Personal Wealth Associate

3 days ago


Bukit Merah, Singapore CO Wealth Advisory Full time

We are seeking a highly motivated and results-driven individual to join our team as a Personal Wealth Consultant. In this role, you will be responsible for providing personalized financial advice and solutions to clients, helping them achieve their financial goals and objectives.

**Responsibilities**:

- Build and maintain strong relationships with clients to understand their needs and goals
- Conduct comprehensive financial assessments and analysis to identify areas of opportunity for clients
- Develop and implement customized financial plans and strategies for clients, including investment management, retirement planning, estate planning, tax planning, and risk management
- Monitor and review client portfolios and adjust strategies as needed
- Collaborate with internal teams to deliver outstanding client service and support
- Stay up-to-date on industry trends and market conditions to provide informed advice to clients

**Requirements**:

- Bachelor's degree in Business, Finance, Economics, or related field
- Relevant professional certifications (e.g. CFA, CFP, ChFC) preferred but not required
- Strong analytical and problem-solving skills
- Excellent communication, interpersonal, and networking skills
- Entrepreneurial spirit and self-starter mentality

We offer comprehensive training program and mentorship from experienced financial consultants to help you develop the skills and knowledge necessary to succeed in this role. We also offer a competitive compensation package, including a base salary and bonus structure, as well as comprehensive benefits.

If you are a driven and entrepreneurial graduate looking for a challenging and rewarding career in wealth management consulting, we encourage you to apply.

**Job Types**: Full-time, Part-time, Permanent, Contract, Internship, Fresh graduate, Student job

**Salary**: $50,000.00 - $190,000.00 per year

**Benefits**:

- Flexible schedule
- Professional development
- Work from home

Schedule:

- Flexible hours
- Monday to Friday
- Weekend availability

Supplemental pay types:

- Commission pay
- Performance bonus
- Retention bonus
- Signing bonus
- Yearly bonus

Work Location: Hybrid remote in Singapore 159963



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