Wealth Management Associate

Role of a Wealth Management Associate

- Deliver professional financial consultations to Individuals and Business Clients to achieve their financial objectives
- Business development to build long-term relationships with new clients and upselling to existing clients

How will you assist your Clients?

- As a financial advisor, to provide financial planning solutions for clients
- Conduct client consultations to identify clients financial goals, review and propose customized solutions

What are your remunerations?

- Basic Monthly Salary of your last drawn salary of up to *** (Management Trainee and no experience required up to *** />- Commission and Bonuses
- Career progression

Interest in Financial Planning and Wealth Management
Minimum ‘A’ levels, IB Diploma, Diploma or Degree, 21 years and above (by regulations)
Flexibility to plan schedules according to work-life needs
Option to work from home, be home based or in the office
Interest for Training opportunities to learn about new products and services in areas related to financial advisory, investment, investment analyst, sales, marketing, business continuity, estate planning, relationship manager, finance and mortgage refinancing