ASSOCIATE @ ECHELON
Join Echelon as an Associate based in Puchong, Malaysia, with a hybrid work structure allowing for flexibility. In this role, you will be responsible for helping clients make informed, strategic decisions to build a secure financial foundation and achieve their long-term financial goals. The position offers a people-first culture focused on collaboration rather than competition, providing a clear career path towards Senior Associate or Wealth Manager roles within a lean and empowering organizational structure.
Your responsibilities will include building and maintaining long-term client relationships, providing personalized wealth planning such as protection and retirement advice, and recommending suitable investment solutions. You will also engage in business development through networking and professional connections to grow your client base. Successful candidates will benefit from continuous professional development, training, and mentoring while enjoying the freedom to innovate and share expertise within a mission-driven environment.
Your responsibilities will include building and maintaining long-term client relationships, providing personalized wealth planning such as protection and retirement advice, and recommending suitable investment solutions. You will also engage in business development through networking and professional connections to grow your client base. Successful candidates will benefit from continuous professional development, training, and mentoring while enjoying the freedom to innovate and share expertise within a mission-driven environment.
Key Requirements
Bachelor's degree in Financial Engineering, Finance, Law, Business, or Entrepreneurship.
Strong interpersonal and communication skills.
Proficiency in public speaking and delivering professional presentations.
Experience in sales and client acquisition is highly prioritized.
Proficient in English and the local language.
Excellent negotiation and relationship-building skills.
Ability to work in a hybrid environment with 3 days of physical reporting.
Capacity to provide personalized wealth planning including protection and savings.
Skill in reviewing and recommending investment portfolios regularly.
Proactive attitude towards business development and networking.