Career in Personalised Wealth Management

Career in Personalised

Wealth Management

With a focus on building long-term relationships, personalised wealth management offers a rewarding career that can make a significant impact on clients’ lives and financial futures.

Join A World-Class Team of Personalised Wealth Management Practitioners

Summary

Started in 2000, Whitman is the first and leading personalised wealth management company in Malaysia, advising more than RM3 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 Holistic Wealth Management advisory model 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

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,

Malaysia.

Tel: + 603 7880 8359

Email: career@whitman.com.my