Manager, Wealth Services

wealth coach llp; Singapore; Vor Ort; SGD 120.000 - 210.000; Vollzeit

Benefits dieser Stelle

MAP monthly allowance up to SGD 6,000

PRUVenture up to SGD 15,000/month for

Uncapped earnings potential

Advanced digital systems

Dual career track

Overseas incentive programs

Zusammenfassung

Wealth Coach LLP is hiring a Manager, Wealth Services in Singapore to deliver client-centric financial advice and support clients in wealth preservation and financial planning across individuals and corporate clients.

The role emphasizes MAS regulatory compliance, client relationship building, and strategic portfolio planning, with multiple career tracks toward advisory leadership and potential overseas incentives.

Qualifikationen

• Age at least 21 years old (MAS Notice FAA-N26).
• Academic qualifications: Full GCE 'A' Level (3 H2 + 2 H1), IB Diploma, Polytechnic Diploma or MAS/Prudential-recognised equivalent.
• Experience: Mid-career switchers with at least 5 years of sales, corporate, or managerial experience.
• Licensing: Willingness to obtain CMFAS certifications (RES5, M9, M9A, HI, M8/M8A) prior to appointment.

Aufgaben

• Conduct comprehensive financial needs assessments and support portfolio planning across protection, wealth accumulation and retirement.
• Build enduring client relationships through regular portfolio reviews, claims assistance, and policy servicing.
• Maintain strict adherence to MAS regulations, FAA, and internal Competence & Compliance standards.

Jobbeschreibung

Job Opening: Manager, Wealth Services

About the Role

Are you an ambitious corporate professional, sales leader, or mid-career switcher looking for income control, career autonomy, and long-term growth?

As a Manager, Wealth Services, you will deliver client-centric financial advice and support clients in wealth preservation and addressing their protection and financial planning needs, across both individual and corporate clients.

Key Highlights & Benefits

• Structured Monthly Allowance*: Access financial support via the Management Associate Programme (MAP) (up to $6,000/month) or PRUVenture for experienced switchers (up to $15,000/month for eligible profiles).

• Uncapped Earning Potential*: Unlimited income upside through high commission structures, performance bonuses, and annual allowances.

• Advanced Digital Systems: Leverage advanced digital systems and established processes to accelerate your business and streamline your daily workflow.

• Dual Career Track: Fast-track options toward high-net-worth Client Advisory or Agency Management Leadership.

• Global Recognition: Opportunities to qualify for overseas incentive conventions (Star Club, Quality Club Elite) and structured MDRT Development Programs.

Key Responsibilities

• Conduct comprehensive financial needs assessments and support appropriate portfolio planning across protection, wealth accumulation and retirement, having regard to customers’ financial circumstances, needs and objectives.

• Build enduring client relationships through regular portfolio reviews, claims assistance, and policy servicing.

• Maintain strict adherence to MAS regulations, the Financial Advisers Act (FAA), and internal Competence & Compliance standards.

Candidate Requirements (MAS Regulatory Compliance)

• Age: Minimum 21 years old (compliance with MAS Notice FAA-N26).

• Academic Qualifications: Minimum Full GCE 'A' Level (3 H2 + 2 H1 passes), IB Diploma, Polytechnic Diploma awarded in Singapore, or equivalent academic qualification recognized by MAS/Prudential.

• Experience: Mid-career switchers with at least 5 years of sales, corporate, or managerial experience are strongly encouraged to apply.

• Licensing: Willingness to obtain mandatory CMFAS examination certifications (RES5, M9, M9A, HI, M8/M8A) prior to appointment.

*Terms & Conditions apply. Commissions & Incentives are payable based on individual performance.

Andrew Ang [ACH200165852]
Senior Director, Wealth Services
Andrew Ang & Associates
an agency unit of Prudential Assurance Company Singapore (Pte) Limited

Wealth Coach LLP is a service firm supporting Andrew Ang & Associates, an agency unit of Prudential Assurance Company Singapore.