Job Description

Job Summary

Ready to build a career where client relationships and measurable results matter? Working with us at EWA means joining a people-first team based in Puchong with a hybrid work pattern, structured training, and clear support as you advise and grow a client portfolio.

As a Business Associate you will be the Builder: you will create and scale a book of clients from scratch by combining personalised financial advice with consistent prospecting and strong service. You will design tailored wealth plans, manage client onboarding, and run regular reviews so clients stay on track toward their long-term goals. Success is a healthy pipeline, repeat referrals, and clients who trust your practical guidance.

Your Growth & Impact

• Accelerate your advisory skills through hands-on training and mentorship in wealth planning frameworks, applying lessons directly with real clients in a hybrid setting.
• Build a personal client base using strategic networking, referrals and digital outreach, and own your sales funnel from first contact to conversion.
• Gain practical licensing and career credentials by preparing for the PCIL with guidance from our team while applying compliance best practices in daily work.
• Expand your commercial skill set by managing end-to-end client journeys, running reviews, tracking outcomes and adjusting plans for better results.
• Access a collaborative, people-first culture that supports continuous learning through peer coaching, structured training sessions and regular client success reviews.

Job Requirements

Responsibilities & Qualifications:

• Advisory & Business Development
• Deliver personalized wealth solutions based on individual client goals.
• Grow your own client base through strategic networking.
• Client Success & Continuous Growth
• Master wealth planning strategies through structured training.
• Provide ongoing advice and high-quality service to keep clients on track.
• Qualifications & Experience
• Malaysian citizen.
• Candidates without a PCIL must be willing to fulfill this licensing requirement at their own cost.
• Finance, Economics, or Business backgrounds (or CFP/RFP certifications) preferred; candidates from banking, sales, or fresh graduates are welcome.
• Skills & Qualities
• Comfortable taking initiative to actively prospect and build a business pipeline from scratch.
• Entrepreneurial, self-driven mindset with ambition to build a portfolio and long-term income.
• Strong communicator able to break down complex financial concepts simply.
• Resilient with a growth mindset and client-first attitude.

Skills