Wealth Management Specialist

2 weeks ago

Singapore LEECRUITMENT PTE. LTD. Full time
Roles & Responsibilities

Job Description:
Are you ready to build a rewarding career in financial services, helping clients secure their financial futures? Join our team as a Wealth Management Consultant, where you'll receive in-depth training and one-on-one mentorship from award-winning financial experts. This role offers diverse opportunities to specialize in financial planning areas, from wealth expansion and risk management to financial portfolio design and business management principles.

Career Path Options:

  1. Wealth Management: Guide clients in retirement planning, wealth growth, and preservation to secure their long-term financial goals.
  2. Risk Management: Advise corporate and individual clients by assessing financial risks and providing strategies to manage and mitigate potential losses.
  3. Financial Portfolio Design: Create customized financial portfolios based on individual client needs, helping them optimize investments and achieve financial stability.
  4. Sales & Marketing: Develop strategies to effectively communicate financial services and engage clients, building trust and long-lasting relationships.
  5. Business Management & Entrepreneurship: Gain insights into business operations and entrepreneurial principles for effective financial consulting.

Benefits:

  • Personalized Mentorship: Receive guidance and support from award-winning mentors to help you advance in your financial services career.
  • Comprehensive Training: Participate in a structured training program designed to equip you with the knowledge and tools to excel in wealth management.
  • Flexible Career Growth: Develop expertise in multiple financial areas, from portfolio management to marketing, with a focus on client success.

Qualifications:

  • Local Diploma / Bachelor's degree in Finance, Business, Economics, or a related field
  • Strong interpersonal and communication skills
  • Passion for helping clients achieve their financial goals
  • Entrepreneurial mindset and self-motivation
Tell employers what skills you have

Wealth Management
Sales
Assessing
Financial Planning
Investments
Wealth Accumulation
Wealth
Risk Management
Marketing
Economics
Entrepreneurship
Mentorship
Portfolio Management
Banking
Retirement Planning
Consulting
Financial Advisory
Personal Development
Financial Services

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