Company Profile

    Company overview

    Industry

    Financial Investment Services

    Company size

    11-50

    Primary location

    60C, Jalan SS21/35 Damansara Utama 47400 Petaling Jaya Selangor, Malaysia
    Bill Morrisons Wealth Management Sdn Bhd (BMW) is a comprehensive financial planning and wealth management company. We are licensed by Securities Commission of Malaysia (SC) under Capital Markets Services License (CMSL/A0339/2017) in respect of regulated activity of Financial Planning, dealing with securities related to Unit Trust and Private Retirement Scheme under the Capital Markets & Services Act 2007. BMW also has a Financial Adviser license from Bank Negara Malaysia under Financial Services Act 2013 to deal with insurance providers around Malaysia.We offer wealth management solutions and comprehensive financial planning including unit trust, investment and insurance, private retirement scheme, and estate planning as well as providing in-depth portfolio investment analysis and research for client recommendations based on their profiles and objectives.

    Reviews overview

    3.85 ratings in total
    5
    2
    4
    2
    3
    0
    2
    0
    1
    1
    100%
    Rate salary as high or average
    100%
    Employees recommend this employer to friends

    What’s it like working at Bill Morrisons Wealth Management?

    AI summary of recent reviews

    Employees at Bill Morrisons Wealth Management appreciate the peaceful environment and friendly community, which contributes to better work conditions. They value the teamwork and healthy environment, as well as the well-organised management. Reviewers note that the commission is really rewarding, and they appreciate the professionalism in handling advisors and clients, with top management ensuring advisors have what they need to face clients.

    However, there are some potential challenges, such as the need to be knowledgeable on global markets and issues to ensure reliability in this industry. Additionally, some reviewers indicate that clients may lack information about global investment, which can be a challenge. Employees also mention the need to complete requirements and follow standard operating procedures, which can be demanding in a fast-growing environment.

    Recent reviews

    5.0
    Admin assistance
    Aug 2022
    Damansara Utama SelangorLess than 1 year in the role, former employee
    Nice, great, exquisite.
    The good thingsPeaceful environment, friendly community which contributes to better work conditions.
    The challengesThe only challenge is avoiding taking leave to keep coming back every day!
    5.0
    Admin
    Aug 2022
    Less than 1 year in the role, current employee
    Great environment & helpful team!
    The good thingsManagement is well organized.
    The challengesNo big challenges as there were many helpful colleagues to provide help & support.
    4.0
    Vice president
    Jul 2020
    5 to 6 years in the role, current employee
    Challenging and development
    The good thingsTeam work and healthy environment.
    The challengesTo complete the requirements needed SOP. Very aggressive and fast growing vision .
    Ratings for Bill Morrisons Wealth Management are shared as-is from employees in line with our community guidelines
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