Associate Wealth Manager

7 days ago


Outram, Singapore SG United Consulting Pte Ltd Full time

Looking for like-minded and independent-working individuals to join our team

Fresh Graduates, entry-level, or people keen on a career switch are welcomed as well.
Semi-remote working opportunities are included.

This role is client-facing. Experience is not required as we do provide comprehensive training to better aid your responsibilities. Examples of training include _Business & Team Development, Effective Communications, Human Relations, Management, and Social Media & Marketing._

**Responsibilities**:

- **Customer Relationship Management**

You will be managing your own clientele by helping them to map out their financial goals and engineer a plan to help them achieve them. You will also be contacting new and existing customers to discuss needs
- **Identifying** prospective customers, lead generation, and conversion. Expand your network and acquire new clients to impact
- **Clients’ Accounts Management**

You will have your client’s investment portfolio and future in your hands and thus to update regularly on current market movement & their investment performance

**Why Us?**:

- Strong fintech capabilities to enable advisors to improve your client engagement and stand out from other advisors in the market
- Lead generation tools for you to build and nurture your client base
- Ready-made system for business sustainability in the financial services sector
- In-house professional development to help improve your competency
- Personalized mentorship to refine your skills and enable you to build entrepreneurship skills

**Requirements**:

- Age 21 years old & above
- Possess at least a GCE A Level or Diploma
- Entrepreneurial spirit, hardworking and results-oriented
- Service, Marketing, or Sales industry background is not required but will be appreciated
- Entry-level applicants are encouraged to apply

**Salary & Commissions**:

- Contract bonus of up to $1,500
- Basic Salary: $2,500 ~ $6,000*
- Allowance with commission**

*Subjected to prior experience if any
**Basic does not include an allowance with commission up to $9,000+/- each month

**Job Types**: Full-time, Freelance

**Salary**: $2,500.00 - $7,000.00 per month

**Benefits**:

- Employee assistance programme
- Flexible schedule
- Work from home

Schedule:

- Flexible hours

Supplemental pay types:

- Commission pay
- Performance bonus

Work Location: Hybrid remote in Singapore 069542



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