Wealth Manager

FINEXIS ADVISORY PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A financial advisory firm in Singapore is seeking a Wealth Manager to provide comprehensive financial advice and solutions. You will be responsible for client acquisition, business development, and managing client relationships. The ideal candidate will possess a relevant degree and strong communication skills. Enjoy benefits like competitive compensation, professional development, and a flexible schedule.

Benefits

Competitive compensation package

Incentive trips from company and partners

Access to cutting-edge financial tools and resources

Professional development

Flexible schedule

Qualifications

• Must meet minimum age requirement as per MAS guidelines.
• Excellent communication and interpersonal skills.

Responsibilities

• Client acquisition through various prospecting strategies.
• Participate in business development activities relating to Financial Planning.
• Review prospective/existing client portfolio.
• Propose solutions and planning for client investment and insurance needs.
• Client management and retention.

Skills

Strong communication skills

Understanding of financial products

Self-motivated

Education

Diploma or Bachelor’s Degree

Job description

• Are you looking to build a strong career in the financial advisory industry?
• Do you possess strong communication skills and a keen understanding of financial products?
• Are you driven and self-motivated for success?

If so, then we are looking for you!

About this role:

As a Wealth Manager, you will provide sound insurance and reliable financial advice to customers by analysing their financial needs and exceeding their service expectations. You will also develop and present financial strategies and provide holistic advisory services while building and retaining meaningful relationship with your customers

Successful candidates will be placed on a mentorship programme to equip you with the knowledge and skills to succeed in your business. Utilize finexis unique fintech solutions to automate client relations and generate solutions using artificial intelligence. Candidates with strong leadership qualities will be fast tracked for management. Build your career with us now!

You will be responsible and involved in:

• Client acquisition through various prospecting strategies
• Participate in business development activities relating to Financial Planning
• Review prospective/existing client portfolio
• Propose solutions and planning for client investment and insurance needs
• Client Management and Retention

Requirements:

• Must meet minimum age requirement as per MAS guidelines
• Possess a Diploma or Bachelor’s Degree
• Excellent communication and interpersonal skills

Benefits:

• Competitive compensation package
• Incentive trips from company and partners
• Access to cutting-edge financial tools and resources
• Professional development
• Flexible schedule