Wealth Management Associate 123025

Job Highlights

Positive working environment with work-life balance

Uncapped income ceiling

Job Description

We are looking for Wealth Management Associate to join our team!

If you love finance and investments and enjoy helping people to make the right investment decisions, you will love this position!

Job Responsibilities

- Understand clients’ financial needs

- Determine clients’ expenses, level of income, insurance coverage, their financial objectives and goals and risk tolerance.

- Give advices to clients about insurance coverage, investment planning, cash management or any other areas in order to help them reach their financial goals

- Building and maintaining your client base

Requirement:

- 21 years and above

- Local Diploma, A’ levels or Degree in any discipline

- Positive attitude and willing to learn

We are looking for self-motivated, driven individuals who aims to go beyond meeting the needs and wants of our clients. If you feel that you are the one, we would like to hear from you!

If you have questions about this job, please click on apply. The employer will contact you then.