Associate, Business Venture – EWA ASIA SDN BHD
Role Summary
The Associate role involves building client relationships, providing personalized wealth planning, and supporting clients in achieving their financial goals through investment advisory and business development.
Job Description
As an Associate at EWA Asia, you will help clients make informed financial decisions, focusing on wealth planning, investment advisory, and client servicing. Your role includes building long-term relationships, providing personalized planning, and supporting clients in achieving their financial goals. You will also engage in business development through networking and enhance your professional skills through training and mentoring.
Job Requirements
Bachelor's degree in finance, business, or related field
Strong interpersonal and communication skills
Ability to build and maintain client relationships
Knowledge of financial planning and investment strategies
Self-motivated with a proactive approach to business development
Willingness to learn and adapt in a dynamic environment
Experience in client servicing or advisory roles is a plus
Quick Info
Company
EWA ASIA SDN BHD
Location
Selangor
Salary
Undisclosed
Skills Required
7 skills
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Required Skills
Financial Planning
Investment Advisory
Client Relationship Management
Business Development
Communication
Problem-Solving
Networking
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