Permanent Wealth Associate at Raffles Place, $5,000-$10,000 (Basic+Comms) (Flexible timing)

Job Responsibilities
Conduct thorough financial assessments of clients, considering their income, expenses, investments, and long-term objectives Develop tailored financial plans, covering investment strategies, savings, retirement, insurance, and tax optimization Recommend suitable financial products and investment opportunities based on clients’ needs and risk profiles Monitor and review clients’ portfolios regularly, adjusting strategies as market conditions or client objectives change Communicate complex financial information clearly and provide ongoing education to clients Maintain up-to-date knowledge of financial products, market trends, and regulatory changes relevant to clients Foster and grow long‑term relationships with clients by delivering attentive, responsive service pre and post sales Ensure compliance with legal and regulatory requirements in all aspects of financial advisory Collaborate with other professionals (accountants, legal advisors, etc.) as needed to offer...

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