Career Launch in Finance

7 days ago

Singapore beBeeInvestment Full time

**Job Title:** Wealth Management Associate

We are seeking highly motivated and dynamic individuals to join our wealth management team. This role is ideal for those passionate about building a career in the finance industry. We are seeking multiple candidates for a wealth management associate, grooming them to kickstart their career in the financial industry, specialising in both life insurance and wealth products.

As part of this role, you will undergo a comprehensive skills training programme, where you will receive job-specific training and gain a fundamental understanding of both the life insurance as well as wealth product industry.

Your responsibilities will include:

  • Acquiring clients through guaranteed in-house generative leads and guided leads.
  • Preparing comprehensive financial reports tailored for high-net-worth clients.
  • Developing and proposing customized solutions to meet clients' financial and investment needs.
  • Presenting clients' overall financial portfolios to support long term financial goals planning.
  • Maintaining and reviewing financial portfolios to foster long-term customer relationships.

To succeed in this role, you must possess:

  • Qualifications: A Bachelor's Degree in any field.
  • Skills and Attributes: Exceptional communication and interpersonal skills, proven ability to engage positively with clients and colleagues, genuine enthusiasm and interest in investment and financial concepts.
  • Experience: Previous experience in banking or the financial sector is advantageous but not mandatory.

In addition to a competitive starting salary, you can expect:

  • Annual Leave – Leave entitlement to support work-life balance
  • Flexible Benefits – A Customizable benefits package to suit individual needs
  • Competitive Performance Bonus – Rewarding contributions and achievements
  • Professional Development – Opportunities for career growth, training, and career development
  • Supportive Work Environment – Collaborative and inclusive culture that values teamwork and innovation
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