全职 Associate, Sales 工作, 薪水, Echelon Wealth Alliance Selangor 公司招聘中 - Ricebowl

Company Description

Echelon Wealth Alliance is a wealth advisory firm focused on helping individuals and families define and achieve their long-term financial goals. The team listens closely and works with empathy to understand each client’s aspirations and unique circumstances.

Based on this understanding, Echelon Wealth Alliance designs tailored strategies that support clients in actualizing their personal financial vision. In an unpredictable economic environment, the firm emphasizes meaningful and sustainable returns while regularly reviewing and adjusting plans to optimize growth. The organization is committed to standing by clients through changing market conditions to keep them on a clear path to financial success.

Role Description

The Associate, Sales role is a full-time position based in Puchong with a hybrid work arrangement, allowing some work-from-home flexibility. This role involves engaging prospective and existing clients to understand their financial needs, presenting suitable wealth planning solutions, and supporting the implementation of agreed strategies.

The Associate will conduct regular follow-ups, maintain accurate records of client interactions, and collaborate with internal teams to ensure seamless service delivery. Daily activities include prospecting for new clients, preparing proposals, participating in client meetings, monitoring market and product updates, and contributing to sales targets through ethical, client-centric practices.

The role also includes maintaining strong relationships with clients to support long-term retention and growth.

Qualifications

• Strong interpersonal, communication, and relationship-building skills to engage clients and collaborate with team members.
• Sales, negotiation, and customer service abilities to identify opportunities, present solutions, and support client decisions.
• Basic knowledge of financial planning concepts and interest in wealth management, investments, and long-term financial strategies.
• Organizational and time-management skills to handle multiple client accounts, follow-ups, and documentation efficiently.
• Comfort with digital tools and CRM or client management systems to track activities and maintain accurate records.
• Ability to work in a hybrid arrangement from Puchong and from home, with self-motivation and accountability.
• Bachelor’s degree in Business, Marketing, Financial Engineering or a related field is preferred.
• Working experience in sales, financial services, or client-facing roles is an advantage, but motivated early-career candidates are encouraged to apply.