Wealth Management Associate

Elevate your career with our dynamic team as a Wealth Management Associate, where your ambition and expertise converge to create a thriving environment. This role is perfect for anyone from fresh graduates to experienced bankers or consultants eager to dive into the world of client acquisition and investment strategy.

What You'll Do:

• Client Acquisition: Proactively expand our client base through networking, referrals, and innovative outreach strategies.
• Portfolio Management: Collaboratively craft and maintain client portfolios, tailoring strategies to individual risk profiles and financial objectives.
• Product Introduction: Serve as a guide, educating clients about our diverse investment offerings and steering them toward decisions that align with their goals.
• Collaboration & Autonomy: Enjoy the best of both worlds - working independently on client portfolios while also engaging in team-driven projects.
• Regulatory Compliance: Uphold the highest standards of industry compliance, ensuring all client interactions and documentation are beyond reproach.

Who We're Looking For:

• Educational Background: Open to fresh graduates and seasoned professionals from banking or consulting sectors.
• Skill Set: Exceptional communication, relationship-building, and analytical skills. A knack for problem-solving and the ability to thrive independently as well as part of a team.
• Training: Dive into our comprehensive induction and orientation program designed to equip you with in-depth knowledge of our products and methodologies.

Compensation & Perks:

We offer a competitive package that includes various benefits and incentives, details of which will be discussed with shortlisted candidates.

Joining Our Team:

If you're ready to take a step forward in your career, we'd love to meet you. To apply, simply express your interest, and we'll provide you with all the necessary details to embark on this exciting journey. Your path to a rewarding career in wealth management starts here!

Work location: CBD area

Working hours: Monday - Friday, flexible hours, 50 to 60 hours per month (Not required to work on weekends)