Each new adviser is assigned a mentor to ensure fast-tracked progression.

Mentoring

Working hours are relatively flexible as long as duties are carried out. Office attendance is only required on specific days (will be informed).

Flexibility

There are only about 1,500 licensed professionals in our industry. We will guide you into becoming a recognised name.

Industry Recognition

Uno Advisers

Uno Advisers is Malaysia's first licensed financial planning and advisory firm for women, approved by both Bank Negara Malaysia and Securities Commission Malaysia. Our goal is to guide our clients towards worry-free finance by creating personalised strategies, tailored to the personality of each person.

Uno was founded on the belief that we should be able to enjoy all aspects of life. We want the good things in life and we recognise the importance of personal finances in this endeavour. So, what better way to achieve our goals than to make our careers all about personal finance?

Our name 'Uno' is the spanish word for 'one', referring to one of our main objectives for our clients: helping them retire with at least RM1,000,000.

Who We Are

Here at Uno, we believe that our careers are meant to take us towards our life goals. On this journey, we have three main philosophies:

First, we ensure that everyone’s career progression is entirely in their hands. This avoids politics and allows us to truly celebrate each other’s accomplishments.

Second, everyone’s input is valued. It does not matter if someone is new to the company or a seasoned veteran. We believe that different perspectives are essential to long term growth and we welcome new ideas.

Third, we strive to protect our company’s integrity, standards, and reputation. To do this, we hold each other to a high level of professionalism and performance.

Our Beliefs

We are seeking TWO aspiring new associates to join our Management Trainee Program. In this program, you will receive personalised training and mentoring from our CEO, Ian Wong. We aim to build you into becoming a reputable, recognised, and trusted financial professional in the Malaysian financial planning industry.
Our CEO's Profile: <a href="https://www.linkedin.com/in/ian-wong-cfp/" target="_self">www.linkedin.com/in/ian-wong-cfp</a>
Join us and be part of our journey to evolve the financial planning and advisory industry in Malaysia.
<ins>Program Features:</ins>
<ul>
<li>Receive hands-on training, especially during the first three months.</li>
<li>Gain skills in communicating with clients and leading client meetings.</li>
<li>Develop expertise in evaluating personal finance, analysing data, identifying problems, and developing solutions.</li>
<li>Learn to create strategies to enhance clients' financial standing.</li>
<li>Build proficiency in presenting solutions effectively and persuasively.</li>
<li>Cultivate a managerial mindset and acquire the necessary skills for career advancement.</li>
</ul>
<ins>Day-to-day Responsibilities:</ins>
<ol>
<li>Reach out to clients and potential clients for financial planning and advisory.</li>
<li>Conduct financial planning and advisory meetings.</li>
<li>Represent client interests in evaluating financial products and decisions, to help them progress towards their financial goals.</li>
<li>Keep up to date with skills and knowledge required to conduct professional financial planning.</li>
</ol>

This job is a Management Trainee position where you&#x27;ll receive hands-on training from our CEO! You might like this job because you’ll learn to help clients with their finances and develop skills for a successful career in financial planning.

Finance

Personal Finance

Creative Problem Solving

Verbal Communication Skills

Investment Advisory

Customer Relationship Management

We are seeking TWO aspiring new associates to join our Management Trainee Program. In this program, you will receive personalised training and mentoring from our CEO, Ian Wong. We aim to build you into becoming a reputable, recognised, and trusted financial professional in the Malaysian financial planning industry.
Our CEO's Profile: www.linkedin.com/in/ian-wong-cfp
Join us and be part of our journey to evolve the financial planning and advisory industry in Malaysia.
Program Features:



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Management Trainee

Uno Advisers