Wealth Associate

Success Human Resource Centre Pte Ltd.; Singapore; On-site; SGD 55,800 - 111,600; Full time

Job summary

Success Human Resource Centre Pte Ltd. in Singapore is looking for a Financial Advisor to conduct financial assessments and develop personalized financial plans. The position requires excellent interpersonal skills and offers flexible working hours with a salary range of $5,000-$10,000.

This permanent role is open to candidates with no experience and emphasizes strong analytical abilities. You will cultivate long-term client relationships and ensure compliance with regulatory standards.

Qualifications

• Open to candidates with no experience.
• Strong analytical and problem-solving skills required.
• Excellent interpersonal and communication skills necessary.

Responsibilities

• Conduct thorough financial assessments of clients.
• Develop tailored financial plans for investments and savings.
• Recommend suitable financial products based on client needs.

Skills

Interpersonal and communication skills

Analytical and problem-solving skills

Microsoft Office proficiency

Job description

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

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!)
• $5,000-$10,000 (Basic+Comms)

Requirements:

• 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
• Proficient in Microsoft Office applications