Financial Freedom Expert

2 weeks ago

Singapore beBeeWealth Full time $60,000 - $120,000
Unlock Your Financial Potential as a Wealth Manager

We are seeking an experienced and ambitious individual to join our team of wealth managers. As a key member of our team, you will be responsible for understanding the financial goals of clients and providing expert advice on investment, insurance, and savings products to help them achieve their objectives.

As a wealth manager, you will play a critical role in building strong relationships with clients and providing exceptional customer service. You will work closely with clients to understand their financial needs and develop tailored solutions to meet their goals.

The ideal candidate will have a minimum diploma from a locally recognized polytechnic and no prior experience is necessary. However, relevant certifications such as RES5, M9, M8/M8A, HI would be advantageous.

We offer a competitive compensation package including a basic salary and uncapped commissions and bonuses. Our comprehensive training program ensures that you have all the tools and resources needed to succeed in your role. We also provide opportunities for career progression and specialisation in corporate insurance and group employee benefits sales.

Benefits include flexible working hours, paid travel opportunities, and a range of other perks. If you are a motivated and results-driven individual looking to build a successful career in finance, we encourage you to apply.

  1. Understand the financial goals of clients and provide expert advice on investment, insurance, and savings products.
  2. Build strong relationships with clients and provide exceptional customer service.
  3. Develop and implement tailored solutions to meet client goals.
  4. Stay up-to-date with industry developments and best practices.

Requirements:

  • Minimum diploma from a locally recognized polytechnic.
  • No prior experience necessary, however relevant certifications would be advantageous.

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