Wealth Management Associate

5 days ago


Queenstown, Singapore Infinity Assurance Management Full time

At iAM, we believe in more than just results. We are dedicated to personal development with our organisational culture centered around the motto, “If you do what you love, you’ll never work a day in your life.”

We are committed to nurturing your full potential through:

- **Mentorship**: Work closely with a highly driven and motivated team who will mentor and guide you throughout your journey
- **Collaborative culture**: We provide a conducive and supportive work environment with your professional growth as our top priority.
- **Structured development**: We provide a structured system to equip you with the necessary skillset and knowledge for a career in wealth management.

**Learning Outcome**
- Fundamentals of Wealth Management - Including Insurance, financial planning, investment techniques and risk management.
- Client planning & engagement - Estate, legacy, and investment planning for Mass Affluent (MMA) and High Net Worth Individuals (HNWI).
- Sales and marketing - Effective techniques for sales and marketing.
- Business planning and financial solutions - Develop solutions for succession, risk management and wealth accumulation for clients.
- Networking - Attend professional functions and company events.
- Public Education - Educate and equip the public through public speaking events.
- Professional collaborations: Liaise with affiliated legal, accountancy, medical and finance professionals to deliver holistic, optimal financial management for clients.

**Career Prospects**
- Overseas Incentive Trips
- Coached by Award Winning Industry Practitioners
- One to One Mentorship
- Personal Development and Team Building Training
- Career Opportunities for Management Position

**Qualifications**
- Entrepreneurship flair
- 3rd or final year tertiary undergraduates from local universities or private institutions offering a recognised degree programme
- Males must have completed National Service
- Min. 21 years of age

**Job Types**: Full-time, Contract, Permanent

Pay: $3,000.00 - $5,000.00 per month

**Benefits**:

- Flexible schedule
- Professional development

Schedule:

- Monday to Friday

Supplemental pay types:

- Commission pay
- Performance bonus

Work Location: In person



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