Financial Services Associate

apartmentEWA ASIA SDN BHD placeAmpang Jaya scheduleFull-time calendar_month 

Join Us as an Associate ?

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)?
  • Collaborative, Not Competitive ?
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 3 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. ?

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.
business_centerHigh salary

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