Wealth Manager (Broker)

MYLIFESTYLESG PTE. LTD.; Singapore; On-site; SGD 150,000 - 500,000; Full time

Job summary

A financial advisory firm in Singapore is seeking Wealth Managers and Team Leaders to provide financial portfolio advisory, manage high-net-worth clients, and implement business strategies. Candidates should hold at least a diploma and possess relevant sales or advisory experience. The roles offer significant earnings potential along with performance-based incentives and comprehensive training.

Benefits

Attractive high package

Monthly allowance for Wealth Managers

Performance-based incentives

Yearly performance bonus

Continuous professional development

Qualifications

• Experience in sales or advisory roles in banks or insurance companies is advantageous.
• Must be Singaporean citizens or PR.

Responsibilities

• Provide financial portfolio advisory for clients.
• Manage high-net-worth and private client assets.
• Implement business strategies and estate planning.

Skills

Financial portfolio advisory

Asset management

Business strategies

Creative marketing

Education

Diploma or higher in any field

Job description

Looking for a career that’s let you take charge of your work life balance and breakthrough your income cap? We are looking for specific like‑mind personal to grow together in this rewarding career.

We are a new setup with all the system/structure in place, and we have developed an optimized growth strategy designed to expand your clienteles’ network, first advantage on HNW. We are partnered with over 40 insurers and investment platforms as a private FA brokerage firm to offer advisory for our clienteles on wealth portfolio and corporate risk management.

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

Fast track career progression for management role, mentorship and coaching is provided.

Sounds rewarding? Join us today!

Opening Positions

• Wealth Manager ((Junior and Mid-Level)
• Team Leader (Mid-Level with experience)
• General Insurance Broker Trainee

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 Corporate Risk Management
• Build your Personal Investment AUM with strong Investment Knowledge.
• B2C and B2B collaboration.
• Creative mind in Marketing is an Advantage.

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.
• Monthly Allowance for Wealth Managers.
• Start‑Up Income schemes available for qualified candidates.
• Performance‑based incentives such as allowance, commission and overseas trips.
• 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 team of Wealth Associates.

We regret that only shortlisted candidates will be notified.