantage), sales and marketing, mathematics.
  • Abilities: deductive reasoning, oral comprehension, oral expression, written comprehension, problem sensitivity.
  • Skills: persuasion, active listening, critical thinking, speaking, reading comprehension.
  • Habits: integrity, dependability, attention to detail, cooperation, self-control, varied working conditions, achievement, relationships-focused.

** Please indicate Penang in your application.

Trainee/Intern

(Graduate Trainee/Internship Program)

Internship and fresh graduate opportunities to learn, grow, and gain exposure in the  personal finances. Career path opportunities and training provided towards a career as a Personal Finances Advisor. Internship leading to full-time career opportunity.

Responsibilities

  • Willingness to learn and gain real-work knowledge and skills towards a career as an Advisor or Sales Associate.
  • Administrative work.

Requirements

  • Possess or currently pursuing a Bachelor’s Degree in Finance/Accountancy/Banking or equivalent.
  • Internship positions for duration of 3 to 12 months.

** Please indicate Penang in your application.


Web Team Writer

(Regular Contributor)

If you have a flair for writing on personal finances-related topics, send us some sample articles showcasing your work, and write for MyPF.my! Get published, get noticed, and get paid!

Responsibilities

  • Write simple, unbiased and useful articles on personal finances-related topics.
  • Complete 1 article of average 1,500 words per week.

Requirements

  • Possess background/knowledge in Finance/Personal Finance or equivalent.
  • Technology: word processing software, WordPress (or other blogging sites), email, social media, general cloud-based software.

 

Career Opportunities

Interested in exploring career opportunities?

We are looking to work with ethical people with a passion for personal finances.

MyPF.my