Join us as an Associate, where you will help clients make informed, strategic decisions to build a secure financial foundation and achieve their financial goals.
This full time hybrid role with office located in Puchong, with the flexibility of some work from home.
Why Join Echelon
- Collaborative, Not Competitive -Work alongside a team of like-minded associates to deliver expert financial advice, thoughtful planning, and goal-oriented solutions for clients. We believe great outcomes come from collaboration.
- People-First Culture -- We're a people organisation that values openness and trust. Expect no office politics, open-door communication, transparent remuneration, and a clear career path toward Senior Associate or Wealth Manager.
- Lean & Empowering Structure -- Our lean organisational setup means direct reporting, faster decisions, and real exposure. you won't get lost in layers - you'll grow through meaningful responsibilities and hands-on experience.
What You'll Do
- Client Relationship - Build and maintain long-term relationships with clients by understanding their financial goals and needs.
- Wealth Planning - Provide personalised wealth planning inluding protection, savings, retirement and wealth accumulation.
- Investment Advisory - Recommend suitable investment solutions and review clients portfolios regularly
- Business Development - Grow your client base through networking, referrals, and professional connections.
- Client Servicing -Provide ongoing support and regular reviews to help clients stay on track with their goals.
- Professional Development -Continuously upgrade knowledge through training, mentoring and market insights.
- Leadership Development -Develop leadership skills and mentor future associates as you grow.
Why You'll Love This Role
* Hybrid working with 3 days physical reporting in office.
* Opportunity to make a real impact in clients lives by helping them to achieve financial peace of mind.
* Collaborative, mission-driven environment with other associates.
* Freedom to innovate and share your expertise
Qualifications
* Education: Bachelor's degree in Financial Engineering, finance related, law, business, entrepreneurial are welcome to apply
* Skills: Strong inter-personal skill, communications, public speaking and good presentation. Priority give to talents with sales and client acquisition experience.
* Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills.
If you're looking for a place to build a meaningful ccareer, grow professionally, and make a real impact, please apply, or send your resume to [Confidential Information]
