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Wealth Management Specialist

1 week ago

Singapore Income Insurance Full time
About the Role

We are seeking a skilled Wealth Management Associate to join our team. As a member of our team, you will have the opportunity to work closely with clients to understand their financial needs and develop customized solutions to help them achieve their goals.

Your key responsibilities will include:

  • Conducting thorough assessments of clients' financial situations to identify areas for improvement.
  • Developing and implementing comprehensive financial plans that cover retirement, education, and investments.
  • Providing expert advice on insurance solutions to help individuals and companies protect their assets and plan for the future.
  • Preparing and interpreting financial document summaries, investment performance reports, and income projections for clients.

To succeed in this role, you will need:

  • A minimum full certificate in GCE 'A' Level or International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
  • Be at least 21 years old.
  • No prior work experience is required.
What We Offer

We offer a competitive package of benefits and rewards, including:

  • Opportunities for ongoing training and professional development to support your growth and success.
  • A structured corporate financing scheme to fast-track your career progress.
  • Incentives for outstanding performance, including quarterly bonuses, annual bonuses, and opportunities to participate in overseas trips.
  • A flexible incentive structure offering unlimited potential income through commissions, performance-based incentives, and great incentive trips.
Our Team

At Income Insurance, we pride ourselves on our commitment to delivering exceptional service and support to our clients. Our team is dedicated to helping individuals and companies achieve their financial goals, and we are passionate about providing expert advice and guidance to our clients.