Permanent Wealth Associate at Raffles Place, $5,000-$10,000 (Basic+Comms) (Flexible timing)

SUCCESS RESOURCE CENTRE PTE. LTD.; Singapore; Hybrid; SGD 55,800 - 111,600; Full time

Job summary

SUCCESS RESOURCE CENTRE PTE. LTD. in Singapore is looking for dedicated individuals for a permanent financial advisory position. Responsibilities include conducting financial assessments, developing tailored financial plans, and recommending suitable products. Candidates are welcomed with no experience, provided they hold at least a diploma and possess strong analytical and communication skills.

The role offers flexible working hours in a supportive environment aiming to foster long-term client relationships and ensure compliance with legal regulations.

Qualifications

• Open to candidates with no experience.
• Ability to work independently and as a team player.

Responsibilities

• Conduct thorough financial assessments of clients.
• Develop tailored financial plans covering various strategies.
• Recommend suitable financial products based on clients’ needs.
• Monitor and review clients’ portfolios regularly.
• Communicate complex financial information clearly.
• Maintain up‑to‑date knowledge of financial products and regulatory changes.
• Foster long‑term relationships with clients.
• Ensure compliance with regulatory requirements.
• Collaborate with other professionals for holistic solutions.

Skills

Excellent interpersonal and communication skills

Strong analytical and problem-solving skills

Proficiency in Microsoft Office applications

Education

Minimum Diploma

Job description

Job Details

• Permanent position
• Salary: $5,000-$10,000 (Base + Comm.)
• Working Hours: Mon – Fri, 9am – 6pm (flexible timing)
• Location: Raffles Place

Job Responsibilities

• Conduct thorough financial assessments of clients, considering their income, expenses, investments, and long‑term objectives
• Develop tailored financial plans covering investment strategies, savings, retirement, insurance, and tax optimization
• Recommend suitable financial products and investment opportunities based on clients’ needs and risk profiles
• Monitor and review clients’ portfolios regularly, adjusting strategies as market conditions or client objectives change
• Communicate complex financial information clearly and provide ongoing education to clients
• Maintain up‑to‑date knowledge of financial products, market trends, and regulatory changes relevant to clients
• Foster and grow long‑term relationships with clients by delivering attentive, responsive service pre and post sales
• Ensure compliance with legal and regulatory requirements in all aspects of financial advisory
• Collaborate with other professionals (accountants, legal advisors, etc.) as needed to offer clients holistic solutions

Requirements

• Open to candidates with no experience
• Minimum Diploma
• Excellent interpersonal and communication skills
• Ability to work independently and as a team player
• Strong analytical and problem‑solving skills
• Proficient in Microsoft Office applications

Period

Permanent