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

Company

SUCCESS RESOURCE CENTRE PTE. LTD.

Location

singapore, singapore

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 gro...

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