Wealth Management Specialist #WFH

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

Job summary

A financial services company in Singapore is seeking motivated individuals to provide wealth and financial solutions for both B2B and B2C clients. The role involves growing and managing Mass Affluent and HNW clients, requiring a drive to succeed. Full training and mentorship will be provided for those with no experience. Interested applicants must hold an A Level or Local Poly Diploma or Degree and possess working rights in Singapore. This position offers significant benefits, including a monthly allowance and uncapped commissions.

Benefits

Up to $6000 fixed monthly allowance

Uncapped commission

Fully sponsored certifications

Exciting Convention Destinations

Qualifications

• Candidates must possess full working rights in Singapore without sponsorship.
• No prior experience required, as full training is provided.
• Looking for individuals with drive and a desire to succeed.

Responsibilities

• Provide wealth and financial solutions for B2B and B2C clients.
• Grow and manage Mass Affluent and HNW Clients.
• Develop risk and wealth management strategies for clients.

Skills

Business development

Client management

Wealth management strategies

Education

A Level or Local Poly Diploma or Degree

Job description

Benefits

• 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 in Singapore, 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