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

SUCCESS RESOURCE CENTRE PTE. LTD.; Singapore; Hybrid; SGD 100,000 - 125,000; Full time

Job summary

A financial advisory firm in Singapore is seeking a candidate to conduct financial assessments, develop tailored plans, and foster client relationships. The role is open to fresh graduates with a minimum Diploma and involves flexible working hours. Attractive salary package of $5,000-$10,000 is offered based on qualifications and experience.

Qualifications

• Candidates with no experience are welcome to apply.
• Ability to work independently and as a team player.

Responsibilities

• Conduct thorough financial assessments of clients.
• Develop tailored financial plans and recommend suitable products.
• Monitor and review clients’ portfolios regularly.

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem-solving skills

Microsoft Office proficiency

Education

Minimum Diploma

Job description

Overview

Employment type: Permanent

Salary: $5,000-$10,000 (Basic+Comms)

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

Period

• Permanent

Working Hours

• Mon – Fri: 9am – 6pm (Flexible timing!)

Salary

• $5,000-$10,000 (Basic+Comms)

Location

• Raffles Place

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

How to apply

Interested applicants, kindly email your detailed resume (MS Word format is preferred): [e-mail] (Registration no: R25129300)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Resource Centre Pte Ltd (EA License Number: 04C3201)

160 Robinson Road, #13-07/08/09 SBF Center, Singapore 06891

T: 6337 3183 | W: www.successhrc.com.sg