Wealth Management Associate

Job description:

» Identify potential clients through leads provided by company

» Help clients achieve their financial goals and manage their wealth portfolio

» Conduct financial assessments for clients to understand their financial situation & risk tolerance for investments.

» Portfolio Management for both BTC, and BTB.

Support & Benefits:

Work Life Balance & Conducive office environment.

Attached to a mentor for career growth

Various sales funnel will be introduced and custom tailor to your strength

No Salary Claw back (ONLY ONE IN MARKET)

Outperformance, Quarterly & Production Bonus

Paid overseas trips, Quarterly Incentives upon hitting target

iPad will be given

Open to aged 21 & above with a diploma/A-LVL or higher qualification