Careers

Whitman’s Apprenticeship Programme

By Whitman

No. 1 in unit trust asset under advise (AUA) and AUA per advisor on iFAST platform (as at 31 Dec 2019)

Photograph Credit to ThinkStock

Programme Outline:

Expose yourself to various opportunities in financial services industry to upgrade yourself
Learn Whitman’s proprietary proven system and tools to build recurring income using wrap account
Guided by mentors who practise fee-charging holistic financial planning
Entry qualification – Completed at least module 1 of CFP/ RFP.
Selected candidates will enjoy 100% commission pay out in first year
Joint case arrangement

For those who are interested in the apprenticeship programme, our contact details are as follow:

Whitman Independent Advisors Sdn. Bhd,
No. 19-2, 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

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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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