Wealth Management Associate
Company Description
Itinere Organisation: A group of Financial Advisor Representative representing PFPFA. We specialise in estate planning services and offers a wide range of financial solutions for different customer segments covering retail clients, private clients and family offices.
Role Description: Wealth Management Associate
This is a full-time Hybrid role for a Wealth Management Associate at Itinere Organisation in Singapore. The Wealth Management Associate will be responsible for financial planning, communication with clients, utilizing analytical skills, managing finances, and making investment decisions.
Qualifications
- 21-year-old and above
- Local Diploma/ A-Level Certificate/ Bachelor's degree (preferably Banking & Finance, Business Management, Law or related fields)
- Proficient in speaking and written English
- Singaporean citizen/PR
- Ability to work independently and be a collaborative team member.
Company Description
Itinere Organisation: A group of Financial Advisor Representative representing PFPFA. We specialise in estate planning services and offers a wide range of financial solutions for different customer segments covering retail clients, private clients and family offices.
Role Description: Wealth Management Associate
This is a full-time Hybrid role for a Wealth Management Associate at Itinere Organisation in Singapore. The Wealth Management Associate will be responsible for financial planning, communication with clients, utilizing analytical skills, managing finances, and making investment decisions.
Qualifications
- 21-year-old and above
- Local Diploma/ A-Level Certificate/ Bachelor's degree (preferably Banking & Finance, Business Management, Law or related fields)
- Proficient in speaking and written English
- Singaporean citizen/PR
- Ability to work independently and be a collaborative team member.