Wealth Management Specialist #WFH #Flexible

RECRUIT SUCCESS PTE. LTD.; Singapore; Hybrid; SGD 20,000 - 60,000; Full time

Job summary

A financial services company in Singapore is seeking candidates to provide wealth and financial solutions for clients. The successful candidate will manage relationships with affluent clients and develop investment strategies. Full training and mentorship are provided, making it suitable for those without previous experience. Those eager to build a business with flexible income potential will thrive in this role. The position offers competitive earnings, sponsorship for certifications, and opportunities for career advancement.

Benefits

Up to $6000 fixed monthly allowance

Uncapped commission

Lifetime passive income

Fully sponsored certifications

Exciting convention destinations for qualifiers

Qualifications

• Possesses full working rights, no sponsorship.
• A Level or Local Poly Diploma or Degree in any field.

Responsibilities

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

Skills

Client relationship management

Financial planning

Investment management

Business development

Education

A Level or Local Polytechnic Diploma or Degree

Job description

Benefits

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

1. Providing wealth & financial solutions for B2B and B2C
2. Grow, build and manage Mass Affluent and HNW Clients
3. Business succession and valuation planning
4. Investment Portfolio Management and Estate Planning and Execution
5. Establish long term enriching relationship with clients
6. 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

1. Possesses full working rights, no sponsorship
2. 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 succeedli>
• 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