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Wealth Advisor Associate

Sales and marketing
Full-time
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Jalan Sultan Ismail, Kuala Lumpur

About The Job

Things we provide you to succeed:
  • Monthly bonus from RM 2,000 - RM 10,000 plus commission
  • 12-days training in our Wealth Advisory Associate program

You will trained:
  • To develop and manage relationships with insurance companies and clients.
  • To manage and resolve issued raised by clients.
  • To advise clients to achieve finance goals and provide solutions for them.
  • To review timely on reports and renewal quotation.

Job Requirements

Requirement:
  • Have at least has a Bachelor Degree in Business, Finance , Sales, Marketing or relevant field.
  • At least 2 years of professional experience in business development, management, sales , legal and accounting, education, finance and etc.
  • Good communication and presentation skills. Practised time management and good organization skills.
  • Able to provide good customer service by listening to customer needs and provide financial solutions.
  • Good in written and spoken English, Bahasa Malaysia and Mandarin
  • Has strong network of personal and business contacts.
  • Successful completion of background check and pre- employment assessments.
  • Great commission scheme up to RM10k.
  • Has own transport.

Our Culture

OUR CULTURE

A Leader-In-me Culture
At Echelon, we encourage everyone in our team to become a Leader in Me through our continued efforts in building great character and high competency. 
We encourage independent thinking. Since we opened our doors in 2009, our strategy has been to offer a unique, collaborative environment and dynamic workplace culture. As our team expands, our commitment to these principles hasn’t wavered. We are always on the lookout for like-minded individuals to join our team.

Our Core Value
  • Deliver Wow through Service  
  • Embrace and Drive Change
  • Create Fun
  • Be Adventurous, creative and open-minded
  • Pursue Growth and Learning
  • Build Open and Honest Relationships with Communication
  • Build a Positive Team and Family Spirit
  • Do More with Less
  • Be Passionate and Determined
  • Be Humble

ABOUT ECHELON

Taking Your Wealth Planning to Heart
Echelon Wealth Advisor is a wealth planning organization, with our principle of being able to provide professional financial advices that cater to each and every of your unique financial needs. 
For each of our clients we strive to create financial stability and security and also to provide financial independence. Our focus on integrating wealth creation, protection and distribution of estate gives us the potential to meet not only our mission but also yours which is “Financial Peace Of Mind"
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