Wealth Manager: High-Earning Path to Team Lead

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

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.