Wealth Management Consultant

4 weeks ago


Singapore Recruit Success Pte. Ltd. Full time
Unlock Your Potential in Wealth Management

Are you looking for a challenging and rewarding career in wealth management? Do you have a passion for helping clients achieve their financial goals? We are seeking a highly motivated and experienced Wealth Management Specialist to join our team at Recruit Success Pte. Ltd.

Key Responsibilities:
  • Provide financial solutions for B2B and B2C clients
  • Identify, build, and manage a portfolio of clients
  • Develop risk and wealth management strategies to plan for clients' future
  • Establish a trusted and healthy relationship with clients
What We Offer:
  • Comprehensive training program by successful leaders
  • 1:1 mentorship guidance
  • Lead generation, business development, and digital support for client building
  • Robust working environment with option to work from home or office
  • Company-sponsored trips to exciting destinations
  • Career progression to manager/team leader after 2 years
Requirements:
  • A Level or Local Poly Diploma or Degree in any field
  • No experience is welcomed to apply, as full training and mentorship will be provided

We are looking for individuals with a drive to succeed, mid-career switchers looking to build a business, and experienced candidates in the financial sector. Attractive transitional allowances can be provided. If you are passionate about wealth management and want to take your career to the next level, apply now


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