Wealth Associate
3000 - 5000 SGDARES COLLECTIVE PTE. LTD.
Role Overview
As a Wealth Associate, you will receive comprehensive training and hands-on exposure across various functions within the wealth management business. This program is designed to equip you with the skills, knowledge, and experience to build a successful career in financial advisory and wealth management, with opportunities to work closely with clients, senior advisors, and management. A key focus will also be on Estate Planning, enabling you to guide clients in safeguarding and distributing their wealth effectively.
Key Responsibilities
• Participate in structured training across areas such as Client Advisory, Portfolio Management, Estate Planning, Investment Operations, and Compliance.
• Learn and apply financial planning principles, investment strategies, and company practices that support holistic wealth management.
• Support senior advisors in client servicing, financial analysis, estate planning strategies, and preparation of proposals.
• Assist clients in understanding estate planning tools such as Wills, Trusts, Lasting Power of Attorney (LPA), and legacy planning solutions.
• Set and track personal performance goals in collaboration with managers and mentors.
• Shadow experienced wealth managers to acquire technical knowledge, client engagement skills, and industry insights.
• Contribute to client meetings, workshops, and presentations to enhance advisory competencies.
• Assist in preparing reports, monitoring portfolios, and coordinating with product, investment, and legal teams.
• Stay updated on market trends, investment products, and estate planning regulations.
• Opportunities to participate in regional assignments or training programs may be available.
Requirements
• Minimum Diploma qualification (Bachelor’s degree in Finance, Business, or related field preferred).
• Strong communication and interpersonal skills with a client-centric mindset.
• Proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook).
• Interest in financial planning, investments, and estate planning.
• Demonstrated leadership potential, analytical ability, and eagerness to learn.
• Positive attitude, adaptability, and strong time management skills.
• Relevant certifications (e.g., CMFAS modules, estate planning certification) will be an advantage.
4000 - 10000 SGD
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