Wealth Management Associate
4 days ago
About the role
We are seeking a talented Wealth Management Associate to join our team at Asia Human Capital Pte Ltd, a leading financial services firm in the Central Region. As a Wealth Management Associate, you will play a vital role in providing comprehensive financial planning and investment advisory services to our discerning clientele. This is a full-time position offering the opportunity to work in a dynamic, collaborative environment and contribute to the continued growth and success of our business.
What you'll be doing
- Develop and implement customised financial plans that meet the unique needs and goals of our clients
- Conduct thorough financial analyses and research to identify suitable investment opportunities
- Maintain strong relationships with clients, providing exceptional customer service and regular portfolio updates
- Collaborate with the broader team to ensure a cohesive and seamless client experience
- Stay up-to-date with industry trends, regulations, and best practices to provide informed advice
- Contribute to the growth and development of the wealth management practice
What we're looking for
Strong analytical and problem-solving skills, with the ability to think strategically
Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients
- A thorough understanding of investment products, financial markets, and regulatory requirements
- Proven track record of delivering exceptional client service and meeting financial goals
- Relevant professional Financial qualifications, are highly desirable
What we offer
- Competitive remuneration, performance-based incentives and overseas trip incentives
- Comprehensive training and development opportunities to enhance your skills
- Supportive and collaborative team environment that values work-life balance
- Opportunities for career progression and leadership roles
- Access to the latest technology and tools to support your work
About us
Asia Human Capital Pte Ltd is a leading financial services firm dedicated to providing holistic wealth management solutions to our clients. With a focus on innovation and client-centric service, we have established a strong reputation in the industry and are committed to the continued growth and success of our business. Join our dynamic team and be a part of our exciting journey.
Apply now to become our next Wealth Management Associate and take the first step towards a rewarding career in financial services.
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