IAM Advisory Group Pte Ltd – Wealth Management Associate

IAM Advisory Group is a leading business consultancy expert for financial services institutions and financial distribution networks both in the local and regional arena since 2013. As long-term partners of global financial giants and advisory firms, we aim to revolutionize their business so they can continue to stay on top of the game. With technology and innovation, we have evolved into the Fintech space and launched our first end-client app into the marketplace.

As a Wealth Management Associate, you are mainly responsible to identify sales prospects and review on their overall financial portfolio and risks to provide professional advice and effective solutions from an extensive range of proven wealth accumulation and risk management methodology. Our clientele ranges from the retail clients, corporate clients, business owners to high-net worth individuals.

Arising from the current pandemic crisis, we have seen a rise in individuals seeking professional guidance on their finances and investments at this juncture. Hence, we are eagerly looking to bring on board graduates that enjoy solving problems and have a passion to impact lives beyond finances, as foresee that it will be a good opportunity for one to join the investment industry as clients are looking for sound guidance at this juncture.

Requirements:

• Only Singaporean / Permanent Resident
• 21 years old and above
• ‘A’ Levels / Diploma and above
• Fresh graduates are preferred
• Driven and self-motivated, with a curious min