Wealth Management Associate
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Job summary
We are looking for a results-driven Wealth Management Associate with a strong sales mindset to grow our client base and drive investment inflows. This role is ideal for ambitious professionals who enjoy client engagement, pitching financial solutions, and closing deals.
Min Qualification:
Degree
Experience Level:
Mid level
Experience Length:
3 years
Working Hours:
Full Time
Job descriptions & requirements
Responsibilities:
- Actively source and onboard new wealth management clients
- Promote investment products, including savings, fixed income, and portfolio solutions
- Build and manage strong client relationships to drive repeat business
- Meet individual and team sales targets
- Collaborate with internal teams to deliver tailored investment solutions
Requirements:
- 3 years of experience
- Degree in a related field
sales
marketing
investment
business
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