Careers

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:

Leads generation (Marketing)

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

Leads Conversion (Selling)

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

Service delivery & Back-end Support

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

Product execution

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

Client Servicing

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

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

Tel: + 60 3 7880 8359

email: career@whitman.com.my

Grow Your Money With Whitman

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Why Whitman?

Experienced and Established

Whitman is the first and leading HOLISTIC wealth management company in the nation, advising more than RM2 billion worth of client’s wealth. We have successfully helped many people just like you to grow their money with high certainty and achieve financial freedom since 2000.

Independent

Your interest comes first. Whitman offers independent advice that is not influenced by the vested interests of any fund manager, life insurance company, stock-broking firm, bank or other financial institutions.

Focus on Your Big Picture

Our advice, irrespective of whether it is on investing, estate planning or cash-flow planning, is always given in a comprehensive and holistic context.

Regular Reviews and Communication

We regularly meet and provide clients with a financial report that give them a comprehensive view of their financial affairs: past, present and future. These meetings are a continuous and integral part of our service delivery.

Consistent Advice

Our advisors are guided by an advisory model developed by Yap Ming Hui. This ensures the consistency in the quality of the advice given by our team of HOLISTIC wealth management practitioners.

Low client- to- advisor ratio

At Whitman, the low client-to-advisor ratio allow us sufficient attention, resources, and time to add the most value and navigate competently through all of our client’s life financial stages.

ROADMAP TO FINANCIAL FREEDOM

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