Let’s be real, the traditional financial industry can feel a bit like an old boys' club. Stiff, gatekept, and frankly, lacking a lot of heart. We are completely over that. We are on a mission to evolve the financial planning and advisory scene in Malaysia into a space that is inclusive, empathetic, and truly empowering. To do that, we are looking to recruit TWO ambitious Management Trainees for permanent, full-time professional roles.
This isn’t an entry-level role where you're stuck doing background busywork or hidden in a back office. From Day 1, you will get direct, 1-on-1 personalised mentoring from our founders: Ian Wong, Kimberly Law, and Yuvarajan Periyan.
Our goal is to actively invest in you, championing your growth until you become a highly respected, deeply trusted, and recognized professional leader in the Malaysian financial space. If you want to build a career where financial expertise meets real-world empathy, if you want to skip the standard 10-year corporate grind, then this is your green light.
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Let’s be real, the traditional financial industry can feel a bit like an old boys' club. Stiff, gatekept, and frankly, lacking a lot of heart. We are completely over that. We are on a mission to evolve the financial planning and advisory scene in Malaysia into a space that is inclusive, empathetic, and truly empowering. To do that, we are looking to recruit TWO ambitious Management Trainees for permanent, full-time professional roles.
This isn’t an entry-level role where you're stuck doing background busywork or hidden in a back office. From Day 1, you will get direct, 1-on-1 personalised mentoring from our founders: Ian Wong, Kimberly Law, and Yuvarajan Periyan.
Our goal is to actively invest in you, championing your growth until you become a highly respected, deeply trusted, and recognized professional leader in the Malaysian financial space. If you want to build a career where financial expertise meets real-world empathy, if you want to skip the standard 10-year corporate grind, then this is your green light.
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Own the partner relationships with the licensed intermediaries and fund managers whose products the platform carries, including the written allocation of anti-money laundering monitoring responsibility.
Own P&L, customer growth, revenue, unit economics and operating performance.
Run the platform so that it operates in an orderly, fair and transparent manner, with fair and transparent fees and an applied rulebook.
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To ensure complete + correct customer contact data, service data + changes in KN systems while ensuring a best-in-class onboarding + high level of data quality + timeliness including setting up + consistently providing customer reporting.
To consistently perform purchase order + shipment qualification in line with working instructions to ensure full + complete handovers to the OCC, optimizing the customer experience.
To contribute as process owner on continuous improvements of processes + controls for lean processes focusing on cost effectiveness + productivity.
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Ensure timely preparation and processing of Arrival Notices, Bills of Lading, Delivery Orders, Cargo Manifests, invoices and other import documentation.
Identify, investigate and resolve shipment delays, documentation discrepancies and operational exceptions.
Ensure all shipment information and milestones are accurately and promptly updated in the operating system.
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