Wealth Management Associate

We Want You!

We are inviting you to join us as a management trainee. In this entry level position, you will be groomed to a managerial position in a short time!

What you'll be doing

• Learning on generating leads from the cold market and setting up appointments to meet with your potential clients. (Successful rate of 75%)!!!

• Prepare detailed investment proposals and financial plans tailored to individual client needs.

• Maintain excellent client relationships and constant updates on market trends.

• Knowledge of other related products towards wealth management.

What we're looking for

• Bachelor's degree in any field; Finance, Economics, Accounting will be an advantage.

• Strong analytical and problem-solving skills with an aptitude for working with numbers.

• Excellent communication and interpersonal skills to liaise with clients and colleagues.

• Proactive, detail-oriented, and committed to delivering high-quality work.

• Enthusiasm to learn and grow within the financial services industry.

• Singaporeans Only!

What we offer

• COMPREHENSIVE TRAINING program to develop your expertise in investment management.

• MENTORSHIP and support from experienced investment professionals.

• OPPORTUNITIES for career progression and specialization within the company.

• HIGHER THAN AVERAGE INCOME and benefits package, including performance-based bonuses.

• Collaborative and inclusive workplace culture that values work-life balance.

Requirements: Singaporeans only.

Remuneration: S$ 3000 - $ 4000 (Not inclusive of high commission and bonus).