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Associate, business development

Associate, business development

EWA® Wealth AlliancePuchong, Selangor, Malaysia
17 hours ago
Job description

Echelon Wealth Alliance (EWA) is a leading wealth advisory agency with a tight-knit professional team in a lean organisation structure, serving a total of more than 1,000 families in Malaysia, for over 2 decades.

Over this time, we have been guided by our values - Empower, Wisdom, Agility . This means we always strive to do what is right, build for the future, work as one team and pursue long-term sustainable success.

Our Core Business

We are the intermediaries representing financial services providers (FSP), providing a wide spectrum of wealth planning and wealth management services to our clients, which include life and asset protection, accumulation through unit trust, bond, PRS, estate planning product like will, family & business trust etc.

Role Description

This is a full-time hybrid role for an Associate in Sales and Business Development, based in Puchong branch.

  • Perform prospecting, calling, qualifying customers, setting appointments and provide wealth advisory service to customer
  • Manage key relationships with existing and sign up potential customers and provide sound advice in the effective management of their finances in view of portfolio expansion.
  • Analyse and match clients' financial requirements with the FSP’s product offerings to best suit their personal financial needs.
  • Proactively cross-sell other FSP products and services
  • Engage in sales and marketing event to acquire new customer.
  • Provide follow up on the policy servicing services to customer, i.e. payment mode, change in plans, trustee appointment, top-ups.
  • Deliver on strong wealth revenue performance results, client growth, product penetration and position client experience
  • Proactively identify business opportunities to drive performance in line with overall business strategy

Why You'll Love This Role

  • Opportunity to make a real impact in clients' lives by helping them to achieve financial peace of mind.
  • Collaborative, mission-driven environment with other associates
  • Freedom to innovate and share your expertise

    • Qualifications

  • Education : Degree holder in finance and business related. Diploma holder with minimum 3 years working experience.
  • Fresh Graduate with degree in Financial Engineering, finance related, marketing, business related, and entrepreneurial with full internship 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.
  • Attention to Detail : High level of accuracy, attention to detail, and the ability to simplify complex financial concepts for clients
  • Tech-Savvy : Proficiency with database systems and strong PC skills
  • Active in social media posting, an active account in Linkedin is pre-requisite.
  • Ability to work independently and in a team-oriented environment

    • What can you expect

  • This job is with a monthly income (and an upside income for those meeting KPI) commission, and bonuses.

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    Associate Development • Puchong, Selangor, Malaysia