Wealth Portfolio Manager

3 days ago


Singapore Mosaic Group Full time

Job Title: Wealth Portfolio Manager

About Mosaic Group

Mosaic Group is a leading financial services provider, committed to delivering exceptional wealth management solutions to its clients.

Key Responsibilities:
  • Identify and acquire new clients through provided leads, fostering strong relationships built on trust and understanding.
  • Work closely with clients to achieve their financial objectives, providing expert guidance on portfolio management and investment strategies.
  • Conduct thorough financial assessments to comprehend clients' financial situations and risk tolerance for investments, ensuring tailored solutions that meet their unique needs.
  • Manage and optimize investment portfolios for both BTC and BTB assets, leveraging expertise to maximize returns and minimize risk.
Benefits and Incentives:
  • Favorable work-life balance and a conducive office environment, allowing employees to maintain a healthy lifestyle and be at their best.
  • Access to a dedicated mentor for career growth and development, empowering professionals to reach their full potential.
  • Tailored sales funnels designed to capitalize on individual strengths, driving success and satisfaction in the workplace.
  • No salary claw-back policy, ensuring employees are rewarded for their hard work and dedication.
  • Quarterly and production bonuses tied to outstanding performance, recognizing and incentivizing excellence.
  • Paid overseas trips and quarterly incentives upon meeting targets, offering opportunities for personal and professional growth.
  • Complimentary iPad device, enhancing productivity and mobility in the workplace.


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