Wealth Associate

Role Overview

As a Wealth Associate, you will support financial advisory activities and help clients clarify their financial goals, priorities and needs. You will assist with client meetings, prepare financial planning materials and follow up with clients throughout the advisory process.

Key Responsibilities

• Assist with client discovery meetings by gathering information on clients’ financial circumstances, goals and priorities.
• Prepare client profiles, meeting materials and financial planning illustrations for review.
• Support financial planning discussions on areas such as protection, savings and retirement, under appropriate supervision and within the scope of your authorisation.
• Coordinate appointments, follow up on client enquiries and help clients complete the required documentation.
• Build relationships with prospective and existing clients through outreach, referrals and regular follow-ups.
• Maintain accurate client records and handle personal information in accordance with internal procedures.

Requirements

• Diploma or Degree.
• Candidates without prior experience are welcome to apply.
• Interest in personal finance, wealth planning and client advisory.
• Good communication and listening skills, with the ability to explain financial concepts clearly.
• Attention to detail when preparing documents and handling confidential client information.
• Willingness to complete the training and examinations required for the role.

Only shortlisted candidates will be contacted.

This is in partnership with the Employment and Employability Institute Pte Ltd (“e2i”). e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives. By applying for this role, you consent to recruitSG’s PDPA and e2i’s PDPA.