Associate, Sales and Business Development

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

Job summary

A leading financial advisory firm is seeking an Associate in Sales and Business Development for a hybrid role based in Puchong. You will engage with clients to manage their financial needs and provide wealth advisory services. Ideal candidates should hold a degree in finance or a related field, possess strong interpersonal skills, and have experience in sales. This role offers a competitive salary with commission and bonuses for meeting performance targets.

Benefits

Bonuses for meeting KPIs

Collaborative environment

Opportunity for client impact

Qualifications

• Degree holder in finance and business related.
• Proficient in English and local language.
• Attention to detail and ability to simplify financial concepts.

Responsibilities

• Perform prospecting and provide wealth advisory service.
• Manage key relationships with customers.
• Engage in sales and marketing events.

Skills

Strong interpersonal skills

Good presentation skills

Sales experience

Communication skills

Negotiation skills

Tech-savvy

Education

Degree in finance or business

Diploma with 3 years experience

Fresh Graduate in Financial Engineering

Tools

Database systems

PC skills

Job description

About EWA

Echelon Wealth Alliance (EWA) is a leading wealth advisory agency with a tight-knit professional team in a lean organisation structure, serving a total of more than 1,000 families in Malaysia, for over 2 decades.

Over this time, we have been guided by our values - Empower, Wisdom, Agility. This means we always strive to do what is right, build for the future, work as one team and pursue long-term sustainable success. It is how we work, consistently, be it towards the company, our colleagues or our customers.

Our Core Business

We are the intermediaries representing financial services providers (FSP), providing a wide spectrum of wealth planning and wealth management services to our clients.

Role Description

This is a full-time hybrid role for an Associate in Sales and Business Development, based in Puchong branch.

• Perform prospecting, calling, qualifying customers, setting appointments and provide wealth advisory service to customer
• Manage key relationships with existing and sign up potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
• Analyse and match clients' financial requirements with the FSP’s product offerings to best suit their personal financial needs.
• Proactively cross-sell other FSP products and services
• Engage in sales and marketing event to acquire new customer.
• Provide follow up on the policy servicing services to customer, i.e. payment mode, change in plans, trustee appointment, top-ups.
• Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience
• Proactively identify business opportunities to drive performance in line with overall business strategy

Why You'll Love This Role

• 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

Qualifications

• Education: Degree holder in finance and business related. Diploma holder with minimum 3 years working experience. Fresh Graduate with degree in Financial Engineering, finance related, business, and entrepreneurial with full internship.
• 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.
• 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
• Active in social media posting, an active account in Linkedin is pre-requisite.
• Ability to work independently and in a team-oriented environment

What can you expect

• This job is with a monthly income (and an upside income for those meeting KPI) commission, and bonuses.