Wealth Management Associate
Who We Are
Job Description
About the role
This role is a front facing role and you are expected to serve end-to-end financial planning experiences for potential clients based in Singapore. You are expected to do sales and meet key performance targets with handheld support and guidance for at least the first 24 months into your career.
And that’s not all, launch into a career that puts you in the driver’s seat, giving you real control over your growth, income, and time.
Ready to build something exciting with us? Join today!
Key Responsibilities
● Build and manage portfolio of individual and corporate clients, delivering customised financial planning, wealth accumulation, and legacy solutions while maintaining strong long-term relationships and being the first point of contact for service needs.
● Drive end-to-end sales execution, managing inquiries, referrals, and the full customer journey, from prospecting and consultation to application, underwriting, and policy inception, to ensure a seamless and positive client experience. (With training support and incentives involved)
● Achieve individual production and sales targets under the guidance of a group of experienced leaders where you can learn from their individual strengths, while supporting company campaigns and initiatives such as lead-generation activities and customer promotions.
● Accelerate your professional growth through structured mentorship, personalised coaching, and continuous skill development, supported by built-in marketing resources and a collaborative team environment designed to help you succeed.
Why join us?
● Basic allowance + attractive commission structure
● SGD $2000 starter marketing support
● 24 months of dedicated 1-to-1 mentorship
● A clear career progression pathway
Requirements
● At least 21 years old (regulatory requirement)
● Polytechnic Diploma or Degree in any field
● Results-oriented, eager to learn, and driven.
● Fresh grads & mid-career switchers welcome – we train from ground up!
Interested applicants can email their resume to Recruiter@premieradvisory.org
