Wealth Strategist

2 weeks ago


Woodlands, Singapore UrbanPlus Full time

**What You'll Gain**:

- **Custom Strategy Development**: Collaborate with clients to develop personalized financial strategies that align with their unique financial goals.
- **Mentorship and Growth**: Receive one-on-one guidance and training from experienced professionals to accelerate your career in wealth management.
- **Client-Centered Impact**: Develop long-term relationships with clients, providing them with valuable financial guidance to build and protect their wealth.
- **Skill Enhancement**: Strengthen your expertise in financial strategy, wealth management, and decision-making processes.
- **Collaborative Environment**: Network and grow alongside a talented and motivated team in the financial services industry.

**Requirements**:

- A genuine interest in wealth management, financial planning, and problem-solving.
- Creative and strategic thinking with the ability to develop customized financial solutions for clients.
- Excellent communication skills to build strong relationships with clients and foster trust.
- Self-driven with a passion for continuous learning and professional development.
- Ability to work both independently and as part of a collaborative team.
- Proficiency in Microsoft Office (Word, Excel, PowerPoint).
- **Educational Requirement**: Minimum qualifications include a GCE ‘A’ Level, diploma, or equivalent academic qualifications.
- Previous experience in financial services is a plus but not a requirement.

**Job Types**: Full-time, Fresh graduate

Pay: $2,000.00 - $6,000.00 per month

**Benefits**:

- Flexible schedule
- Health insurance

Schedule:

- Monday to Friday
- Weekend availability

Supplemental Pay:

- Commission pay
- Yearly bonus

Work Location: In person



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