Wealth Management Associate
About the company
Full job description Archel Advisory are a group of financial investment portfolio management specialists that specialise in assisting clients to design and structure all-weather portfolios so clients can potentially outperform market returns. From this process, our associates are also able to gain broad and in-depth investment knowledge, get well remunerated and open to fast tracked career opportunities.
Your tasks
What You’ll Do
- Manage wealth portfolio for clients, updating and structuring their portfolio according to market changes
- Stay up-to-date on current affairs and market outlook
- Understanding client's financial situation and objectives to propose suitable solutions to them
- Building and maintaining long term relationships and trust with client through servicing and reviews
Requirements
What We Offer
- Customers and Leads will be provided
- HNW and Affluent clientele platform
- Competitive compensation structure (base support + commissions + bonuses + quarterly incentive)
- Clear leadership pathway & yearly international incentive trips
- Structured training & mentorship
- Potential career progression to management in 2 years
- Flexible hybrid working arrangements
What we offer
Who We’re Looking For
- At least 21 years old
- SG or PRs
- A Levels, Full Diploma (3 years) or Degree holder
- Fresh Graduates, Undergraduate, Early Career or Mid Career
- Self-motivated, disciplined, and willingness to learn
- No prior experience needed, training and 1-1 mentorship will be provided
Pay: $6,000.00 - $10,000.00 per month
- Additional leave
- Flexible schedule
- Parental leave
- Professional development
- Unlimited paid time off
- Work from home
Other
Work Location: Hybrid remote in Singapore