Portfolio Manager Specialist
7 days ago
At VA DISTINCT PARTNERS PTE LTD, we are dedicated to providing our clients with tailored wealth planning solutions. We strive to build long-term client relationships through a structured approach to financial analysis and review.
">Your Role as a Wealth Manager- You will acquire and manage a portfolio of clients through various prospecting strategies.
- You will conduct thorough financial analysis and review client portfolios to provide bespoke investment solutions.
- You will develop and maintain strong relationships with clients to address their inquiries professionally and provide expert financial guidance.
We are looking for an individual with a driven, entrepreneurial mindset who is passionate about financial planning. You should possess strong interpersonal and communication skills, be a team player with the ability to work independently, and have a diploma or degree from a recognized institution (any field).
About Your Career Development- You will have access to comprehensive training programs, including industry certifications.
- You will benefit from hands-on mentorship from experienced leaders.
- You will have opportunities for regional networking and business development.
- We offer competitive compensation, including base allowance, incentives, and bonuses.
- You will enjoy recurring income and career growth opportunities.
- We provide annual incentive trips and performance recognition.
- Our strong training and mentorship support will help you achieve your career goals.
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