Management Associate (CEO-Mentored Track) at Uno Advisers - Selangor
Role Summary
The Management Associate (CEO-Mentored Track) is responsible for providing authentic, professional financial planning and guidance to clients. This role involves proactive engagement with clients and potential clients, contributing to their financial well-being and fostering long-term relationships.
Job Description
In this role, you will engage with clients daily, understanding their financial needs and providing tailored solutions. You will work in a dynamic environment that emphasizes collaboration and mentorship from experienced leaders.
Key Responsibilities:
- Connect with clients to assess their financial planning needs.
- Proactively reach out to potential clients to introduce financial services.
- Develop personalized financial plans based on client goals.
- Conduct follow-up meetings to review and adjust financial strategies.
- Collaborate with team members to enhance service delivery.
- Participate in training sessions to improve financial knowledge and skills.
- Maintain accurate records of client interactions and financial plans.
Job Requirements
Bachelor's degree in Finance, Business Administration, or related field.
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Proficiency in Microsoft Office Suite.
Prior experience in customer service or sales is an advantage.
Quick Info
Company
Uno Advisers
Location
Selangor
Salary
Undisclosed
Skills Required
6 skills
Click to submit your application
Required Skills
Financial Planning
Client Engagement
Communication
Problem Solving
Team Collaboration
Time Management
Management Associate (CEO-Mentored Track) Salary at Uno Advisers
Uno Advisers has not disclosed the salary for this role. Management Associate (CEO-Mentored Track) positions in Selangor typically pay RM750–RM10,000 per month, based on the 57 comparable vacancies currently listed on SuperJobs.
How to Apply for This Management Associate (CEO-Mentored Track) Role
- Click Apply Now and sign in, or create a free SuperJobs profile. It takes about two minutes and there is no agency fee.
- Upload your CV once and answer any screening questions Uno Advisers asks. Your profile is reused for every application after this one.
- Submit, then track the application and any employer replies from your dashboard. Applications close 2026-11-22, so apply early.
Management Associate (CEO-Mentored Track) - Frequently Asked Questions
What is the salary for a Management Associate (CEO-Mentored Track) at Uno Advisers in Selangor?
Uno Advisers has not disclosed the salary for this role. Management Associate (CEO-Mentored Track) positions in Selangor typically pay RM750–RM10,000 per month, based on the 57 comparable vacancies currently listed on SuperJobs.
Where is this Management Associate (CEO-Mentored Track) job located?
This Management Associate (CEO-Mentored Track) position is based in Selangor, Malaysia. This role is fully on-site.
What qualifications do I need for this Management Associate (CEO-Mentored Track) role?
Uno Advisers is looking for Bachelor's degree in Finance, Business Administration, or related field.; Strong communication and interpersonal skills.; Ability to work independently and as part of a team..
How do I apply for this Management Associate (CEO-Mentored Track) job at Uno Advisers?
Apply directly on SuperJobs — create a free profile, upload your CV once and submit. There is no agency fee and no charge to applicants. Applications close 2026-11-22.
Application Tips
- Ensure your resume highlights relevant skills and experience
- Tailor your application to match the role requirements
- Double-check all information before submitting
- Submit your application as soon as possible to increase your chances
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