Personal Wealth Manager

4 days ago

Singapore SJGROUP ADVISORS Full time $60,000 - $120,000 per year

We're looking for client-focused [Personal Wealth Manager] to join our growing team. This role is designed for someone who thrives in a fast-paced, high-impact environment and loves helping clients with their holistic wealth and legacy planning.

You'll be spearheading business development, deepening client engagement, and executing smart marketing initiatives that drive revenue growth.

We're growing our team to serve the expanding Affluent and High Net Worth (AHNW) segment. You'll receive direct mentorship from our Director who is a Top HNW Producer — a 2x Top of the Table (TOT) qualifier — and discover the proven strategies that consistently produce MDRT, COT, and TOT success.

What You'll Gain:

Direct mentorship from Top HNW Producer

Attractive income potential tailored for experienced professionals

Systems that have helped our wealth managers achieve 3X to 5X their previous performance

Full suite of AHNW planning tools for holistic wealth and legacy planning

Key Responsibilities:


•⁠ ⁠Build and manage a pipeline of high-quality leads in both B2B and B2C segments


•⁠ ⁠Host presentations and in-person client meetings to educate prospects on financial planning and risk management tools.


•⁠ ⁠Monitor portfolios and adapt strategies to evolving needs and market condition


•⁠ ⁠Analyze market trends and competitor activity to inform sales strategy and positioning.


•⁠ ⁠Achieve sales targets while building long-term client relationships based on trust and results.

Minimum Requirements:

Academic Qualification:

A levels or ⁠Diploma awarded by a polytechnic in Singapore; or

⁠International Baccalaureate Diploma qualification; or

any other academic qualification which is equivalent to the qualifications set out in the above

Job Types: Full-time, Permanent

Pay: From $4,000.00 per month

Benefits:

  • Flexible schedule

Work Location: In person

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