Financial Services Associate

Your Growth & Impact: - Develop practical advisory skills through shadowing, client meetings, and guided case work to speed up your readiness for licensing. - Build a strong professional network by supporting client workshops and connecting with experienced advisers and peers. - Enhance technical ability by using spreadsheets and basic financial tools to prepare clear client summaries and quotes. - Expand your career options by gaining measurable sales support and operations experience that prepares you for full-time adviser roles. - Strengthen communication and presentation skills through regular coaching and client-facing practice sessions. Responsibilities: Client Engagement - Assist advisers in preparing client meeting materials, including financial summaries, product comparisons, and simple illustrations. - Join client calls or meetings to take notes, clarify client needs, and follow up on outstanding documents. - Support onboarding by guiding clients through basic paperwork and answering routine questions politely and accurately. - Maintain polite, timely follow-ups to help move prospects through the advisory process. Operations & Compliance - Prepare and maintain client records, ensuring KYC documentation is complete and stored according to company standards. - Use basic spreadsheets and CRM entries to track client progress, appointments, and outstanding requirements. - Help with routine compliance checks and escalate any missing or inconsistent information to senior staff. - Contribute to process improvements by flagging repeat issues and suggesting simple fixes to reduce delays. Sales Support & Growth - Assist with lead qualification, scheduling, and follow-up to keep the adviser pipeline active and organised. - Support small-scale outreach such as event preparation, social invitations, and follow-up emails to prospects. - Track simple performance metrics and report weekly results to your mentor to show progress and learning areas. - Participate in training sessions and role-plays to steadily increase your client-facing confidence. Requirements: Qualifications & Experience - Fresh graduate or current student with a diploma or degree in finance, business, accounting, economics, or related fields. - 0 years of experience required, with openness to part-time hours and weekend availability for training or client events. - Willingness to pursue relevant industry licensing and complete company training pathways within agreed timelines. - Prefer candidates with basic exposure to client service roles, internships, or campus finance activities. Hard Skills & Knowledge - Comfortable using Microsoft Excel or Google Sheets for simple calculations and tables. - Familiarity with basic financial concepts such as savings, insurance, and budgeting is preferred. - Experience with any CRM, email platforms, or calendaring tools will be helpful but is not required. - Ability to prepare clear, professional documents and simple financial summaries for adviser review. Soft Skills & Qualities - Strong verbal and written communication in English and Bahasa Malaysia, with a polite, client-centred approach. - Organised, reliable, and able to manage time across training, admin tasks, and client appointments. - Curious and coachable, accepting feedback and improving after each client interaction. - Professional demeanour, confidentiality, and attention to detail when handling client information.