Overview
As a Wealth Consultant/Relationship Manager, you will be part of a team that provides personalised financial advcies to clients in managing their wealth accumlation journey. By assesing their financial goals, risk tolerances and investment preferences , you are in charge of tailoring a customised solution for their investment management, retirement planning, tax optimisation and estate planning. You are also in charge of clients’ portfolio, adjustment of strategies, and offering of guidance on financial decision to ensure a long term financial security.
Job Description
Expertise Development: Learn investments from top industry producers and gain personal financial literacy insights
Develop soft skills: Communication, teamwork , probelm solving, time management, emotional intelligence, leadership and adaptability
Career Guidance: Ennegram guided tests to understand your inner self for better career direction
Certification Opportunity: Sponsorship for 4 CMFAS papers, essential for the finance industry
Networking: Get to know different industry leaders and speak to people from all walks of life
Requirements:
Local Diploma or full GCE ‘A’ Levels Certifcation
Minimum 21 years old
Any majors accepted, no financial background required
Open-minded and motivated individual
About Altitude Alliance
At Altitude Alliance, we are a group of Financial Consultants representing Great Eastern Financial Advisers Private Limited(GEFA). Altitude Alliance , founded in 2010, is one of the largest agency under GEFA, with over 400+ agents.
Our vision is to enrich the lives of people by providing quality holistic financial planning through understanding your needs first. We pledge to maintain the highest standards of integrity and are commited to fair dealings as a basis of our business to safeguard customer interest