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Wealth Management Associate
on 2020-10-28 62 views

Join BN Advisory as our next Wealth Management Associate/ Client Advocates!

BN Advisory

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  • Darren
    Business (Finance, HR etc.)

What we do

We are a subsidiary of our holdings company. Our subsidiaries specializes in Consultancy (individual and business), Events Management and Marketing.

Why we do

Through an internal platform of Accountants, Bakers, Lawyers, Investment Strategies and Assets Specialists, we strive to be a one-stop solution for investors and high net-worth individuals.

How we do

Helmed by professionally-trained Estate and Succession practitioners, we are able to deliver high quality service and provide professional views.

As a new team member

Positions available:
Wealth Management Associate/ Client Advocates

We are welcoming ORD/A Levels/Undergrads candidates who are keen in Unit Trust Investments/ Mutual Funds/Business Law:

1) Wealth Management Associates (WMA)
Integrating with client-management skills, WMA is responsible for studying the needs of clients and thereafter propose strategies/services that suits best to mitigate any issues or accommodate to the needs of client for both long and short terms.

2) Client Advocates (CA)
Contract law will be taught for preparation of common business documents such as business wills and agreements. Client interviews will be required towards individuals who seek for further understanding on internal business operations. Proposals about strategic business plans or concepts should be introduced to the client. CA will assist in research and brainstorming processes to better facilitate and thus ensuring the client needs are satisfied.

With our competent and passionate mentors, you can expect to expand your knowledge to the fullest here with us!
We regret to inform that only shortlisted candidates will be notified for schedule of interview.

Click 'I'm interested' now to apply!

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Company info
BN Advisory
  • Founded on 2020/10
  • 21 Bukit Batok Crescent #10-72 Wcega Towers Singapore 658065
  • Join BN Advisory as our next Wealth Management Associate/ Client Advocates!
    BN Advisory