Personal Wealth Manager
3 days ago
We are seeking a highly motivated and results-driven individual to join our team as a Wealth Management Financial Sales representative. In this role, you will be responsible for providing financial planning services to high net worth clients, helping them achieve their financial goals and objectives.
**Responsibilities**:
- Build and maintain strong relationships with clients to understand their needs and goals
- Provide financial planning advice and solutions to clients, including investment strategies, retirement planning, estate planning, tax planning, and risk management
- Develop and implement sales strategies to grow your client base and revenue
- Collaborate with internal teams to deliver outstanding client service and support
- Stay up-to-date on industry trends and market conditions to provide informed advice to clients
**Requirements**:
- Bachelor's degree in Business, Finance, Economics, or related field
- Relevant professional certifications (e.g. CFA, CFP, ChFC) preferred
- Minimum of 2-3 years of experience in financial services, preferably in wealth management or financial planning
- Proven track record of meeting and exceeding sales targets
- Strong communication, interpersonal, and networking skills
- Entrepreneurial spirit and self-starter mentality
We offer a competitive compensation package, including a base salary and commission structure, as well as comprehensive benefits and training programs. If you are a driven and entrepreneurial individual looking for a challenging and rewarding career in wealth management financial sales, we encourage you to apply.
**Job Types**: Full-time, Part-time, Permanent, Contract, Internship, Fresh graduate, Student job
**Salary**: $48,000.00 - $300,000.00 per year
**Benefits**:
- Employee discount
- Flexible schedule
- Professional development
- Work from home
Schedule:
- Flexible hours
- Weekend availability
Supplemental pay types:
- Commission pay
- Performance bonus
- Retention bonus
- Signing bonus
- Yearly bonus
Work Location: Hybrid remote in Singapore 159963
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