Financial Services Specialist
3 days ago
Are you looking to take your career in the financial services sector to the next level?
At Recruit Success Pte. Ltd., we are committed to helping you achieve your goals through our wealth management specialist role.
Job SummaryThis is a dynamic opportunity for a skilled individual to join our team and contribute to the success of our clients.
The successful candidate will be responsible for providing wealth and financial solutions to B2B and B2C clients, growing and managing mass affluent and HNW client relationships, and developing and implementing business succession and valuation plans.
We are seeking a talented professional who can establish and maintain long-term, enriching relationships with clients through effective communication and risk management.
Key Responsibilities- Provide wealth and financial solutions for B2B and B2C clients.
- Grow, build, and manage mass affluent and HNW client relationships.
- Develop and implement business succession and valuation plans.
- Manage investment portfolios and execute estate planning strategies.
- Establish and maintain long-term, enriching relationships with clients.
We offer a comprehensive benefits package, including a fixed monthly allowance of up to $6000, uncapped commission opportunities, and fully sponsored certifications.
Our training program includes 1:1 mentorship guidance, business development support, and comprehensive training led by successful leaders.
We also offer a robust working environment, company-sponsored trips to exciting destinations, career progression opportunities, and team building incentives.
Requirements- Possess full working rights without sponsorship.
- Hold an A-Level or Local Poly Diploma or Degree in any field.
No experience is necessary, as we provide full training and mentorship to support your growth and development.
The ideal candidate for this role is someone with a drive to succeed, regardless of their level of experience.
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