全职 Associate 工作, 薪水, Arise Wealth Advisory Federal Territory 公司招聘中 - Ricebowl

Company Description Arise Wealth Advisory is a financial advisory firm based in WP. Kuala Lumpur, focused on helping individuals and organizations make informed decisions about their financial future. The firm offers personalized wealth management, financial planning, and investment advisory services tailored to client goals and risk profiles. Team members collaborate closely with clients to develop strategies that support long-term financial stability and growth. Arise Wealth Advisory values integrity, client-centric service, and continuous learning in a dynamic financial environment.

Role Description The Associate role is a full-time, hybrid position based in WP. Kuala Lumpur, with a mix of in-office work and some work-from-home flexibility. Day-to-day responsibilities include supporting senior advisors in preparing financial plans, compiling client reports, and assisting with portfolio reviews. The Associate will help analyze client financial information, research investment options, and maintain accurate records in internal systems. The role also includes coordinating client meetings, drafting presentations, and responding to client inquiries in a timely and professional manner. The Associate will collaborate with colleagues to improve advisory processes and contribute to a positive, compliant, and client-focused work environment.

Qualifications

• Ability to analyze financial data, interpret reports, and support the development of client financial plans.
• Strong written and verbal communication skills, with the ability to prepare clear documentation and client-facing materials.
• High level of attention to detail, organization, and time management to handle multiple tasks and deadlines.
• Comfort with digital tools and productivity software (e.g., spreadsheets, presentation software, CRM or advisory platforms).
• Demonstrated professionalism, integrity, and client-service mindset in handling sensitive financial information.
• Ability to work both independently and collaboratively in a hybrid environment across office and remote settings.
• Relevant education in finance, economics, business, accounting, or a related field; professional certifications or progress toward them (e.g., CFP, CFA) are an advantage.
• Prior experience or internship in financial services, wealth management, or advisory roles is beneficial but not strictly required.