Wealth Advisory Partner: Build Your Own Practice

DL Partners; Singapore; Presencial; SGD 54.000 - 67.000; Jornada completa

Descripción de la vacante

DL Partners is seeking a Manager, Wealth Services to build and manage client relationships, develop tailored wealth planning solutions, and grow an advisory practice in Singapore. No prior financial advisory experience required; structured training and licensing support provided.

You will lead wealth management activities, collaborate on branding and client events, and progress toward leadership roles as you develop your practice.

Formación

• GCE A-Levels, IB Diploma or Polytechnic Diploma.
• Strong communication and relationship-building skills.
• Self-motivated, adaptable and willing to learn.
• Genuine interest in helping clients make informed financial decisions.

Responsabilidades

• Advise clients on wealth planning solutions for investments, insurance, retirement and legacy.
• Build and maintain long-term client relationships with personalised service and routine reviews.
• Develop your own client portfolio through networking, referrals and business development initiatives.
• Collaborate on branding, marketing campaigns and client engagement activities to grow the practice.
• Cultivate leadership skills to mentor and progress toward leading a team.

Conocimientos

Strong communication

Relationship-building

Self-motivated

Willing to learn

Educación

GCE A-Levels

IB Diploma

Polytechnic Diploma

Descripción del empleo

DL Partners is seeking a Manager, Wealth Services to build and manage client relationships, develop tailored wealth planning solutions, and grow an advisory practice in Singapore. No prior financial advisory experience required; structured training and licensing support provided.

You will lead wealth management activities, collaborate on branding and client events, and progress toward leadership roles as you develop your practice.