Wealth Management Advisor — Ready Network, Clear Career Path

JUST HIRE PTE. LTD.; Singapore; On-site; SGD 60,000 - 120,000; Full time

Benefits offered by this job

Base salary + commission

Ready-made client network

Medical benefits

Paid leave

Career progression

Job summary

Local Bank in Singapore is seeking a Wealth Manager to serve an existing client base, offering holistic investment and protection advice through a ready-made network. Focus on deepening client relationships rather than chasing new leads, with a clear path from Officer to Senior Wealth Manager.

The role emphasizes ethical wealth planning, strong communication, and delivering personalized financial strategies within a prestigious banking environment.

Qualifications

• Diploma qualification or higher, supporting the ability to deliver professional financial advisory services.
• Proven track record in closing sales within insurance or financial advisory sectors.
• Strong communication skills demonstrated by simplifying complex financial concepts for clients.
• Passion for ethical wealth accumulation and client-centric financial planning.

Responsibilities

• Provide holistic advice on investment and protection planning to an existing portfolio of bank customers to enhance their financial wellbeing.
• Analyze clients’ financial needs and execute tailored sales strategies that add measurable value to their financial life.
• Establish and maintain trust by becoming the primary financial advisor for your branch’s customers, fostering long-term relationships.

Skills

Relationship-building

Financial advisory

Sales skills

Banking products

Education

Diploma or higher

Job description

Local Bank in Singapore is seeking a Wealth Manager to serve an existing client base, offering holistic investment and protection advice through a ready-made network. Focus on deepening client relationships rather than chasing new leads, with a clear path from Officer to Senior Wealth Manager.

The role emphasizes ethical wealth planning, strong communication, and delivering personalized financial strategies within a prestigious banking environment.