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Wealth Management Associate
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EA License No.: YWW300524110
101-250
Financial Services

Job description: 

» Identify potential clients through leads provided by company

» Help clients achieve their financial goals and manage their wealth portfolio

» Conduct financial assessments for clients to understand their financial situation & risk tolerance for investments.

» Portfolio Management for both BTC, and BTB.


Support & Benefits: 

➊ Work Life Balance & Conducive office environment.

➋ Attached to a mentor for career growth

➌ Various sales funnel will be introduced and custom tailor to your strength


☼ No Salary Claw back (ONLY ONE IN MARKET)

☼ Outperformance, Quarterly & Production Bonus

☼ Paid overseas trips, Quarterly Incentives upon hitting target

☼ iPad will be given

☼ Open to aged 21 & above with a diploma/A-LVL or higher qualification

Related tags
JOB SUMMARY
Wealth Management Associate
Singapore
9 days ago
No experience / No degree
Full-time / Part-time