Kerja Separuh Masa Financial Services Associate (Fresh Graduate - Part-Time), Gaji tinggi MYR 7,000 di Unison Wealth Group Selangor - Maukerja

Responsibilities

Client Engagement

• Assist advisers in preparing client meeting materials, including financial summaries, product comparisons, and simple illustrations.
• Join client calls or meetings to take notes, clarify client needs, and follow up on outstanding documents.
• Support onboarding by guiding clients through basic paperwork and answering routine questions politely and accurately.
• Maintain polite, timely follow-ups to help move prospects through the advisory process.

Operations & Compliance

• Prepare and maintain client records, ensuring KYC documentation is complete and stored according to company standards.
• Use basic spreadsheets and CRM entries to track client progress, appointments, and outstanding requirements.
• Help with routine compliance checks and escalate any missing or inconsistent information to senior staff.
• Contribute to process improvements by flagging repeat issues and suggesting simple fixes to reduce delays.

Sales Support & Growth

• Assist with lead qualification, scheduling, and follow-up to keep the adviser pipeline active and organised.
• Support small-scale outreach such as event preparation, social invitations, and follow-up emails to prospects.
• Track simple performance metrics and report weekly results to your mentor to show progress and learning areas.
• Participate in training sessions and role-plays to steadily increase your client-facing confidence.

Requirements

Qualifications & Experience

• Fresh graduate or current student with a diploma or degree in finance, business, accounting, economics, or related fields.
• 0 years of experience required, with openness to part-time hours and weekend availability for training or client events.
• Willingness to pursue relevant industry licensing and complete company training pathways within agreed timelines.
• Prefer candidates with basic exposure to client service roles, internships, or campus finance activities.

Hard Skills & Knowledge

• Comfortable using Microsoft Excel or Google Sheets for simple calculations and tables.
• Familiarity with basic financial concepts such as savings, insurance, and budgeting is preferred.
• Experience with any CRM, email platforms, or calendaring tools will be helpful but is not required.
• Ability to prepare clear, professional documents and simple financial summaries for adviser review.

Soft Skills & Qualities

• Strong verbal and written communication in English and Bahasa Malaysia, with a polite, client-centred approach.
• Organised, reliable, and able to manage time across training, admin tasks, and client appointments.
• Curious and coachable, accepting feedback and improving after each client interaction.
• Professional demeanour, confidentiality, and attention to detail when handling client information.

Ready to kick off a finance career that fits your schedule? We are Unison Wealth Group Sdn Bhd, a consulting team that helps everyday people plan for the life they want. You will find hands-on learning, real client exposure, and supportive coaching when working with us at Unison Wealth Group Sdn Bhd.

As a builder role, you will help create client-ready financial guidance and scale simple advisory processes that make our advisers more effective. This role is ideal if you want practical experience, flexible hours, and a clear path from trainee to licensed adviser.

Your Growth & Impact

• Develop practical advisory skills through shadowing, client meetings, and guided case work to speed up your readiness for licensing.
• Build a strong professional network by supporting client workshops and connecting with experienced advisers and peers.
• Enhance technical ability by using spreadsheets and basic financial tools to prepare clear client summaries and quotes.
• Expand your career options by gaining measurable sales support and operations experience that prepares you for full-time adviser roles.
• Strengthen communication and presentation skills through regular coaching and client-facing practice sessions.