Wealth Manager for Investments

PLACEMENT PROFESSIONALS; Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Incentive trips

Recurring income

Mentorship & development

Job summary

PLACEMENT PROFESSIONALS in Singapore seeks a Financial Advisor to provide financial guidance and advisory services. You will build client relationships while delivering investment and insurance solutions, aiming for long-term engagement and recurring income.

The role emphasizes mentorship, professional development, and a structured framework for growth within the firm.

Qualifications

• Diploma or Degree from a recognized institution in any field.
• Strong communication and interpersonal skills.
• Driven and entrepreneurial mindset.
• Ability to think creatively and solve problems.
• Motivation to work independently as well as in a team.
• Passion to make a difference.

Responsibilities

• Acquire clients through various prospecting strategies.
• Review and assess prospective and existing client portfolios.
• Propose investment and insurance solutions tailored to client needs.
• Manage client relationships and support retention.
• Respond to customer enquiries professionally.
• Service and review financial portfolios to maintain long-term relationships.

Skills

Strong communication

Interpersonal skills

Entrepreneurial mindset

Independent working

Problem solving

Education

Diploma or Degree (any field)

Job description

Overview

This role involves providing financial guidance and advisory services to clients, helping them achieve their financial goals and long-term security. You will work in a client-focused environment, building relationships while delivering investment and insurance solutions.

The position offers opportunities to develop a recurring income stream and grow within a structured mentorship and professional development framework.

It combines client acquisition, financial advisory, and relationship management, with an emphasis on long-term client engagement and income growth.

Key Responsibilities

• Acquire clients through various prospecting strategies
• Review and assess prospective and existing client portfolios
• Propose investment and insurance solutions tailored to client needs
• Manage client relationships and support retention
• Respond to customer enquiries in a professional manner
• Service and review financial portfolios to maintain long-term relationships

Requirements

• A Diploma or Degree from a recognized institution in any field
• Strong communication and interpersonal skills
• A driven and entrepreneurial mindset
• Ability to think creatively and solve problems
• Motivation to work independently as well as collaboratively in a team
• Passion to make a difference

Benefits & Development

• Competitive compensation package (Monthly allowance + Commission + Incentives + Quarterly Bonus + Year End Bonus)
• Incentive trips
• Opportunity to build recurring income
• Professional development and mentorship