📍 Local Job Near You
Permanent Wealth Associate at Raffles Place, $5,000-$10,000 (Basic+Comms) (Flexible timing)
Success Human Resource Centre Pte Ltd
📍
singapore, Singapore
Location
singapore
Posted
June 01, 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 Responsibilities
- 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‑term relationships with clients by delivering attentive, responsive service pre and post sales
- Ensure compliance with legal and regulatory requirements in all aspects of financial advisory
- Co...