Wealth Manager

CRESCENS CAPITAL; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A wealth management firm based in Singapore is seeking candidates for a full-time role in wealth advisory. Responsibilities include providing clients with tailored advice on their investment portfolios and collaborating with experienced Wealth Directors. Ideal candidates must hold a GCE 'A' Level certificate or equivalent, be at least 21 years old, and have language proficiency in Mandarin Chinese or Bahasa Indonesia. This position offers a flexible work culture with options to work from home.

Benefits

Flexible work hours

Work from home options

Extensive mentorship and support

Qualifications

• Candidates must be at least 21 years old.
• Must possess a full certificate in GCE 'A' Level or equivalent.
• Language proficiency in Mandarin Chinese or Bahasa Indonesia is advantageous.

Responsibilities

• Providing clients with advice on investments and insurance portfolios.
• Tailoring solutions with Wealth Directors for client's needs.
• Acquiring and growing a personal portfolio of clients in APAC.

Skills

Wealth management advisory

Client portfolio management

Mentorship and support

Collaboration with Wealth Directors

Language proficiency in Mandarin or Bahasa Indonesia

Education

GCE 'A' Level certificate

International Baccalaureate Diploma

Diploma from a Polytechnic in Singapore

Job description

Location: Harbourfront Area, Singapore

Type: Full-Time (WFH Options available)

Remuneration: Up to S$6000 monthly in stipend*, in addition to fees & commissions from first dollar up

About the Role:

• Providing your clients with Advice and Support with regard to their Wealth (Investments and Insurance) portfolios.
• Collaborating with Wealth Directors within the firm to tailor solutions to meet your clients' wealth planning needs.
• Acquiring and subsequently growing your own personal portfolio of clients in the APAC region.

Why Us?

• Unparalleled Mentorship: Learn from seasoned Wealth Managers in the firm to sharpen your skills and further progress in your career. CWG's Management is made up of former leadership in Banking and Financial Services, each with nearly 20 years in the industry.
• Extensive, Structured Support: For Client engagements, the Wealth Directors (who include ex-Senior Specialists in their prior roles in Banking) will join and weigh in on your client meetings on request. Your conversations with your clients are a team effort, constructed for you to succeed.
• Work-Life Balance: We believe that a happy team is a productive one. Flexible hours and WFH options are available to fit in family, side projects, or just time for yourself.
• Freedom to Focus: CWG's infrastructure provides support for all aspirations. You will have access to an extensive suite of Investments and Wealth Planning solutions to meet your client's Wealth Management needs.
• Commensurate Rewards: You will earn fees / commissions from the very first case of business you write. Further, our structure affords residual income for all business. You will never have to reset from zero!

What We Need:

• Candidates must be at least 21 years old** and must possess at least:
• A full certificate in GCE 'A' Level,
• International Baccalaureate Diploma qualification,
• Diploma awarded by a Polytechnic in Singapore,
• or any other academic qualification which is equivalent to the above qualifications**.
• Language proficiency in Mandarin Chinese or Bahasa Indonesia will be regarded favourably as our clients include natives from North / South Asia.

* *Regulatory requirement for MAS Appointed Representative Licensing (FAA-N26)

Who We Are:

The Crescens Wealth Group provides Wealth Management Services for its clients, under the ambit of Prudential Financial Advisors. We combine Banking Expertise and Knowledge, with one of the "Best-in-Class" suite of solutions, to bespoke unbiased wealth portfolio plans. Our firm addresses pressing needs such as Capital Growth, Wealth Preservation, Retirement Income, and Legacy Planning.

Submit your resume via the "Apply" button. Let's talk about how you can shape a future that's as big as your goals.

*Terms & Conditions apply. Commissions & Incentives are payable based on individual performance.