Associate Business Venture
Job Summary
EWA ASIA SDN BHD is hiring an Associate for Business Venture to help clients make informed strategic decisions and build secure financial foundations. The role involves managing client relationships, providing wealth planning and investment advisory, and driving business development. Candidates should have sales experience and a strong interest in wealth management.
Responsibilities
- Build and manage client relationships
- Deliver personalised wealth solutions and investment advice
- Grow business base through networking
- Participate in training and mentor future associates
Required Skills
- Diploma or Bachelor's degree in any discipline
- 2-3 years of sales experience
- Strong communication and interpersonal skills
- Willingness to obtain industry certifications
Job Details
What You’ll Do Client Relationships: Build and manage relationship with clients, ensuring high standard of service and client satisfaction. Wealth Planning: Understand clients' financial goals, risk profiles, and investment preferences to deliver personalised wealth solutions. Investment Advisory: Provide sound financial advice to support clients in effective wealth management and portfolio expansion. 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: Participate in structured training and development programmes to build advisory, product, and sales capabilities. Leadership Development: Develop your skills and mentor future associates as you grow. Requirements Diploma/Foundation, or Bachelor's degree in any discipline Minimum 2-3 years of sales experience (e.g.banking, unit trust sales, or other client-facing sales roles) Proven track record in achieving or exceeding sales targets is an added advantage Strong interest in transitioning into wealth management / financial services sales Excellent communication and interpersonal skills, with a strong customer-centric approach. Highly ambitious, self-driven, results-oriented with strong network High level of integrity and professional presence Willingness to obtain relevant industry certification (e.g. PCE, CEILLI, FIMM or equivalent)