Wealth Manager #WFH

RECRUIT SUCCESS PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A premier financial services firm in Singapore is seeking motivated individuals to provide wealth and financial solutions for both B2B and B2C clients. The role entails managing affluent client relationships and developing tailored financial strategies. No prior experience is required as comprehensive training and mentorship will be provided. The position offers an attractive fixed monthly allowance, uncapped commissions, and fully sponsored certifications, along with opportunities for career progression and exciting company trips.

Benefits

Robust working environment after training

Fully sponsored certifications

Attractive commissions

Exciting company trips

Qualifications

• Possesses full working rights, no sponsorship required.
• No experience necessary; full training and mentorship provided.
• Suitable for those looking to start a business in financial services.

Responsibilities

• Provide wealth and financial solutions for B2B and B2C clients.
• Manage Mass Affluent and HNW clients effectively.
• Develop risk and wealth management strategies tailored for clients.

Skills

Wealth management

Financial solutions provision

Client relationship building

Investment portfolio management

Business succession planning

Education

A Level or Local Poly Diploma or Degree in any field

Job description

Meet our director for a career sharing. Upon request, up to $50 transportfare for you to cab to and back will be reimbursed after the session.

Successful Candidate can get:

• Up to $8000 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 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