📍 Local Job Near You
Permanent Wealth Associate at Raffles Place, $5,000-$10,000 (Basic+Comms) (Flexible timing)
SUCCESS RESOURCE CENTRE PTE. LTD.
📍
downtown core, Singapore
Location
downtown core
Posted
June 04, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Job Details
- Permanent position
- Salary: $5,000-$10,000 (Base + Comm.)
- Working Hours: Mon – Fri, 9am – 6pm (flexible timing)
- Location: Raffles Place
- Conduct thorough financial assessments of clients, considering their income, expenses, investments, and long‑term objectives
- Develop tailored financial plans covering investment strategies, savings, retirement, insurance, and tax optimization
- Recommend suitable financial products and investment opportunities based on clients’ needs and risk profiles
- Monitor and review clients’ portfolios regularly, adjusting strategies as market conditions or client objectives change
- Communicate complex financial information clearly and provide ongoing education to clients
- Maintain up‑to‑date knowledge of financial products, market trends, and regulatory changes relevant to clients
- Foster and grow long‑...