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Wealth Management Associate

4 weeks ago

Singapore Mosaic Group Full time

Job description: 

» Identify potential clients through leads provided by company

» Help clients achieve their financial goals and manage their wealth portfolio

» Conduct financial assessments for clients to understand their financial situation & risk tolerance for investments.

» Portfolio Management for both BTC, and BTB.


Support & Benefits: 

Work Life Balance & Conducive office environment.

Attached to a mentor for career growth

Various sales funnel will be introduced and custom tailor to your strength


No Salary Claw back (ONLY ONE IN MARKET)

Outperformance, Quarterly & Production Bonus

Paid overseas trips, Quarterly Incentives upon hitting target

iPad will be given

Open to aged 21 & above with a diploma/A-LVL or higher qualification