Wealth Management Specialist

2 weeks ago


Queenstown, Singapore United Partners Full time $40,000 - $48,000 per year

We are seeking a highly motivated individual to join our dynamic team. The ideal candidate will have a proven track record of providing exceptional client service and building strong relationships.

Responsibilities:

  • Client Relationships:
  • Develop and maintain strong relationships with clients, understanding their financial goals and needs.
  • Provide personalized financial advice and guidance.
  • Educate clients on various financial products and strategies.
  • Financial Planning:
  • Create comprehensive financial plans for clients, including retirement planning, investment strategies, and risk management.
  • Analyze client financial situations and identify opportunities for growth.
  • Investment Management:
  • Manage client investments, including portfolio selection, rebalancing, and monitoring.
  • Stay up-to-date on market trends and investment opportunities.
  • Compliance:
  • Ensure compliance with all relevant regulations and industry standards.
  • Maintain accurate client records and documentation.

Qualifications:

  • Diploma in any field.
  • Sales experience preferred.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain strong client relationships.
  • Problem-solving and analytical skills.

Benefits:

  • Competitive salary and commission structure
  • Comprehensive benefits package
  • Opportunities for professional development
  • Supportive and collaborative work environment

If you are a highly motivated and results-oriented individual looking to join a growing team, please submit your resume and cover letter.

*Shortlisted candidates will be contacted for an interview.

Job Types: Full-time, Internship

Pay: From $4,000.00 per month

Benefits:

  • Flexible schedule
  • Professional development

Work Location: In person



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