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1 jobs in Singapore
Wealth Management Associate
AGrace Pte Ltd | Singapore - Tanjong Pagar
Posted 3 months ago | 388 views
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Education Level
Diploma
Industry
Accounting / Finance - Corporate Finance/Investment
Skills
Excel,Wealth Management
Experience
No experience needed
Job description
Roles and Responsibilities:
- Excecute proprietary planning process to understand on clients' financial needs and goals
- Analyse and recommend solutions to meet clients' financial shortfall and objective
- Enagage client and referrals regularly through in client appreciation programs
- Assist prospect and client to onboard on in-house Fintech app
We are excited to groom individuals with an interest in impacting lives and a strong desire to achieve their financial freedom:
Requirements:
- Singaporean / PR
- 21 years old and above
- 'A' Level Gradutate , Undergraduate & Fresh Graduates are welcome
- Driven and self- motivated, with a postive learning attitude
We regret to inform that only shortlisted candidates will be notified.
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