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Permanent Wealth Associate at Raffles Place, $5,000-$10,000 …, Downtown Core

Permanent Wealth Associate at Raffles Place, $5,000-$10,000 …, Downtown Core
Description
Job Responsibilities
  • Conduct thorough financial assessments of clients, considering their income, expenses, investments, and long-term objectives
  • Develop tailored financial plans, covering investment strategies, savings, retirement, insurance, and tax optimization
  • Recommend suitable financial products and investment opportunities based on clients’ needs and risk profiles
  • Monitor and review clients’ portfolios regularly, adjusting strategies as market conditions or client objectives change
  • Communicate complex financial information clearly and provide ongoing education to clients
  • Maintain up-to-date knowledge of financial products, market trends, and regulatory changes relevant to clients
  • Foster and grow long‑term relationships with clients by delivering attentive, responsive service pre and post sales
  • Ensure compliance with legal and regulatory requirements in all aspects of financial advisory
  • Collaborate with other professionals (accountants, legal advisors, etc.) as needed to offer clients holistic solutions
Requirements
  • Open to candidates with no experience
  • Minimum Diploma
  • Excellent interpersonal and communication skills
  • Ability to work independently and as a team player
  • Strong analytical and problem‑solving skills
  • Proficient in Microsoft Office applications
Period
  • Permanent
Working Hours
  • Mon – Fri: 9am – 6pm (Flexible timing!)
Salary
  • $5,000-$10,000 (Basic+Comms)
Location
  • Raffles Place
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Highlights
  • Company name
    Success Human Resource Centre Pte Ltd
  • Job position
    Permanent Wealth Associate at Raffles Place, $5,000-$10,000 (Basic+Comms) (Flexible timing)
Safety Tips
If the salary for a position is far above normal, proceed with caution.
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