Wealth Management Associate

Found in: Talent SG 2A C2 - 2 weeks ago

Singapore WEALTH ASIA LLP Full time
Roles & Responsibilities

You key role is to introduce, consult and sell financial products and services to our clients, driving sales revenue, client acquisition and maintaining relationships with key accounts.

Why Join Us:

  • Attractive Renumeration + Incentives Package
  • Flexible Working Arrangements
  • No working experience required
  • Comprehensive on-job training is provided
  • Central office location (2mins from MRT station)

Responsibilities:

  • Provide wealth and financial planning and consultation services
  • Develop and execute strategic sales plans to achieve sales targets and expand customer base.
  • Servicing clients through periodic investment portfolio reviews, industry and solutions updates, etc
  • Build and maintain strong relationships with existing clients and key accounts.
  • Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
  • Prepare and deliver sales presentations and proposals to prospective clients.
  • Successfully negotiate contracts and agreements with clients.

What you need to have:

  • Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
  • Singaporean or PR
  • Business acumen & strong negotiation skills
  • People management skills with excellent initiatives
  • Team player, proactive and collaborative
  • Self-motivated personality and positive attitude
  • Strong communication and interpersonal skills
  • Mature and willingness to learn
  • No working experience required as comprehensive training will be provided.

We welcome all experienced professionals, including those who are seeking a career switch with no experience at all, as we provide you with the necessary and comprehensive training to make your career with us a success.



Tell employers what skills you have

Negotiation
Wealth Management
Management Skills
Financial Planning
Interpersonal Skills
Business Acumen
Wealth
Customer Relationship Management
Investment Management
Compliance
Sales Operations
Estate Planning
Financial Advisory
Business Development
Financial Services
People Management

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