Wealth Management Associate (Banking)

JOB ID: 1059795

Responsibilities

• Conduct consultative financial needs analysis sessions to understand clients financial goals and recommend appropriate solutions.

• Support the development and management of client relationships through regular engagement, market updates, and product information.

• Introduce and promote a range of banking and wealth management solutions, including investments, bancassurance, and loans.

• Assist in delivering personalized financial strategies aligned with clients risk profiles and objectives.

• Participate in branch initiatives, client engagement activities, and business development efforts.

• Work closely with senior Relationship Managers to learn best practices in client advisory and portfolio management.

Requirements

• Local Diploma or Degree in any discipline.

• Strong interest in financial advisory, wealth management, and client-facing roles.

• Self-motivated, results-oriented, and willing to work in a target-driven environment.

• Good communication and interpersonal skills.

• Career switchers are welcome to apply.

Additional Information

We regret that only shortlisted candidates will be notified. All applications will be retained in our resume bank for future opportunities. Your application will be processed in accordance with our company's Privacy Policy. Please refer to:

EA Personnel Name: Gabriel Tan
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771