Search by job, company or skills

Wealth Management Associate

Wealth Management Associate

Placement Professionals
2-5 Years
SGD 3,000 - 8,000 per month
  • Posted 4 days ago
  • Be among the first 10 applicants

Job Description

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

[Confidential Information]

I specialize in Financial Advisory (FA) and Insurance Roles please browse [More jobs from this company] for more roles.

Job Description:

Come join us as a Wealth Management Consultant and get a head start in the finance industry and be on track to undertake managerial positions. Build your career and make a difference. Applicants without prior experience are welcome as comprehensive support and training are provided. We supply the education and guidance necessary to secure your professional qualifications. The interpersonal capabilities and exposure acquired through this position will enhance your professional trajectory and advance your personal growth. Fresh graduates are welcomed to apply too!

We provide:

  • Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties
  • Invited to participate in the planning process with managers
  • On the job trainings via joint-fieldwork sessions
  • Programme allows mentorship and progression to manager within 2 years
  • Work life balance

Job Responsibilities:

  • Proactive generation of new client leads
  • Guide customers through wealth growth and asset protection strategies
  • Cultivating long-standing connections with accounts

Requirements:

  • Local Diploma, A levels or Degree in any discipline
  • Positive attitude and willing to learn

By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.

More Info

Job Type:
Industry:
Function:
Employment Type:

Key Skills

Asset Protection Strategies

Similar Jobs

1-4 yrs
SGD 3,900 - 5,000 per month
Singapore
Skills:
relationship management, wealth planning, Bancassurance, Financial Advisory, Insurance, Financial Planning
2-5 yrs
SGD 3,000 - 8,000 per month
Singapore
Skills:
Lead Generation, Wealth Management, Client Acquisition, Wealth Accumulation Strategies, Long-term Customer Relationships, Direct Sales, wealth accumulation, Financial Planning, Positive Attitude, Investment Management, Emotional Intelligence
6-8 yrs
Singapore
Skills:
Data Analytics, Alteryx, Python, risk management, risk assessments, control functions, wealth management products and services, Internal Audit, fiduciary and wealth management regulatory requirements, control design and operating effectiveness, External Audit, audit procedures
2-5 yrs
SGD 10,000 - 17,000 per month
Singapore
Skills:
Asset Management, Microsoft Excel, Product Selection, Investment Banking, Private Equity, transaction advisory services, economic dynamics, Powerpoint, investment managers, investment due diligence, Financial Markets
3-5 yrs
Singapore
Skills:
Investment products and services, Business Support, Investment wealth management framework