Wealth Management Specialist

1 week ago

Singapore ASSURANCE RESOURCE MANAGEMENT PTE. LTD. Full time
Join Our Team as a Wealth Management Specialist
Are you passionate about crafting tailored investment solutions and driving exceptional portfolio performance? Join our dynamic team of experts, with a client-centric approach and a team of dedicated professionals, we foster innovation, collaboration, and growth and shape the future of financial success for individuals and businesses.
Whether you're an experienced advisor or exploring a new career path in wealth management, we provide skills and salary support that you need to succeed. We welcome graduates eager to learn and mid-career professionals looking for a rewarding switch into the wealth management industry.
Key Responsibilities:
  • Provide expert financial advisory services during corporate events, including workshops, seminars, and talks, to promote financial literacy and wealth management solutions.
  • Conduct personalized financial health checks for employees, offering tailored advice to align with their individual financial goals.
  • Collaborate with corporate clients to understand their business and employee needs, curating customized wealth solutions that support long-term success.
  • Build and maintain strong relationships with corporate stakeholders and their employees through regular engagement and proactive consultation.
  • Facilitate educational sessions to enhance financial awareness and empower clients with effective wealth management strategies.
  • Contribute to planning and executing corporate events to drive engagement and promote company services.
What We're Looking For:
We believe great talent can come from diverse backgrounds. Whether you're making a mid-career switch or just starting, these attributes will set you up for success:
  • Min Local Diploma, degree in finance, or a related field.
  • A passion for financial markets, wealth planning, and helping others achieve financial success.
  • Strong interpersonal and communication skills.
  • Have working rights in Singapore
  • No prior experience required, on-the-job training will be provided
  • A willingness to learn, coupled with transferable skills such as sales, client management, or analytical abilities.
  • A strong desire to build a meaningful career in financial advisory.
  • Previous experience in customer-facing or financial roles is advantageous but not mandatory.
What We Offer:
  • We provide comprehensive training and mentorship with structured onboarding, skill-building workshops, and one-on-one mentorship to fast-track your success.
  • Competitive compensation package with performance-based incentives.
  • Clear pathways for career advancement within a collaborative and supportive environment to provide for Growth Opportunities.
  • Access to advanced financial tools and resources.
  • Inclusive Work Culture team that values diversity, collaboration, and innovation
  • Remuneration includes Allowance and Commission ranges from $4,000 to $10,000.
Work Benefits & Schedule:
  • Flexible schedule with work from home options
  • Monday to Friday with weekend availability
  • Work Location: Hybrid remote

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