Wealth Solutions Manager — Remote, Uncapped Commission

Recruit Success Pte. Ltd.

Singapore

Hybrid

SGD 61,000 - 73,000

Full time

2 days ago
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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

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.

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