全职 Associate, Financial Services 工作, 薪水, EWA Asia Selangor 公司招聘中 - Ricebowl

Job Description

Join Us as an Associate 

Help our clients make informed, strategic decisions to build a secure financial foundation and achieve their long-term financial goals. 

Location: Hybrid role based in Puchong, with the flexibility of some Work From Home (WFH). 

Why Join Echelon Wealth Advisors (EWA Asia)?

• Collaborative, Not Competitive
• Work alongside a team of like-minded associates to deliver expert advice and goal-oriented solutions. We believe great outcomes come from working together!
• People-First Culture
• We value openness and trust. Expect zero office politics, open-door communication, transparent rewards, and a clear career path toward Senior Associate or Wealth Manager. 
• Lean & Empowering Structure
• No getting lost in corporate layers. Our lean setup means direct reporting, faster decisions, and real hands-on experience from day one.

What You’ll Do 

• Client Relationships: Build and maintain long-term trust by understanding their unique needs. 
• Wealth Planning: Provide personalised planning for protection, savings, and retirement. 
• Investment Advisory: Recommend suitable solutions and review portfolios regularly. 
• Business Development: Grow your base through networking and professional connections. 
• Client Servicing: Provide ongoing support to keep clients on track with their goals. 
• Professional Development: Upgrade your knowledge through training and mentoring. 
• Leadership Development: Develop your skills and mentor future associates as you grow. 

Why You’ll Love This Role 

• The Best of Both Worlds: Hybrid working with 4 days physical reporting in our office. Enjoy the team vibe + WFH comfort!
• Real Impact: Make a genuine difference in clients' lives by helping them achieve true financial peace of mind. 
• Mission-Driven: Work in a collaborative environment with other passionate associates who actually care. 
• Freedom to Grow: Have the freedom to innovate, share your expertise, and bring new ideas to the table! 
• Kickstart Your Success: Get a head start with our exclusive 4D3N Orientation Program within your first 2 months. We invest in you from Day 1! 
• Uncapped Growth: Committed associates can expect double-digit income growth % yearly. Your hard work translates directly into your bank account. 

Job Requirements

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.