Financial Portfolio Manager

4 days ago


Singapore SPO - JiaHao Full time

As a Wealth Manager at SPO - JiaHao, you will play a crucial front-facing role in helping clients plan and manage their financial portfolios. Whether or not you have existing connections, this opportunity allows you to build a strong client base through our cold market initiatives.

About the Role:

  • Understand the financial goals of clients and provide tailored wealth management solutions
  • Offer exceptional customer service and a premium advisory experience
  • Develop and maintain strong relationships with clients

Your Qualifications:

  • A minimum Diploma from a locally recognized polytechnic or equivalent qualification (including overseas certifications)
  • No prior experience is required; comprehensive training will be provided
  • Bonus qualifications include RES5, M9, M8/M8A, HI certifications
  • You must be driven, passionate, and eager to succeed in the financial industry

What We Offer:

  • Cold market opportunities for career advancement
  • International business opportunities with a global reach
  • Flexible working hours to achieve a better work-life balance
  • A supportive team and multiple platforms to aid your success
  • Ongoing career progression with no limitations

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