Personal Financial Consultant

ABOUT EWA

Echelon Wealth Alliance (EWA) is an established wealth advisory agency founded in 2009, serving more than 1,000 families across Malaysia.

We operate with a lean organisational structure and a tight-knit professional team, allowing us to stay close to our clients, our people, and our standards.

Our work is guided by three core values: Empower, Wisdom, Agility.

These values shape how we advise clients, grow our people, and build sustainable success — not just short-term wins.

At EWA, we believe wealth is not only about money, but about clarity, resilience, and life choices.

OUR CORE BUSINESS

We act as intermediaries representing reputable Financial Services Providers (FSPs), offering comprehensive wealth planning and wealth management solutions, including:

• Life and asset protection

• Wealth accumulation via unit trusts, bonds, PRS

• Estate planning solutions (wills, family trusts, business trusts)

• Risk management and general insurance solutions

Our associates represent and collaborate with well-established institutions such as:

Prudential Malaysia, Eastspring Investments, Kenanga Investors, Allianz General Insurance, Chubb, trustees, and a professional ecosystem of lawyers, tax consultants, and property agents.

OUR PEOPLE

Our people are our greatest asset — and we are intentional about who we invite into the team.

Guided by our vision:

To empower individuals with the wisdom and agility to excel in their pursuits and thrive to foster excellence in all aspects of life.

Every associate's career journey at EWA is purposefully designed, with:

• Clear development pathways

• Personalised mentoring and coaching

• Exposure beyond sales — into real wealth advisory, planning, and client stewardship

We do not run a motivational, hype-driven agency culture.

We build thinking advisors, responsible professionals, and long-term partners.

ROLE DESCRIPTION

This is a hybrid role for an Associate, based in our main branch in Puchong, Selangor.

Client Acquisition & Advisory

• Conduct prospecting, client outreach, and relationship building

• Qualify prospects, set appointments, and deliver structured wealth advisory consultations

• Understand clients financial goals and risk profiles, and provide sound, ethical recommendations

Wealth Planning & Portfolio Management

• Analyse clients financial needs and match them with appropriate FSP solutions

• Assist clients in building and expanding their portfolios across protection, accumulation, and estate planning

• Review and restructure plans where necessary to align with life stages and goals

Client Servicing & Relationship Management

• Provide ongoing policy servicing, including top-ups, plan adjustments, and trustee-related matters

• Maintain long-term client relationships through regular follow-ups and reviews

• Deliver a high standard of client experience and professionalism

Business Development

• Cross-sell relevant financial solutions where appropriate

• Participate in sales, educational, and marketing events to acquire new clients

• Proactively identify opportunities aligned with EWA's long-term business strategy

WHY YOU'LL LOVE THIS ROLE

• Meaningful impact — help clients gain clarity, confidence, and financial peace of mind

• Non-toxic sales culture — no hard-sell pressure, no empty motivation

• Real mentoring — learn directly from experienced practitioners

• Collaborative environment — work with professionals who value thinking, learning, and growth

• Freedom with responsibility — autonomy to build your practice while being supported by a strong platform

QUALIFICATIONS & REQUIREMENTS

Education

• Degree in finance, business, marketing, or related fields

• Diploma holders with minimum 3 years relevant working experience are welcome

• Fresh graduates with finance-related degrees and complete internship experience may apply

• STRICTLY full-time position only

Skills & Competencies

• Strong interpersonal, communication, and presentation skills

• Comfortable engaging clients and explaining financial concepts clearly

• Sales, client acquisition, or advisory experience is an advantage

Communication

• Proficient in English and at least one local language

• Strong negotiation and relationship-building skills

Professional Traits

• High attention to detail and accuracy

• Ability to simplify complex financial ideas for clients

• Self-driven, disciplined, and able to work independently while collaborating with a team

Digital & Social Presence

• Tech-savvy with basic database and PC skills

• Active on social media; LinkedIn presence is a prerequisite

WHAT YOU CAN EXPECT

• Attractive remuneration structure, including:

• Recurring commissions

• Performance-based bonuses

• Structured development and career progression

• Long-term opportunity to build a sustainable advisory practice, not just a sales role