Wealth Specialist

ELEVATE STAFFING; Singapore; Hybrid; SGD 45,000 - 134,000; Full time

Benefits offered by this job

Competitive base salary

Uncapped earning potential

Company-provided client leads

Structured training and career growth

Hybrid work arrangement

Job summary

ELEVATE STAFFING is seeking Wealth Specialists in Singapore to build and manage client relationships across mass-market, HNW and UHNW segments, delivering tailored wealth management solutions.

You will work with multi-asset funds, equities, and fixed-income products, using company-provided client leads and training to support success. Hybrid work in Singapore is offered with strong earning potential.

Qualifications

• Local poly/diploma or degree required.
• Strong communication and relationship-building skills.
• Able to manage multiple tasks and meet targets.
• Interest in financial markets and wealth management.

Responsibilities

• Build and expand client base by developing relationships.
• Engage across mass-market, HNW and UHNW segments to understand financial objectives.
• Conduct needs analysis and recommend suitable investment solutions.
• Work with multi-asset funds, equities, fixed-income and wealth solutions.
• Leverage client leads and implement targeted strategies.
• Monitor portfolios and provide market updates.

Skills

Client relationship-building

Communication skills

Time management

Self-motivation

Willingness to learn

Interest in financial markets

Client-facing

Education

Diploma or degree (any discipline)

Job description

About the Role

We are looking for motivated and client-oriented individuals to join our team as Wealth Specialists. This is a client-facing role focused on building long-term relationships and providing tailored wealth management to clients across different wealth segments, including mass-market, high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals.

You will have the opportunity to work with a range of investment products, including multi-asset funds, equities, fixed-income funds and wealth accumulation solutions.Client leads will be provided, alongside structured training and ongoing professional development to support your success in the role.

Whether you are an experienced professional or looking to make a mid-career switch into the financial services industry, we welcome candidates who are eager to learn, grow and build a rewarding career in wealth management.

Job Scope

• Build and expand the company's client base by developing relationships with new and existing clients.

• Engage with clients across mass-market, HNW and UHNW segments to understand their financial objectives, investment preferences and risk profiles.

• Conduct financial needs analysis and recommend suitable investment and wealth accumulation solutions based on clients' needs and objectives.

• Work with a range of investment products, including multi-asset funds, equities, fixed-income funds and accredited investor funds, subject to applicable eligibility and regulatory requirements.

• Leverage company-provided client leads and implement targeted strategies to acquire and develop client relationships.

• Monitor client investment portfolios, provide relevant updates on market movements and support ongoing client relationship management.

• Conduct due diligence, investment research, market analysis and the necessary documentation in accordance with company procedures and regulatory requirements.

• Organise and invite clients to investment-related events, seminars and industry programmes.

• Attend monthly investment training sessions conducted by leading fund houses, fully funded by the company.

• Stay updated on current affairs, financial news, market conditions and industry developments to better support client conversations.

Remuneration Package & Benefits

• Competitive base salary ranging from S$4,000 to S$12,000, subject to experience and suitability.

• Uncapped earning potential based on individual performance.

• Company-provided client leads to support business development.

• Fast-track career progression opportunities.

• Structured career development and professional training.

• Monthly investment training conducted by leading fund houses.

• Opportunities to attend investment events and industry programmes.

• Exposure to diverse client segments, including HNW and UHNW individuals.

• Employee assistance programme.

• Flexible schedule.

• Professional development opportunities.

• Unlimited paid time off, subject to company policy.

• Hybrid work arrangement in Singapore.

Requirements

• Local Polytechnic Diploma or Degree in any discipline.

• Strong communication, interpersonal and relationship-building skills.

• Good organisational and time-management abilities, with the ability to manage multiple tasks and assignments.

• Self-motivated, proactive and willing to learn.

• Interest in financial markets, investments and wealth management.

• Comfortable working in a client-facing, target-driven environment.

• Entry-level candidates and individuals looking for a mid-career switch are welcome to apply.

• Relevant financial services experience is an advantage but not essential, subject to applicable licensing and regulatory requirements.

Work Location:Hybrid remote in Singapore