Wealth Management Associate
Job Description
To apply or find out more, contact
Leong Jia Wei
(Reg No: R25157456) on
+65 80358497
or email
Overview
This role is for a Wealth Management Consultant, offering an entry point into the finance industry with a pathway towards managerial positions. The position focuses on client advisory, relationship building, and supporting clients in wealth accumulation and protection.
You will combine client acquisition, financial advisory, and relationship management, with a structured pathway towards certification and leadership development.
No prior experience is required, as structured training, mentorship, and certification support will be provided. Fresh graduates are encouraged to apply.
Key Responsibilities
- Acquire new clients through prospecting activities
- Assist clients with wealth accumulation and protection planning
- Build and maintain long-term client relationships
- Participate in financial planning discussions with managers
Requirements
- Minimum age of 21 years
- Local Diploma, A’ levels or Degree in any discipline
- Positive attitude and willingness to learn
Training & Career Development
- Coaching to complete 4 basic certifications required for financial advisory duties
- On-the-job training through joint-fieldwork sessions
- Structured mentorship programme
- Career progression pathway to manager within 2 years
Work Environment
- Supportive training environment
- Emphasis on work-life balance
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.