Manager, Wealth Services

HOLISTIC VITALITY INTERNATIONAL PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial consulting firm in Singapore is seeking passionate individuals to join their team. The role involves building and maintaining a client base, providing tailored financial advice to meet clients' needs, and making recommendations on wealth management strategies. The firm offers extensive training, mentorship, and a supportive work environment to help you succeed in your career. With a culture focused on employee welfare and development, this is an excellent opportunity for anyone looking to advance in the financial industry.

Benefits

Performance-based incentives

Continuous professional development

Work-Life Balance

Fun Family Working Culture

Friendly and Caring Work Environment

Qualifications

• Passionate and driven individuals ready for a career in financial consulting.
• Strong interest in providing financial advice and helping clients.

Responsibilities

• Build and maintain a clientele base.
• Provide financial advice based on clients’ needs.
• Establish clients' objectives and propose solutions.
• Make recommendations on wealth accumulation and legacy planning.

Job description

Fresh out of school and searching for your perfect career path? Or feeling jaded in your current industry and thinking it might be time for a career change?

Our team is part of a larger group consisting of over 300 consultants, managers, and directors. Together, we regularly share ideas from our top producers, conduct client seminars, run training programs for new candidates and hold yearly celebration events for our group.

Collectively, we help our consultants to succeed in this industry and to increase client satisfaction. We provide training support, moral boosters, and mentorship to ensure your success.

Benefits

• Performance-based incentives* such as allowance*, commission and overseas trips*
• Continuous professional development through a comprehensive training and development program
• Work-Life Balance
• Fun Family Working Culture
• Friendly and Caring Work Environment

Job Environment and Mentorship

• Caring and Supportive colleagues who help each other to succeed
• 1 to 1 Career Guidance and mentorship with your leader
• Candidates who wish to join us will be put through a comprehensive training and mentorship program which would equip them with financial skills and concepts.
• Career progression

Job Responsibilities

• Build and maintain a clientele base
• Providing financial advice based on clients’ financial and protection needs
• Establish clients' objectives and needs, and propose solutions to meet their goals
• Providing recommendations to clients on wealth accumulation and legacy planning

What are some of the factors when deciding on the ideal career?

Business building support such as lead generation campaigns, social media content guides, marketing programs, and grants empower even the least social media savvy consultants to be their own marketing managers, and seamlessly navigate the ever-changing digital landscape to generate leads.

Our innovative digital tools effectively streamline work and offer day-to-day sales management support, so you spend less time on paperwork and more time on the things that truly matter — developing leadership skills, uplifting clients and colleagues, and creating memories with your loved ones.

With all our support systems at your disposal, a career here brings you closer to achieving your life goals — be it greater career advancement, autonomy, or financial success. What are you waiting for?

Eligible candidates will receive financial support, as well as a bonus upon completion of certain training modules (T&Cs apply). We are here to help you build your financial planning capabilities and equip you with the right skill set to excel in this career.

Our team is looking for passionate and driven individuals to join us.