Wealth Management Associate

Tanjong Pagar, Central Region

Posted more than 30 days ago


Company:: CAREER CRAFT PTE LTD
Company Description:: Whether you're an organization looking for skilled professionals or a candidate ready to take your career to the next level, Career Craft is here to guide you every step of the way. We don’t just match resumes to job descriptions – we craft careers and shape the future of work, one connection at a time.
Contract Type:: Full Time
Experience Required:: 1 year
Education Level:: Diploma
Number of vacancies:: 5

Job Description

We are an immigration consultancy firm to service a huge guaranteed large pool of high net worth (HNW) clients based on guaranteed leads. We empower our clients to achieve their financial goals through tailored investment solutions. As a Wealth associate (Investment), you will be part of a dynamic team that delivers expert advice on wealth management, investment planning, and financial strategies.

Job Description:
- Provide personalized investment solutions, including unit trusts, bonds, equities, and structured products.
- Conduct in-depth financial needs analysis to understand clients' goals and risk profiles.
- Establish and nurture strong client relationships, ensuring open communication and trust.
- Identify new business opportunities and generate leads through networking and referrals.
- Keep abreast of global financial markets, economic trends, and regulatory changes.
- Provide clients with timely and relevant investment insights.

Job Requirements:
- Qualifications: Applicants should have completed A Level, Diploma, or a Bachelor's Degree
- Demonstrated ability to interact positively with others.
- Enthusiasm and interest in investment and financial concepts.

- Experience:
- Prior experience in banking or the financial sector is advantageous but not mandatory.

If you’re ready to be part of a dynamic team and make a difference in customers’ daily lives, we’d love to hear from you!