Wealth Specialist/Manager

WOW STAFFING; Singapore; On-site; SGD 45,000 - 134,000; Full time

Benefits offered by this job

Fast track career progression

Training allowance

Career development training

Monthly investment training

Commissions + quarterly bonus

Job summary

WOW STAFFING in Singapore is seeking an investment professional to manage client portfolios and provide updates on market movements. You will lead client engagement and grow the business by building relationships with new and existing clients.

The role includes due diligence, research, and documentation, monthly training funded by the company, and participation in investment events. Base salary ranges from SGD 4,000 to SGD 12,000 with commissions and quarterly bonuses.

Qualifications

• Local Polytechnic Diploma or Degree in any field.
• Effective communication and interpersonal skills.
• Ability to organise and track overlapping tasks.
• Entry-level/ mid-career switch welcome.

Responsibilities

• Leads are provided, manage client investment portfolios and provide updates on market movements.
• Build and maintain relationships with new and existing clients to grow the business.
• Perform due diligence, research, analysis, and documentation process.
• Attend investment training monthly, fully funded by company.
• Organize and Invite clients for investment events.
• Keeping abreast of current events, critical issues, and relevant news such as industry trends and market conditions.

Skills

Effective communication

Interpersonal skills

Task organisation

Education

Diploma or Degree

Job description

Job Scope:

• Leads are provided, manage client investment portfolios and provide updates on market movements.
• Build and maintain relationships with new and existing clients to grow the business.
• Perform due diligence, research, analysis, and documentation process.
• Attend investment training monthly, fully funded by company.
• Organize and Invite clients for investment events.
• Keeping abreast of current events, critical issues, and relevant news such as industry trends and market conditions.

Remuneration Package & Benefits:

• Fast track career progression.
• Training allowance provided for successful candidate.
• Career development training will be provided.
• Monthly Investment training by Top Fund Houses.
• Base salary ranges from $4,000 to $12,000 with uncapped remuneration to be achieved, commissions + quarterly bonus included

Requirements:

• Local Polytechnic Diploma or Degree in any field.
• Effective communication and interpersonal skills.
• Ability to organise and track overlapping tasks and assignments.
• Entry-level/ applicants looking for mid-career switch are welcome.