Strategic Wealth Manager

6 days ago


Singapore ACHIEVE CAREER CONSULTANT PTE LTD Full time

We are seeking a skilled Strategic Wealth Manager to join our team at ACHIEVE CAREER CONSULTANT PTE LTD. As a key member of our wealth management division, you will be responsible for providing expert investment advice and tailored solutions to clients to achieve their financial goals.

Key Responsibilities:
  • Provide high-quality investment advice and strategic guidance to clients to meet their financial objectives.
  • Cultivate new business opportunities and expand our client base through targeted outreach and collaboration with relationship managers.
  • Identify cross-selling opportunities for investment and insurance products to existing clients, enhancing their financial portfolios.
  • Participate in marketing events, sales activities, and joint client appointments to drive business results.
  • Maintain strong relationships with clients by understanding their financial needs, risk profiles, and investment objectives.
Requirements:
  • Bachelor's degree in Banking, Business Administration, Economics, or a related field.
  • 2-5 years of experience in retail banking, investment advisory, or insurance products.
  • Demonstrated track record of achieving sales targets and delivering exceptional client service.
  • In-depth knowledge of investment products, financial markets, and regulatory guidelines.

We offer a competitive salary range of SGD 60,000 - SGD 120,000 per annum, commensurate with experience. If you are a motivated and experienced Strategic Wealth Manager looking for a challenging role, please submit your application.


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