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Wealth Management Specialist

1 week ago

Singapore SP - Katherine Soh Full time
Investment and Insurance Solutions
As a Wealth Management Specialist at SP - Katherine Soh, you will be responsible for delivering tailored investment and insurance solutions to our clients. With a strong focus on risk management and wealth accumulation, our team helps individuals and businesses achieve their long-term financial objectives. Your expertise in financial planning, portfolio management, and risk assessment will enable you to identify opportunities for growth and help clients make informed decisions about their investments. As a key member of our team, you will collaborate with cross-functional teams to develop and implement effective marketing and sales strategies, staying up-to-date with industry trends and regulatory requirements.

About Us
SP - Katherine Soh is a reputable financial services company committed to providing expert advice and guidance to clients. Our team of experienced professionals is dedicated to delivering exceptional customer service, building strong relationships, and meeting the evolving needs of our clients. We pride ourselves on our integrity, professionalism, and commitment to excellence, and we seek like-minded individuals to join our team and share in our vision for success.

Key Responsibilities
- Provide expert financial advice and guidance to clients, including investment strategies, risk management, and wealth accumulation
- Build and maintain strong relationships with clients, partners, and stakeholders, ensuring excellent customer service and satisfaction
- Identify new business opportunities and drive revenue growth through strategic partnerships and alliances
- Collaborate with cross-functional teams to develop and implement effective marketing and sales strategies
- Stay up-to-date with industry trends and regulatory requirements, applying knowledge and expertise to deliver exceptional results

Benefits Package
We offer a comprehensive benefits package that includes:
- Competitive monthly salary and quarterly bonuses with employee benefits such as CPF contributions, annual leave, and medical benefit
- Performance-based incentives such as allowance and commission
- Overseas incentive trips
- Industry and company recognition, e.g., Million Dollar Round Table and Top Financial Services Consultants Award
- Continuous professional development through a comprehensive training and development program
- Opportunity to develop your leadership and management skills by building your very own agency and leading a team of professional Financial Services Consultants

Requirements
To succeed in this role, you will need:
- A minimum full certificate in GCE 'A' Level, International Baccalaureate Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike
- Excellent problem-solving and analytical skills, with the ability to identify and capitalize on business opportunities
- Proficiency in Microsoft Office Suite, particularly Excel, Word, and PowerPoint

Career Advancement
At SP - Katherine Soh, we recognize the value of investing in our employees' careers. We offer ongoing training and development programs to enhance your skills and knowledge, ensuring you stay ahead of the curve in the fast-paced financial services industry. Our promotion policy is designed to reward high-performing employees, offering opportunities for career advancement and professional growth.