Associate, Business Development

EWA Wealth Advisory; Puchong; Hybrid; MYR 100,000 - 150,000; Full time

Job summary

EWA Wealth Advisory seeks an Associate passionate about helping clients achieve financial peace through expert advice and personalized planning. This full-time hybrid role involves assessing financial situations, offering strategic advice, and staying current with financial trends to ensure clients meet their goals.

Benefits

Hybrid work environment

Opportunity to impact clients' lives

Collaborative, mission-driven workplace

Freedom to innovate

Qualifications

• Bachelor's degree in a relevant field is welcomed.
• Strong analytical abilities for interpreting financial data.
• Proficient in English and local language with communication skills.

Responsibilities

• Offer strategic financial advice through consultations.
• Assess and design customized financial plans for clients.
• Monitor and adjust financial plans based on clients' needs.

Skills

Strong analytical abilities

Excellent communication

Negotiation skills

Presentation skills

Attention to Detail

Tech-Savvy

Education

Bachelor's degree in Financial Engineering, finance, law, business, entrepreneurial

Job description

Job description

Are you passionate about helping clients to take control of their financial future?

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 Us?

As a member of our team, you'll collaborate with other Associates to offer clients expert financial advise, sound planning, and goal-oriented support.

Together, we are helping people navigate their financial journeys with confidence and clarity.

What You'll Do

* Offer strategic advice in essential areas, such as cash flow and budgeting, through text and video consultations

* Assess clients' financial situations and design customised financial plans tailored to their unique needs and goals

* Guide clients in making informed, secure financial decisions that align with their short-term needs and long terms aspirations

* Help clients effectively manage their resources to meet both daily obligations and larger goals, such as saving for retirement or purchasing a home

* stay current with financial trends, market changes, and budgeting strategies to offer clietns the most relevant advice.

* Monitor and adjust financial plans as needed, ensuring clinets stay on track and adapt to any life changes or shifts in financial goals.

Why You'll Love This Role

* Hybrid working with half a day in office work and 1 day off site work.

* opportunity to make a real impact in clients' lives by helping them to achieve financial peace of mind.

* Collaborative, mission-driven environmetn with other financial consultants

* Freedom to innovate and share your expertise

If you're a dedicated talent eager to guide clients toward financial success, apply today to join us in delivering trusted financial advice and planning to clients.

Qualifications

* Education: Bachelor's degree in Financial Engineering, finance related, law, business, entrepreneurial are welcome to apply

* Skills: Strong analytical abilities for interpreting financial data and offering well-grounded, data-based advise

* Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills.

* Attention to Detail: High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients

* Tech-Savvy: Proficiency with database systems and strong PC skills