Financial Analyst

As a Wealth Management Associate at WealthAsia, you will play a crucial role in assisting our clients in achieving their financial goals and securing their financial futures. Working closely with our team of seasoned professionals, you will provide personalized wealth management advice and solutions tailored to meet the unique needs of each client.

**Responsibilities**:
1. Conduct comprehensive financial assessments for clients to understand their current financial situation, goals, and risk tolerance.

2. Develop customized wealth management strategies and investment plans aligned with clients' objectives and preferences.

3. Provide expert advice on investment opportunities, asset allocation, portfolio construction, and risk management.

4. Assist clients in implementing investment recommendations and monitoring portfolio performance on an ongoing basis.

5. Stay abreast of market trends, economic developments, and regulatory changes to provide informed insights and recommendations to clients.

6. Collaborate with internal teams, including tax specialists, insurance advisors, and mortgage experts, to deliver holistic financial solutions to clients.

7. Cultivate and maintain strong relationships with clients through regular communication, meetings, and reviews to ensure satisfaction and retention.

8. Continuously expand and enhance your knowledge of wealth management concepts, investment products, and financial planning strategies.

**Job Types**: Full-time, Part-time, Permanent, Internship, Fresh graduate
Contract length: 24 months

**Salary**: $5,000.00 - $8,000.00 per month

Expected hours: 40 per week

**Benefits**:

- Flexible schedule
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus
- Yearly bonus

Work Location: In person