Wealth Management Executive

Advisors' Bloc; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

Join a dynamic team in a forward-thinking company as a Wealth Management Executive, where you will analyze and review clients' financial portfolios while providing valuable wealth management advice. This role offers a supportive environment with 1-to-1 mentorship and comprehensive training, allowing you to thrive and progress rapidly in your career. Enjoy a positive workplace culture with flexible working hours, and the opportunity to earn attractive bonuses and incentives. If you're a driven individual looking to make a significant impact in the finance and sales sector, this is the perfect opportunity for you.

Benefits

1 to 1 Mentorship & Comprehensive Training

Fast & Good Track Progression

Attractive Annual Bonus & Yearly Incentives Trips

Flexible Work Schedule: 3 - 4 days/week

FUN & Positive Working Environment

Qualifications

• High-spirited individuals with strong sales and financial analysis skills.
• Minimum education requirement is a Local Diploma or A Level.

Responsibilities

• Analyze and review clients' financial portfolios.
• Provide valuable wealth management advice to clients.

Skills

Financial Analysis

Sales Skills

Client Management

Education

Local Diploma

A Level

Job description

Join to apply for the Wealth Management Executive role at Advisors' Bloc

Base pay range

Salary: Up to $4000/month + Commission

Perks

• 1 to 1 Mentorship & Comprehensive Training
• Fast & Good Track Progression
• Attractive Annual Bonus & Yearly Incentives Trips
• Work Smart & Efficiently: 3 - 4 days/week
• FUN & Positive Working Environment

Job Scope

• Analyse and Review client’s Financial Portfolio
• Provide Valuable Wealth Management Advice to clients
• Strive to complete Challenges & Sales Targets

Requirements

• High-Spirited and Driven Individuals
• Minimum Local Diploma or A Level
• 21 years old and above
• Singaporean/PR only

Seniority level

Not Applicable

Employment type

Full-time

Job function

Finance and Sales