Wealth Management Associate
Singapore, Central Region
Posted more than 30 days ago
- Company:
- Altus Advisory
- Company Description:
- Altus Advisory is a agency representing HSBC Life which is a subsidiary of the HSBC Group, one of the world's largest banking and financial services organizations. HSBC Life is a leading global financial services organization, serving customers worldwide through a network of around 6,000 offices in 64 countries and territories. Guided by our purpose to open up a world of opportunity, we're committed to unlocking human potential and helping our clients thrive. Join us and be part of our continued success story.
- Contract Type:
- Full Time
- Experience Required:
- No Experience
- Education Level:
- Diploma
- Number of vacancies:
- 3
Job Description
Job Scope:
- Discuss with clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial planning.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach their financial objectives.
- Reviewing clients accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Preparing or interpreting financial documents summaries, investment performance reports, and income projections for clients.
Key Benefits:
- High starting salary of $4,000 - $6000 excluding incentives
- Quarterly performance bonus of $3,000 - $5000
- Free qualifications training provided
- Welcome bonus of $1,500 upon confirmation
- Yearly overseas incentive trips opportunities
- Generous retirement contributions and pension plan
- Opportunities for professional development and career advancement
- Salary:
- $4,000.00 Monthly
