BE PART OF THE FAMILY

Itinere Organisation (IO) is a veteran in wealth management with decades of uninterrupted presence. We provide our clients a comprehensive range of solutions and advice on all aspect of wealth management covering wealth planning, asset management, risk management and estate planning for both individuals and corporates. We look at a further and broader perspective into understanding our clients’ needs and objectives before developing a bespoke and holistic wealth management plan. We aim to become a leading wealth manager by elevating the benchmark for wealth management through providing innovative solutions and forward-thinking to build lasting client relationships. 

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We are looking for individuals who demonstrates drive to excel and able to thrive within a challenging environment to join our family as a Wealth Associate. 

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YOUR CHALLENGE

• Understand client’s financial needs and provide suitable advice and solutions to meet their needs

• Cultivate and maintain trusting long term relationship with new and existing clients

• Identify and acquire new clients through our provided platform 

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YOUR PROFILE

• Bachelor degree in any discipline 

• Interest or working experience in sales/wealth management is preferred 

• Excellent communication and interpersonal skills 

• Self-motivated and able to work on own initiative 

• Able to work in challenging environment under pressure

• Comfortable with Microsoft Office (word, excel, powerpoint)

• Relevant rights to work in Singapore is a must

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OUR SUPPORT

• Structured training program 

• Coaching and support from mentors in your team 

• Culture of continuous learning for development 

• Flexible working arrangement

• Financial benefits including maternity and paternity allowance, marriage and children’s graduation benefits