Management Associate (CEO-Mentored Track) at Uno Advisers - Selangor
This job is no longer accepting applications.
It was posted on 3 June 2026 and has passed its 30-day listing period. See open Management Associate Ceo Mentored jobs.
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.
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?
This job is no longer accepting applications. Similar roles that are hiring now are linked on this page, and you can apply to those directly on SuperJobs with no agency fee.
Quick Info
Company
Uno Advisers
Location
Selangor
Salary
Undisclosed
Skills Required
6 skills
Required Skills
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 Similar Management Associate (CEO-Mentored Track) Roles
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