Career Development Professional

3 days ago


Singapore beBeeWealth Full time
Job Title:

Wealth Management Associate (Graduate Associate Programme)

About the Role:

This is an exciting opportunity to launch your career in wealth management and join a dynamic team of professionals who are passionate about delivering exceptional client experiences.

The successful candidate will have the opportunity to work with high-net-worth clients, providing tailored financial solutions and guidance to help them achieve their long-term financial goals.

You will be part of a comprehensive training program that will equip you with the knowledge and skills required to succeed in this role.

Responsibilities:
  • Acquire new clients through guaranteed in-house leads and guided referrals.
  • Prepare customized financial reports for high-net-worth clients.
  • Develop and propose tailored investment solutions to meet clients' financial needs.
  • Present clients' overall financial portfolios to support long-term financial planning.
  • Maintain and review financial portfolios to foster strong customer relationships.
Requirements:
  • A bachelor's degree in any field or higher qualification.
  • Excellent communication and interpersonal skills.
  • A genuine enthusiasm for investment and financial concepts.
What We Offer:
  • A competitive starting salary.
  • Annual leave entitlement to support work-life balance.
  • A customizable benefits package to suit individual needs.
  • A performance bonus scheme rewarding contributions and achievements.
  • Opportunities for career growth, training, and development.
  • A collaborative and inclusive culture that values teamwork and innovation.


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