Wealth Management Associate

ELEVATE; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading financial services firm is seeking a Wealth Management Associate in Singapore. In this full-time role, you will support wealth managers by creating personalized financial plans and providing exceptional client service. Ideal candidates will hold a bachelor's degree in a relevant field and have 1-3 years of experience in financial planning or investment advisory. The firm offers competitive salary, benefits, and strong support for career advancement, ensuring a dynamic and growth-oriented work environment.

Benefits

Competitive salary and performance-based bonuses

Comprehensive benefits package including health insurance

Ongoing training and development opportunities

Work-life balance initiatives

Flexible scheduling options

Qualifications

• 1-3 years of experience in financial planning or investment advisory.
• Relevant industry certifications like CFP or CFA are advantageous.

Responsibilities

• Gather client information and develop personalised financial plans.
• Conduct market research and investment analysis.
• Coordinate with clients and monitor financial plans.
• Provide exceptional client service and respond to inquiries.
• Maintain documentation to support the financial planning process.
• Stay up-to-date with industry regulations and trends.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Team collaboration

Continuous learning

Education

Bachelor’s degree in Finance, Economics, Accounting or related field

Tools

Financial planning software

Microsoft Office suite

Job description

About the role

Become a Wealth Management Associate and play a key role in providing comprehensive financial planning and investment management services to our diverse client base. As a full-time member of our team, you will be responsible for assisting our experienced Wealth Managers in delivering tailored solutions to help our clients achieve their financial goals. This exciting opportunity also has plenty of career progression opportunities.

What you’ll be doing

• Gather client information, analyse their financial situation, and develop personalised financial plans
• Conduct market research and investment analysis to recommend suitable investment products and strategies
• Coordinate with clients to implement and monitor their financial plans, making adjustments as needed
• Provide exceptional client service by responding to inquiries, addressing concerns, and ensuring a positive client experience
• Maintain detailed records and documentation to support the financial planning process
• Stay up-to-date with industry regulations, trends, and best practices to enhance your knowledge and contribute to the team’s success

What we’re looking for

• Bachelor’s degree in Finance, Economics, Accounting or a related field
• 1‑3 years of experience in financial planning, investment advisory or a related role
• Strong analytical and problem‑solving skills with the ability to interpret financial data
• Excellent communication and interpersonal skills to effectively liaise with clients and colleagues
• Ability to work collaboratively in a team environment and manage multiple tasks simultaneously
• Enthusiasm for continuous learning and a commitment to professional development
• Proficiency in using financial planning software and Microsoft Office suite
• Relevant industry certifications, such as CFP or CFA, would be highly advantageous

What we offer

• Competitive salary and performance‑based bonuses
• Comprehensive benefits package including health insurance, retirement savings plan, and paid time off
• Ongoing training and development opportunities to enhance your skills and advance your career
• Collaborative and supportive work environment with opportunities for growth and progression
• Work‑life balance initiatives, such as flexible scheduling and remote work options

About us

A leading financial services firm dedicated to empowering our clients to achieve their financial goals. With a strong emphasis on personalised wealth management, we have established a reputation for delivering exceptional service and tailored solutions. Driven by our core values of integrity, innovation, and client‑centricity, we are committed to helping our clients navigate the complexities of the financial landscape and secure their financial future.

Apply now to join our dynamic team and embark on a rewarding career in wealth management.