Wealth Management Associate
1 day ago
The Credence Organization PTE. LTD. is seeking a highly motivated and experienced Wealth Management Associate to join our team. As a Wealth Management Associate, you will be responsible for providing expert advice on financial services, including wealth accumulation, risk management, and investment strategies.
Key Responsibilities- Client Assessment: Conduct thorough assessments of clients' financial goals and challenges, including retirement planning, property ownership, and debt management.
- Strategic Planning: Develop and implement comprehensive financial plans, providing expert advice on wealth accumulation, risk management, and investment strategies.
- Implementation: Execute financial plans, manage investments, and ensure timely delivery of services to clients.
- Client Acquisition: Identify and pursue new business opportunities, expanding our client base across various wealth spectrums.
- Continuous Support: Regularly reassess and adjust client portfolios to align with evolving financial goals.
- Stay Informed: Stay up-to-date with economic developments and industry regulations, ensuring our clients receive the best possible advice.
- Career Progression: Opportunities for advancement into managerial and leadership roles, allowing you to grow and develop your career.
- Growth and Learning: Comprehensive training and mentorship from experienced professionals, helping you develop your skills and expertise.
- Work-Life Balance: Enjoy flexible hours that fit your lifestyle, without being tied to a traditional 9-5 structure.
- Earning Potential & Competitive Remuneration: Attractive performance bonuses and incentives to reward your achievements and contributions to the company.
- Industry Exposure: Opportunities for international conventions and deep dives into the financial sector, allowing you to expand your network and knowledge.
- Training & Certification: Sponsored papers to attain Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) qualifications, enhancing your professional credentials.
- Singapore Citizen/PR
- 21 years and above
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Wealth Management Professional
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Wealth Associate
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Client Relationship Associate
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