Wealth Manager (Broker)

Atlas Advisory Group; Singapore; On-site; SGD 150,000 - 500,000; Full time

Job summary

A leading advisory firm in Singapore is seeking a Wealth Manager to provide financial portfolio advisory and manage client investments. The ideal candidate should have a diploma or higher, experience in sales or advisory, and a strong background in investment. This position offers attractive remuneration, performance-based incentives, and opportunities for professional development. Join us to make a real difference.

Benefits

Performance-based incentives

Overseas trip incentives

Yearly performance bonus

Comprehensive training program

Qualifications

• Must possess at least a Diploma or higher.
• Experience in sales/advisory with banks or insurance is advantageous.
• Singaporean citizen or PR required.

Responsibilities

• Providing financial portfolio advisory with multiple insurers.
• Managing private client investments.
• Leading and training a team of Wealth Associates.

Skills

Financial Portfolio Advisory

Wealth Asset Management

Investment Knowledge

Creative Marketing

Team Leadership

Education

Diploma or higher in any field

Job description

Looking for a career that’s let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips?

If you are looking for a new setup with system and structure in place to success, or a change of new environment to bring your passion into the next career, find out more!

Sounds like a dream career? Then you’ll fit right in at Atlas Advisors Group.

We believe in making a difference in this career path. It’s not just another job. We are looking for creative minds focusing on innovation, strong learner and the ability in client management.

Our top associates are among the industry top earners, their income range from $150,000 to a $500,000 dollars per annul.

We work with over 46 insurers partnership to provide comprehensive planning for clienteles. Coaching and training in terms of Marketing, Clients Engagement and innovative leads generation provided. Fast track career progression for management role. Sounds rewarding? Join us today!

Opening Positions

• Wealth Manager (Junior and Mid-Level)
• Team Leader (Mid-Level with experience)
• Sales Management Trainee
• General Insurance Broker (Part-time available)

Job Responsibilities

• Providing Financial Portfolio Advisory with over 40 insurers partnership.
• HNW and Private Client Wealth Asset Management.
• Business Strategies, Will-Writing, Trust and Estate Planning
• Group and Company Employee Benefits
• Increase and Manage Investment AUM with strong Investment Knowledge.
• Risk Management and Wealth Preservation.
• B2C and B2B collaboration.
• Creative mind in Marketing and Social Media knowledge is a plus.
• Lead a team of Wealth Associates, recruitment, provide training and coaching to associates. (Mid-Level)

Job Requirements

• Candidate must possess at least a Diploma, Advanced / Higher / Graduate Diploma, bachelor’s degree, Post Graduate Diploma or Professional Degree in any field.
• Applicants should be Singaporean citizens or PR.
• Experienced sales / advisory experience with the banks and the insurance companies will have added advantage.

Benefits

• Attractive high package for bankers and experienced candidates.
• Start-Up Income schemes available for qualified candidates.
• Performance-based incentives such as allowance, commission and overseas trips.
• Over 10 overseas incentives trips to be hit every year.
• Yearly Performance Bonus.
• Industry and company recognition, e.g. Million Dollar Round Table Award
• Continuous professional development through a comprehensive training and development program
• Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Wealth Associates.

To join us and make a real difference, send in your resume to [e-mail]

We regret that only shortlisted candidates will be notified.