Wealth Manager

Recruit Success Pte. Ltd.

Singapore

Hybrid

SGD 61,000 - 73,000

Full time

6 days ago
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Benefits offered by this job

Uncapped commission
Lifetime passive income
Fully sponsored certifications
Company trips to destinations
WFH option

Job summary

Recruit Success Pte. Ltd. is seeking a Wealth Manager to deliver comprehensive wealth and financial solutions to both business and individual clients in Singapore.

You will build and manage relationships with Mass Affluent and High Net Worth clients, supporting estate and portfolio planning. This role offers a structured training program, mentorship, and incentives including an uncapped commission and sponsored certifications, with potential for leadership advancement within 2–3 years and

Qualifications

  • Drive to succeed and willingness to drive results.
  • Interest in finance and wealth management.
  • Formal education up to degree or diploma in any field.

Responsibilities

  • Provide wealth & financial solutions for B2B and B2C.
  • Grow and manage Mass Affluent and HNW clients.
  • Assist in business succession and valuation planning.

Skills

Drive to succeed
Sales mindset
Financial sector interest

Education

A Level/IB/poly diploma or higher

Job description

Wealth Manager can get:


  • Up to $6000 fixed monthly allowance

  • Uncapped commission

  • Lifetime passive income

  • Fully sponsored certifications

  • Exciting Convention Destinations for qualifiers


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 (option to work from home)

  • Company fully sponsored trips to exciting and exotic destinations

  • Career progression to be a team leader within 2-3 years

  • Team building incentives

  • Overseas learning conferences


[Requirements]


  • Possess full working rights in Singapore, no sponsorship/ pass.

  • A Level or IB/ Local Poly Diploma or Work Study Diploma or Degree & higher in any field.

  • No experience is welcomed to apply as full training and mentorship will be provided.


Who is suitable to apply:


  • People with drive to succeed

  • Mid-career switchers looking to build a business and having control over your remuneration and freedom

  • Experienced candidates in the financial sectors are welcome to apply. Attractive transitional allowances will be provided

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