Wealth Manager (Broker)

MyWealth SG; Singapore; On-site; SGD 150,000 - 500,000; Full time

Job summary

A private financial advisory firm in Singapore seeks candidates for their Wealth Manager positions. The role involves providing financial portfolio advisory services, managing high net worth clients, and developing business strategies. Candidates should possess at least a diploma or higher and have sales experience, especially in banking or insurance. The firm offers a competitive package, mentorship, bonuses, and opportunities for career progression in a supportive environment.

Benefits

Attractive high package for experienced candidates

Medical Coverage

Monthly Allowance

Performance-based incentives

Yearly Performance Bonus

Professional Development Programs

Leadership Development Opportunities

Qualifications

• Candidates must have a Diploma, Bachelor's degree, or higher.
• Singaporean citizens preferred for the positions.
• Experience in sales or advisory roles is advantageous.

Responsibilities

• Provide financial advisory services with various insurer partnerships.
• Manage high net worth client wealth portfolios.
• Develop business strategies and estate planning.
• Collaborate with B2C and B2B clients.
• Build personal investment AUM with strong investment knowledge.

Skills

Financial Portfolio Advisory

Wealth Asset Management

Business Strategies

Trust and Estate Planning

Marketing Creativity

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 annum.

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.
• Experienced sales/advisory experience with the banks and the insurance companies will have added advantage.

Benefits

• Attractive high package for bankers and experienced candidates.
• Group Medical and Medical GP Card Coverage.
• 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.