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

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...