Associate, Business Venture – EWA ASIA SDN BHD
Role Summary
The Associate, Business Venture is responsible for assisting clients in making informed financial decisions. This role involves building long-term relationships and providing personalized planning to support clients in achieving their financial goals.
Job Description
As an Associate at EWA Asia, you will engage in daily interactions with clients, focusing on wealth planning, investment advisory, and client servicing. You will also participate in business development activities and enhance your professional skills through training and mentoring.
Key Responsibilities:
- Assist clients in making informed financial decisions.
- Build and maintain long-term client relationships.
- Provide personalized financial planning and investment advisory services.
- Support clients in achieving their financial goals.
- Engage in business development through networking.
- Participate in training and mentoring programs to enhance skills.
- Collaborate with team members to deliver exceptional client service.
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 Servicing
Communication
Networking
Relationship Management
Proactive Approach
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