Wealth Management Associate — Entry-Level with Training & Flex

AIQUIRE PRIVATE LIMITED

Singapore

Hybrid

SGD 35,000 - 50,000

Full time

13 days ago
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Benefits offered by this job

Bonuses & commission
Flexible working arrangements
Comprehensive training and mentorship
Career progression opportunities

Job summary

Wealth Management Associates is seeking an entry-level Wealth Management Associate to help individuals and families achieve their financial goals through wealth management and investment solutions. You'll receive structured training, personalised coaching, and ongoing support while building your own client portfolio and growing your career.

No prior experience is required. The role offers mentorship from experienced leaders, exposure to market trends, and opportunities to grow within a

Qualifications

  • Entry-level candidates are welcome to apply.
  • Diploma or Degree holders encouraged.
  • Positive, self-motivated and energetic individuals.
  • Strong communication and interpersonal skills.
  • Team player with willingness to learn and grow.

Responsibilities

  • Build meaningful relationships with individuals and families.
  • Understand clients' financial goals and recommend suitable investment and wealth solutions.
  • Conduct financial reviews and client presentations.
  • Grow your personal client portfolio through networking and referrals.
  • Attend training programmes, workshops, and mentorship sessions.
  • Collaborate with an experienced and supportive team.
  • Keep up with market trends and investment opportunities.
  • Ensure compliance with regulatory and company guidelines.

Skills

Communication skills
Interpersonal skills
Team player
Willingness to learn
Self-motivated

Education

Diploma or Degree holders

Job description

Wealth Management Associates is seeking an entry-level Wealth Management Associate to help individuals and families achieve their financial goals through wealth management and investment solutions. You'll receive structured training, personalised coaching, and ongoing support while building your own client portfolio and growing your career.

No prior experience is required. The role offers mentorship from experienced leaders, exposure to market trends, and opportunities to grow within a

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