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Wealth Management Associate

3 weeks ago

Singapore ASPIRE WEALTH CONSULTANCY Full time

**Job Scope**:

- Expand business contact and increase client base for company.
- Perform financial needs analysis and value add to client’s objective.
- Implement strategies and sales processes to identify, target and acquire clients across various wealth spectrum.
- Handle client’s investment portfolios and update market movement.
- Develop relationships with prospective clients in order to expand the business.
- Attend investment talks monthly (Fully paid by company).
- Training to lead a team of trainee after 1 year of training.
- Organize and invite clients for investment events.
- Keeping abreast of current events, critical issues, and relevant news.

**Remuneration Package & Benefits**:

- Fast track career progression.
- Uncapped remuneration to be achieved.
- Career development training will be provided.
- Monthly investment training by renowned fund houses.
- All training fees paid by company.

**Requirements**:

- Polytechnic Diploma or Degree in any field.
- Strong communication and networking skills.
- Ability to organise and track overlapping tasks and assignments, with frequent priority changes.
- Entry-level applicants are welcome.
- Able to start on a short notice.