Tan Zi Hao & Organisation – Wealth Management Associate

As a Wealth Management Associate, you'll be required/trained to perform the following: 

• Clients Acquisition
• Acquiring new clients on board.
• Managing and building client portfolios.
• Liaising with prospective/existing clients on sales and product enquiries.
• Up to date with information on existing financial products and services
• Perform extensive client financial statement analysis
• Strategically plan product portfolio based on the Client’s financial needs.

What we will offer you:

• A fun and vibrant environment (No more boring office jobs!!)
• Professional and Personal Development
• One-to-one coaching on financial knowledge and sales.
• Advancement to Management positions – you will be trained with all the soft skills required and groomed for managerial positions!
• Travelling opportunities! (Travel around the world with us!)
• Complimentary Leads

However, we would require you to be (at-least):

• 21 years old and above due to regulatory requirements. (Guys must complete NS before applying!)
• Singaporean / PR due to regulatory requirements
• Local Diploma Graduates / GCE A Levels Graduates due to regulatory requirements
• English Speaking