Independent Financial Advisory Business

With a focus on building long-term relationships, an independent financial advisory business can make a meaningful impact on clients’ lives and financial well-being — while creating rewarding, multiple streams of income for you.

Join A World-Class Team of Independent Financial Advisors

Image link
Summary

At Whitman, we believe the right business is one that changes lives – starting with yours. Founded in 2000, Whitman is Malaysia’s first and leading independent financial advisory firm, specialising in integrated retirement solutions and advising more than RM4.5 billion worth of clients’ wealth. Our client-centric approach puts people at the heart of everything we do.

We see this business as a calling: to provide every family in Malaysia with the opportunity to retire richer and worry-free.

We are proud to be one of the most highly trained and qualified independent financial advisory teams in Malaysia.

We are looking for individuals who are passionate about delivering high quality, integrated retirement solutions to both high net worth and middle-class clients.

The Role

Help clients to retire richer and worry-free by applying Whitman’s proven Retirement Optimisation model.

Our Support

Whitman aspires to be a independent financial advisory company that provides the most comprehensive system and support to any persons starting in independent financial advisory 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