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Wealth Management Speciaist
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Wealth Management Speciaist
Job summary
A financial services firm in Singapore seeks candidates to provide wealth and financial solutions for diverse clients. The role involves client relationship management, investment portfolio oversight, and strategic financial planning. Suitable for candidates with a drive to succeed, offering comprehensive training and mentorship. Competitive monthly allowance up to $6000 plus commissions, with options for career progression and flexible working arrangements.
Benefits
Qualifications
- Possesses full working rights, no sponsorship.
- No experience welcomed as full training and mentorship will be provided.
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.
Education
Successful Candidate can get:
- Up to $6000 fixed monthly allowance
- Uncapped commission
- Lifetime passive income
- Fully sponsored certifications
- Exciting Convention Destinations for qualifiers yearly
*Experienced candidates in the financial services sector are welcome to apply and transition allowances will be provided.
- 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
- 1:1 mentorship guidance
- 3 months comprehensive training program by successful leaders
- Business development & digital support for client building
- Robust working environment after the training program (option to work from home)
- Company fully sponsored trips to exciting and exotic destinations
- Career progression to be a team lead within 1-2 year
- Team building incentives
- Overseas learning conferences
- Possesses full working rights, no sponsorship
- A Level or Local Poly Diploma or Degree in any field
- No experience is welcomed to apply as full training and mentorship will be provided.
- 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.
Recruit Success Pte. Ltd. | EA Licence: 24C2093 | EAP: R24120137
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.