Wealth Management Associate

PLACEMENT PROFESSIONALS

Singapore, Singapore
Prospecting new clients
Building long-term client relationships
Assisting with wealth accumulation
This role offers an entry point into the finance industry with a structured pathway towards managerial positions

Job Summary

  • This role offers an entry point into the finance industry with a structured pathway towards managerial positions.
  • Candidates will combine client acquisition, financial advisory, and relationship management without requiring prior experience.
  • The position includes coaching to complete four basic certifications required for financial advisory duties.

Matching Summary

Match Score: 75

This role offers an entry point into the finance industry with a structured pathway towards managerial positions.

Skills & Requirements

Must-have

  • Prospecting new clients
  • Building long-term client relationships
  • Assisting with wealth accumulation

Nice-to-have

  • Positive attitude and willingness to learn
  • Supportive training environment
  • Emphasis on work-life balance

Key Requirements

  • Minimum age of 21 years
  • Local Diploma, A' levels or Degree in any discipline
  • Willingness to complete 4 basic certifications

Work Rights

Local candidates preferred (implied by 'Local Diploma')

Tailored Resume

Cover Letter