Wealth Management Associate

Candidates from different experience are welcome!
Good remuneration - allowance + commission
Yearly incentive trips
Career progression

The organization is recognized for its stable market presence and focus on long-term client success through innovative financial strategies.

As a Financial Consultant, you will deliver integrated financial advice and bespoke investment solutions to help clients achieve their long-term wealth objectives.

• Provide holistic financial planning encompassing legacy, estate planning, and asset allocation.

• Develop and maintain strong business relationships with a diverse portfolio of local and international clients.

• Conduct market research to identify and capitalize on new business opportunities.

• Deliver customized investment strategies and portfolio management solutions.

• Collaborate with cross-functional teams to ensure high-quality service delivery across multiple work environments.

skills and experience required.

• Degree or Diploma in any discipline with a strong willingness to learn and adapt.
  Exceptional interpersonal skills with the ability to communicate effectively across various client segments.
  Self-motivated individual with strong organizational skills and a passion for financial advisory
  

Please click on the apply button to apply online.
(EA: 94C3609/ R21103354)