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 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 manage relationship with clients, ensuring high standard of service and client satisfaction. 
• Wealth Planning: Understand clients' financial goals, risk profiles, and investment preferences to deliver personalised wealth solutions.
• Investment Advisory: Provide sound financial advice to support clients in effective wealth management and portfolio expansion.
• 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: Participate in structured training and development programmes to build advisory, product, and sales capabilities.
• 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 + Working from anywhere!
• 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

• Diploma/Foundation, or Bachelor's degree in any discipline
• Minimum 2-3 years of sales experience (e.g.banking, unit trust sales, or other client-facing sales roles)
• Proven track record in achieving or exceeding sales targets is an added advantage
• Strong interest in transitioning into wealth management / financial services sales
• Excellent communication and interpersonal skills, with a strong customer-centric approach.
• Highly ambitious, self-driven, results-oriented with strong network
• High level of integrity and professional presence
• Willingness to obtain relevant industry certification (e.g. PCE, CEILLI, FIMM or equivalent)

Skills