Job Description

 🚀 TWO Slots Open: CEO-Mentoring Trainee Program

Position Type: Full-Time, Professional

The Vibe: High-growth, zero gatekeeping, massive career acceleration.

Let’s be real, the traditional financial industry can feel a bit like an old boys' club. Stiff, gatekept, and frankly, lacking a lot of heart. We are completely over that. We are on a mission to evolve the financial planning and advisory scene in Malaysia into a space that is inclusive, empathetic, and truly empowering. To do that, we are looking to recruit TWO ambitious Management Trainees for permanent, full-time professional roles.

This isn’t an entry-level role where you're stuck doing background busywork or hidden in a back office. From Day 1, you will get direct, 1-on-1 personalised mentoring from our founders: Ian Wong, Kimberly Law, and Yuvarajan Periyan.

Our goal is to actively invest in you, championing your growth until you become a highly respected, deeply trusted, and recognized professional leader in the Malaysian financial space. If you want to build a career where financial expertise meets real-world empathy, if you want to skip the standard 10-year corporate grind, then this is your green light.

The Blueprint (Program Features) 🛠️

The 90-Day Deep Dive: You’ll hit the ground running with intense, hands-on professional coaching right out of the gate. We’re here to support you every step of the way.

Master the Room: Learn how to lead high-level client meetings, communicate with absolute confidence, and build deep, genuine rapport.

Become a Financial Detective: Develop the skills to analyse personal finance data, see the human story behind the numbers, and engineer genius solutions.

Wealth Architecture: Learn how to design actual, actionable strategies that genuinely uplift a client’s life, security, and future.

The Art of Connection: Build the proficiency to present complex solutions effectively, persuasively, and with a relatable, jargon-free approach.

CEO Mindset: Cultivate a true managerial framework and acquire the leadership skills needed for rapid professional advancement within the firm.

Your Day-to-Day Impact (The Responsibilities) 💼

Connect & Uplift: Proactively reach out to clients and potential clients who need authentic, professional financial planning and guidance.

Lead the Conversation: Conduct financial planning meetings, holding space for clients to openly discuss their goals, assets, and future.

Be the Shield: You will represent the client’s absolute best interests, helping them cut through the noise and make major moves toward their dream future.

Never Stop Upgrading: Stay ahead of the market. You’ll constantly update your skills and industry knowledge to keep your professional financial game razor-sharp.

Job Requirements

Are You The One? 🎯

We aren't looking for stuffy corporate profiles; we are looking for high emotional intelligence (EQ), sharp analytical potential, strong communication skills, and a raw hunger to build a long-term career. If you want a full-time profession where your work directly empowers others while launching your own trajectory into leadership, we want to hear from you.

Apply now: Only two full-time slots are available for this cohort—let's build something meaningful together. ✨

Skills