Job Description
Company Description
Premier Wealth Catalyst (PWC) is a consultancy group aligned with Public Mutual Berhad, one of Malaysia's leading unit trust companies.
We provide structured financial planning and investment advisory services to both retail and corporate clients. Our focus is on long-term wealth accumulation, retirement strategies, portfolio management, and financial education.
Beyond advisory services, we develop professionals who aspire to build their own practice within the financial services industry through structured mentorship and leadership development.
Role Description
This is an Independent Business Partner opportunity designed for experienced professionals exploring a strategic career transition.
As a Business Partner, you will build and manage your own financial advisory practice under a structured framework. The model combines corporate-level systems with entrepreneurial autonomy.
Key responsibilities include:
Conducting financial needs analysis and consultative discussions
Designing suitable investment and wealth accumulation strategies
Managing client relationships with long-term servicing approach
Building a personal client portfolio as a recurring income asset
Participating in structured training and professional certification
Developing leadership capability for future team expansion
This pathway is suitable for individuals seeking flexibility, performance-based growth, and long-term scalability beyond fixed-income employment.
Qualification
Minimum Diploma or Degree (as required by regulatory guidelines)
Minimum 35 years working experience in corporate or professional environment
Strong communication, analytical, and presentation skills
Self-driven, disciplined, and goal-oriented
Comfortable operating with performance-based income model
Interest in financial planning, investments, and wealth management
Leadership potential and willingness to be coached
Experience in banking, insurance, sales, consulting, or corporate management is advantageous but not mandatory.
