Wealth Management Associate (No Exp / Good Benefits / Basic + Comms)

Private Advertiser; Singapore; On-site; SGD 30,000 - 60,000; Full time

Job summary

An established industry player is seeking motivated individuals to join their financial advisory team. This role involves providing tailored financial advice, helping clients with their financial planning, and building lasting relationships. With comprehensive training and mentorship, you will gain essential skills in insurance and financial planning, along with opportunities for flexible working hours and attractive commissions. Ideal for those looking to kickstart their career in finance, this position offers a dynamic environment where your contributions can make a real difference in clients' lives. If you're driven and eager to learn, this opportunity is perfect for you.

Benefits

One-on-one comprehensive training

Monthly allowance

Attractive commission

Flexible working hours

Overseas incentive trips

Qualifications

• Minimum Diploma Holder or higher with strong communication skills.
• Self-motivated individuals committed to client success.

Responsibilities

• Develop personalized financial advice tailored to client needs.
• Build long-term relationships and keep updated with market trends.

Skills

Excellent Communication

Presentation Skills

Interpersonal Skills

Self-motivation

Determination to Succeed

Education

Diploma Holder

Bachelor's Degree

Master's Degree

Tools

Insurance and Financial Planning Fundamentals

CMFAS Certification

Client Relationship Management

Sales and Marketing Skills

Job description

Roles and Responsibilities:

• Develop individualized financial advice based on clients’ financial and protection needs.

• Help clients with financial planning in aspects such as retirement, education and investments.

• Provide clients with recommendations on wealth accumulation in accordance to their goals.

• Build long-term and trusted relationships with clients.

• Keep up to date with market development, investment products and other areas that can affect the market.

What We Offer:

• One-on-one comprehensive training, along with professional guidance and mentorship, will be provided to help you build your knowledge and strengthen your soft skills.

• Monthly allowance + attractive commission.

• Flexible working hours & overseas incentive trips.

Eligibility:

• Minimum Diploma Holder (Polytechnic in Singapore) / Master’s Degree / Bachelor

• Excellent Communication, presentation and good interpersonal skills.

• Self-motivated, committed and determination to succeed.

• No work experience required.

• ONLY Singaporeans and Singapore Permanant Residents need to apply.

Technical Skills and Competencies You Will Learn:

• Insurance and Financial Planning Fundamentals

• Certifications in CMFAS

• Communication and Networking Skills

• Sales and Marketing Skills

• Client Relationship Management