Assistant Wealth Manager

WEALTH ASIA LLP

Islandwide, Singapore
Client acquisition and follow-up
Sales prospecting and closing
Financial planning and portfolio analysis
This position is instrumental in supporting the Executive Wealth Director with wealth sales prospecting and financial planning

Job Summary

  • This position is instrumental in supporting the Executive Wealth Director with wealth sales prospecting and financial planning.
  • The role involves serving as a primary point of contact for clients while ensuring all documentation complies with regulatory standards.
  • Candidates will assist in calculating fees, generating performance reports, and conducting basic investment research to meet sales targets.

Matching Summary

Match Score: 75

This position is instrumental in supporting the Executive Wealth Director with wealth sales prospecting and financial planning.

Skills & Requirements

Must-have

  • Client acquisition and follow-up
  • Sales prospecting and closing
  • Financial planning and portfolio analysis
  • Regulatory compliance documentation
  • Calendar and travel management

Nice-to-have

  • Strong analytical and reporting skills
  • Professional client communication
  • Event organization capabilities
  • Market trend research abilities

Key Requirements

  • Licensing may be required for processing wealth plans
  • Experience in closing sales and deals
  • Ability to manage client accounts and transactions

Work Rights

Not specified

Tailored Resume

Cover Letter