Weath Manager

Recruit Success Pte. Ltd.

Singapore

Remote

SGD 40,000 - 67,000

Full time

45 hours ago
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Benefits offered by this job

Fully sponsored certifications
Company trips to exotic destinations
Work from home option
Overseas learning conferences
Career progression to team lead in 2–3

Job summary

Recruit Success Pte. Ltd. invites motivated individuals to provide wealth and financial solutions for both business and individual clients.

You will grow and manage mass affluent and high-net-worth portfolios, guiding investment strategies and estate planning while building long-term client relationships. The role offers a fixed monthly allowance up to SGD 6,000 plus uncapped commission, lifetime passive income, and fully sponsored certifications.

Qualifications

  • Possess full working rights in Singapore (no sponsorship)
  • Degree or diploma in any field with good academic record

Responsibilities

  • Provide wealth and financial solutions for B2B and B2C.
  • Grow, build and manage mass affluent and HNW clients.
  • Assist in business succession and valuation planning.
  • Manage investment portfolios and estate planning execution.
  • Establish long-term client relationships and develop risk management strategies.

Education

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

Job description

This Role Can Get
  • Up to $6000 fixed monthly allowance.
  • Uncapped commission.
  • Lifetime passive income.
  • Fully sponsored certifications.
  • Exciting convention destinations for qualifiers yearly.

and transition allowances will be provided.

Job Description
  • 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.
Training & Support
  • 1:1 mentorship guidance.
  • 3 months comprehensive training program by successful leaders.
  • Business development & digital support for client building.
Requirements
  • Possess full working rights in Singapore, no sponsorship
  • A Level or IB/ Work Study/ Polytechnic Diploma or Degree & higher in any field
Incentive
  • Robust working environment (option to work from home).
  • Company fully sponsored trips to exciting and exotic destinations.
  • Career progression to be a team lead within 2-3 years.
  • Team building incentives.
  • Overseas learning conferences.
Who Is Suitable To Apply
  • 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. Attractive transitional allowances will be provided.
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