Wealth Manager

Creative For More; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A leading company in wealth advisory is seeking a Wealth Manager to support their business development team. This role offers hands-on experience in sales strategies, client relationship management, and exposure to wealth advisory services. Successful candidates will have opportunities for growth, networking, and a hybrid working environment.

Benefits

High allowance + commission

Opportunity to learn from experienced professionals

Exposure to real-world business scenarios

Networking opportunities

Qualifications

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

Responsibilities

• Develop wealth and sales strategies focused on financial revenue.
• Promote wealth products addressing clients’ financial objectives.
• Arrange business development meetings with prospective clients.

Skills

Communication

Sales Strategy

Client Relationship Management

Education

Local Diploma or Full GCE ‘A’ level and above

Tools

Microsoft Office

Job description

Job Description

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
Preparesales contractsensuring 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.