Wealth Management Associate
4000 SGDFull-time
Altus Advisory
Join the largest organization in HSBC Singapore - Altus Advisory as a Wealth Management Associate with competitive salary and bonuses. Job Scope:
- Discuss with clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial planning.
- Answering client questions about financial plans and strategies and giving financial advice.
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach their financial objectives.
- Reviewing clients accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
- Preparing or interpreting financial documents summaries, investment performance reports, and income projections for clients.
- High starting salary of $4,000 - $6000 excluding incentives
- Quarterly performance bonus of $3,000 - $5000
- Free qualifications training provided
- Welcome bonus of $1,500 upon confirmation
- Yearly overseas incentive trips opportunities
- Generous retirement contributions and pension plan
- Opportunities for professional development and career advancement
Vacancy posted a month ago
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