Wealth Solution Manager WFH Flexible

recruit success pte. ltd.; Singapore; Hybrid; SGD 50,000 - 84,000; Full time

Benefits offered by this job

Uncapped commission

Lifetime passive income

Fully sponsored certifications

Fully sponsored trips to exciting and.

Work from home option

Overseas learning conferences

Job summary

recruit success pte. ltd. in Singapore seeks individuals to provide wealth and financial solutions for a diverse client base, including B2B and B2C segments. You will grow Mass Affluent and HNW clients and assist with succession planning and portfolio management.

The role emphasizes building long-term client relationships and executing wealth strategies with mentorship and structured training. Remote-work option may be available, with sponsored trips and career progression within 2–3 years.

Qualifications

• No sponsorship for work in Singapore; must have full working rights.
• No experience required as full training and mentorship will be provided.
• Ability to liaise with Mandarin-speaking clients is an advantage.

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 relationships with clients.
• Develop risk and wealth management strategies for clients.

Education

A Level or Local Polytechnic Diploma or Degree in any field

Job description

This role can get:

1. Up to $7500 monthly allowance

2. Uncapped commission

3. Lifetime passive income

4. Fully sponsored certifications

5. Exciting Convention Destinations for qualifiersyearly

*Experienced candidates in the financial services sector are welcome toapply and transition allowances will be provided.

[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 progressionto be a team lead within 2-3 year

4. Team building incentives

5. Overseas learning conferences

[Requirements]

1. Possesses full working rights in Singapore, no sponsorship
2. A Level or Local Polytechnic Diploma or Degree in any field

No experience is welcomed to apply as full training and mentorship willbe provided.
Able to speak basic Mandarin is an advantage to liaise with Mandarin-speaking clients.

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 overyour remuneration and time.

3.Experienced candidates in the financial sectors are welcome to apply. Attractive transitional allowances will be provided.