Wealth Specialist

1 week ago


Singapore Ying Tai Full time

*Overview:*


Join our team as a Wealth Managers and kickstart your career in wealth management. This role offers hands-on training in sales techniques, customer relationship management, and leadership skills to prepare you for a future role in sales management.

*Key Responsibilities:*

1. Participate in a structured training program to learn about our products, sales processes, and risk management strategies.

2. Assist in building and maintaining customer relationships, responding to inquiries, and providing product information.

3.  Developing sales presentations, proposals, and marketing materials.

4. Meeting clients to provide risk management solutions.

5. Attend training sessions and workshops to enhance sales skills and industry knowledge.

*Qualifications:*
- Min Local Dip/Degree
- Strong communication and interpersonal skills.
- Proactive attitude, ability to work independently and as part of a team.
- Singaporeans Only

*Benefits:*
- Competitive salary and performance-based incentives.
- Comprehensive training and mentorship program.
- Career advancement opportunities within the sales team or other departments.



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