Investment Portfolio Coordinator

6 days ago


Singapore VA DISTINCT PARTNERS PTE LTD Full time
Join Our Team

We are seeking a talented Wealth Manager to join our team at VA DISTINCT PARTNERS PTE LTD. In this role, you will be responsible for developing and maintaining strong relationships with clients to address their inquiries professionally and provide expert financial guidance.

Responsibilities Include:
  1. Conducting thorough financial analysis and review of client portfolios to provide bespoke investment solutions.
  2. Developing and implementing tailored wealth planning solutions to meet client needs.
  3. Providing regular updates and progress reports to clients on their financial situation.
About Our Ideal Candidate
  • We are looking for an individual with a driven, entrepreneurial mindset who is passionate about financial planning.
  • You should possess strong interpersonal and communication skills, be a team player with the ability to work independently, and have a diploma or degree from a recognized institution (any field).
  • No experience required, but a willingness to learn and grow with us.
About Our Benefits
  • We offer competitive compensation, including base allowance, incentives, and bonuses.
  • You will enjoy recurring income and career growth opportunities.
  • We provide annual incentive trips and performance recognition.
  • Our strong training and mentorship support will help you achieve your career goals.


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