Consultant

At CWA, our Consultants are our valuable assets. These outstanding individuals are steering us towards our goal of becoming Malaysia’s MOST VALUED wealth expert who CREATES, PROTECTS and PRESERVES wealth with sound advice and innovative products

Come join us and take the opportunity to excel as a CWA Consultant. With us, you can be sure of excellent career advancement opportunities besides a highly attractive remuneration package.

Grow with us in CWA

CWA is one of the fastest growing unit trust management companies in Malaysia and we host a dynamic sales force over 6000 FiMM (formerly known as FMUTM) registered Consultants at 38 regional, branches and sales offices located throughout Malaysia.

At CWA, we provide the most exciting challenges in the industry and provide lots of opportunities for career advancement. We are committed in making you the most successful and productive unit trust consultants in the country.

At CWA, we offer you great career advancement path. 

You decide your own CAREER path, how fast you want to advance..

If you are highly motivated, relish on challenges and have the vision of becoming the country’s most successful unit trust consultant, come and sign up with us.

Have a drink and chat with us, we can share more exciting news with you.

Call:

Ann Lim - 012-209 3736

email: fyannlim@yahoo.com

Francis Koh - 012-273 5573

email: francismckoh@yahoo.com

Your Role as a Consultant

* To help clients analyse their financial situation, establish their investment goals and propose an investment plan to achieve their goals with CWA diverse range of products and services.

* To advise clients in building a well diversified unit trust investment portfolio after considering their risk tolerance and time horizon.

* To continuously monitor and re-balance clients’ portfolios to check on their investments' potential returns.

* To build a trusted relationship with clients by providing ethical and professional advisory services.

* To continuously upgrade skills and knowledge with the aspiration of being a ‘value-creating’ consultant.-

Why CWA

• We offer attractive commission schemes

• We have the best people – dynamic leadership and positive environment

• We are financially strong and are bank-backed by CIMB Group

• We provide the best training and administrative support system

• We have a comprehensive financial service portfolio

• We are result-oriented and reward those who perform

Documents requirement

1. 4 pcs IC's size colour photos

2. Photocopy of IC (Front and back in an A4 size paper)

3. Original certificates or diplomas for verification purposes

4. Open a CIMB Bank Account and photostat the front copy. (For commission payout)

5. Sign a contract and relevant documents with CWA

6. And a fees of RM288 

(Sales kit, e-learning / training materials, CUTE exam fees, registration and stamp fees, etc.)

Eligibity to join CWA

• Must be 21 years old or above; and a Malaysian citizen or Permanent Residence residing in Malaysia



• Must possess the minimum qualification of Grade 3 Sijil Pelajaran Malaysia (SPM) with a credit in Bahasa Malaysia or English or Chinese and a credit in Mathematics (minimum requirement), or higher education certificates or diplomas or its equivalent, as determined by FIMM;



• Must be honest, of good character and good repute. In addition, the person must also display efficiency, reliability and a high level of integrity.

In this regard, the person must not have been:
• found by a court or other competent authority to have acted fraudulently or dishonestly;or
• convicted of a criminal offence; or
• censured or reprimanded by, or denied or disqualified from membership of a professional or trade body; or a regulatory licence, registration or similar approval has been refused or revoked; and

• The person must sign a statutory declaration attesting to the above attributes and must not be in breach of the signed statutory declaration at all times.


• Upon satisfying the requirements, the person must pass the Computerised Unit Trust Examination (CUTE) before being authorised to market and distribute unit trusts. A person who does not satisfy the basic requirements will not be registered to sit for the CUTE.

Fulfilling Career

1. Help clients to achieve their financial goals and work with them towards their financial independence, while you are working on yours.

2. The business is yours! So you can:
- Spend more quality time with family and friends
- Gain control of life