Join A World-Class Team of HOLISTIC Wealth Management Practitioners
Started in 2000, Whitman is the first and leading HOLISTIC wealth management company in Malaysia, advising more than RM2.0 billion worth of client’s wealth. Our approach is to always put the client at the heart of everything we do.
We are proud to boast one of the most highly trained and qualified wealth management advisory teams in Malaysia.
We are looking for individuals with the interest to offer high quality wealth management services to the middle class and high net worth clients.
Using Whitman’s proprietary money optimisation system™ to help clients grow their money with high certainty.
Whitman aspires to be a wealth management company that provides the most comprehensive system and support to any persons starting in the wealth management industry.
The following are some of the systems, tools and support in place at Whitman:
Whitman’s Fee for Service Holistic Wealth Management Mentoring Programme
In Whitman, we provide you a smooth career transition from Single Product Selling to Fee for Service Holistic Wealth Management advisory
1. The development starts from going through intensive 6 months mentoring programme
2. Next, you start to acquire Fee for Service Holistic Wealth management advisory clients while practising Commission-Based Financial Advisory
3. Eventually, you will have enough clients to practise Fee for Service Holistic Wealth Management advisory only
We are looking for people who:
It is not essential for you to have an existing client base of our target market to join Whitman. We will support you by providing qualified leads to help you get started. We will also equip you with the necessary skills and system to help you successfully generate your own leads.
For further information about career opportunities with Whitman, our contact details are as follows:
Whitman Independent Advisors Sdn. Bhd,
No. 19-2, Level 1 Block E1 Jalan PJU 1/42,
Dataran Prima, 47301 Petaling Jaya,
Selangor Darul Ehsan,
Tel: + 60 3 7880 8359