Junior Wealth Management Associate

1 hour ago

Singapore Career Craft Pte Ltd Full time

Company

Career Craft Pte Ltd
- careercraft.sg

Designation

Junior Wealth Management Associate (Investment)

Date Listed

20 Feb 2025

Job Type

Entry Level / Junior Executive
- Full/Perm

Job Period

Immediate Start, Permanent

Profession

Banking / Finance

Industry

Finance

Location Name

Maxwell Road, Tanjong Pagar MRT Station (EW15), Singapore
- Work from Home

Address

120 Maxwell Rd, Singapore 069119

Map

Allowance / Remuneration

$3,500 - 5,000 monthly

Company Profile

Company Overview:
Join a leading Independent Financial Advisory (IFA) firm in Singapore, where we empower our clients to achieve their financial goals through tailored investment solutions. As a Junior Wealth Consultant (Investment), you will be part of a dynamic team that delivers expert advice on wealth management, investment planning, and financial strategies. You will assign to our working partner in an immigration consultancy firm to service a huge guaranteed pool of high net worth (HNW) clients based on a genius guaranteed lead.

**Job Description**:
We are seeking motivated and results-driven individuals to join our team as Wealth Consultants (Investment). In this role, you will:
1. Deliver Expert Investment Strategies:

- Provide personalized investment solutions, including unit trusts, bonds, equities, and structured products.
- Conduct in-depth financial needs analysis to understand clients' goals and risk profiles.

2. Build and Manage Client Relationships:

- Establish and nurture strong client relationships, ensuring open communication and trust.
- Manage clients' financial portfolios, employing a comprehensive approach to optimize performance.

3. Present Investment Proposals:

- Exhibit a high level of professionalism when presenting investment proposals to both retail and high-net-worth clients.
- Conduct regular reviews to assess the progress of clients' investments and make adjustments as needed.

4. Drive Sales and Business Growth:

- Identify new business opportunities and generate leads through networking and referrals.
- Achieve sales targets and contribute to the growth of the team.

5. Stay Updated on Market Trends:

- Keep abreast of global financial markets, economic trends, and regulatory changes.
- Provide clients with timely and relevant investment insights.

Application Instructions

Agent Note This position is posted on behalf of a client by a third party agent.

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