Wealth Manager

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

Job summary

A leading wealth management firm in Singapore seeks individuals for a Wealth Management role. You will provide advice and support for clients' wealth portfolios while collaborating with experienced Wealth Directors. The position offers flexible working hours, WFH options, and compensation up to S$6000 monthly with commissions. Ideal candidates should have relevant academic qualifications and fluency in Mandarin or Bahasa Indonesia preferred. Submit your resume to join a dynamic team.

Benefits

Unparalleled mentorship

Extensive structured support

Work-life balance

Flexible hours

Freedom to focus

Qualifications

• Candidates must be at least 21 years old.
• Possess a full GCE 'A' Level certificate or equivalent.
• Language proficiency in Mandarin or Bahasa Indonesia preferred.

Responsibilities

• Provide clients with advice and support on wealth portfolios.
• Collaborate with Wealth Directors to tailor solutions.
• Grow your personal portfolio of clients in the APAC region.

Skills

Language proficiency in Mandarin Chinese

Language proficiency in Bahasa Indonesia

Education

Full certificate in GCE 'A' Level

International Baccalaureate Diploma qualification

Diploma awarded by 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.

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.