About EWA
Echelon Wealth Alliance (EWA) is an established wealth advisory agency with a tight-knit professional team in a lean organisation structure, serving a total of more than 1,000 families in Malaysia, for over 20 years.
Over this time, we have been guided by our values - Empower, Wisdom, Agility. This means we always strive to do what is right, build for the future, work as one team and pursue long-term sustainable success. It is how we work, consistently, be it towards the company, our colleagues or our customers.
Our Core Business
We are the intermediaries representing financial services providers (FSP), providing a wide spectrum of wealth planning and wealth management services to our clients, which include lilfe and asset protection, accumulation through unit trust, bond, PRS, estate planning product like will, family & business trust etc.
Our people are representing some of the reputable financial service organisation: Prudential Malaysia, Eastspring Investments, Kenanga Investors, Tokio Marine General Insurer, Allianz General Insurer, Chubb, few trustees and in collaboration with lawyers, tax consultants, property agents etc.
Role Description
This is a hybrid role for an Associate, based in Puchong branch.
- Perform prospecting, calling, qualifying customers, setting appointments and provide wealth advisory service to customer
- Sign up potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
- Analyse and match clients financial requirements with the FSP's product offerings to best suit their personal financial needs.
- Proactively cross-sell other FSP products and services
- Engage in sales and marketing event to acquire new customer.
- Provide follow up on the policy servicing to customer, i.e. restructuring plans, trustee appointment, top-ups.
- Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience
- Proactively identify business opportunities to drive performance in line with overall business strategy
Why You'll Love This Role
- 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
- For PART TIME applicant, you will be delighted to know that you can apply for a full time role when you meet all criterias within 4 months.
Qualifications
- Education: Degree holder in finance and business related. Foundation / Diploma holder with minimum 1 year working experience in one company.
- Fresh Graduate with degree in Financial Engineering, finance related, marketing, business related, and entrepreneurial with full internship and part time working experience are welcome to apply.
- Skills: Strong inter-personal skill, communications, 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.
- Attention to Detail: High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
- Tech-Savvy: Proficiency with database systems and strong PC skills
What can you expect
- This job is with a monthly income (and an upside income for those meeting KPI), commission, and bonuses.
