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An established industry player is seeking motivated individuals to join their wealth management team. This role involves maintaining client records, assisting with onboarding, and building strong customer relationships. With opportunities for career progression and access to advanced digital tools, you will thrive in a flexible hybrid work environment. The company values your growth, offering paid training and mentorship to ensure your success in the wealth management sector. If you are passionate about making a difference and eager to advance your career, this is the perfect opportunity for you.
Job description:
Maintain accurate client records and ensure all documents comply with MAS regulations and internal policies.
Assist with client onboarding by gathering necessary documentation and ensuring regulatory compliance.
Follow up on client requests, provide accurate information, and resolve issues.
Attend client meetings to clarify sales objectives and assist with presentations and reports.
Help track sales leads, opportunities, and performance metrics.
Build and maintain strong customer relationships.
Benefits:
Competitive salary with bonuses awarded quarterly and at year-end for good performance.
Opportunities for recognition awards, including international travel.
Paid training, mentorship, industry certification, and hands-on experience to grow your career in wealth management.
Access to advanced digital tools for flexible hybrid work
Fast career progression to management within 2 years.
Job Requirements:
Motivated and Ambitious individual with Strong Leadership qualities
Passionate about wealth management, planning, and solutions
Efficient in analytical and problem-solving skills.
Excellent communication and interpersonal skills.
Ability to work on a flexible schedule that includes weekends
Bachelor's degree or a Diploma from a local polytechnic
Whether you are a fresh graduate or looking for a mid-career switch, we welcome you to apply!