Wealth Management Associate

THE ADVERTISER | Date Posted: 4-Jan-2019
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Job Nature:
Permanent, Contract
Position Level:
Entry Level, Experienced
Qualification:
'A' Levels, Diploma, Bachelor's / Honours

Job Description

A Rewarding Career as Wealth Management Associate Awaits You

 

We are looking for bright individuals who would like to join us as a Wealth Management Trainee. If you are highly motivated, hardworking, trustworthy and really approachable, you are the one we are looking for! We are looking to hire & groom individual into management positions in the financial services industry.
 

Responsibilities:

-Management of client’s financial portfolio & providing comprehensive wealth management solutions 
- Risk & investment management 
- Establish & maintain client relationship 
- To identify & develop new business opportunities through cold calling, canvassing, seminars & referrals
- To implement plans & activities to reach sales objectives 
- Build a network of leads through prospecting & referrals

 

Opportunities:

- Attractive remuneration with basic allowance and incentives
- Yearly bonus
- Promotion to team leader in 2 years
- Opportunities to travel to overseas for conventions & events
- Leadership training & development for future management role


Who we are looking for:
 

- Minimum Diploma/Degree holder or equivalent

- Pleasant personality with positive & proactive attitude

- Passionate & willing to learn

- Team player with good interpersonal & communication skills

- Motivated and Enthusiastic

- Outgoing & Confident (preferably experience in leadership positions)


Interested applicants, please email CV to apply. We regret to inform that only shortlisted candidates will be notified.