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Wealth Manager

2 weeks ago

Singapore STRATEGIC WEALTH MARKETING PTE. LTD. Full time

**Wealth Manager**:
**Reports To**:
Director

**Job Overview**:
The Wealth Manager reviews financial status of the client and advises on their financial portfolio to meet their needs. He/She meets up with clients to understand their financial expectations. He/She also reviews and prepares customised policies for their clients. He/She maintains good relationship with clients and assists with claims matters.

**Responsibilities and Duties**:

- Financial Portfolio Management to align to clients' needs
- Identify and develop new business prospects to achieve sales goals
- Provide excellent client service to maintain existing client base
- Support and participate in sales campaigns to facilitate the expansion of business and branding

**Benefits / Rewards**:

- Flexible Incentive Structure (uncapped potential earnings)
- Training and Professional/Personal Development
- Attractive Rewards Programmes
- Cohesive culture focusing on Teamwork
- The Company emphasises on the importance of work-life balance

**Qualifications / Requirements**:

- Min. Diploma from a Local Polytechnic (MAS Requirements)
- Prospecting Skills
- Meeting Sales Goals
- Motivation for Sales
- Ability to perform under pressure
- Strong Communication Skills