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

Job Details
Permanent position
Salary: $5,000-$10,000 (Base + Comm.)
Working Hours: Mon – Fri, 9am – 6pm (flexible timing)
Location: Raffles Place
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
Ens...

Ready to Apply?

Submit your application today and join our talented team at SUCCESS RESOURCE CENTRE PTE. LTD..

Submit Application