Career Path in Financial Services

5 days ago

Singapore beBeeWealth Full time $4,000 - $6,000
Wealth Management OpportunitiesOur Wealth Management team is looking for highly motivated and dynamic individuals to join our organization. This role is ideal for those passionate about building a career in the finance industry.

We are seeking multiple candidates for a wealth management associate, grooming them to kickstart their careers in the financial industry, specializing in both life insurance and wealth products.

As part of this role, you will undergo a comprehensive skills training program, where you will receive job-specific training and gain a fundamental understanding of both the life insurance as well as wealth product industry.

  • Acquiring clients through guaranteed in-house generative leads and guided leads.
  • Preparing comprehensive financial reports tailored for high-net-worth clients.
  • Developing and proposing customized solutions to meet clients' financial and investment needs.
  • Presenting clients' overall financial portfolios to support long-term financial goals planning.
  • Maintaining and reviewing financial portfolios to foster long-term customer relationships.

To succeed in this role, you must possess:

  • A Bachelor's Degree in any field.
  • Exceptional communication and interpersonal skills, proven ability to engage positively with clients and colleagues, genuine enthusiasm and interest in investment and financial concepts.
  • Previous experience in banking or the financial sector is advantageous but not mandatory.

In addition to a competitive starting salary, you can expect:

  • Annual Leave – Leave entitlement to support work-life balance
  • Flexible Benefits – A customizable benefits package to suit individual needs
  • Competitive Performance Bonus – Rewarding contributions and achievements
  • Professional Development – Opportunities for career growth, training, and career development
  • Supportive Work Environment – Collaborative and inclusive culture that values teamwork and innovation

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