Wealth Management Associate


Full TimeSingaporePosted Recently S$4000 — S$8000 monthly

Job Details

Job Requirements:

Age: 21 years old and above

Singapore Citizen / Permanent Resident

Education: A-level or Public Diploma

Job Description:

Wealth Management Associates handle more than the everyday insurance needs. As the industry advances through the decades, the versatility and skills equipped by the industry professionals tap into diverse markets and capabilities in planning from the average working class to the ultra high net-worth. Investments and estate planning are valued skillsets that helps one surpass the average career expectations and grow into a financially free, financially independent individual that enjoys life at it's finest.

Job Scope:

  • Helps clients create financial plans to achieve their goals.
  • Answers financial questions and addresses concerns.
  • Responds to client calls and emails promptly.
  • Builds long-term client relationships.
  • Brings in new clients and manages a book of business.
  • Analyzes market and economic trends.
  • Stays up to date on relevant government policies.
  • Maintains client confidentiality.
  • Collaborates with other financial planners.

Job Benefits:

  • Flexibility of working requirements
  • Easy to understand the career requirements and grow
  • Learn to financially plan for clients of all woks of life and yourself
  • Learn important skillsets that helps with future proofing lives
  • Learning complex skills that involves laws and legacy planning
  • Limitless earning potential

Work Location


Salary Offered

S$4000 — S$8000 monthly

Job Type

Full Time

Experience Required

No experience required

Remote Work


Stock Options



6 available


We are a group of wealth planners that help perfect clients financial portfolios

Company Size:

11 - 50 People

Year Founded:




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