Job Description

Looking to build a career where you can work with people, grow your skills, and achieve real results?

At EWA, you’ll join a supportive, people-first team based in Puchong, with a hybrid work arrangement, hands-on training, and guidance to help you grow in your career.

As a Business Associate, you’ll help individuals and families make better financial decisions by understanding their needs and providing suitable wealth planning advice. You’ll build your own client base from the ground up by reaching out to potential clients, building relationships, and earning referrals through good service.

Your role will involve recommending wealth protection and accumulation plans that suit each client’s needs, helping new clients get started, and following up regularly to review their progress. With the right support and a willingness to learn, you’ll develop the skills to grow your business and build long-term relationships with clients.

Your Growth & Impact

• Learn Through Hands-On Training
  Build your knowledge and advisory skills through practical training, guidance from experienced team members, and real client experience.
• Build Your Own Client Base
  Learn how to connect with potential clients through networking, referrals, and online platforms. You’ll also develop the skills to turn these connections into lasting client relationships.
• Grow Your Professional Qualifications
  Receive guidance and support as you prepare for the PCIL exam and RFP papers.
• Manage Client Relationships from Start to Finish
  Understand each client’s financial needs, recommend suitable plans, help them get started, and follow up regularly to review their progress and changing needs.
• Grow with a Supportive Team
  Be part of a team that values learning and teamwork, with regular training, guidance from colleagues, and opportunities to learn from real client experiences.

At EWA, we believe in helping our people grow while making a meaningful difference in our clients’ financial journeys.

Job Requirements

Responsibilities & Qualifications

A Client-Facing, Sales-Driven Role in Wealth Advisory & Business Development

This is a client-facing, sales-oriented role for individuals who enjoy building relationships, developing new business opportunities, and acquiring new clients. You will be responsible for actively prospecting, bringing in new customers, growing your own client portfolio, and delivering personalized wealth solutions to meet clients’ financial goals.

1. Client Advisory & Business Development

• Actively identify, prospect, and acquire new clients to grow your customer base.
• Build and maintain a strong business pipeline through strategic networking, referrals, and relationship building.
• Engage clients to understand their financial needs and recommend suitable wealth planning solutions.
• Drive business growth by developing long-term client relationships and expanding your portfolio.

2. Client Success & Professional Development

• Provide ongoing financial advice and high-quality client service to help clients stay on track with their financial goals.
• Build expertise in wealth planning strategies, financial products, and client advisory through structured training and mentorship.
• Maintain strong client relationships to support long-term satisfaction, retention, and business growth.

3. Qualifications & Experience

• Malaysian citizen.
• Candidates without a PCIL must be willing to fulfil the licensing requirement at their own cost.
• A background in Finance, Economics, or Business, or relevant CFP/RFP certifications, is preferred.
• Candidates with experience in banking, sales, business development, or customer-facing roles are welcome.
• Fresh graduates with a strong interest in sales, wealth advisory, and business development are encouraged to apply.

4. Skills & Qualities

• Sales-driven and proactive: Comfortable with cold outreach, prospecting, networking, and acquiring new clients.
• Entrepreneurial mindset: Self-motivated and eager to build a client portfolio, grow a personal business, and develop long-term income potential.
• Strong communicator: Able to build trust, understand client needs, and explain complex financial concepts in simple terms.
• Resilient and goal-oriented: Comfortable working towards sales targets, handling rejection, and pursuing new business opportunities.
• Client-first attitude: Committed to understanding clients’ needs and providing suitable, responsible wealth planning solutions.

Important: This is not a purely advisory or customer service role. It involves active sales, new client acquisition, business development, and relationship management, alongside providing wealth advisory services.

Skills