PETALING JAYA - CIMB Wealth Advisors Berhad (CWA) today launched its newly expanded branch in Sri Petaling, Kuala Lumpur – enabling customers to have easy access to a comprehensive range of conventional and Islamic financial products and services such as investments, including unit trust funds and structured investments; protection products such as insurance and takaful; credit cards; and estate planning services such as trusts, wills, wasiat, hiba services and related instruments.
Dato’ Charon Wardini Mokhzani, Chairman of CWA officiated the event in a ceremony that was attended by members of the Board of Directors, Mr. Tan Beng Wah, Chief Executive Officer of CWA; Senior Management of the Agency force and customers.
The full-service branch, which is located at 169-2 Jalan Radin Bagus, Bandar Baru Sri Petaling, Kuala Lumpur, occupies a total floor space of 5,500 square feet serves the existing customers of CWA and the community in around Sri Petaling.
“With our new office in Sri Petaling, our customers can look forward to better engagement with our agents to realise their financial goals with the full customer support facilities,” said Tan Beng Wah. “CWA has strategic partnerships with reputable fund management companies, insurance, takaful and estate planning companies. Our multi-product financial services distribution platform allows a one-stop service delivery which is unique in an agency-based organization which provides a 24/7 face-to-face service offering. Our customers get to choose from a range of best in class financial instruments for investment, protection, and distribution of assets. With increased awareness and demand for financial planning and wealth management services, CWA has seen rapid sales growth. Our agency force is also expanding and serves our customers from 38 branch and agency offices around the country. We currently have more than 5,500 financial planners and agents and expect to open more new branches and agency offices to serve our customers’ needs,” he continued.
Elaborating on CWA’s presence in Sri Petaling, Tan said, “We are excited with our presence here that reaches out to clients in this area and beyond, such as those in Bangi, Cheras, Kajang and Sri Kembangan. In addition to providing better customer experience, the branch also offers continuous professional development for the agency force, equipping the team with the necessary skills and market knowledge to provide relevant and value-add products and services to our customers.”