Wealth Manager
2 days ago
remote, Singapore
Placement Professionals, LLC
Full-time
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Basics & Benefits
- Up to $6000 fixed monthly allowance
- Uncapped commission
- Lifetime passive income
- Fully sponsored certifications
- Exciting Convention Destinations for qualifiers yearly
*Experienced candidates in the financial services sector are welcome to apply; we offer transition allowances.
Job Description- Provide comprehensive wealth management and financial solutions to both corporate and individual clients.
- Build, expand, and manage relationships with Mass Affluent and High-Net-Worth (HNW) clients.
- Support clients with business succession planning and valuation strategies.
- Assist clients with investment portfolio management, estate planning, and wealth transfer execution.
- Develop strong, trusted, and long-term relationships with clients through continuous engagement.
- Create tailored risk management and wealth accumulation strategies based on clients’ financial objectives.
- Receive personalised 1-to-1 mentorship and guidance from experienced leaders.
- Participate in a comprehensive 3-month training programme conducted by successful industry professionals.
- Gain access to business development resources and digital support tools to grow your client base.
- Enjoy a supportive and flexible working environment with work-from-home options available.
- Receive fully sponsored company trips to attractive and overseas destinations.
- Opportunity for career advancement into a team leadership role within 1–2 years.
- Participate in team-building activities and performance-based incentives.
- Gain exposure to overseas learning programmes and industry conferences.
- Possesses full working rights in Singapore, no sponsorship
- A Level or Local Polytechnic Diploma or Degree in any field
- No experience is welcomed to apply as full training and mentorship will be provided.
- Able to speak basic Mandarin is an advantage to liaise with Mandarin-speaking clients.
- Individuals without prior experience who are motivated and driven to achieve success.
- Mid-career switchers who want to build their own business while having greater control over their income and schedule.
- Experienced candidates in the financial services sector are welcome to apply, with attractive transition support provided.