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This job is a Financial Planning Consultant helping clients reach their financial dreams. You might like this job because you thrive in a collaborative, supportive environment with opportunities for growth and innovation, all while making a real difference in people’s lives!
Job Description
Join us as an Associate, where you will help clients make informed, strategic decisions to build a secure financial foundation and achieve their financial goals.
This full time hybrid role with office located in Puchong, with the flexibility of some work from home.
Why Join Echelon
- Collaborative, Not Competitive -Work alongside a team of like-minded associates to deliver expert financial advice, thoughtful planning, and goal-oriented solutions for clients. We believe great outcomes come from collaboration.
- People-First Culture -- We're a people organisation that values openness and trust. Expect no office politics, open-door communication, transparent remuneration, and a clear career path toward Senior Associate or Wealth Manager.
- Lean & Empowering Structure -- Our lean organisational setup means direct reporting, faster decisions, and real exposure. you won't get lost in layers - you'll grow through meaningful responsibilities and hands-on experience.
What You'll Do
- Client Relationship - Build and maintain long-term relationships with clients by understanding their financial goals and needs.
- Wealth Planning - Provide personalised wealth planning inluding protection, savings, retirement and wealth accumulation.
- Investment Advisory - Recommend suitable investment solutions and review clients' portfolios regularly
- Business Development - Grow your client base through networking, referrals, and professional connections.
- Client Servicing -Provide ongoing support and regular reviews to help clients stay on track with their goals.
- Professional Development -Continuously upgrade knowledge through training, mentoring and market insights.
- Leadership Development -Develop leadership skills and mentor future associates as you grow.
Why You'll Love This Role
* Half day physical reporting in office.
* Outcome-oriented, fast paced working environment.
* Opportunity to make a real impact in clients' lives by helping them to achieve financial peace of mind.
* Collaborative, mission-driven environment with other associates.
* Freedom to innovate and share your expertise
If you're looking for a place to build a meaningful career, grow professionally, and make a real impact, please apply, or send your resume to partner23@ewawealth.com
Job Requirements
Qualifications
- Education: A Bachelor's degree or Diploma in any field is required.
- A minimum of 3 years of work experience in any industry, with a current salary of at least RM5,000.
- Proficient in delivering effective presentations in-person and via Zoom using Google Slides.
- Capable of systematically managing client relationships with Google Sheets.
- Strong time management skills, able to work flexibly or from home.
- Must own an iPad.
- Only Malaysian citizens are eligible to apply.
- Preference will be given to bankers with sales experience AND candidates with life insurance license ready.
Skills
Company Benefits
Recognition Programs
Recognition is tie to values -like creativity, accountability, teamwork, agility or passion -so you shine in your own way.
Work-Life Integration / Flexible Schedule
A flexible schedule -including the ability to work from home, as long as they meet deadlines and produce results.
Professional Development
We send you to self development courses when you meet the KPI set out.
Monthly Gathering
We do fun activities monthly. We work, eat, play, celebrate together.
Annual Family Gathering
We gather families for bonding activities every year.
No Need apply Annual leave
End of the day, result matters. You manage your time off. Just continue attending meeting and training.
Additional Info
Company Profile
