Kerja Kerja Dari Rumah Assistant Wealth Manager, Gaji tinggi SGD 4,000 di Wealth Asia LLP Central Region (Singapore) - Maukerja

Embark on an exciting journey as an Assistant Wealth Manager, where your enthusiasm for financial services and client success will drive meaningful relationships and strategic wealth growth. In this dynamic role, you will support senior wealth directors by assisting with comprehensive financial planning, investment management, conducting sales & meeting sales targets, and estate planning. Your proactive approach and attention to detail will help clients achieve their financial goals while ensuring compliance with relevant securities laws and tax regulations. This position offers a vibrant environment for motivated individuals eager to develop expertise in wealth management and financial analysis.

• Assist senior wealth directors in developing tailored financial plans that incorporate estate planning, tax strategies, and investment management.
• Support client onboarding by gathering detailed financial information, analyzing assets, liabilities, income, and expenses to inform personalized advice.
• Conduct sales and meet sales targets.
• Conduct research on financial products, securities law updates, and market trends to inform recommendations.
• Prepare detailed financial analysis reports using advanced financial software to evaluate investment portfolios and cash management strategies.
• Help manage client relationships through regular communication, ensuring a high level of customer satisfaction and trust.
• Coordinate with legal professionals on wills, trusts, estate law matters, and other estate planning documents to ensure comprehensive client solutions.
• Maintain accurate records of all client interactions, transactions, and compliance documentation in accordance with regulatory standards.

If you have what it takes, let's have a quick chat over zoom!

Job Type: Full-time

Pay: From $4,000.00 per month

Work Location: Hybrid remote in Newton