Wealth Management Associate

IAM Advisory Group prides ourselves as a highly regarded business consultancy firm in the financial services industry, where we provide effective business solutions to many of our distinguished business alliances and end clients. As a leader in the financial business solutions arena, we are humbled to have gained credibility since our incorporation in 2013. Since then, we have evolved into the Fintech space and launched our first end-client app into the marketplace.

We are currently engaged by a top financial institution to set up an alternative channel that adopts a client-centric approach and promotes financial literacy to the general public on a regular basis. 

Job Description

As a Wealth Management Associate, you are mainly responsible to identify sales prospects and review on their overall financial portfolio and risks to provide professional advice and effective solutions from an extensive range of proven wealth accumulation and risk management methodology. Our clientele ranges from the retail clients, corporate clients, business owners to high-net-worth individuals.

Arising from the current pandemic crisis, we have seen a rise in individuals seeking professional guidance on their finances and investments at this juncture. Hence, we are eagerly looking to bring on board graduates that enjoy solving problems and have a passion to impact lives beyond finances, as foresee that it will be a good opportunity for one to join the investment industry as clients are looking for sound guidance at this juncture.

Requirements:

• Only Singaporean / Permanent Resident

• 21 years old and above

• ‘A’ Levels / Diploma and above

• Fresh graduates are preferred

• Driven and self-motivated, with a curious mind

To explore a career opportunity with us, send your resume to ******** . We regret to inform that only shortlisted candidates will be notified.