Associate, Financial Services

EWA Asia Sdn Bhd; Selangor; Hybrid; MYR 60,000 - 120,000; Full time

Job summary

Echelon Wealth Advisors (EWA Asia) is seeking a dynamic Wealth Advisor in Malaysia to build long-term client relationships, deliver personalised wealth planning, and provide investment advisory services.

You will grow your network through professional connections, deliver ongoing client servicing, and participate in mentoring and development to advance toward more senior roles. Hybrid role with some WFH, starting with orientation and training.

Qualifications

• Bachelor's degree in finance or related field; law, business or entrepreneurship welcome.
• Strong interpersonal skills, communication, public speaking and good presentation.
• Proficient in English and local language with excellent communication, negotiation and presentation skills.

Responsibilities

• Build and maintain long-term client relationships.
• Provide wealth planning for protection, savings, and retirement.
• Recommend suitable investment solutions and review portfolios regularly.
• Grow your client base through networking and professional connections.
• Provide ongoing client servicing to help clients stay on track with goals.
• Engage in ongoing professional development and mentoring.

Skills

Interpersonal skills

Communication

Public speaking

Presentation skills

Sales experience

Client acquisition

Education

Bachelor's degree in finance or related field

Job description

Help our clients make informed, strategic decisions to build a secure financial foundation and achieve their long-term financial goals.

Location: Hybrid role based in Puchong, with the flexibility of some Work From Home (WFH).

Why Join Echelon Wealth Advisors (EWA Asia)?

• Work alongside a team of like-minded associates to deliver expert advice and goal-oriented solutions. We believe great outcomes come from working together!
• People-First Culture
• We value openness and trust. Expect zero office politics, open-door communication, transparent rewards, and a clear career path toward Senior Associate or Wealth Manager.
• Lean & Empowering Structure
• No getting lost in corporate layers. Our lean setup means direct reporting, faster decisions, and real hands-on experience from day one.

What You’ll Do

• Client Relationships: Build and maintain long-term trust by understanding their unique needs.
• Wealth Planning: Provide personalised planning for protection, savings, and retirement.
• Investment Advisory: Recommend suitable solutions and review portfolios regularly.
• Business Development: Grow your base through networking and professional connections.
• Client Servicing: Provide ongoing support to keep clients on track with their goals.
• Professional Development: Upgrade your knowledge through training and mentoring.
• Leadership Development: Develop your skills and mentor future associates as you grow.

Why You’ll Love This Role

• The Best of Both Worlds: Hybrid working with 4 days physical reporting in our office. Enjoy the team vibe + WFH comfort!
• Real Impact: Make a genuine difference in clients' lives by helping them achieve true financial peace of mind.
• Mission-Driven: Work in a collaborative environment with other passionate associates who actually care.
• Freedom to Grow: Have the freedom to innovate, share your expertise, and bring new ideas to the table!
• Kickstart Your Success: Get a head start with our exclusive 4D3N Orientation Program within your first 2 months. We invest in you from Day 1!
• Uncapped Growth: Committed associates can expect double-digit income growth % yearly. Your hard work translates directly into your bank account.

Job Requirements

Qualifications:

• Education: Bachelor's degree in Financial Engineering, finance related, law, business, entrepreneurial are welcome to apply
• Skills: Strong inter-personal skill, communications, public speaking and good presentation. Priority give to talents with sales and client acquisition experience.
• Communication: Proficient in English and local language, with excellent communication, negotiation, and presentation skills.