Wealth Solution Manager

Recruit Success Pte. Ltd.; Singapore; Hybrid; SGD 61,000 - 73,000; Full time

Benefits offered by this job

Work from home option

Sponsored trips and travel incentives

Career progression to team lead in 2–3

Team building incentives

Overseas learning conferences

Job summary

Recruit Success Pte. Ltd. is seeking a wealth adviser in Singapore to provide comprehensive wealth and financial solutions for business and individual clients.

The role focuses on growing mass affluent and high-net-worth client relationships, with a focus on succession planning and portfolio management. Training and incentives include 1:1 mentorship, a 3-month comprehensive training program, and robust support for client development.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Drive to succeed

People skills

Education

A Level or IB/ Work Study/ Polytechnic Diploma or Degree & higher

Job description

This role can get:

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.

Job Description

1. Providing wealth & financial solutions for B2B and B2C.
2. Grow, build and manage mass affluent and HNW clients.
3. Business succession and valuation planning.
4. Investment portfolio management and estate planning and execution.
5. Establish long term enriching relationship with clients.
6. Develop risk and wealth management strategies for clients.

Training & Support

1. 1:1 mentorship guidance.
2. 3 months comprehensive training program by successful leaders.
3. Business development & digital support for client building.

Incentive

1. Robust working environment (option to work from home).
2. Company fully sponsored trips to exciting and exotic destinations.
3. Career progression to be a team lead within 2-3 years.
4. Team building incentives.
5. Overseas learning conferences.

Requirements

1. Possesses full working rights in Singapore, no sponsorship.
2. A Level or IB/ Work Study/ Polytechnic Diploma or Degree & higher in any field.

Who is suitable to apply

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