Wealth Management Associate(Graduate Associate Programme)
3 days ago
We are seeking motivated and dynamic individuals to join our new business unit. This role is ideal for individuals who are passionate about personal growth through building a career in the finance industry. We are seeking multiple candidates for a wealth management associate, grooming them to kickstart their career in the financial industry, specialising in both life insurance and wealth products.Candidates will undergo a comprehensive skills training programme, where they will receive job-specific training and gain a fundamental understanding of both the life insurance as well as wealth product industry. As part of their career development, they will also be placed on training programmes focused in helping them succeed in this career and towards the managerial path with comprehensive and professional training will be provided (24months)Responsibilities: - Acquire clients through guaranteed in-house generative leads and guided leads.- Prepare comprehensive financial reports tailored for high-net-worth clients.- Develop and propose customized solutions to meet clients' financial and investment needs.- Present clients' overall financial portfolios to support long term financial goals planning- Maintain and review financial portfolios to foster long-term customer relationships.Job Requirements: - Qualifications: Applicants must have completed an "A" Level, a Local diploma, or a Bachelor's Degree in any field.- Skills and Attributes: - Exceptional communication and interpersonal skills.- Proven ability to engage positively with clients and colleagues.- Genuine enthusiasm and interest in investment and financial concepts.- Experience: - Previous experience in banking or the financial sector is advantageous but not mandatory.- Fresh graduates and candidates without prior experience are encouraged to apply.Perks & Benefits • Competitive starting salary• Annual Leave - Leave entitlement to support work-life balance• Flexible Benefits - A Customizable benefits package to suit individual needs• Competitive Performance Bonus - Rewarding contributions and achievements• Professional Development - Opportunities for career growth, training, and career development• Supportive Work Environment - Collaborative and inclusive culture that values teamwork and innovation**We regret that only shortlisted candidates will be notified.Your Profile will be kept in our database for more career opportunities.We wish you all the best in your job search.EA personnel: Ong Ping TiongEA personnel Reg No: R EA License No: 24C2562
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