Career in Holistic Wealth Management


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.

The Role

Using Whitman’s proprietary money optimisation system™ to help clients grow their money with high certainty.

Our Support

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:

  • Attractive value proposition
  • Strong professional branding
  • Marketing activities to generate leads (E.g. education seminars)
  • Supply of qualified leads

  • Standard slides to introduce company and services
  • Service pricing & menu
  • Sample client documents to show prospective client
  • Joint sales meeting with senior practitioners

  • Financial plan preparation & presentation
  • Asset allocation statement preparation & presentation
  • Meeting agenda
  • Education slides for clients
  • Regular client advisory coaching
  • Subject matter specialist (E.g. insurance specialist)
  • Joint meeting with senior practitioners

  • Access to multiple financial products from multiple companies
  • Annual action plan and time table
  • Unit Trust proposal presentation
  • Other investment proposal presentation
  • Life insurance proposal presentation
  • Meeting agenda
  • Business submission and processing

  • Consolidated investment performance reporting
  •  Savings optimisation form
  •  Investment portfolio restructuring system
  •  Investment portfolio rebalancing system
  •  Investment portfolio profit taking system
  •  EPF deduction system for unit trust investment
  •  Newsletter
  •  Consolidated annual report card


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

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Our Requirements

We are looking for people who:

  • Believe in taking care of the client’s best interest
  • Enjoy meeting and sharing knowledge with people
  • Are disciplined and able to follow proven business systems
  • Are a team player
  • Are confident and professional
  • Have the drive and ambition to succeed

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, Block E1 Jalan PJU 1/42,
Dataran Prima, 47301 Petaling Jaya,
Selangor Darul Ehsan,

Tel: + 60 3 7880 8359


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