jobs in ASCEND WEALTH ADVISORY PTE. LTD.

全职 Wealth Management Associate 工作, 薪水 up to SGD 3,500, ASCEND WEALTH ADVISORY PTE. LTD. East Region (Singapore) 公司招聘中 - Ricebowl

Wealth Management Associate

ASCEND WEALTH ADVISORY PTE. LTD.

SGD3,500 - SGD3,500 每月

全职

East Region (Singapore)

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工作地点

  • 3 TAMPINES GRANDE East Region (Singapore) Singapore

职位描述

岗位职责

Job Summary

This role offers a structured career path in wealth management, focusing on delivering financial planning and advisory services to individuals and families while building long-term client relationships and developing a personal client portfolio.

Responsibilities

  • Deliver comprehensive financial planning and advisory services to individuals and families to support their wealth protection, accumulation, and retirement goals
  • Advise clients on strategies for wealth protection, accumulation, and retirement planning to enhance their financial security
  • Establish and maintain long-term client relationships through consistent communication and personalized service
  • Develop and expand a personal portfolio of clients by identifying and engaging potential clients over time

重要安全守则

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