eFinancialCareers
4 months ago
Associate Wealth Manager - eFinancialCareers
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Company information
- Company
- eFinancialCareers
- Location
- Singapore Singapore
- Posted
- 4 months ago
Job description
About the Role
This role is ideal for ambitious individuals who are passionate about helping clients achieve their financial goals while building a rewarding career in wealth management. You will receive comprehensive training, professional qualifications support, and mentorship from experienced industry leaders.
Key Responsibilities
- Conduct comprehensive financial reviews to understand clients' financial goals, priorities, and risk profiles.
- Develop personalized wealth accumulation, protection, and retirement strategies.
- Advise clients on investment, savings, and legacy planning solutions.
- Build and maintain long-term client relationships through regular portfolio reviews.
- Educate clients on financial concepts and recommend suitable wealth management strategies.
- Prepare financial analyses, recommendations, and reports to support clients' financial decisions.
- Stay updated with market developments and regulatory requirements.
What We're Looking For
- Singapore Citizen or Singapore Permanent Resident ONLY.
- Minimum qualification of:
- Diploma from a Local Polytechnic or equivalent;OR
- GCE 'A' Levels; OR
- Local/Privat e Bachelor’s degree in any field.
- Strong interpersonal and communication skills.
- Self-motivated with a desire to build a successful career.
- No prior financial advisory experience required (training provided).
Benefits
- Competitive remuneration: SGD $10,000 – $20,000 /month
- Quarterly performance incentives and bonuses - on top of commissions.
- Welcome bonus upon confirmation
- Supportive and collaborative team environment
- Structured mentorship and career progression pathway
If you're a fresh graduate or considering a career switch , ambitious, optimistic, and someone who genuinely enjoys meeting new people, building relationships, and challenging yourself — and you're looking for strong income and career growth ...
Take the next step and apply with us today!
Required skills
- interpersonal skills
- mentorship
- communication skills
- wealth management
- financial advisory
- diploma
- self-motivated
- career progression
- bachelor's degree
- commissions
- training provided
- savings
- client relationships
- bonuses
- regulatory requirements
- investment advice
- portfolio reviews
- competitive remuneration
- welcome bonus
- market developments
- financial goals
- performance incentives
- singapore citizen
- singapore permanent resident
- wealth accumulation
- financial concepts
- risk profiles
- financial reviews
- fresh graduate
- legacy planning
- local polytechnic
- retirement strategies
- gce 'a' levels
- career switch
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