Wealth Manager #WFH

RECRUIT SUCCESS PTE. LTD.; Singapore; Hybrid; SGD 72,000 - 90,000; Full time

Job summary

A leading financial services company in Singapore is looking for a Wealth Manager to provide innovative wealth and financial solutions. This role involves managing affluent clients, providing robust training, and creating risk management strategies. This position requires no prior experience as full training and mentorship will be provided. Candidates with a drive to succeed and an educational background in any field are encouraged to apply. This is a unique opportunity to shape your career in a dynamic environment.

Benefits

Up to $6000 fixed monthly allowance

Uncapped commission

Lifetime passive income

Fully sponsored certifications

Exciting convention destinations for qualifiers yearly

Company fully sponsored trips to exotic destinations

Career progression to a team lead within 1-2 years

Team building incentives

Overseas learning conferences

Qualifications

• Must possess full working rights with no sponsorship.
• No experience is required as full training and mentorship will be provided.

Responsibilities

• Provide wealth and financial solutions for both B2B and B2C clients.
• Grow and manage relationships with Mass Affluent and High Net Worth clients.
• Plan business succession and valuation.
• Manage investment portfolios and estate planning.
• Develop strategies for risk and wealth management.

Skills

Wealth Management

Investment Strategies

Valuation

Financial Planning

Investment Management

Mentorship

B2B

Portfolio Management

Estate Planning

Team Building

Banking

Financial Advisory

Business Development

Financial Services

Education

A Level or Local Poly Diploma or Degree in any field

Job description

Roles & Responsibilities

Wealth Manager can get:

• Up to $6000 fixed monthly allowance
• Uncapped commission
• Lifetime passive income
• Fully sponsored certifications
• Exciting Convention Destinations for qualifiers yearly
• Experienced candidates in the financial services sector are welcome to apply and transition allowances will be provided.

Job Description

• Providing wealth & financial solutions for B2B and B2C
• Grow, build and manage Mass Affluent and HNW Clients
• Business succession and valuation planning
• Investment Portfolio Management and Estate Planning and Execution
• Establish long term enriching relationship with clients
• Develop risk and wealth management strategies for clients

Training & Support

• 1:1 mentorship guidance
• 3 to 24 months comprehensive training program by successful leaders
• Business development & digital support for client building

Incentive

• Robust working environment after the training program(option to work from home)
• Company fully sponsored trips to exciting and exotic destinations
• Career progression to be a team lead within 1-2 year
• Team building incentives
• Overseas learning conferences

Requirements

1. Possesses full working rights, no sponsorship
2. A Level or Local Poly Diploma or Degree in any field

No experience is welcomed to apply as full training and mentorship will be provided.

Who is suitable to apply

• No experience and people with drive to succeed.
• Mid career switchers looking to build a business and having control over your remuneration and time.
• Experienced candidates in the financial sectors are welcome to apply. Attractive transitional allowances will be provided.

Recruit Success Pte. Ltd. | EA Licence: 24C2093 | EAP: R24120137

Tell employers what skills you have

• Wealth Management
• Investment Strategies
• Valuation
• Financial Planning
• Wealth
• Investment Management
• Mentorship
• B2B
• Portfolio Management
• Estate Planning
• Team Building
• Team Lead
• Banking
• Financial Advisory
• Business Development
• Financial Services