Wealth Management Associate

Application Dates
Applications open
13 May 2020
Applications closing
30 Jun 2020
Opportunity Overview
Type Graduate Jobs (Full-time)
Location
Singapore
Start date
Academic requirements
Level of Study
Diploma
Degree Accepted

Across our organization, we are united in our passion to provide every client we serve with a consistent, high quality, high-value and engaging experience with each interaction. We value our people as our greatest asset – it is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. At every step of our people’s career, we invest in them, and ensure their interests remain focused on the long term and closely aligned with those of our clients and shareholders.

Job Role & Responsibilities

As a Wealth Management Associate, you are mainly responsible to identify sales prospects and review on their overall financial portfolio and risks to provide professional advice and effective solutions from an extensive range of proven wealth accumulation and risk management methodology. Our clientele ranges from retail clients, corporate clients, business owners to high-net worth individuals.

Requirements

We are looking for individuals that enjoys being problem solvers and solutions builder to impact more lives to achieve financial wellness.  

  • Singaporean/ PR
  • 21 years old and above
  • Diploma and above
  • Fresh graduates and penultimate year students are welcome to apply
  • Driven and self-motivated, with a positive learning attitude

We regret to inform that only shortlisted candidates will be notified.

As a Wealth Management Associate, you are mainly responsible to identify sales prospects and review on their overall financial portfolio and risks to provide professional advice and effective solutions from an extensive range of proven wealth accumulation and risk management methodology.