Wealth Advisory Associate - Hybrid, Growth & Impact

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

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.