Wealth Manager

Cultivar Staffing & Search; Singapore; On-site; USD 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking Wealth Managers from the financial advisory sector to join their pioneering team. This role involves monitoring community connections, identifying financial gaps, and providing tailored wealth advice. With a focus on creating exceptional client relationships and adhering to compliance standards, this position offers a vibrant work environment and the opportunity to make a significant impact. Candidates will benefit from a large database of leads and a competitive salary structure with attractive commissions. If you are passionate about financial advising and eager to connect with clients, this role is perfect for you.

Benefits

Friendly work environment

Attractive commission

Large database of leads

Qualifications

• 3-5 years of experience in banking sales or finance advisory.
• Strong communication skills and a degree are required.

Responsibilities

• Monitor community-generated contacts and connections.
• Assist community in detecting financial gaps and recommend remedies.

Skills

Communication Skills

Financial Advisory

Banking Sales

Education

Bachelor's Degree

Job description

Our client is looking for Wealth Managers from the FA insurance industry as their pioneer team of financial planners.

• Friendly and enjoyable work environment
• Public listed

Job Responsibilities:

• Monitor and oversee community-generated internal contacts and connections.
• Find ways to connect with our network on a deeper level with our VI App's network circle connections and virtual conversations.
• Assist our community by detecting financial gaps in their present wealth or asset allocation and recommending appropriate remedies.
• Create exceptional connections with our community by reacting promptly and properly to build a constant wealth advising service.
• Follow all compliance and corporate control standards for financial advisory behavior.
• Other ad-hoc assignments.

Requirements:

• At least a degree is required.
• At least 3 to 5 years of experience in banking sales or finance advisory related.
• Good communication and written skills are required.
• Required to have board-based wealth advisory related exposure and background.

Additional Information:

• Job Type: Full time, Permanent.
• High basic salary accorded + attractive commission.
• Large database of leads (Apply to enquire about this – we’re more than happy to share).

*Interested candidates are invited to send in your Resume in MS Word Format* stating your past work experience, reasons for each leave, past and expected remuneration.

We regret to inform that only shortlisted candidates will be notified.

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