Investment Management Associate

6 days ago


Singapore APEX WEALTH MANAGEMENT LLP Full time

About Us

APEX WEALTH MANAGEMENT LLP is a dynamic and innovative financial services company dedicated to helping individuals achieve their long-term financial goals. We pride ourselves on our commitment to excellence and our passion for delivering exceptional client experiences.

Role Overview:

As an Investment Management Associate, you will play a key role in helping our clients build and preserve their wealth. Your primary responsibilities will include:

  • Providing personalized investment advice and guidance to clients
  • Conducting thorough needs analysis and developing customized investment plans
  • Building and maintaining strong relationships with clients through regular communication and follow-up
  • Collaborating with colleagues to identify new business opportunities and expand our client base

Key Responsibilities:

  • Client Acquisition: Identify and pursue new business opportunities, build relationships with potential clients, and develop customized sales strategies
  • Wealth Accumulation and Protection: Assist clients with wealth accumulation and protection strategies, conduct needs analysis, and develop customized investment plans
  • Relationship Building: Build and maintain strong relationships with clients through regular communication and follow-up
  • Team Collaboration: Collaborate with colleagues to identify new business opportunities and expand our client base

Requirements:

To be successful in this role, you will need:

  • A strong understanding of personal finance and investments
  • Excellent communication and interpersonal skills
  • The ability to work independently and as part of a team
  • A proactive approach to identifying and pursuing new business opportunities

Benefits:

We offer a comprehensive benefits package that includes:

  • Competitive salary and bonus structure
  • Ongoing training and development opportunities
  • Opportunities for career advancement and professional growth
  • A supportive and collaborative work environment


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