
Wealth Relationship Manager
1 week ago
As a Wealth Relationship Manager, you will be part of a team that provides personalised financial advcies to clients in managing their wealth accumulation journey. By assesing their financial goals, risk tolerances and investment preferences, you are in charge of tailoring a customised solution for their investment management, retirement planning, tax optimisation and estate planning. You are also in charge of clients' portfolio, adjustment of strategies, and offering of guidance on financial decision to ensure a long term financial security.
- Expertise Development: Learn investments from top industry producers and gain personal financial literacy insights
- Develop soft skills: Communication, teamwork, probelm solving, time management, emotional intelligence, leadership and adaptability
- Career Guidance: Ennegram guided tests to understand your inner self for better career direction
- Certification Opportunity: Sponsorship for 4 CMFAS papers, essential for the finance industry
- Networking: Get to know different industry leaders and speak to people from all walks of life
- Requirements:
- Local Diploma or full GCE ‘A’ Levels Certifcation
- Minimum 21 years old
- Any majors accepted, no financial background required
- Open-minded and motivated individual
Pay: $5,000.00 - $8,000.00 per month
Schedule:
- Monday to Friday
Supplemental Pay:
- Commission pay
- Signing bonus
- Yearly bonus
**Education**:
- GCE 'A' Level or equivalent (required)
Work Location: In person
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