Wealth Management Executive

5G-Starlink Pte.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore is seeking a Wealth Management Executive to join their vibrant and supportive team. This role involves analyzing clients' needs and financial goals while building long-term relationships. Training is provided for candidates without prior experience, and a tertiary education is required. Ideally, applicants should be motivated, self-directed individuals with excellent communication skills. Competitive compensation, including bonuses and incentives, is offered for this position.

Benefits

Vibrant team environment

Structured training programmes

Quarterly bonuses and yearly incentive trips

Qualifications

• Training will be provided for those without prior experience.
• Must be aged 21 and above to meet MAS requirements.

Responsibilities

• Become a successful client advisor through the training program.
• Analyze and manage client needs and financial goals.

Skills

Excellent interpersonal skills

Strong communication skills

Self-directed

Motivated

Education

Tertiary Education

Full certificate in GCE 'A' Level

International Baccalaureate Diploma

Diploma from local polytechnic in Singapore

Job description

About the job Wealth Management Executive

Job Description

• We Provide a vibrant & supportive team environment
• Training will be provided for those without prior experience
• Industry & company recognition
• Mentorship and practical guidance
• Structured, ongoing training programmes with the state the art google like office environment. Basic + High commission + Bonuses
• Quarterly bonuses and yearly incentive trips

Job Responsibilities:

• Develop through our training program to become a successful client advisor
• Analyze and manage client's needs and financial goals. Build meaningful, long-term relationships with clients

Job Criteria:

• Experience: Training will be provided
• Qualifications: Tertiary Education
• At least a full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification or a Diploma awarded by a local polytechnic in Singapore or equivalent
• Age: 21 & Above (MAS requirement)
• Motivated, self-directed & driven
• Excellent interpersonal & communication skills