Wealth Management Associate (Junior/Senior $4000-$7000, bonus, incentives) - Bukit Merah
Bukit Merah Full-time
As a wealth associate (Investment), you will be part of a dynamic team that delivers expert advice on wealth management, investment planning, and financial strategies. You will assign to our working partner in an immigration consultancy firm to service a huge guaranteed large pool of high net worth (HNW) clientele based on a guaranteed lead.
RESPONSIBILITIES- Client acquisition through guaranteed in-house generative lead/guided lead
- Generate comprehensive financial report for client/ high-network worth lead
- Propose solutions and planning for the client's financial and investment requirements
- Showcase client overall financial portfolios for immigration application
- Service and review financial portfolios in maintaining a long-term customer relationship.
- Qualifications: Applicants should have completed A Level, Diploma, or a Bachelor's Degree in any field.
- Skills and Attributes:
- Strong communication and interpersonal skills.
- Demonstrated ability to interact positively with others.
- Enthusiasm and interest in investment and financial concepts.
- Experience:
- Prior experience in banking or the financial sector is advantageous but not mandatory.
- Fresh graduates and candidates without experience are welcome to apply.
We regret that only shortlisted candidates would be notified.
EA personnel: Ong Ping TiongEA personnel Reg No: R25127323
EA License No: 24C2562
Bukit Merah
bilingual skills.
Qualifications
• Solid sales related experience in banking and finance companies, preferably having direct experiences in securities dealing and wealth management roles.
• Bachelor degree in relevant majors, preferably an MBA degree...
HSBC BANK (SINGAPORE) LIMITEDBukit Merah
a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management...
Singapore River, 2 km from Bukit Merah
week, branch hours)
• Potential earnings: Competitive base salary, along with performance-based incentives
about the Job:
This is a client-facing sales position within a branch, where you will focus on:
• Engaging with, prospecting, and managing...