Wealth Services Manager: Lead Client Wealth Strategy

HOLISTIC VITALITY INTERNATIONAL PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial consulting firm in Singapore is seeking passionate individuals to join their team. The role involves building and maintaining a client base, providing tailored financial advice to meet clients' needs, and making recommendations on wealth management strategies. The firm offers extensive training, mentorship, and a supportive work environment to help you succeed in your career. With a culture focused on employee welfare and development, this is an excellent opportunity for anyone looking to advance in the financial industry.

Benefits

Performance-based incentives

Continuous professional development

Work-Life Balance

Fun Family Working Culture

Friendly and Caring Work Environment

Qualifications

• Passionate and driven individuals ready for a career in financial consulting.
• Strong interest in providing financial advice and helping clients.

Responsibilities

• Build and maintain a clientele base.
• Provide financial advice based on clients’ needs.
• Establish clients' objectives and propose solutions.
• Make recommendations on wealth accumulation and legacy planning.

Job description

A leading financial consulting firm in Singapore is seeking passionate individuals to join their team. The role involves building and maintaining a client base, providing tailored financial advice to meet clients' needs, and making recommendations on wealth management strategies. The firm offers extensive training, mentorship, and a supportive work environment to help you succeed in your career. With a culture focused on employee welfare and development, this is an excellent opportunity for anyone looking to advance in the financial industry.