Wealth Management Speciaist

Recruit Success Pte. Ltd.; Singapore; Hybrid; SGD 20,000 - 60,000; Full time

Job summary

A financial services firm in Singapore seeks candidates to provide wealth and financial solutions for diverse clients. The role involves client relationship management, investment portfolio oversight, and strategic financial planning. Suitable for candidates with a drive to succeed, offering comprehensive training and mentorship. Competitive monthly allowance up to $6000 plus commissions, with options for career progression and flexible working arrangements.

Benefits

Up to $6000 fixed monthly allowance

Uncapped commission

Lifetime passive income

Fully sponsored certifications

Exciting Convention Destinations for qualifiers yearly

Robust working environment after the training program

Company fully sponsored trips to exciting and exotic destinations

Overseas learning conferences

Qualifications

• Possesses full working rights, no sponsorship.
• No experience welcomed as full training and mentorship will be provided.

Responsibilities

• Providing wealth & financial solutions for B2B and B2C.
• Grow, build and manage Mass Affluent and HNW Clients.
• Business succession and valuation planning.
• Investment Portfolio Management and Estate Planning and Execution.
• Establish long term enriching relationship with clients.
• Develop risk and wealth management strategies for clients.

Education

A Level or Local Poly Diploma or Degree in any field

Job description

Successful Candidate can get:

• Up to $6000 fixed monthly allowance
• Uncapped commission
• Lifetime passive income
• Fully sponsored certifications
• Exciting Convention Destinations for qualifiers yearly

*Experienced candidates in the financial services sector are welcome to apply and transition allowances will be provided.

Job Description

• Providing wealth & financial solutions for B2B and B2C
• Grow, build and manage Mass Affluent and HNW Clients
• Business succession and valuation planning
• Investment Portfolio Management and Estate Planning and Execution
• Establish long term enriching relationship with clients
• Develop risk and wealth management strategies for clients

Training & Support

• 1:1 mentorship guidance
• 3 months comprehensive training program by successful leaders
• Business development & digital support for client building

Incentive

• Robust working environment after the training program (option to work from home)
• Company fully sponsored trips to exciting and exotic destinations
• Career progression to be a team lead within 1-2 year
• Team building incentives
• Overseas learning conferences

Requirements

• Possesses full working rights, no sponsorship
• A Level or Local Poly Diploma or Degree in any field
• No experience is welcomed to apply as full training and mentorship will be provided.

Who is suitable to apply:

• No experience and people with drive to succeed.
• Mid career switchers looking to build a business and having control over your remuneration and time.
• Experienced candidates in the financial sectors are welcome to apply. Attractive transitional allowances will be provided.

Recruit Success Pte. Ltd. | EA Licence: 24C2093 | EAP: R24120137