Wealth Manager

STAR CAREER CONSULTING PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

Join a leading financial services firm as a Wealth Manager, where you will impact clients' lives positively. This role involves acquiring clients, managing portfolios, and providing tailored financial guidance. You'll benefit from professional development and a competitive compensation package.

Benefits

Competitive compensation package

Incentive trips

Recurring income

Professional development opportunities

Qualifications

• Passion to make a difference.
• Adventurous, driven entrepreneurial spirit.

Responsibilities

• Acquire clients through various prospecting strategies.
• Manage and retain clients.
• Service and review financial portfolios.

Skills

Communication

Interpersonal Skills

Problem Solving

Education

Diploma or Degree

Job description

Wealth Manager

Role:

Join our team and start a rewarding career where you'll make a meaningful impact on your clients' lives. We are committed to providing exceptional financial guidance and services, helping clients achieve their financial goals and secure their future.

If you enjoy making a positive difference and working in a client-centric environment, this opportunity is for you.

Responsibilities

1. Acquire clients through various prospecting strategies.
2. Review prospective and existing client portfolios.
3. Propose solutions and planning for client investment and insurance needs.
4. Manage and retain clients.
5. Respond professionally to customer queries.
6. Service and review financial portfolios to maintain long-term customer relationships.

What You Will Learn:

We offer customized learning tracks tailored to individual development within our group, featuring structured and diverse modules.

Continuous on-the-job training will support your professional growth and career advancement in financial services.

Our programs are designed to deepen your business knowledge, technical skills, and interpersonal skills. Attendance at mandatory programs, including a comprehensive business induction and regional development programs, is required.

Minimum Requirements:

• Diploma or Degree from a recognized institution in any field.
• A passion to make a difference.
• An adventurous, driven entrepreneurial spirit; a creative problem solver with an open mind.
• Excellent communication and interpersonal skills.
• Motivated to work independently and collaboratively in a team.

Benefits:

• Competitive compensation package (monthly allowance, incentives, quarterly bonus, and year-end bonus).
• Various incentive trips.
• Recurring income.
• Professional development opportunities.

We respect your privacy; all communications will be kept confidential.

Please contact us or apply confidentially with your updated MS Word resume to: [e-mail]

Kelvin (Reg. No. R1872625)

STAR CAREER CONSULTING PTE LTD (EA License: 20C0353)