Wealth Manager

Wealth Asia LLP; Singapore; Hybrid; SGD 45,000 - 65,000; Full time

Job summary

A financial advisory firm in Singapore is seeking a Wealth Manager to assist in developing sales strategies and expanding market presence. The successful candidate will promote wealth products, maintain client relationships, and drive business development. Ideal candidates are Singapore citizens or PRs with strong communication skills and proficiency in Microsoft Office. This role offers a hybrid working environment with opportunities for learning and growth.

Benefits

Opportunity to learn from experienced professionals

Exposure to real-world business scenarios

High allowance + commission

Networking opportunities

Responsibilities

• Develop a wealth and sales strategy focused on financial revenue.
• Promote wealth products/services to meet clients' objectives.
• Drive sales and arrange business development meetings.
• Conduct research to identify new markets and needs.
• Prepare sales contracts ensuring compliance with regulations.
• Maintain client relationships and after-service support.
• Build long-term relationships with customers.

Skills

Strong communication skills

Proficiency in Microsoft Office

Outgoing personality

Education

Local Diploma or Full GCE ‘A’ level and above

Job description

Overview

As a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business development and hands-on experience in supporting our expansion strategies.

Key Responsibilities

• Developing a wealth and sales strategy focused on financial revenue and customer satisfaction
• Promote the company’s wealth products/services addressing or predicting clients’ financial and investment objectives
• Driving sales and arranging business development meetings with prospective client
• Conduct research to identify new markets and customer needs
• Arrange business development meetings with prospective clients
• Prepare sales contracts ensuring adherence to law-established rules and guidelines
• Maintain client relationships and after-service support
• Build long-term relationships with new and existing customers

Qualifications

• Local Diploma or Full GCE ‘A’ level and above
• Singapore Citizens & Singapore PRs only
• Proficiency in Microsoft Office.
• Strong communication skills and outgoing personality.

Benefits

• Opportunity to learn from experienced professionals in managing a wide spectrum of wealth products.
• Exposure to real-world business scenarios.
• Hands-on experience in sales and business development.
• Networking opportunities within the company and external stakeholders.
• Hybrid and Flexible working environment open for discussion
• High allowance + commission.
• No prior experience required.