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Private Wealth Management Associate

Salary undisclosed

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Company Description

Advisors' Clique is a group of financial consultants representing Great Eastern Financial Advisers Pte Ltd in Singapore. The company focuses on delivering the best financial advice and practices to clients, while also nurturing positive and long-lasting relationships with associates. Advisors' Clique values traditional and professional ethics, striving to achieve sound financial objectives for clients and team members alike.

Role Description

This is a full-time on-site, client facing role for a Private Wealth Management Associate at Advisors' Clique in Singapore. The Associate will be responsible for financial planning, investment management, financial analysis, and effective communication with clients and team members on a day-to-day basis.

Qualifications

  • Financial Planning and Investment Management skills
  • Analytical Skills and Finance knowledge
  • Effective Communication skills
  • Local Diploma/Bachelor's degree in Finance, Economics, Business, or related field
  • Professional certifications such as CFA, CFP, or related credentials are a plus