Permanent Wealth Associate at Raffles Place, $5,000-$10,000 (Basic+Comms) (Flexible timing)

Company

SUCCESS RESOURCE CENTRE PTE. LTD.

Location

downtown core, central region

Type

Full-time

            Job Details  Permanent position 
Salary: $5,000-$10,000 (Base + Comm.) 
Working Hours: Mon – Fri, 9am – 6pm (flexible timing) 
Location: Raffles Place 
 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‑...
        

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Permanent Wealth Associate at Raffles Place, $5,000-$10,000 (Basic+Comms) (Flexible timing)

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