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Wealth Management Associate | Sales

2 months ago

Singapore THE CREDENCE ORGANIZATION PTE. LTD. Full time
Roles & Responsibilities

Job Responsibilities:
  • Client Assessment: Understand client goals and challenges, such as retirement planning, property ownership, and debt management.
  • Strategic Planning: Provide expert advice on financial services, including wealth accumulation, risk management, and investment strategies.
  • Implementation: Execute financial plans, manage investments, and ensure timely delivery of services.
  • Client Acquisition: Expand our client base across various wealth spectrums (B2B & B2C).
  • Continuous Support: Reassess and adjust client portfolios to align with evolving goals.
  • Stay Informed: Keep up-to-date with economic developments and industry regulations.
What We Offer:
  • Career Progression: Opportunities for advancement into managerial and leadership roles.
  • Growth and Learning: Comprehensive training and mentorship from experienced professionals.
  • Work-Life Balance: Enjoy flexible hours that fit your lifestyle, without being tied to a 9-5 structure.
  • Earning Potential & Competitive Remuneration: Attractive performance bonuses and incentives to reward your achievements.
  • Industry Exposure: Opportunities for international conventions and deep dives into the financial sector.
  • Training & Certification: Sponsored papers to attain Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) qualifications.
Why Join Us?
  • Exclusive Opportunity: Be part of a high-performing team in the competitive financial advisory industry.
  • Comprehensive Training: Access a structured curriculum to excel in financial services (Wealth accumulation, risk management, legacy planning, etc.).
  • Knowledge Building: Gain expertise in investments, insurance, and comprehensive wealth management.
  • Dynamic Work Environment: Thrive in a flexible and innovative team culture.
Requirements:
  • Singapore Citizen/PR
  • 21 years and above (as stipulated by FAA-N13)
How to Apply:

If you're motivated and ready to build a rewarding career in financial services with the flexibility to manage your time, send your resume to kristal.k@credencesg.com.

Only candidates who meet the requirements will be considered.


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