Pinnacle Wealth

Wealth Management Associate

Pinnacle Wealth | Date Posted: 19-Jul-2018
Save Job
Job Nature:
Position Level:
Entry Level, Experienced
'A' Levels, Diploma, Bachelor's / Honours

Job Description

As a Wealth Management Associate, you will begin your two-year programme with an invaluable three-month induction, picking up broad-based financial and skills training with your cohort associates. 

You will be exposed to different products and projects, building a solid foundation of experience and knowledge in your respective  areas.

Together with mentor-ship and networking opportunities with our senior management, the programme will harness your potential and fast track your career in operational excellence.

Job Description
  • Build up strong client base and provide excellent customer service.
  • Be up to date of financial developments and update clients of the their financial progress
  • Build strong rapport with stakeholders to ensure long term business relationship
  • Help clients do well in their business and finance
  • Attend to customers’ needs and provide solutions

About the Perks

  • Selected candidates will be groomed to be highly effective and competent professional
  • Accelerated career advancement track
  • Basic (Salary negotiable depending on relevant working experiences)
  • With Performance bonus and Management Incentives (Depending on individual and team production)
  • Overseas conference and incentive trips (Fully Covered)
  • Intensive Training provided

About You

  • Singaporean Only
  • With or without experiences are welcome to apply (Training Provided)
  • Minimum with Diploma from local Polytechnics only or recognized Degree in any field or equivalent
  • Willing to travel
  • Candidates with or have knowledge in Business Finance or Business Management background to understand the economic market trend in investment will be an added advantage
  • Self-motivated, disciplined and result oriented
  • Strong Communication and leadership quality
  • Excellent business acumen and keen eyes for detail
  • Good interpersonal skill and able to relate with people of all levels
Company Overview
Pinnacle Wealth
Our people uphold a professional image, focused on personal development and growth towards excellence. Strong team support, Structured training system and close mentoring are our core beliefs that have built various successful individuals. The reason why we are widely acknowledged by our clients are due to the fact that we strive to reach out to their needs , earn their trust and recognition. Client relationship is of upmost importance to us. Why Join Us We are seeking dynamic and highly motivated individual who is driven to achieve top performance and career excellence with us. As an industry leader and a leading financial firm with over 10 years of experience, we are committed to develop and inspire individual to become future business leader.