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

Success Human Resource Centre Pte Ltd; Singapore; Hybrid; SGD 100,000 - 125,000; Full time

Job summary

A leading recruitment agency in Singapore is looking for a Permanent Wealth Associate to conduct financial assessments, develop financial plans, and recommend investment opportunities. This position offers a salary of $5,000-$10,000 and flexible working hours. Candidates with a minimum diploma and strong communication skills are encouraged to apply. The role does not require previous experience.

Qualifications

• Open to candidates with no experience.
• Excellent interpersonal and communication skills.
• Ability to work independently and as a team player.
• Strong analytical and problem-solving skills.

Responsibilities

• Conduct thorough financial assessments of clients.
• Develop tailored financial plans for clients.
• Recommend suitable financial products and investment opportunities.
• Monitor and review clients' portfolios regularly.
• Communicate complex financial information clearly.
• Maintain up-to-date knowledge of financial products and market trends.
• Foster and grow long-term relationships with clients.
• Ensure compliance with legal and regulatory requirements.
• Collaborate with other professionals for holistic solutions.

Education

Minimum Diploma

Tools

Microsoft Office

Job description

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

Permanent

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

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

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

To apply, send your resume in MS Word format to Success Resource Centre Pte Ltd. Applications should be no larger than 1 MB. Shortlisted candidates will be contacted.

This is an equal opportunity employer. All qualified candidates are encouraged to apply.