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Wealth Management Advisor

1 week ago

Singapore Altus Advisory Full time
Job Title: Wealth Management Associate

We are seeking a highly motivated and skilled individual to join our team as a Wealth Management Associate.

About the Role:
  • Determine clients' expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other necessary information to develop a comprehensive financial plan.
  • Provide expert financial advice and answer client questions about financial plans and strategies.
  • Advise clients on insurance coverage, investment planning, cash management, and other areas to help them achieve their financial goals.
  • Regularly review clients' accounts and plans to identify potential changes in life or economic circumstances that may impact their financial plan.
  • Prepare or interpret financial documents summaries, investment performance reports, and income projections for clients.
Benefits:
  • A competitive starting salary with incentives.
  • Quarterly performance bonuses.
  • Free qualifications training provided.
  • A welcome bonus upon confirmation.
  • Opportunities for professional development and career advancement.
  • Generous retirement contributions and pension plan.
  • Overses incentive trips opportunities.