Wealth Management Associate

Altus Advisory

Join one of the largest organizations – Altus Advisory as aWealth Management Associate .

This role is ideal for ambitious individuals who are passionate about helping clients achieve their financial goals while building a rewarding career in wealth management. You will receive comprehensive training, professional qualifications support, and mentorship from experienced industry leaders.

1. Conduct comprehensive financial reviews to understand clients' financial goals, priorities, and risk profiles.
2. Develop personalized wealth accumulation, protection, and retirement strategies.
3. Advise clients on investment, savings, and legacy planning solutions.
4. Build and maintain long-term client relationships through regular portfolio reviews.
5. Educate clients on financial concepts and recommend suitable wealth management strategies.
6. Prepare financial analyses, recommendations, and reports to support clients' financial decisions.
7. Stay updated with market developments and regulatory requirements.

1. Singapore Citizen or Permanent Resident.
2. Minimum qualification of:
3. Diploma from a Local Polytechnic or equivalent;OR
4. GCE 'A' Levels; OR
5. Bachelor’s degree in any field
6. Strong interpersonal and communication skills.
7. Self-motivated with a desire to build a successful career.
8. No prior financial advisory experience required (training provided).

1. Competitive remuneration:SGD $4,000 – $12,000
2. Quarterly performance incentives and bonuses
3. Welcome bonus upon confirmation
4. Supportive and collaborative team environment
5. Structured mentorship and career progression pathway
6. Access to our extensive client ecosystem and resources