Wealth Management Associate

CO WEALTH ADVISORY GROUP PTE. LTD.

Singapore

On-site

SGD 44,640 - 111,600

Full time

14 days+

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Job summary

CO WEALTH ADVISORY GROUP PTE. LTD. is seeking a Wealth Management Associate in Singapore to manage client relationships and develop wealth strategies. The role offers a dynamic environment for self-driven professionals with a proven track record in wealth management.

Applicants should have at least 2 years of relevant experience and strong account management skills. The job provides flexi-hours and a competitive salary ranging from $4,000 to $10,000 monthly.

Qualifications

  • 2 years experience in wealth management or a related field.
  • Strong account management skills with a proven track record.
  • Self-driven motivation and a business networking proficiency.

Responsibilities

  • Manage client relationships effectively and ensure their satisfaction.
  • Develop wealth management strategies tailored to client needs.
  • Provide investment guidance and collaborate with senior advisors.

Skills

Account management skills
Resilience under pressure
Leadership abilities
Self-driven motivation
Business networking
Client relationship management
Consulting experience
Presentation skills

Job description

Wealth Management Associate

Company: CO WEALTH ADVISORY GROUP PTE. LTD.

Job Type: Full Time

Position Level: Executive

Experience Required: 2 years

Industry: Consulting, Insurance, Professional Services, Sales / Retail

Schedule: Flexi-Hours

Salary: $4,000 to $10,000 Monthly

Posting: Posted 22 May 2026, Closing 21 Jun 2026

Qualifications
  • 2 years experience in wealth management or related field
  • Strong account management skills
  • Resilience under pressure
  • Leadership abilities
  • Self-driven motivation
  • Business networking proficiency
  • Positive team player traits
  • Marketing knowledge
  • Highly ambitious mindset
  • Willingness to continuously learn
  • Client relationship management expertise
  • Consulting experience
  • Presentation skills
Responsibilities

The role involves managing client relationships, developing wealth management strategies, providing investment guidance, and ensuring client satisfaction. The associate collaborates with senior advisors and cross-functional teams to deliver comprehensive financial solutions.

Application Process

To apply, submit your resume and cover letter. The hiring team will contact selected candidates via email. The application period closes on 21 Jun 2026.

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