Professional Wealth Advisor

5 days ago


Singapore Recruit Success Pte. Ltd. Full time

As a renowned leader in the industry, Recruit Success Pte. Ltd. seeks an accomplished professional to spearhead our wealth management efforts. The chosen candidate will be responsible for crafting bespoke financial solutions for high-net-worth clients, incorporating wealth management, investment portfolio optimization, and estate planning.

Core Responsibilities:

  • Design and execute sophisticated wealth management plans for Mass Affluent and HNW clients
  • Cultivate and maintain lasting client relationships to drive sustained business growth and customer loyalty
  • Collaborate with cross-functional teams to deliver superior client experiences
  • Offer expert advice on investment opportunities and risk management

Mentorship and Support

New hires will participate in a rigorous 3-month training program, guided by experienced leaders, managers, and directors, covering:

  • Business growth and digital tools for client acquisition
  • Personalized mentorship and coaching

Perks and Incentives

Upon successful completion of the training program, specialists will enjoy a dynamic work environment with flexibility for remote work. They will also be eligible for:

  • Organization-sponsored travel to exotic destinations
  • Opportunities for career advancement to become a team lead within 1-2 years
  • Team-building rewards and international learning conferences

Basic Requirements

Candidates interested in this role must meet the following basic qualifications:

  • Hold valid working permits in Singapore (no sponsorship)
  • Possess an A Level, Local Polytechnic Diploma, or Degree in any field
  • Be willing to undergo comprehensive training and mentorship


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