Wealth Manager

6 days ago


Singapore Recruit Success Pte. Ltd. Full time

Wealth and Financial Solutions Specialist

Provide high net worth individuals and businesses with tailored financial solutions, encompassing wealth management, investment portfolio optimization, and estate planning.

Key Responsibilities:

  • Develop and implement comprehensive wealth management strategies for Mass Affluent and HNW clients
  • Grow and manage client relationships to achieve long-term business growth and retention
  • Collaborate with cross-functional teams to deliver exceptional client experiences
  • Analyze market trends and provide expert advice on investment opportunities and risk management

Training and Support

Newly appointed specialists will receive a 3-month training program, led by experienced leaders, managers, and directors, covering:

  • Business development and digital support for client building
  • 1:1 mentorship guidance and coaching

Incentives

Upon completion of the training program, specialists can enjoy a robust working environment with options for remote work. They are also eligible for:

  • Company-sponsored trips to exotic destinations
  • Career progression opportunities to become a team lead within 1-2 years
  • Team building rewards and overseas learning conferences

Requirements

To be considered for this role, candidates must:

  • Possess full working rights in Singapore (no sponsorship)
  • Hold an A Level, Local Polytechnic Diploma, or Degree in any field
  • Be willing to undergo full training and mentorship

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