Wealth Manager (Work from Home)

Placement Professionals, LLC; Singapore; Hybrid; SGD 40,000 - 67,000; Full time

Benefits offered by this job

Monthly allowance

Uncapped commission

Passive income

Sponsored certifications

Conventions and trips

Job summary

Placement Professionals, LLC is seeking ambitious wealth management professionals to provide comprehensive financial solutions to corporate and individual clients in Singapore. You will build relationships with Mass Affluent and HNW clients and support estate planning and wealth transfer strategies.

The programme includes a 3-month training, mentorship from seasoned leaders, and access to digital tools to grow your client base, with work-from-home options available.

Qualifications

• Full working rights in Singapore; no sponsorship required.
• A Level or Local Polytechnic Diploma or Degree in any field.
• No experience is required; full training and mentorship provided.
• Basic Mandarin is an advantage to liaise with Mandarin-speaking clients.

Responsibilities

• Provide comprehensive wealth management and financial solutions to corporate and individual clients.
• Build, expand, and manage relationships with Mass Affluent and High-Net-Worth clients.
• Support clients with business succession planning and valuation strategies.
• Assist clients with investment portfolio management, estate planning, and wealth transfer execution.
• Develop strong, trusted, long-term relationships through continuous engagement.
• Create tailored risk management and wealth accumulation strategies based on clients’ objectives.

Skills

Basic Mandarin

Education

A Level or Diploma or Degree in any field

Job description

Basics & Benefits

1. Up to $6000 fixed monthly allowance
2. Uncapped commission
3. Lifetime passive income
4. Fully sponsored certifications
5. Exciting Convention Destinations for qualifiers yearly

*Experienced candidates in the financial services sector are welcome to apply; we offer transition allowances.

Job Description

1. Provide comprehensive wealth management and financial solutions to both corporate and individual clients.
2. Build, expand, and manage relationships with Mass Affluent and High-Net-Worth (HNW) clients.
3. Support clients with business succession planning and valuation strategies.
4. Assist clients with investment portfolio management, estate planning, and wealth transfer execution.
5. Develop strong, trusted, and long-term relationships with clients through continuous engagement.
6. Create tailored risk management and wealth accumulation strategies based on clients’ financial objectives.

Training & Support

1. Receive personalised 1-to-1 mentorship and guidance from experienced leaders.
2. Participate in a comprehensive 3-month training programme conducted by successful industry professionals.
3. Gain access to business development resources and digital support tools to grow your client base.

Incentive

1. Enjoy a supportive and flexible working environment with work-from-home options available.
2. Receive fully sponsored company trips to attractive and overseas destinations.
3. Opportunity for career advancement into a team leadership role within 1–2 years.
4. Participate in team-building activities and performance-based incentives.
5. Gain exposure to overseas learning programmes and industry conferences.

Requirements

• Possesses full working rights in Singapore, no sponsorship
• A Level or Local Polytechnic Diploma or Degree in any field
• No experience is welcomed to apply as full training and mentorship will be provided.
• Able to speak basic Mandarin is an advantage to liaise with Mandarin-speaking clients.
  

Who is suitable to apply:

1. Individuals without prior experience who are motivated and driven to achieve success.
2. Mid-career switchers who want to build their own business while having greater control over their income and schedule.
3. Experienced candidates in the financial services sector are welcome to apply, with attractive transition support provided.