Wealth Solution Consultant

VORTEX STAFFING; Singapore; Hybrid; SGD 33,000 - 134,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship and onboarding

Uncapped commission

Quarterly bonus

Hybrid work arrangement

Job summary

VORTEX STAFFING is seeking ambitious, people-oriented individuals with a strong sales mindset to join our team in Singapore. Comprehensive training, mentorship, and structured onboarding will be provided to help you hit your targets.

Build your client portfolio through networking, referrals, and outreach; tailor investment solutions to clients' goals; enjoy hybrid working arrangements, uncapped commission, quarterly bonuses, and ongoing professional development.

Qualifications

• Polytechnic or degree in any discipline.
• Strong communication and interpersonal skills.
• Self-motivated, target-driven, and comfortable engaging with people.
• Open to career switchers or entry into the financial services industry.
• Positive attitude with willingness to learn and develop.

Responsibilities

• Build and grow your own client portfolio through networking, referrals, and outreach.
• Understand clients' financial goals and provide tailored investment solutions.
• Develop long-term, trust-based client relationships.
• Identify and acquire new clients across different market segments.
• Manage client portfolios and provide ongoing market and performance updates.
• Organise and invite clients to exclusive investment seminars and events.

Skills

Communication skills

Interpersonal skills

Self-motivated

Target-driven

Career switchers welcome

Education

Polytechnic

Any degree

Job description

We are seeking ambitious, people-oriented individuals with a strong sales mindset to join our team. Comprehensive training, mentorship, and structured onboarding will be provided.

What You\'ll Do

• Build and grow your own client portfolio through networking, referrals, and outreach


• Understand clients\' financial goals and provide tailored investment solutions


• Develop long-term, trust-based client relationships


• Identify and acquire new clients across different market segments


• Manage client portfolios and provide ongoing market and performance updates


• Organise and invite clients to exclusive investment seminars and events

What We\'re Looking For

• SG Polytechnic or Degree in any discipline


• Strong communication and interpersonal skills


• Self-motivated, target-driven, and comfortable engaging with people


• Open to career switchers or entry into the financial services industry


• Positive attitude with willingness to learn and develop.

Why Join Us

• No finance background required, full training and mentorship provided


• Clear and structured career progression with fast-track opportunities


• Exposure to leading fund houses and investment solutions


• Allowance: $3,000 - $12,000


• Uncapped commission (performance-based, high income potential)


• Quarterly bonus


• Continuous training and professional development support


• Strong networking opportunities within the financial industry

Working Arrangement

• Hybrid and flexible working arrangement


• Freedom to plan client meetings and manage your own schedule


• Autonomy to conduct off-site client engagements