Unison Wealth Management
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    Unison Wealth Management
    Write a review
    Write a review

    Company Profile

    Company overview

    Industry

    Financial Investment Services

    Company size

    51-100

    Primary location

    28-4-1, Jalan 2/101C, Cheras Business Centre 56100 Kuala Lumpur
    Unison Wealth Management is the company about investment advisory and financial planning services that combines other financial banking services to tailor the needs of affluent clients.Unison Wealth Management Consultant is a type of financial advisor who takes a broad view of available financial planning and distribution , such as financial and investment advice , accounting , tax services , wealth management , legal or estate planning and retirement planning to manage affluent clients wealth and distribution .We are using a consultation process , data or information analysis about the clients needs and wants at different stages of life cycles and lastly tailor a personalized strategy and solutions that uses a range of financial products and services .

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    Recent reviews

    5.0
    Financial executive Intern
    Jul 2021
    Kuala LumpurLess than 1 year in the role, current employee
    Fun and Wonderful Intership Experience
    The good things-emphasizes employee happiness and work-life balance within the organization. -encourages independent decision-making by employees and fosters freedom and empowerment at work. -A relaxed work environment
    The challengesChallenges also solve by the seniors in office , they are willing to teach and guide ! Company always willing to explore new processes, and approaches to solving problems.
    5.0
    Sale executive
    Jul 2021
    Kuala Lumpur3 to 4 years in the role, current employee
    High-growth startups Working Place
    The good thingsWe want to work for a company that’s growing, innovating, and trying new things—which is exactly what progressive organisations do. Unison is flexible and consistently emphasises the importance of work-life fit.
    The challengesTrust is a vital component when it comes to building strong working relationships, strong teams, and a strong company culture. It’s also a two-way street. I am enjoying working here !
    Ratings for Unison Wealth Management are shared as-is from employees in line with our community guidelines
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