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Wealth Management Associate

Company prefers not to disclose
Full-Time · On-site
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Job Requirements

On-site

Skills

Extroverted

Teamplayer

Finance

Sales

Financial Consultant

This job post is managed by

PL
Patrick Loh

Job description for Wealth Management Associate at Advisors Clique - Patrick Loh

Responsibilities:

  • Advising & marketing of financial products and providing financial advice
  • Clientele building
  • Reviewing and servicing of clients' financial portfolios
  • Events management
  • Agency building

We Provide:

  • Comprehensive training
  • A basic allowance up to $4000 per month plus commission and attractive variable awaits successful candidates
  • Applicants with prior financial advisory experience or leadership experience shall be considered for higher allowances
  • JOINING BONUS OF $2,000 FOR SUCCESSFUL CANDIDATES
  • Friendly and supportive working environment
  • Overseas trips will be awarded to candidates with proven sales results
  • Recognition will also be given to top performers
  • Candidates with leadership potential shall be placed in our management program schemes
  • Personal mentorship and coaching

Requirements:

  • A degree in any field
  • Dynamic and driven individuals with good interpersonal skills
  • A flair in languages and an ability to communicate with people at all levels
  • Leadership potential
  • Strong desire to learn and grow

If you meet the requirements, please send in your resume to [email protected]

About the company
Advisors Clique - Patrick Loh
1001 - 5000 employees

Advisors’ Clique (AC) is a group of financial consultants representing Great Eastern Financial Advisers Private Limited (GEFA). GEFA is a wholly owned subsidiary of Great Eastern Holdings Pte Ltd, a member of the OCBC Group.

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Wealth Management Associate